[IMP] CRM: updated lead scoring with note about deprecation
Task ID: 2496900
closes odoo/documentation#2029
X-original-commit: fca684e802
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
@ -2,77 +2,72 @@
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Assign leads based on scoring
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=============================
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With *Leads Scoring* you can automatically rank your leads based on
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selected criteria.
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*Lead Scoring* lets you rank and prioritize leads based on selected criteria. A higher score
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indicates that a lead is more likely to bring value to your company.
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For example you could score customers from your country higher or the
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ones that visited specific pages on your website.
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For example, if customers from Canada tend to be more likely to purchase your products, you can
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assign them a higher score than customers from other countries.
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Configuration
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=============
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To use scoring, install the free module *Lead Scoring* under your
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*Apps* page (only available in Odoo Enterprise).
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To use scoring, go to :menuselection:`Apps`, remove the :guilabel:`Apps` filter, search for
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:guilabel:`Lead Scoring` and then install the module.
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.. image:: media/lead_scoring01.png
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.. image:: lead_scoring/lead-scoring-module.png
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:align: center
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:alt: Lead Scoring module installation
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Create scoring rules
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====================
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You now have a new tab in your *CRM* app called *Leads Management*
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where you can manage your scoring rules.
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To manage scoring rules, go to :menuselection:`CRM --> Leads --> Scoring Rules`.
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Here's an example for a Canadian lead, you can modify for whatever
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criteria you wish to score your leads on. You can add as many criteria
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as you wish.
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Customize your rules to fit the needs of your business, and add as many criteria as you want.
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.. image:: media/lead_scoring02.png
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.. image:: lead_scoring/scoring-example.png
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:align: center
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:alt: Score Rule example
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Every hour every lead without a score will be automatically scanned and
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assigned their right score according to your scoring rules.
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Every hour, Odoo automatically assigns scores to new leads according to your configured rules.
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.. image:: media/lead_scoring03.png
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.. image:: lead_scoring/scoring-section-on-lead.png
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:align: center
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:alt: Scoring section on a lead
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Assign leads
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============
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Once the scores computed, leads can be assigned to specific teams using
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the same domain mechanism. To do so go to :menuselection:`CRM --> Leads Management --> Team Assignation`
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and apply a specific domain on each team. This domain can include scores.
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Odoo can also assign leads to specific teams based on configured rules. To configure assignment
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rules, go to the individual Sales Team's configuration page via :menuselection:`CRM --> Leads -->
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Team Assignment` or :menuselection:`CRM --> Configuration --> Sales Teams`, and apply a specific
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Domain to each team. The Domain can include lead scores.
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.. image:: media/lead_scoring04.png
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.. image:: lead_scoring/team-assignation.png
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:align: center
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:alt: Team Assignments using domains
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Further on, you can assign to a specific vendor in the team with an even
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more refined domain.
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Assign leads to specific salespeople using further refined Domains at :menuselection:`CRM --> Leads
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--> Leads Assignment`.
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To do so go to :menuselection:`CRM --> Leads Management --> Leads Assignation`.
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.. image:: media/lead_scoring05.png
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.. image:: lead_scoring/lead-assignment-filters.png
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:align: center
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:alt: Lead Assignments
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Odoo automatically assigns new leads to teams/salespeople once per day.
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Evaluate and use the unassigned leads
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=====================================
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Not all leads will fall into your set Domains and get assigned automatically by Odoo.
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To view your unassigned leads, go to :menuselection:`CRM --> Leads --> Leads` and select the
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Unassigned filter.
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.. image:: lead_scoring/unassigned-filter.png
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:align: center
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:alt: Filtering for unassigned leads
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.. note::
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The team & leads assignation will assign the unassigned leads
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once a day.
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Evaluate & use the unassigned leads
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===================================
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Once your scoring rules are in place you will most likely still have
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some unassigned leads. Some of them could still lead to an opportunity
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so it is useful to do something with them.
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In your leads page you can place a filter to find your unassigned leads.
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.. image:: media/lead_scoring06.png
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:align: center
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Why not using :menuselection:`Email Marketing` or
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:menuselection:`Marketing Automation` apps to send a mass email to
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them? You can also easily find such unassigned leads from there.
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.. image:: media/lead_scoring07.png
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:align: center
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You can also find unassigned leads and create re-engagement campaigns using the :guilabel:`Email
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Marketing` or :guilabel:`Marketing Automation` apps.
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