[add] crm: lead mining (#474)

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ams-odoo 2019-11-14 14:29:01 +01:00 committed by Lau-Odoo
parent 27d74b624a
commit be7a6b7ed6
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@ -9,3 +9,4 @@ Acquire leads
acquire_leads/generate_from_email
acquire_leads/generate_from_website
acquire_leads/send_quotes
acquire_leads/lead_mining

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=======================
Lead mining
=======================
In any business, getting quality leads is essential to keep the business growing. Lead mining allows you to generate leads from scratch directly from your database.
Target your leads based on a set of criteria such as the country, the size of the company, the industry your leads are coming from to make them relevant to your business.
Configuration
==============
For this feature to work, go to :menuselection:`CRM → Configuration → Settings` and activate the **Lead Mining** feature.
.. image:: media/LM1.png
:align: center
Start generating leads
==========================
You will now have a new button **Generate Leads** available in your pipeline.
You are also able to create lead mining requests from the **Configuration → Lead Mining Requests** and trough **Leads → Leads** where you have the **Generate Leads** button
.. image:: media/LM2.png
:align: center
From there, click on the **Generate Leads** button, a window where you will be able to pick your criteria will pop up.
.. image:: media/LM5.png
:align: center
When choosing to target Companied and their contacts you can choose the contacts you are getting based on Role or Seniority.
When getting contact information make sure to be aware of the latest EU regulation, get more information about General Data Protection Regulation on
`Odoo GDPR <http://odoo.com/gdpr>`__,
You can decide to filter the leads you are getting depending on the size (number of employees) of the companies.
You can pick the countries your leads are coming from. It is possible to pick multiple countries.
You can pick the industries your leads are coming from. It is possible to pick multiple countries.
You can choose the salesperson and the Salesteam the lead will be assigned to.
You can also add tags to track your generated leads.
.. tip::
The generated leads will have the name of the company.
Pricing
==================
This is an In-App Purchase feature, each generated lead will cost you one credit.
If you choose to get contact information each contact will also cost us one additional credit.
Here is the pricing for this `feature <https://iap.odoo.com/iap/in-app-services/167?>`__,
To buy credits you can either go to CRM > Configuration > Settings > Buy Credits; or go to Settings > In-App Purchases>View my Services
.. image:: media/LM6.png
:align: center
.. image:: media/LM7.png
:align: center
.. tip::
The blue box will automatically tell you how many credits are going to be consumed.
.. tip::
If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial credits to test the feature.
More information about `In-App Purchases <https://www.odoo.com/documentation/user/13.0/general/in_app_purchase/in_app_purchase.html?highlight=iap>`__, (IAP).

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