diff --git a/crm/leads/manage.rst b/crm/leads/manage.rst index e0934cd03..cbc69aff4 100644 --- a/crm/leads/manage.rst +++ b/crm/leads/manage.rst @@ -6,3 +6,4 @@ Manage leads :titlesonly: manage/automatic_assignation + manage/lead_scoring diff --git a/crm/leads/manage/automatic_assignation.rst b/crm/leads/manage/automatic_assignation.rst index a1dfeda18..6ae223522 100644 --- a/crm/leads/manage/automatic_assignation.rst +++ b/crm/leads/manage/automatic_assignation.rst @@ -1,3 +1,101 @@ ================================================================ Automate lead assignation to specific sales teams or salespeople ================================================================ + +Depending on your business workflow and needs, you may need to dispatch +your incoming leads to different sales team or even to specific +salespeople. Here are a few example: + +- Your company has several offices based on different geographical + regions. You will want to assign leads based on the region; + +- One of your sales teams is dedicated to treat opportunities from + large companies while another one is specialized for SMEs. You + will want to assign leads based on the company size; + +- One of your sales representatives is the only one to speak foreign + languages while the rest of the team speaks English only. + Therefore you will want to assign to that person all the leads + from non-native English-speaking countries. + +As you can imagine, manually assigning new leads to specific individuals +can be tedious and time consuming - especially if your company generates +a high volume of leads every day. Fortunately, Odoo CRM allows you to +automate the process of lead assignation based on specific criteria such +as location, interests, company size, etc. With specific workflows and +precise rules, you will be able to distribute all your opportunities +automatically to the right sales teams and/or salesman. + +Configuration +============= + +If you have just started with Odoo CRM and haven't set up your sales +team nor registered your salespeople, :doc:`read this documentation first <../../overview/started/setup>`. + +Define rules for a sales team +============================= + +From the sales module, go to your dashboard and click on the **More** +button of the desired sales team, then on **Settings**. If you don't +have any sales team yet, :doc:`you need to create one first <../../salesteam/setup/create_team>`. + +.. image:: ./media/automatic01.jpg + :align: center + + +On your sales team menu, use in the **Domain** field a specific domain +rule (for technical details on the domain refer on the +`Building a Module tutorial `__ +or `Syntax reference guide `__) +which will allow only the leads matching the team domain. + +For example, if you want your *Direct Sales* team to only receive leads +coming from United States and Canada, your domain will be as following : + +``[[country_id, 'in', ['United States', 'Canada']]]`` + +.. image:: ./media/automatic02.jpg + :align: center + +.. note:: + + you can also base your automatic assignment on the score attributed to your + leads. For example, we can imagine that you want all the leads with a score + under 100 to be assigned to a sales team trained for lighter projects and + the leads over 100 to a more experienced sales team. Read more on :doc:`how to score leads here `. + +Define rules for a salesperson +============================== + +You can go one step further in your assignment rules and decide to +assign leads within a sales team to a specific salesperson. For example, +if I want Toni Buchanan from the *Direct Sales* team to receive only +leads coming from Canada, I can create a rule that will automatically +assign him leads from that country. + +Still from the sales team menu (see here above), click on the +salesperson of your choice under the assignment submenu. Then, enter +your rule in the *Domain* field. + +.. image:: ./media/automatic03.jpg + :align: center + +.. note:: + + In Odoo, a lead is always assigned to a sales team before to be assigned to + a salesperson. Therefore, you need to make sure that the assignment rule of + your salesperson is a child of the assignment rule of the sales team. + +.. seealso:: + + * :doc:`../../overview/started/setup` + + .. todo:: * How to assign sales activities into multiple sales teams? + + .. todo:: * How to make sure my salespeople work on the most promising leads? + + +.. rst-class:: text-muted + +| Written by Geoffrey Bressan (Odoo) +| Proofread by Samuel Cabodi (Odoo) diff --git a/crm/leads/manage/lead_scoring.rst b/crm/leads/manage/lead_scoring.rst new file mode 100644 index 000000000..7f44f8c12 --- /dev/null +++ b/crm/leads/manage/lead_scoring.rst @@ -0,0 +1,3 @@ +================================= +How to do efficient Lead Scoring? +================================= diff --git a/crm/leads/manage/media/automatic01.jpg b/crm/leads/manage/media/automatic01.jpg new file mode 100644 index 000000000..da0557832 Binary files /dev/null and b/crm/leads/manage/media/automatic01.jpg differ diff --git a/crm/leads/manage/media/automatic02.jpg b/crm/leads/manage/media/automatic02.jpg new file mode 100644 index 000000000..75994f297 Binary files /dev/null and b/crm/leads/manage/media/automatic02.jpg differ diff --git a/crm/leads/manage/media/automatic03.jpg b/crm/leads/manage/media/automatic03.jpg new file mode 100644 index 000000000..e2c1603fd Binary files /dev/null and b/crm/leads/manage/media/automatic03.jpg differ