[REM] crm: track prospects visits

closes odoo/documentation#8481

Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
This commit is contained in:
jero-odoo 2024-03-18 11:34:25 -04:00 committed by Zachary Straub (ZST)
parent 2f7e5a6815
commit 88e9b69855
9 changed files with 1 additions and 58 deletions

View File

@ -7,5 +7,4 @@ Assign and track leads
.. toctree::
:titlesonly:
track_leads/prospect_visits
track_leads/lead_scoring

View File

@ -1,55 +0,0 @@
===========================
Track your prospects visits
===========================
Tracking your website pages will give you much more information about
the interests of your website visitors.
Every tracked page they visit will be recorded on your lead/opportunity
if they use the contact form on your website.
Configuration
=============
To use this feature, install the free module *Lead Scoring* under your
*Apps* page (only available in Odoo Enterprise).
.. image:: prospect_visits/prospect_visits01.png
:align: center
Track a webpage
===============
Go to any static page you want to track on your website and under the
*Promote* tab you will find *Optimize SEO*
.. image:: prospect_visits/prospect_visits02.png
:align: center
There you will see a *Track Page* checkbox to track this page.
.. image:: prospect_visits/prospect_visits03.png
:align: center
See visited pages in your leads/opportunities
=============================================
Now each time a lead is created from the contact form it will keep track
of the pages visited by that visitor. You have two ways to see those
pages, on the top right corner of your lead/opportunity you can see a
*Page Views* button but also further down you will see them in the
chatter.
Both will update if the viewers comes back to your website and visits
more pages.
.. image:: prospect_visits/prospect_visits04.png
:align: center
.. image:: prospect_visits/prospect_visits05.png
:align: center
The feature will not repeat multiple viewings of the same pages in the
chatter.
Your customers will no longer be able to keep any secrets from you!

Binary file not shown.

Before

Width:  |  Height:  |  Size: 9.3 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 4.3 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 3.9 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 2.9 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 17 KiB

View File

@ -52,5 +52,3 @@ country of origin for those clicks.
get access to the *Link Tracker* module and its back-end functionalities.
#. Integrated with :ref:`analytics/google-analytics`, those trackers allow you to see the number
of clicks and visitors to keep you on top of your marketing campaigns.
#. The integration with the :doc:`CRM </applications/sales/crm/track_leads/prospect_visits>` application allows
you to understand where your leads and opportunities are coming from.

View File

@ -167,6 +167,7 @@ applications/general/voip/voip_widget.rst applications/productivity/voip/voip_wi
# applications/sales
applications/sales/crm/optimize/outlook_extension.rst applications/general/integrations/mail_plugins/outlook.rst
applications/sales/crm/track_leads/prospect_visits.rst applications/sales/crm/track_leads.rst # track_leads/prospect_visits -> track_leads
applications/sales/point_of_sale/overview/customer_note.rst applications/sales/point_of_sale.rst # point_of_sale/overview/customer_note -> point_of_sale
applications/sales/point_of_sale/payment/worldline.rst applications/sales/point_of_sale/payment_methods/terminals/worldline.rst # point_of_sale/payment/* -> point_of_sale/payment_methods/terminals/*