[IMP] CRM: updated some of the menu naming conventions as well as did a grammar pass.

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Tori (vpk) 2021-04-01 13:50:58 -07:00
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Assign leads based on scoring
=============================
With *Leads Scoring* you can automatically rank your leads based on
selected criterias.
With *Lead Scoring* you can automatically rank your leads based on
selected criteria.
For example, you could score customers higher when they come from the same country higher as your
company or from visiting specific pages on your website.
For example you could score customers from your country higher or the
ones that visited specific pages on your website.
Configuration
=============
To use scoring, install the free module *Lead Scoring* under your
*Apps* page (only available in Odoo Enterprise).
To use scoring, install the free module *Lead Scoring* under your *Apps* page (only available in
Odoo Enterprise).
.. image:: media/lead_scoring01.png
.. image:: lead_scoring/lead-scoring-module.png
:align: center
:alt: Lead Scoring Module Installation
Create scoring rules
====================
You now have a new tab in your *CRM* app called *Leads Management*
where you can manage your scoring rules.
You now have a new tab in your *CRM* app called *Leads* where you can manage your scoring rules.
Here's an example for a Canadian lead, you can modify for whatever
criteria you wish to score your leads on. You can add as many criterias
as you wish.
Here's an example of a Canadian lead. You can modify your rules for whatever criteria you want to
score leads on. You can add as many criteria as you would like.
.. image:: media/lead_scoring02.png
.. image:: lead_scoring/scoring-example.png
:align: center
:alt: Score Ruling Example
Every hour every lead without a score will be automatically scanned and
assigned their right score according to your scoring rules.
Every lead without a score is automatically be scanned every hour and is assigned the correct
score according to your configured scoring rules.
.. image:: media/lead_scoring03.png
.. image:: lead_scoring/scoring-section-on-lead.png
:align: center
:alt: Scoring Section on a Lead
Assign leads
============
Once the scores computed, leads can be assigned to specific teams using
the same domain mechanism. To do so go to :menuselection:`CRM --> Leads Management --> Team Assignation`
and apply a specific domain on each team. This domain can include scores.
Once the score is computed, leads can be assigned to specific teams using the same domain
mechanism. To do so, head to :menuselection:`CRM --> Leads --> Team Assignment` and apply a
specific domain to each team. This domain can include scores.
.. image:: media/lead_scoring04.png
.. image:: lead_scoring/team-assignation.png
:align: center
:alt: Team Assignments using Domains
Further on, you can assign to a specific vendor in the team with an even
more refined domain.
If you want more granularity, you can assign leads to a specific salesperson on the team using
further refined domains.
To do so go to :menuselection:`CRM --> Leads Management --> Leads Assignation`.
To do so go to :menuselection:`CRM --> Leads --> Leads Assignment`.
.. image:: media/lead_scoring05.png
.. image:: lead_scoring/lead-assignment-filters.png
:align: center
:alt: Lead Assignments
.. note::
The team & leads assignation will assign the unassigned leads
once a day.
The team & leads assignments are assigned to unassigned leads once per day.
Evaluate & use the unassigned leads
===================================
Once your scoring rules are in place you will most likely still have
some unassigned leads. Some of them could still lead to an opportunity
so it is useful to do something with them.
Once your scoring rules are in place, you likely will still have some unassigned leads. Some of
these leads could still transition into an opportunity, so ensuring they are handled is both
useful and important.
In your leads page you can place a filter to find your unassigned leads.
On your leads overview page, you filter for your unassigned leads.
.. image:: media/lead_scoring06.png
.. image:: lead_scoring/unassigned-filter.png
:align: center
:alt: Filtering for Unassigned Leads
Why not using :menuselection:`Email Marketing` or
:menuselection:`Marketing Automation` apps to send a mass email to
them? You can also easily find such unassigned leads from there.
.. image:: media/lead_scoring07.png
:align: center
.. note::
You can also easily find unassigned leads by using the :menuselection:`Email Marketing` or
:menuselection:`Marketing Automation` apps to create a re-engagement campaign.

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