[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>
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@ -7,5 +7,4 @@ Assign and track leads
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.. toctree::
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.. toctree::
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:titlesonly:
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:titlesonly:
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track_leads/prospect_visits
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track_leads/lead_scoring
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track_leads/lead_scoring
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===========================
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Track your prospects visits
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===========================
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Tracking your website pages will give you much more information about
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the interests of your website visitors.
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Every tracked page they visit will be recorded on your lead/opportunity
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if they use the contact form on your website.
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Configuration
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=============
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To use this feature, install the free module *Lead Scoring* under your
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*Apps* page (only available in Odoo Enterprise).
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.. image:: prospect_visits/prospect_visits01.png
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:align: center
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Track a webpage
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===============
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Go to any static page you want to track on your website and under the
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*Promote* tab you will find *Optimize SEO*
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.. image:: prospect_visits/prospect_visits02.png
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:align: center
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There you will see a *Track Page* checkbox to track this page.
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.. image:: prospect_visits/prospect_visits03.png
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:align: center
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See visited pages in your leads/opportunities
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=============================================
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Now each time a lead is created from the contact form it will keep track
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of the pages visited by that visitor. You have two ways to see those
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pages, on the top right corner of your lead/opportunity you can see a
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*Page Views* button but also further down you will see them in the
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chatter.
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Both will update if the viewers comes back to your website and visits
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more pages.
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.. image:: prospect_visits/prospect_visits04.png
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:align: center
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.. image:: prospect_visits/prospect_visits05.png
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:align: center
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The feature will not repeat multiple viewings of the same pages in the
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chatter.
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Your customers will no longer be able to keep any secrets from you!
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@ -52,5 +52,3 @@ country of origin for those clicks.
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get access to the *Link Tracker* module and its back-end functionalities.
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get access to the *Link Tracker* module and its back-end functionalities.
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#. Integrated with :ref:`analytics/google-analytics`, those trackers allow you to see the number
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#. Integrated with :ref:`analytics/google-analytics`, those trackers allow you to see the number
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of clicks and visitors to keep you on top of your marketing campaigns.
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of clicks and visitors to keep you on top of your marketing campaigns.
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#. The integration with the :doc:`CRM </applications/sales/crm/track_leads/prospect_visits>` application allows
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you to understand where your leads and opportunities are coming from.
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@ -167,6 +167,7 @@ applications/general/voip/voip_widget.rst applications/productivity/voip/voip_wi
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# applications/sales
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# applications/sales
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applications/sales/crm/optimize/outlook_extension.rst applications/general/integrations/mail_plugins/outlook.rst
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applications/sales/crm/optimize/outlook_extension.rst applications/general/integrations/mail_plugins/outlook.rst
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applications/sales/crm/track_leads/prospect_visits.rst applications/sales/crm/track_leads.rst # track_leads/prospect_visits -> track_leads
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applications/sales/point_of_sale/overview/customer_note.rst applications/sales/point_of_sale.rst # point_of_sale/overview/customer_note -> point_of_sale
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applications/sales/point_of_sale/overview/customer_note.rst applications/sales/point_of_sale.rst # point_of_sale/overview/customer_note -> point_of_sale
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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/*
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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/*
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