diff --git a/content/applications/sales/crm/acquire_leads/lead_mining.rst b/content/applications/sales/crm/acquire_leads/lead_mining.rst index 717542afd..6c920adf0 100644 --- a/content/applications/sales/crm/acquire_leads/lead_mining.rst +++ b/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` diff --git a/content/applications/sales/crm/optimize.rst b/content/applications/sales/crm/optimize.rst index c904baa27..634073c79 100644 --- a/content/applications/sales/crm/optimize.rst +++ b/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 diff --git a/content/applications/sales/crm/optimize/lead_enrichment.rst b/content/applications/sales/crm/optimize/lead_enrichment.rst new file mode 100644 index 000000000..678d492d0 --- /dev/null +++ b/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 + `, 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 + `_. + +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. 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