[ADD] sales: crm lead enrichment

closes odoo/documentation#8909

X-original-commit: 0bd590d4b9
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>

content/applications/sales/crm/acquire_leads/lead_mining.rst

@@ -83,10 +83,10 @@ In the :guilabel:`In-App Purchases` section, under the :guilabel:`Odoo IAP` feat
    :align: center
    :alt: Buy credits in the Odoo IAP settings.
 
-.. tip::
-
-   Users of Odoo Online (SaaS) Enterprise automatically have free trial credits in their database to
-   test any IAP features.
+.. note::
+   Enterprise Odoo users with a valid subscription get free credits to test :abbr:`IAP (In-App
+   Purchase)` features before deciding to purchase more credits for the database. This includes
+   demo/training databases, educational databases, and one-app-free databases.
 
 .. seealso::
    :doc:`/applications/essentials/in_app_purchase`

content/applications/sales/crm/optimize.rst

@@ -10,3 +10,4 @@ Optimize your Day-to-Day work
    optimize/partner_autocomplete
    optimize/gamification
    optimize/utilize_activities
+   optimize/lead_enrichment

content/applications/sales/crm/optimize/lead_enrichment.rst

@@ -0,0 +1,124 @@
+===============
+Lead enrichment
+===============
+
+*Lead enrichment* is a service that provides business information for a contact attached to a lead.
+Lead enrichment is an In-App Purchase (IAP) that requires credits to use, and is available for
+existing leads in an Odoo database.
+
+The information provided by lead enrichment can include general information about the business
+(including full business name and logo), social media accounts, :guilabel:`Company type`,
+:guilabel:`Founded` information, :guilabel:`Sectors` information, the number of
+:guilabel:`Employees`, :guilabel:`Estimated revenue`, :guilabel:`Phone` number,
+:guilabel:`Timezone`, and :guilabel:`Technologies Used`.
+
+.. note::
+   Enterprise Odoo users with a valid subscription get free credits to test :abbr:`IAP (In-App
+   Purchase)` features before deciding to purchase more credits for the database. This includes
+   demo/training databases, educational databases, and one-app-free databases.
+
+.. important::
+   The *leads* feature **must** be activated in the *CRM* settings page in order to use lead
+   enrichment. To access the *CRM* settings, navigate to :menuselection:`CRM app --> Configuration
+   --> Settings`. Under the :guilabel:`CRM` section activate the :guilabel:`Leads` option and click
+   :guilabel:`Save`.
+
+Lead enrichment set up
+======================
+
+To set up lead enrichment in the *CRM* application, navigate to :menuselection:`CRM app -->
+Configuration --> Settings`. Then, under the :guilabel:`Lead Generation` section, tick the checkbox
+next to :guilabel:`Lead Enrichment`, and select either :guilabel:`Enrich leads on demand only` or
+:guilabel:`Enrich all leads automatically`. Click the :guilabel:`Save` button to activate the
+changes.
+
+.. image:: lead_enrichment/lead-enrichment-activate.png
+   :align: center
+   :alt: CRM lead generation settings page, with lead enrichment activation highlighted, and enrich
+         leads on demand only chosen.
+
+Enrich leads
+============
+
+Enrichment of leads is based on the domain of the email address of the customer set on the lead.
+There are two different ways that a lead can be enriched: *automatically* or *manually*.
+
+Automatically enrich leads
+--------------------------
+
+During set up, if :guilabel:`Enrich all leads automatically` was selected on the *CRM*
+:guilabel:`Settings` page, then no action needs to be taken by the user to enrich the lead. A
+scheduled action runs automatically, every sixty minutes, and enrichment occurs on leads, after a
+remote database is contacted.
+
+.. tip::
+   To access the cron that runs for the automatic lead enrichment, activate :ref:`developer mode
+   <developer-mode>`, and navigate to :menuselection:`Settings app --> Technical menu --> Automation
+   section --> Scheduled Actions`. In the :guilabel:`Search...` bar, type in `CRM`. Click into the
+   result labeled :guilabel:`CRM: enrich leads (IAP)`, and make any necessary adjustments. In the
+   :guilabel:`Execute Every` field, enter a value greater than, or equal to, five minutes.
+
+.. example::
+   The following is an example of lead enrichment data that has been autocompleted successfully:
+
+   .. image:: lead_enrichment/lead-enrichment-data.png
+      :align: center
+      :alt: Chatter showing lead enrichment data.
+
+Manually enrich leads
+---------------------
+
+If the :guilabel:`Enrich leads on demand only` option was selected on the *CRM* :guilabel:`Settings`
+page, when activating :guilabel:`Lead Enrichment`, each lead that a user wishes to enrich **must**
+be manually enriched. This is achieved by clicking the :guilabel:`Enrich` button in the top menu of
+the lead.
+
+The same information will be retrieved at the same :abbr:`IAP (In-App Puchase)` credit cost (one per
+enrichment). This method of enrichment is useful when every lead does not need to be enriched, or
+cost is an issue.
+
+.. image:: lead_enrichment/manual-enrichment.png
+   :align: center
+   :alt: Manual enrich button feature highlighted on the CRM lead.
+
+.. tip::
+   Manually enrich leads in bulk using the *list* view. First, navigate to :menuselection:`CRM app
+   --> Leads`, and click the list view button (:guilabel:`☰ (three horizontal lines)` icon). Next,
+   tick the checkboxes for the leads that should be manually enriched. Finally, click the
+   :guilabel:`⚙️ Action` icon, and select :guilabel:`Enrich` from the resulting drop-down menu. This
+   can also be achieved from the *My Pipeline* page. To do so, simply open the *CRM* app, or
+   navigate to :menuselection:`CRM app --> Sales --> My Pipeline`. Either route reveals leads and
+   opportunities on the :guilabel:`Pipeline` page.
+
+Pricing
+=======
+
+Lead enrichment is an In-App Purchase (IAP) feature, and each enriched lead costs one credit.
+
+.. note::
+   See here for full pricing information: `Lead Generation by Odoo IAP
+   <https://iap.odoo.com/iap/in-app-services/273>`_.
+
+To buy credits, navigate to :menuselection:`CRM app --> Configuration --> Settings`. In the
+:guilabel:`Lead Generation` section, under the :guilabel:`Lead Enrichment` feature, click on
+:guilabel:`Buy Credits`.
+
+.. image:: lead_enrichment/buy-lead-enrichment-credits-setting.png
+   :align: center
+   :alt: Buy credits from the lead enrichment settings.
+
+Credits and balances may also be purchased by navigating to the :menuselection:`Settings app`. In
+the :guilabel:`Contacts` section, under the :guilabel:`Odoo IAP` feature, click on :guilabel:`View
+My Services`.
+
+.. image:: lead_enrichment/view-my-services-setting.png
+   :align: center
+   :alt: Buy credits in the Odoo IAP settings.
+
+.. seealso::
+   :doc:`../../../essentials/in_app_purchase`
+
+.. important::
+   When collecting a company's contact information, make sure to be aware of the latest EU
+   regulations. For more information about General Data Protection Regulation, refer to: `Odoo GDPR
+   <http://odoo.com/gdpr>`__.