User Documentation Sales Management CRM Edit on GitHub You are viewing the documentation for version 18.0. See this page in the latest version (19.0) → Acquire leads¶ How to record a lead or an opportunity Lead or opportunity: which one should I create? How do I turn on leads? How do I create a lead? How do I create an opportunity directly? Which fields should I fill in? How do I add my own fields (properties)? Common errors Next steps How to create leads automatically from incoming emails How do I give a sales team an email address? What happens when a customer sends an email? Can an incoming mail server create leads too? Common errors Next steps How to create leads from the contact form of your website How do I make the contact form create leads? What does the salesperson see? Common errors Next steps How to create a lead from a live chat conversation How do I create a lead from a chat? What is saved in the lead? Common errors Next steps How to create a lead from a social media conversation How do I create a lead from a social conversation? What is saved in the lead? Common errors Next steps
