[ADD] crm: How to do efficient Lead Scoring?

https://docs.google.com/document/d/18RhsuUFcbxXXKnQ4EQVdFS-5z5ZQjmLPKn9ceUieIM8/edit#

crm/leads/manage/lead_scoring.rst

@@ -1,3 +1,110 @@
 =================================
 How to do efficient Lead Scoring?
 =================================
+
+Odoo's Lead Scoring module allows you to give a score to your leads
+based on specific criteria - the higher the value, the more likely the
+prospect is “ready for sales”. Therefore, the best leads are
+automatically assigned to your salespeople so their pipe are not
+polluted with poor-quality opportunities.
+
+.. note::
+    Lead scoring is a critical component of an effective lead 
+    management strategy. By helping your sales representative 
+    determine which leads to engage with in order of priority, 
+    you will increase their overall conversion rate and your 
+    sales team's efficiency.
+
+Configuration
+=============
+
+Install the Lead Scoring module
+-------------------------------
+
+Start by installing the **Lead Scoring** module.
+
+Once the module is installed, you should see a new menu 
+:menuselection:`Sales --> Leads Management --> Scoring Rules`
+
+.. image:: media/lead_scoring02.png
+   :align: center
+
+Create scoring rules
+--------------------
+
+Leads scoring allows you to assign a positive or negative score to your
+prospects based on any demographic or behavioral criteria that you have
+set (country or origin, pages visited, type of industry, role, etc.). To
+do so you'll first need to create rules that will assign a score to a
+given criteria.
+
+
+.. tip::
+    In order to assign the right score to your various rules, you can use these two methods:
+
+    -  Establish a list of assets that your ideal customer might possess to interest your company. 
+       For example, if you run a local business in California, a prospect coming from 
+       San Francisco should have a higher score than a prospect coming from New York.
+
+    -  Dig into your data to uncover characteristics shared by your closed opportunities 
+       and most important clients.
+
+    Please note that this is not an exact science, so you'll need time 
+    and feedback from your sales teams to adapt and fine tune your rules 
+    until getting the desired result.
+
+In the **Scoring Rules** menu, click on **Create** to write your first rule.
+
+.. image:: media/lead_scoring01.png
+   :align: center
+
+First name your rule, then enter a value and a domain (refer on the
+`official python documentation <https://docs.python.org/2/tutorial/>`__
+for more information). For example, if you want to assign 8 points to all the
+leads coming from **Belgium**, you'll need to give ``8`` as a **value** and
+``[['country\_id',=,'Belgium']]`` as a domain.
+
+.. tip::
+    Here are some criteria you can use to build a scoring rule :
+
+    -  country of origin : ``'country_id'``
+
+    -  stage in the sales cycle : ``'stage_id'``
+
+    -  email address (e.g. if you want to score the professional email addresses) : ``'email_from'``
+
+    -  page visited : ``'score_pageview_ids.url'``
+
+    -  name of a marketing campaign : ``'campaign_id'``
+
+After having activated your rules, Odoo will give a value to all your
+new incoming leads. This value can be found directly on your lead's form
+view.
+
+.. image:: media/lead_scoring04.png
+   :align: center
+
+Assign high scoring leads to your sales teams
+=============================================
+
+The next step is now to automatically convert your best leads into
+opportunities. In order to do so, you need to decide what is the minimum
+score a lead should have to be handed over to a given sales team. Go to
+your **sales dashboard** and click on the **More** button of your desired sales
+team, then on **Settings**. Enter your value under the **Minimum score**
+field.
+
+.. image:: media/lead_scoring03.png
+   :align: center
+
+From the example above, the **Direct Sales** team will only receive
+opportunities with a minimum score of ``50``. The prospects with a lower
+score can either stay in the lead stage or be assigned to another sales
+team which has set up a different minimum score.
+
+.. tip::
+    Organize a meeting between your **Marketing** and **Sales** teams in order 
+    to align your objectives and agree on what minimum score makes a sales-ready lead.
+
+.. seealso::
+    * :doc:`automatic_assignation`