How to Create and Manage Leads in Odoo 18 CRM: 7 Methods Guide

Odoo 18 stands out as a powerful business management platform, delivering advanced features for lead generation and opportunity handling. With its CRM module and smooth integrations, it enables businesses of any size to capture prospects, qualify them efficiently, and simplify the conversion journey.

1. Manual Lead Creation

When prospects reach out through phone calls, walk-ins, or casual interactions, sales teams can easily record these inquiries manually.

1. Navigate to CRM Module
2. Click New button
3. Enter basic information in the pipeline form:
   • Contact name
   • Opportunity name
   • Email address
   • Phone number
   • Expected revenue
   • Priority
4. Save the lead

2. Website Contact Forms

Generate leads directly through website forms by linking them with the CRM module.

1. Edit the contact form on your website
2. Configure submit button's action as "Create an Opportunity"
3. When visitors submit the form, details are captured as leads
4. The Subject becomes the Opportunity name

3. Lead from Live Chat

Create leads through the website's Live Chat feature during real-time conversations.

4. Lead from Email

Create leads directly from incoming emails by configuring an email alias in the CRM.

1. Enable Leads option in CRM settings
2. Set up an incoming mail server with required details
3. Set target model as Lead/Opportunity
4. Define an email alias
5. Use Fetch Now to retrieve leads from emails

5. Lead Mining (Paid Feature)

Automatically generate leads based on predefined criteria.

1. Enable Lead Mining option in settings
2. Navigate to Leads menu
3. Click Generate Lead button
4. Set filters: country, industry, company size, employee count
5. Click Generate Leads
6. Leads are created and can be assigned to sales teams

6. Lead Enrichment

Automatically supplement incomplete lead records with valuable details like company address, phone number, website, industry, and workforce size.

1. Enable Lead Enrichment in CRM settings
2. When leads are created with minimal info (e.g., just company name)
3. Odoo retrieves additional data automatically
4. Minimizes manual research and saves time

7. Visits to Leads

Turn website traffic into potential opportunities by monitoring visitor actions.

1. Enable Visits to Leads option
2. Navigate to Configuration > Visits to Leads Rule
3. Click New to create a rule
4. Define rule name and tracking target (companies or companies + contacts)
5. Set country, website, page URL, sequence
6. Configure Opportunity Generation Conditions (industry, employee count)
7. Specify lead/opportunity type, sales team, salesperson, tags, priority

Conclusion

Odoo 18 CRM provides multiple powerful methods to generate and manage leads. From manual creation to automated lead mining and website visitor tracking, businesses have all the tools needed to build a robust sales pipeline and drive better results.