Lead Creation Form

by
Odoo

52.10

v 15.0 Third Party
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Website (website)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 380
Technical Name website_crm_form
LicenseOPL-1
Websitehttp://www.vauxoo.com
Versions 15.0 14.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Website (website)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 380
Technical Name website_crm_form
LicenseOPL-1
Websitehttp://www.vauxoo.com
Versions 15.0 14.0

Lead Creation

Form

Increase the possibility of generate new leads through filling a simple form before accessing a resource with a link.

“ Transform your
  downloads in
  opportunities in
  real time. ”

DEMO
User: lead_creator
Password: lead_creator

DEMO VIDEO

WHICH USERS SOULD USE IT?

Community Manager
Sales
Related Users

FEATURES

  • Simple installation
  • Prompt a CRM form when clickng on a link
  • Aks your users email, name and telephone when clicking links
  • With one click you activate the capture of information of new leads
  • A non invasive form in your data filling
  • Turn any link into a download form, create leads after clicking a link

AVAILABLE FOR

  • Odoo version 12
  • Odoo version 14

PLATAFORMS

  • Odoo

HOW CAN I USE IT?

Installation

Go to Apps module and search Lead Creation Form, then press the INSTALL button

1

User Manual

Go to the Website module, press the button GO TO WEBSITE and there press the button Edit

2

Drag and drop the widget that you want to use to create your leads

3

Select the place where you want to use the form to create leads and click on the Link element, you'll find it at the right bottom of the screen

4

Fill in the requested data and at the bottom of the form activate the Add Download Form option, then save the form and save the page

5

The form to create the new lead will open when you click the element where you added the link, fill the data and click the Download button

If the data was correct a new window will open to the page of the link you set before and you'll see the following leyend inside the form

6

If the data wasn't complete or incorrect you'll see the following leyend inside the form

To see the new lead go to the CRM module, remove My Pipeline filter from the search bar and inside the New column you'll find the new leads captured through the form

7

Click the last Catalog download register and see the data of the brand new lead

8

DETAILS

Visit us at vauxoo.com
Request feature at www.vauxoo.com/contactus

"You guys rock! The Lead Creation Form is amazing, I wish I had thought of it from the beginning. Very useful."
Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
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).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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