Create leads (from email or manually)

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Introduction

Capturing leads effectively is the first step in building a strong sales pipeline in Odoo CRM. Leads represent potential customers who have shown interest in your products or services. Whether they come in through email, the website, or are added manually by your team—Odoo makes it simple to track and manage them.

 

In this guide, we’ll show you how to enable the leads feature, how to create leads automatically from emails, and how to add them manually in just a few clicks.

Step-by-step Instructions

 

How to Enable Leads in Odoo CRM

 

To get started with lead tracking:

  • Go to the CRM
  • Click on Configuration → Settings.
  • Under the Leads section, check the box labeled Leads.
  • Click Save.

This will activate the Leads menu in your CRM.

 

How to Create Leads from Email Aliases

 

You can configure Odoo to automatically generate leads from emails sent to a specific alias.

To do this:

 

  • Go to CRM → Configuration → Sales Teams.
  • Select a sales team you want to configure.
  • In the Email Alias field, enter or edit the email address
  • Under Accept Emails From, choose one of the following:

 

  1. Everyone
  2. Authenticated Partners
  3. Followers only
  4. Authenticated Employees

Once set up, incoming emails to this alias will automatically create leads in the system, with the subject line as the title and the email content stored in the chatter.

 

 

How to Manually Create a Lead

You can also add leads manually for walk-ins, phone calls, or events.

To create a lead manually:

  • Go to CRM → Leads.
  • Click New at the top-left corner.
  • Fill in key fields:
    • Title
    • Contact Name
    • Company Name
    • Email and Phone (optional)

Click Save to create the new lead.

 

How to Manually Create an Opportunity

If you already have a qualified lead, skip straight to creating an opportunity.

Here’s how:

  • Go to CRM → Sales → My Pipeline.
  • Click New to open a new opportunity card.
  • Fill in:
    • Opportunity Name (e.g., “10 Office Chairs”)
    • Contact or Organization
    • Email, Phone, and Expected Revenue
    • Choose Priority using the star icons (⭐ to ⭐⭐⭐⭐)

Click Add to save the opportunity

Tips for Managing Leads and Opportunities

  • Use email aliases to automate lead capture from external inquiries.
  • Assign leads to the right sales team for faster response times.
  • Use tags, filters, and smart buttons to keep things organized.
  • Always check for duplicates before converting leads to opportunities.
  • Use priority stars to focus on high-value leads first.

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