> For the complete documentation index, see [llms.txt](https://docs.rishvi.co.uk/linnworks/llms.txt).
> Use it to discover all available pages before exploring further.

# Create opportunities from web contact forms

Adding a contact form to your website helps capture visitor information and automatically turn it into leads or opportunities, ensuring faster follow-up and better sales tracking.

Embedding a contact form on your website is an effective way to capture visitor details and convert them into potential customers. Once a user submits the form, their information can automatically generate a lead or opportunity in your CRM and be assigned to the appropriate sales team or representative.

## **Customize contact forms**

By default, the *Contact Us* page includes a ready-to-use contact form. You can modify this form to match your business requirements.

To edit the form:

1. Go to **Website app ‣ Contact Us**

2. Click **Edit** to open the website builder

3. Select the form block to access its settings in the right sidebar

The following configuration options are available under the form settings:

<Image src="https://www.odoo.com/documentation/19.0/_images/form-customization.png" width="510" height="585" alt="The form configuration settings on an Odoo website." priority={true} fetchPriority="high" />

- **Action**: determines what happens after submission. By default, it sends an email. Change this to **Create an Opportunity** to capture data in the CRM.

- **Sales Team**: select which team should receive the created opportunities. This option appears only when the action is set to create an opportunity.

- **Salesperson**: assign submissions to a specific user. If left blank, assignment follows the team’s default rules.

- **Marked Fields**: defines how required fields are handled. The recommended setting is to treat marked fields as mandatory.

- **Mark Text**: choose the symbol used to indicate required fields (default is `*`).

- **Labels Width**: adjust the width of field labels for layout control.

- **On Success**: decide what happens after submission:

  - **Nothing**: stays on the same page with a confirmation message

  - **Redirect**: sends users to another page

  - **Show Message**: replaces the form with a custom success message

- **URL**: specify the destination page if **Redirect** is selected.

- **Visibility**: control when and where the form appears based on conditions.

**Important**

If *Leads* are enabled in CRM settings, selecting **Create an Opportunity** will generate a lead instead. To enable this feature, go to **CRM app ‣ Configuration ‣ Settings**, activate **Leads**, and save your changes.

### **Customize contact form fields**

You can also configure each individual field within the form.

While in the editor, click on any field to open its settings panel. The following options are available:

- **Type**: choose between predefined or custom field types

- **Input Type**: define the expected format (Text, Email, Phone, URL), ensuring correct data entry

- **Label**: set the field name displayed to users

- **Position**: control how the label is aligned (above, left, hidden, etc.)

- **Description**: add helper text below the field for additional guidance

- **Placeholder**: display example input to guide users

- **Default Value**: pre-fill a value if needed (not recommended for required fields)

- **Required**: make the field mandatory for submission

- **Visibility**: control whether the field appears on desktop, mobile, or both

- **Animation**: optionally apply visual effects to the field

<Image src="https://www.odoo.com/documentation/19.0/_images/field-customization.png" width="424" height="585" alt="The field configuration settings on an Odoo website." priority={true} fetchPriority="high" />

## **View opportunities**

Once a visitor submits the form, a record is automatically created and assigned based on your form configuration.

To view these records:

- Go to **CRM app ‣ Sales ‣ My Pipeline** to see opportunities

**Note**

If the *Leads* feature is enabled, submissions will be stored as leads instead of opportunities. You can access them via **CRM app ‣ Leads**.

On the pipeline dashboard, click any card to open the record and view the submitted details.

**Note**

Because forms are customizable, the way data appears in the record may vary depending on the fields used.

For the default contact form:

- The *Subject* field is stored as the opportunity **Title**

- The message (often labeled *Your Question*) is saved under **Internal Notes**

