CRM: CRM Configuration: Settings


The purpose of this documention is to serve as a walkthrough for configuring the CRM application in Odoo 12.


To get started, navigate to the CRM app.


Go to Configuration > Settings to review the following settings.


Leads: This option enables Leads, which are qualifications steps before creating an opportunity or a customer. Once the leads is qualified, it can be converted into a business opportunity and/or a new customer in your address book.

Predictive Lead Scoring: Select the fields to be used to predict lead scoring based on existing data. The date you enter here will give a starting point for Odoo to start calculating from.

Incoming Emails: When Leads are enabled, you can also enable this setting to convert emails to a particular email alias to leads.

After selecting the features to use, click Save.

Lead Generation

The following are all paid features of Odoo.

Visits to Leads: Enable this option to convert visitors of your website into leads and perform data enrichment based on their IP address.

Lead Enrichment: This is a credit-based feature offered by Odoo to use public data to enrich your leads. For example, if you enter the company's email address and name, Odoo will use that information to find data to complete the profile, like phone number and email address. The more data you have, the more likelihood of qualifying the lead. You can choose to then enrich leads on demand or automatically. 

Lead Mining: Enable this to generate ne leads based on country, industry, size, etc.

To use these features, first enable them here and click Save. The page will reload, then you can click  Buy Credits to add the required credits to your account.

Good to Know!

Enabling Lead Generation features will also add items to the Configuration menu for further setup.