diff --git a/content/applications/sales/crm/acquire_leads/lead_mining.rst b/content/applications/sales/crm/acquire_leads/lead_mining.rst index 3a4728226..4ba91d6ad 100644 --- a/content/applications/sales/crm/acquire_leads/lead_mining.rst +++ b/content/applications/sales/crm/acquire_leads/lead_mining.rst @@ -1,72 +1,92 @@ -======================= +=========== Lead mining -======================= -In any business, getting quality leads is essential to keep the business growing. Lead mining allows you to generate leads from scratch directly from your database. -Target your leads based on a set of criteria such as the country, the size of the company, the industry your leads are coming from to make them relevant to your business. +=========== + +Lead mining is a feature that allows CRM users to generate new leads directly into their Odoo +database. To ensure lead qualification, lead mining output is determined by a variety of filtering +criteria, such as the country, the company size, and the industry. Configuration +============= + +To get started, go to :menuselection:`CRM --> Configuration --> Settings` and activate +:guilabel:`Lead Mining`. + +.. image:: lead_mining/activate-lead-mining.png + :align: center + :alt: Activate lead mining in Odoo CRM settings. + +Generate leads ============== -For this feature to work, go to :menuselection:`CRM --> Configuration --> Settings` and activate the **Lead Mining** feature. +After the :guilabel:`Lead Mining` setting is activated, a new button called :guilabel:`Generate +Leads` is available to use in the :guilabel:`CRM` pipeline. Lead mining requests are also available +through :menuselection:`CRM --> Configuration --> Lead Mining Requests`, or through +:menuselection:`CRM --> Leads --> Leads` where the :guilabel:`Generate Leads` button is also +available. -.. image:: lead_mining/LM1.png +.. image:: lead_mining/generate-leads-button.png :align: center + :alt: The Generate Leads button to use the lead mining feature. +Click on the :guilabel:`Generate Leads` button, and a window will appear offering a variety of +criteria by which to generate leads. -Start generating leads -========================== -You will now have a new button **Generate Leads** available in your pipeline. -You are also able to create lead mining requests from the -:menuselection:`Configuration --> Lead Mining Requests` and through -:menuselection:`Leads --> Leads` where you have the **Generate Leads** button. - -.. image:: lead_mining/LM2.png +.. image:: lead_mining/generate-leads-popup.png :align: center + :alt: The pop-up window with the selection criteria in order to generate leads in Odoo. +Choose to generate leads for :guilabel:`Companies` to get company information only, or choose +:guilabel:`Companies and their Contacts` to get company information as well as individual employee +contact information. When targeting :guilabel:`Companies and their Contacts`, there is an option to +filter contacts based on :guilabel:`Role` or :guilabel:`Seniority`. -From there, click on the **Generate Leads** button, a window where you will be able to pick your criteria will pop up. +Additional filtering options include: +- :guilabel:`Size`: filter leads based on the number of employees at the company +- :guilabel:`Countries`: filter leads based on the country (or countries) they are located in +- :guilabel:`States`: further filter leads based on the state they are located in, if applicable +- :guilabel:`Industries`: filter leads based on the specific industry they work in +- :guilabel:`Sales Team`: choose which Sales Team the leads will be assigned to +- :guilabel:`Salesperson`: choose which person(s) on the Sales Team the leads will be assigned to +- :guilabel:`Default Tags`: choose which tags are applied directly to the leads once found -.. image:: lead_mining/LM5.png - :align: center - - -When choosing to target Companied and their contacts you can choose the contacts you are getting based on Role or Seniority. -When getting contact information make sure to be aware of the latest EU regulation, get more information about General Data Protection Regulation on -`Odoo GDPR `__, - - -You can decide to filter the leads you are getting depending on the size (number of employees) of the companies. -You can pick the countries your leads are coming from. It is possible to pick multiple countries. -You can pick the industries your leads are coming from. It is possible to pick multiple industries. - -You can choose the salesperson and the Salesteam the lead will be assigned to. -You can also add tags to track your generated leads. - -.. tip:: - The generated leads will have the name of the company. +.. note:: + Make sure to be aware of the latest EU regulations when receiving contact information. Get more + information about the General Data Protection Regulation on `Odoo GDPR `_. Pricing -================== -This is an In-App Purchase feature, each generated lead will cost you one credit. -If you choose to get contact information each contact will also cost us one additional credit. -Here is the pricing for this `feature `__, -To buy credits you can either go to :menuselection:`CRM --> Configuration --> Settings --> Buy -Credits`; or go to :menuselection:`Settings --> In-App Purchases --> View my Services`. +======= -.. image:: lead_mining/LM6.png +Lead mining is an *In-App Purchase* feature and each generated lead costs one credit. + +Choosing to generate :guilabel:`Companies and their Contacts` costs one additional credit for each +contact generated. + +.. note:: + See here for full pricing information: `Lead Generation by Odoo IAP `_. + +To buy credits, navigate to :menuselection:`CRM --> Configuration --> Settings`. In the +:guilabel:`Lead Generation` section, under the :guilabel:`Lead Mining` feature, click on +:guilabel:`Buy Credits`. + +.. image:: lead_mining/buy-lead-mining-credits-setting.png :align: center + :alt: Buy credits from the lead mining settings. -.. image:: lead_mining/LM7.png +Credits may also be purchased by navigating to the :menuselection:`Settings --> General Settings`. +In the :guilabel:`In-App Purchases` section, under the :guilabel:`Odoo IAP` feature, click on +:guilabel:`View My Services`. + +.. image:: lead_mining/view-my-services-setting.png :align: center - + :alt: Buy credits in the Odoo IAP settings. .. tip:: - The blue box will automatically tell you how many credits are going to be consumed. -.. tip:: - If you are on Odoo Online and have the Enterprise version, you benefit from free trial credits to - test the feature. + Users of Odoo Online (SaaS) Enterprise automatically have free trial credits in their database to + test any IAP features. .. seealso:: - * :doc:`In-App Purchases (IAP) ` + * :doc:`../../../general/in_app_purchase` diff --git a/content/applications/sales/crm/acquire_leads/lead_mining/LM2.png b/content/applications/sales/crm/acquire_leads/lead_mining/LM2.png deleted file mode 100644 index 8aed9717e..000000000 Binary files a/content/applications/sales/crm/acquire_leads/lead_mining/LM2.png and /dev/null differ diff --git a/content/applications/sales/crm/acquire_leads/lead_mining/LM5.png b/content/applications/sales/crm/acquire_leads/lead_mining/LM5.png deleted file mode 100644 index b59b4489c..000000000 Binary files a/content/applications/sales/crm/acquire_leads/lead_mining/LM5.png and /dev/null differ diff --git a/content/applications/sales/crm/acquire_leads/lead_mining/LM7.png b/content/applications/sales/crm/acquire_leads/lead_mining/LM7.png deleted file mode 100644 index b2c349bc8..000000000 Binary files a/content/applications/sales/crm/acquire_leads/lead_mining/LM7.png and /dev/null differ diff --git a/content/applications/sales/crm/acquire_leads/lead_mining/LM1.png b/content/applications/sales/crm/acquire_leads/lead_mining/activate-lead-mining.png similarity index 100% rename from content/applications/sales/crm/acquire_leads/lead_mining/LM1.png rename to content/applications/sales/crm/acquire_leads/lead_mining/activate-lead-mining.png diff --git a/content/applications/sales/crm/acquire_leads/lead_mining/buy-lead-mining-credits-iap.png b/content/applications/sales/crm/acquire_leads/lead_mining/buy-lead-mining-credits-iap.png new file mode 100644 index 000000000..483007135 Binary files /dev/null and b/content/applications/sales/crm/acquire_leads/lead_mining/buy-lead-mining-credits-iap.png differ diff --git a/content/applications/sales/crm/acquire_leads/lead_mining/LM6.png b/content/applications/sales/crm/acquire_leads/lead_mining/buy-lead-mining-credits-setting.png similarity index 100% rename from content/applications/sales/crm/acquire_leads/lead_mining/LM6.png rename to content/applications/sales/crm/acquire_leads/lead_mining/buy-lead-mining-credits-setting.png diff --git a/content/applications/sales/crm/acquire_leads/lead_mining/generate-leads-button.png b/content/applications/sales/crm/acquire_leads/lead_mining/generate-leads-button.png new file mode 100644 index 000000000..efd2ec0f0 Binary files /dev/null and b/content/applications/sales/crm/acquire_leads/lead_mining/generate-leads-button.png differ diff --git a/content/applications/sales/crm/acquire_leads/lead_mining/generate-leads-popup.png b/content/applications/sales/crm/acquire_leads/lead_mining/generate-leads-popup.png new file mode 100644 index 000000000..858d02e9d Binary files /dev/null and b/content/applications/sales/crm/acquire_leads/lead_mining/generate-leads-popup.png differ diff --git a/content/applications/sales/crm/acquire_leads/lead_mining/view-my-services-setting.png b/content/applications/sales/crm/acquire_leads/lead_mining/view-my-services-setting.png new file mode 100644 index 000000000..236918c08 Binary files /dev/null and b/content/applications/sales/crm/acquire_leads/lead_mining/view-my-services-setting.png differ