79 lines
2.3 KiB
ReStructuredText
79 lines
2.3 KiB
ReStructuredText
|
=============================
|
||
|
|
Assign leads based on scoring
|
||
|
|
=============================
|
||
|
|
|
||
|
|
With *Leads Scoring* you can automatically rank your leads based on
|
||
|
|
selected criterias.
|
||
|
|
|
||
|
|
For example you could score customers from your country higher or the
|
||
|
|
ones that visited specific pages on your website.
|
||
|
|
|
||
|
|
Configuration
|
||
|
|
=============
|
||
|
|
|
||
|
|
To use scoring, install the free module *Lead Scoring* under your
|
||
|
|
*Apps* page (only available in Odoo Enterprise).
|
||
|
|
|
||
|
|
.. image:: media/lead_scoring01.png
|
||
|
|
:align: center
|
||
|
|
|
||
|
|
Create scoring rules
|
||
|
|
====================
|
||
|
|
|
||
|
|
You now have a new tab in your *CRM* app called *Leads Management*
|
||
|
|
where you can manage your scoring rules.
|
||
|
|
|
||
|
|
Here's an example for a Canadian lead, you can modify for whatever
|
||
|
|
criteria you wish to score your leads on. You can add as many criterias
|
||
|
|
as you wish.
|
||
|
|
|
||
|
|
.. image:: media/lead_scoring02.png
|
||
|
|
:align: center
|
||
|
|
|
||
|
|
Every hour every lead without a score will be automatically scanned and
|
||
|
|
assigned their right score according to your scoring rules.
|
||
|
|
|
||
|
|
.. image:: media/lead_scoring03.png
|
||
|
|
:align: center
|
||
|
|
|
||
|
|
Assign leads
|
||
|
|
============
|
||
|
|
|
||
|
|
Once the scores computed, leads can be assigned to specific teams using
|
||
|
|
the same domain mechanism. To do so go to :menuselection:`CRM --> Leads Management --> Team Assignation`
|
||
|
|
and apply a specific domain on each team. This domain can include scores.
|
||
|
|
|
||
|
|
.. image:: media/lead_scoring04.png
|
||
|
|
:align: center
|
||
|
|
|
||
|
|
Further on, you can assign to a specific vendor in the team with an even
|
||
|
|
more refined domain.
|
||
|
|
|
||
|
|
To do so go to :menuselection:`CRM --> Leads Management --> Leads Assignation`.
|
||
|
|
|
||
|
|
.. image:: media/lead_scoring05.png
|
||
|
|
:align: center
|
||
|
|
|
||
|
|
.. note::
|
||
|
|
The team & leads assignation will assign the unassigned leads
|
||
|
|
once a day.
|
||
|
|
|
||
|
|
Evaluate & use the unassigned leads
|
||
|
|
===================================
|
||
|
|
|
||
|
|
Once your scoring rules are in place you will most likely still have
|
||
|
|
some unassigned leads. Some of them could still lead to an opportunity
|
||
|
|
so it is useful to do something with them.
|
||
|
|
|
||
|
|
In your leads page you can place a filter to find your unassigned leads.
|
||
|
|
|
||
|
|
.. image:: media/lead_scoring06.png
|
||
|
|
:align: center
|
||
|
|
|
||
|
|
Why not using :menuselection:`Email Marketing` or
|
||
|
|
:menuselection:`Marketing Automation` apps to send a mass email to
|
||
|
|
them? You can also easily find such unassigned leads from there.
|
||
|
|
|
||
|
|
.. image:: media/lead_scoring07.png
|
||
|
|
:align: center
|