Contact Form Tags

by

27.73

v 13.0 Third Party
Required Apps CRM (crm)
Website (website)
Technical Name pbj_website_crm_tags
LicenseOPL-1
Websitehttps://programmedbyjake.com
Also available in version v 12.0 v 11.0
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Required Apps CRM (crm)
Website (website)
Technical Name pbj_website_crm_tags
LicenseOPL-1
Websitehttps://programmedbyjake.com
Also available in version v 12.0 v 11.0

Lead Tags on Contact Us Page

Connecting Your Customers to the Right People

Providing great online support is easier when the right people are involved.

By using the Lead Tags already built into Odoo, we help field customer requests to the correct department.

When filling out the contact us page, the customer will be prompted to select the category of the request.

Each category can be set up to override the salesperson and/or the team the newly created lead will be assigned to.

Configuration

Convenience is Just Seconds Away

1. Open up the CRM app and navigate to Leads & Opportunities -> Lead Tags.

2. Create a new tag or edit an existing one.

3. In the 'Contact Us Form' section, click 'Available on Contact Us Form'.

4. Optionally, you can add a website name, salesperson and channel .

Notes

If any of website name, salesperson and channel are not set, standard Odoo behaviour will be used. This will means it will use the tags name, and the salesperson/channel set in the website settings menu.

If setting both the salesperson and the team, the salesperson must be part of the team or it will be reassigned to a team that the salesperson is a member of.

Odoo Proprietary License v1.0

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modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

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LGPL, MIT, or proprietary licenses similar to this one).

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or modified copies of the Software.

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