Odoo Community
Odoo Enterprise
Viindoo Cloud
Business type and employee size on the website contact form
Whitelists Business Type and Employee Size for the website form builder, so the Contact Us form can ask them and the lead arrives already classified.
Website Partner Business Nature (technical name viin_website_partner_business_nature) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for marketing, sdr.
At a Glance
The facts of Website Partner Business Nature, version 0.1, in one place. Published by Viindoo.
Technical name
viin_website_partner_business_nature
Odoo version
17.0 (Odoo Community, Odoo Enterprise, Viindoo Cloud)
Depends on
website_crm, viin_crm_business_nature
Adds
no new menus or models - it extends existing screens, or ships data and rules
Not for
The fields are not on the form by default.
Key features
Business Type and Employee Size whitelisted for website forms, Leads created with the profile, Works with the form builder
How It Works
Edit the Contact Us form; add the two fields; publish.
1
The lead
Business type and size filled.
2
The form
Where the fields go.
3
Whitelist
The fields made available.
What You Get
Business Type and Employee Size whitelisted for website forms
Leads created with the profile
Works with the form builder
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
The fields are not on the form by default.
Add them with the website builder.
Values are chosen from the lists.
Free text is not accepted.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Website Partner Business Nature?
Marketing
Qualification starts on the form.
SDR
Size known before the call.
Frequently Asked Questions
What does Website Partner Business Nature do?
Whitelists Business Type and Employee Size for the website form builder, so the Contact Us form can ask them and the lead arrives already classified.
What does Website Partner Business Nature not do?
The fields are not on the form by default. Add them with the website builder. Values are chosen from the lists. Free text is not accepted.
Who is Website Partner Business Nature for?
Marketing: Qualification starts on the form. SDR: Size known before the call.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: website_crm, viin_crm_business_nature. Odoo installs them with it.
How do I set it up?
Edit the Contact Us form; add the two fields; publish.
What works well with it?
Website Business Nature - Patch 1 (viin_website_partner_business_nature_patch1): Industry, ownership, scale too. CRM Business Nature (viin_crm_business_nature): The fields on the lead.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_website_partner_business_nature; pre-sales questions go to sales@viindoo.com.
Need help with Website Partner Business Nature?
For questions, implementation support or a custom feature, contact Viindoo.
Upgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
About Viindoo. Viindoo builds and maintains more than 1,000 apps on the Odoo App Store for the Community and Enterprise editions and runs them on Viindoo Cloud. A purchase of Website Partner Business Nature covers the 17.0 series: bug fixes on the module reach you through the store, questions go to apps.support@viindoo.com with the technical name viin_website_partner_business_nature, and moving to a newer Odoo series is a separate purchase for that series. Source code is delivered with the module and stays yours to read and adapt.
Technical Requirement
Editions: Odoo Community, Odoo Enterprise, Viindoo Cloud
Changes log
0.1 - Latest on the 17.0 line
- Aligned with the 17.0 models and views.
Installation
- Navigate to Apps.
- Search with keyword viin_website_partner_business_nature.
- Press Install.
Instruction
Instruction video: Viin Website Partner Business Nature
1. Create a list of Business Type and Employee Size
See the module viin_partner_business_nature for more information.
2. Set up the Contact us form on your website
Go to your Website, and press Edit to edit the Contact us form on the website. You can refer to more tutorials on website design by Viindoo:
- Select the location on the website where you want to place the Business type or Employee size field. For example, put under the Your Company field;
- Select block Style;
- In the Form area, in the Action field, select Create an Opportunity;
- Press the + Field button to add a new field;
- In the Field area, select the Type field Business type/Employee size;
- Then press Save.
Then, when the partner visits the website and leaves contact information, they will be able to select information about Business Type and Employee Size from the list created in step 1:
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