Title: Lead Management Hub
Author: Inprofit
Published: <strong>2025 年 4 月 25 日</strong>
Last modified: 2025 年 4 月 25 日

---

搜尋外掛

這個外掛**並未在最新的 3 個 WordPress 主要版本上進行測試**。開發者可能不再對這個
外掛進行維護或提供技術支援，並可能會與更新版本的 WordPress 產生使用上的相容性問題。

![](https://s.w.org/plugins/geopattern-icon/lead-management-hub.svg)

# Lead Management Hub

 由 [Inprofit](https://profiles.wordpress.org/inprofit/) 開發

[下載](https://downloads.wordpress.org/plugin/lead-management-hub.1.0.zip)

 * [詳細資料](https://tw.wordpress.org/plugins/lead-management-hub/#description)
 * [使用者評論](https://tw.wordpress.org/plugins/lead-management-hub/#reviews)
 *  [安裝方式](https://tw.wordpress.org/plugins/lead-management-hub/#installation)
 * [開發資訊](https://tw.wordpress.org/plugins/lead-management-hub/#developers)

 [技術支援](https://wordpress.org/support/plugin/lead-management-hub/)

## 外掛說明

Lead Management Hub is a WordPress plugin designed to help businesses capture, organize,
and manage leads effectively. With its intuitive interface and robust features, 
this plugin streamlines the lead management process and integrates seamlessly with
your WordPress website.

**Key Features:**

 * **User-Friendly Form Generator:** Create custom lead capture forms without any
   coding knowledge
 * **Comprehensive Lead Management:** Store, categorize, and track all your leads
   in one central location
 * **Odoo Integration:** Seamlessly sync your leads with Odoo CRM ( Premium )
 * **Lead Analytics:** Track conversion rates and performance metrics
 * **Responsive Design:** Forms look great on all devices, from desktops to smartphones
 * **Customizable Fields:** Tailor your forms to collect exactly the information
   you need
 * **Export Functionality:** Easily export your leads to CSV for external processing

Whether you’re a small business looking to organize customer inquiries or a marketing
agency tracking campaign leads, Lead Management Hub provides the tools you need 
to turn visitors into valuable contacts.

### How to Use

**Creating a Form:**

 1. Go to “Lead Hub”  “Form Generator” in your WordPress admin menu
 2. Click “Add New Form”
 3. Give your form a title and description
 4. Select the fields you want to customize your form layout
 5. Configure validation rules and field requirements
 6. Save your form

**Adding a Form to Your Website:**

 1. Copy the shortcode displayed on the form list page
 2. Paste the shortcode into any page or post where you want the form to appear
 3. Alternatively, use the Lead Hub block in the Gutenberg editor

**Managing Leads:**

 1. Go to “Lead Hub”  “Lead Management”
 2. View all your leads in a sortable and searchable table
 3. Click on any lead to view detailed information
 4. Use filters to sort leads by source, date, status, etc.
 5. Export selected leads as CSV for external use

**Configuring Notifications:**

 1. Go to “Lead Hub”  “Settings”  “Notifications”
 2. Enable or disable email notifications for new leads
 3. Customize the notification email template
 4. Set up multiple recipients for notifications

## 安裝方式

 1. Upload the plugin files to the `/wp-content/plugins/lead-management-hub` directory,
    or install the plugin through the WordPress plugins screen directly.
 2. Activate the plugin through the ‘Plugins’ screen in WordPress.
 3. Navigate to “Lead Hub” in your WordPress admin menu to configure the plugin settings.
 4. Enter your API credentials if you want to integrate with Odoo or other external
    services. ( Premium )
 5. Configure your default form settings and notification preferences.

## 常見問題集

### How do I use the form generator?

Go to Lead Hub  Form Generator to create and customize your forms. Use the drag-
and-drop interface to add fields, configure validation rules, and style your form.

### How do I view my leads?

Go to Lead Hub  Lead Management to see a list of your leads. You can sort, filter,
and search your leads from this page.

### Can I export my leads to a spreadsheet?

Yes, you can export your leads to a CSV file by selecting them in the Lead Management
page and clicking the “Export Selected” button.

### Is the plugin compatible with Gutenberg?

Yes, the plugin includes a dedicated Gutenberg block that allows you to easily insert
forms into your content.

### How do I integrate the plugin with Odoo? (Premium)

Navigate to Lead Hub  Settings  Integrations and enter your Odoo API credentials.
Follow the setup wizard to map your form fields to Odoo fields.

### Can I customize the confirmation message shown after form submission?

Yes, you can customize the confirmation message, redirect URL, and other post-submission
behaviors in the form editor.

### Is the plugin GDPR compliant?

The plugin includes features to help with GDPR compliance, such as consent checkboxes,
data export, and data deletion tools. However, you should ensure your specific implementation
meets all applicable regulations.

## 使用者評論

這個外掛目前沒有任何使用者評論。

## 參與者及開發者

以下人員參與了開源軟體〈Lead Management Hub〉的開發相關工作。

參與者

 *   [ Inprofit ](https://profiles.wordpress.org/inprofit/)

[將〈Lead Management Hub〉外掛本地化為台灣繁體中文版](https://translate.wordpress.org/projects/wp-plugins/lead-management-hub)

### 對開發相關資訊感興趣？

任何人均可[瀏覽程式碼](https://plugins.trac.wordpress.org/browser/lead-management-hub/)、
查看 [SVN 存放庫](https://plugins.svn.wordpress.org/lead-management-hub/)，或透過
[RSS](https://plugins.trac.wordpress.org/log/lead-management-hub/?limit=100&mode=stop_on_copy&format=rss)
訂閱[開發記錄](https://plugins.trac.wordpress.org/log/lead-management-hub/)。

## 變更記錄

#### 1.0

 * Initial release

## 中繼資料

 *  版本 **1.0**
 *  最後更新 **1 年前**
 *  啟用安裝數 **少於 10 次**
 *  WordPress 版本需求 ** 5.6 或更新版本 **
 *  已測試相容的 WordPress 版本 **6.7.9**
 *  PHP 版本需求 ** 7.2 或更新版本 **
 *  語言
 * [English (US)](https://wordpress.org/plugins/lead-management-hub/)
 * 標籤:
 * [forms](https://tw.wordpress.org/plugins/tags/forms/)[lead](https://tw.wordpress.org/plugins/tags/lead/)
   [lead management](https://tw.wordpress.org/plugins/tags/lead-management/)[odoo](https://tw.wordpress.org/plugins/tags/odoo/)
 *  [進階檢視](https://tw.wordpress.org/plugins/lead-management-hub/advanced/)

## 評分

這個項目尚無任何評論記錄。

[撰寫評分](https://wordpress.org/support/plugin/lead-management-hub/reviews/#new-post)

[查看全部使用者評論](https://wordpress.org/support/plugin/lead-management-hub/reviews/)

## 參與者

 *   [ Inprofit ](https://profiles.wordpress.org/inprofit/)

## 技術支援

使用者可在技術支援論壇提出意見反應或使用問題。

 [檢視技術支援論壇](https://wordpress.org/support/plugin/lead-management-hub/)

## 贊助

想要支援這個外掛的發展嗎？

 [ 贊助這個外掛 ](https://inprofit.es/)