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

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