[IMP] CRM: lead mining 17

closes odoo/documentation#9420

X-original-commit: 430f7e2307
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
Co-authored-by: Zachary Straub <zst@odoo.com>

content/applications/sales/crm/acquire_leads/lead_mining.rst

@@ -2,15 +2,18 @@
 Lead mining
 ===========
 
-Lead mining is a feature that allows CRM users to generate new leads directly into their Odoo
+.. |IAP| replace:: :abbr:`IAP (In-App Purchase)`
+.. |CC| replace:: :guilabel:`Companies and their Contacts`
+
+*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`.
+To get started, go to :menuselection:`CRM app --> Configuration --> Settings`, and tick the
+:guilabel:`Lead Mining` checkbox to activate the feature. Then, click :guilabel:`Save`.
 
 .. image:: lead_mining/activate-lead-mining.png
    :align: center
@@ -19,17 +22,19 @@ To get started, go to :menuselection:`CRM --> Configuration --> Settings` and ac
 Generate leads
 ==============
 
-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.
+After the *Lead Mining* setting is activated, a new button called *Generate Leads* is available to
+use in the upper-left corner of the *CRM* *Pipeline* (:menuselection:`CRM app --> Sales --> My
+Pipeline`).
+
+Lead mining requests are also available through :menuselection:`CRM app --> Configuration --> Lead
+Mining Requests`, or through :menuselection:`CRM app --> Leads --> Leads`, where the
+:guilabel:`Generate Leads` button is also available.
 
 .. 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
+Click the :guilabel:`Generate Leads` button, and a pop-up window appears, offering a variety of
 criteria by which to generate leads.
 
 .. image:: lead_mining/generate-leads-popup.png
@@ -37,56 +42,76 @@ criteria by which to generate leads.
    :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`.
-
-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
+|CC| to get company information and individual employee contact information.
 
 .. note::
+   When targeting |CC|, additional options are available to filter contacts based on
+   :guilabel:`Role` or :guilabel:`Seniority`.
+
+Additional filtering options include the following:
+
+- :guilabel:`Countries`: filter leads based on the country (or countries) they are located in.
+- :guilabel:`States`: further filter leads based on the state in which they are located, if
+  applicable.
+- :guilabel:`Industries`: filter leads based on the specific industry they work in.
+- :guilabel:`Filter on Size`: tick this checkbox to specify the number of employees at the company.
+  This generates a field labeled :guilabel:`Size`. Fill in the blanks to create a range for the
+  desired company size.
+- :guilabel:`Sales Team`: choose which Sales Team the leads will be assigned to.
+- :guilabel:`Salesperson`: choose which member of the Sales Team the leads will be assigned to.
+- :guilabel:`Default Tags`: choose which tags are applied directly to the leads once found.
+
+.. important::
    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>`_.
 
+View leads
+----------
+
+After leads are generated, they are assigned to the designated salesperson and team. To view
+additional information regarding the lead, select one from the list, and click to open it.
+
+In the chatter thread for the lead, additional information is provided. This can include the number
+of employees, the technology used by the company, the timezone, and direct contact information.
+
+.. image:: lead_mining/generated-lead.png
+   :align: center
+   :alt: The chatter thread of a newly generated lead.
+
+.. note::
+   If :guilabel:`Leads` are **not** enabled for the database, then leads are generated as
+   *opportunities*, and added to the pipeline for the designated salesperson.
+
+   To enable the :guilabel:`Leads` feature, navigate to :menuselection:`CRM app --> Configuration
+   --> Settings`, and tick the :guilabel:`Leads` checkbox. Then, click :guilabel:`Save`.
+
 Pricing
 =======
 
-Lead mining is an *In-App Purchase* feature and each generated lead costs one credit.
+Lead mining is an *In-App Purchase* feature, and each generated lead costs one :ref:`credit
+<in_app_purchase/credits>`.
 
-Choosing to generate :guilabel:`Companies and their Contacts` costs one additional credit for each
-contact generated.
+.. important::
+   Generating |CC| costs one additional credit for each contact generated. See here for complete
+   pricing information: `Lead Generation by Odoo IAP
+   <https://iap.odoo.com/iap/in-app-services/167?>`_.
 
-.. 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 app --> Configuration --> Settings`. In the
+:guilabel:`Lead Generation` section, under the :guilabel:`Lead Mining` feature, click :guilabel:`Buy
+Credits`.
 
-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.
-
-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`.
+Credits may also be purchased by navigating to the :menuselection:`Settings app`. In the
+:guilabel:`Contacts` section, under the :guilabel:`Odoo IAP` feature, click :guilabel:`View My
+Services`.
 
 .. image:: lead_mining/view-my-services-setting.png
    :align: center
    :alt: Buy credits in the Odoo IAP settings.
 
 .. note::
-   Enterprise Odoo users with a valid subscription get free credits to test :abbr:`IAP (In-App
-   Purchase)` features before deciding to purchase more credits for the database. This includes
-   demo/training databases, educational databases, and one-app-free databases.
+   Enterprise Odoo users with a valid subscription get free credits to test |IAP| features before
+   purchasing more credits for the database. This includes demo/training databases, educational
+   databases, and one-app-free databases.
 
 .. seealso::
    :doc:`/applications/essentials/in_app_purchase`