diff --git a/content/applications/sales/crm/acquire_leads/lead_mining.rst b/content/applications/sales/crm/acquire_leads/lead_mining.rst index 6c920adf0..d39163eb3 100644 --- a/content/applications/sales/crm/acquire_leads/lead_mining.rst +++ b/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 `_. +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 +`. -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 + `_. -.. note:: - See here for full pricing information: `Lead Generation by Odoo IAP `_. +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` diff --git a/content/applications/sales/crm/acquire_leads/lead_mining/activate-lead-mining.png b/content/applications/sales/crm/acquire_leads/lead_mining/activate-lead-mining.png index c950d26fa..4a5526c27 100644 Binary files a/content/applications/sales/crm/acquire_leads/lead_mining/activate-lead-mining.png and b/content/applications/sales/crm/acquire_leads/lead_mining/activate-lead-mining.png differ diff --git a/content/applications/sales/crm/acquire_leads/lead_mining/buy-lead-mining-credits-iap.png b/content/applications/sales/crm/acquire_leads/lead_mining/buy-lead-mining-credits-iap.png deleted file mode 100644 index 483007135..000000000 Binary files a/content/applications/sales/crm/acquire_leads/lead_mining/buy-lead-mining-credits-iap.png and /dev/null differ diff --git a/content/applications/sales/crm/acquire_leads/lead_mining/buy-lead-mining-credits-setting.png b/content/applications/sales/crm/acquire_leads/lead_mining/buy-lead-mining-credits-setting.png deleted file mode 100644 index 44eb033f7..000000000 Binary files a/content/applications/sales/crm/acquire_leads/lead_mining/buy-lead-mining-credits-setting.png and /dev/null differ diff --git a/content/applications/sales/crm/acquire_leads/lead_mining/generate-leads-button.png b/content/applications/sales/crm/acquire_leads/lead_mining/generate-leads-button.png index efd2ec0f0..922ab8be9 100644 Binary files a/content/applications/sales/crm/acquire_leads/lead_mining/generate-leads-button.png and b/content/applications/sales/crm/acquire_leads/lead_mining/generate-leads-button.png differ diff --git a/content/applications/sales/crm/acquire_leads/lead_mining/generate-leads-popup.png b/content/applications/sales/crm/acquire_leads/lead_mining/generate-leads-popup.png index 858d02e9d..099287494 100644 Binary files a/content/applications/sales/crm/acquire_leads/lead_mining/generate-leads-popup.png and b/content/applications/sales/crm/acquire_leads/lead_mining/generate-leads-popup.png differ diff --git a/content/applications/sales/crm/acquire_leads/lead_mining/generated-lead.png b/content/applications/sales/crm/acquire_leads/lead_mining/generated-lead.png new file mode 100644 index 000000000..b03e53302 Binary files /dev/null and b/content/applications/sales/crm/acquire_leads/lead_mining/generated-lead.png differ