[IMP] CRM: updating flow and screenshots about lead mining

Task: 2543815
Cherry pick from #998

Omitted changes proposed in the **track_leads** directory (e.g. `lead_scoring.rst` + image folder). Both the content and image updates were already pushed from another PR so what was proposed on #998 was outdated and no longer necessary.

What’s left over are the original proposed changes in #998, within the **acquire_leads** directory which include updates to `lead_mining.rst` and corresponding image files.

On top of these proposals, I went ahead and made the following changes:

- renamed the image files in the asset directory, since they were using outdated naming convention (e.g. LM1.png, LM6.png, LM7.png)
- cleaned up rst formatting issues (headings, line breaks, added guilabels, etc.)
- rewrote document so content was more concise + followed content guidelines. You can see the first version of proposals here to compare the changes made.

closes odoo/documentation#3118

X-original-commit: 02ef871fa6
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
This commit is contained in:
Zachary Straub (ZST) 2022-07-31 22:02:16 +00:00
parent 632be6ef37
commit 2416a2e5e9
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=======================
===========
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 Companies 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 <http://odoo.com/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 <http://odoo.com/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 you one additional credit.
Here is the pricing for this `feature <https://iap.odoo.com/iap/in-app-services/167?>`__,
To buy credits you can either go to :menuselection:`CRM --> Configuration --> Settings --> Buy
Credits`; or go to :menuselection:`Settings --> Contacts --> Odoo IAP --> 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 <https://iap.odoo.com/iap/
in-app-services/167?>`_.
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) </applications/general/in_app_purchase>`
* :doc:`../../../general/in_app_purchase`

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