How to Generate Leads in Odoo 18 Event App | Lead Generation in Odoo 18 Event | Odoo 18 New Features

Published: 04 September 2024
on channel: Cybrosys Technologies
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To generate leads from Odoo 18 events, you can leverage the event module's built-in functionality and potentially integrate with other modules like CRM or marketing automation. Here's a step-by-step guide:

1. Set up Events:

Create events with relevant details like name, start/end dates, location, and description.

Assign responsible users and categories for better organization.

2. Manage Attendees:

Allow attendees to register for events through the event module or an external registration form.
Collect attendee information such as name, email, phone number, company, and other relevant fields.
Track attendee status (registered, confirmed, attended, etc.).

3. Convert Attendees to Leads:

Create a workflow or automation rule to automatically convert registered attendees into leads upon confirmation or attendance.

Map attendee fields to lead fields (e.g., name, email, phone, company).

Add additional lead information as needed, such as industry, job title, or interests.

4. Nurture Leads:

Utilize the CRM module to track and nurture leads generated from events.

Assign leads to sales teams for follow-up.

Send personalized emails, schedule meetings, and track interactions.

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