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