diff --git a/content/applications/sales/crm/track_leads/lead_scoring.rst b/content/applications/sales/crm/track_leads/lead_scoring.rst index 3a9b0e042..76b6fbc7f 100644 --- a/content/applications/sales/crm/track_leads/lead_scoring.rst +++ b/content/applications/sales/crm/track_leads/lead_scoring.rst @@ -2,77 +2,78 @@ 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. diff --git a/content/applications/sales/crm/track_leads/lead_scoring/lead-assignment-filters.png b/content/applications/sales/crm/track_leads/lead_scoring/lead-assignment-filters.png new file mode 100644 index 000000000..ae172ebac Binary files /dev/null and b/content/applications/sales/crm/track_leads/lead_scoring/lead-assignment-filters.png differ diff --git a/content/applications/sales/crm/track_leads/lead_scoring/lead-scoring-module.png b/content/applications/sales/crm/track_leads/lead_scoring/lead-scoring-module.png new file mode 100644 index 000000000..2ee66d1a8 Binary files /dev/null and b/content/applications/sales/crm/track_leads/lead_scoring/lead-scoring-module.png differ diff --git a/content/applications/sales/crm/track_leads/media/lead_scoring02.png b/content/applications/sales/crm/track_leads/lead_scoring/scoring-example.png similarity index 100% rename from content/applications/sales/crm/track_leads/media/lead_scoring02.png rename to content/applications/sales/crm/track_leads/lead_scoring/scoring-example.png diff --git a/content/applications/sales/crm/track_leads/media/lead_scoring03.png b/content/applications/sales/crm/track_leads/lead_scoring/scoring-section-on-lead.png similarity index 100% rename from content/applications/sales/crm/track_leads/media/lead_scoring03.png rename to content/applications/sales/crm/track_leads/lead_scoring/scoring-section-on-lead.png diff --git a/content/applications/sales/crm/track_leads/lead_scoring/team-assignation.png b/content/applications/sales/crm/track_leads/lead_scoring/team-assignation.png new file mode 100644 index 000000000..7b1e4ca57 Binary files /dev/null and b/content/applications/sales/crm/track_leads/lead_scoring/team-assignation.png differ diff --git a/content/applications/sales/crm/track_leads/media/lead_scoring06.png b/content/applications/sales/crm/track_leads/lead_scoring/unassigned-filter.png similarity index 100% rename from content/applications/sales/crm/track_leads/media/lead_scoring06.png rename to content/applications/sales/crm/track_leads/lead_scoring/unassigned-filter.png diff --git a/content/applications/sales/crm/track_leads/media/lead_scoring01.png b/content/applications/sales/crm/track_leads/media/lead_scoring01.png deleted file mode 100644 index 21eefd2d5..000000000 Binary files a/content/applications/sales/crm/track_leads/media/lead_scoring01.png and /dev/null differ diff --git a/content/applications/sales/crm/track_leads/media/lead_scoring04.png b/content/applications/sales/crm/track_leads/media/lead_scoring04.png deleted file mode 100644 index 208042822..000000000 Binary files a/content/applications/sales/crm/track_leads/media/lead_scoring04.png and /dev/null differ diff --git a/content/applications/sales/crm/track_leads/media/lead_scoring05.png b/content/applications/sales/crm/track_leads/media/lead_scoring05.png deleted file mode 100644 index b03ee8d56..000000000 Binary files a/content/applications/sales/crm/track_leads/media/lead_scoring05.png and /dev/null differ diff --git a/content/applications/sales/crm/track_leads/media/lead_scoring07.png b/content/applications/sales/crm/track_leads/media/lead_scoring07.png deleted file mode 100644 index fb82bb2bc..000000000 Binary files a/content/applications/sales/crm/track_leads/media/lead_scoring07.png and /dev/null differ