[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>
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Tori (vpk) 2021-04-01 20:50:58 +00:00 committed by Zachary Straub (ZST)
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Assign leads based on scoring
=============================
With *Leads Scoring* you can automatically rank your leads based on
selected criteria.
*Lead Scoring* lets you rank and prioritize leads based on selected criteria. A higher score
indicates that a lead is more likely to bring value to your company.
For example you could score customers from your country higher or the
ones that visited specific pages on your website.
For example, if customers from Canada tend to be more likely to purchase your products, you can
assign them a higher score than customers from other countries.
Configuration
=============
To use scoring, install the free module *Lead Scoring* under your
*Apps* page (only available in Odoo Enterprise).
To use scoring, go to :menuselection:`Apps`, remove the :guilabel:`Apps` filter, search for
:guilabel:`Lead Scoring` and then install the module.
.. image:: media/lead_scoring01.png
.. image:: lead_scoring/lead-scoring-module.png
:align: center
:alt: Lead Scoring module installation
Create scoring rules
====================
You now have a new tab in your *CRM* app called *Leads Management*
where you can manage your scoring rules.
To manage scoring rules, go to :menuselection:`CRM --> Leads --> Scoring Rules`.
Here's an example for a Canadian lead, you can modify for whatever
criteria you wish to score your leads on. You can add as many criteria
as you wish.
Customize your rules to fit the needs of your business, and add as many criteria as you want.
.. image:: media/lead_scoring02.png
.. image:: lead_scoring/scoring-example.png
:align: center
:alt: Score Rule example
Every hour every lead without a score will be automatically scanned and
assigned their right score according to your scoring rules.
Every hour, Odoo automatically assigns scores to new leads according to your configured rules.
.. image:: media/lead_scoring03.png
.. image:: lead_scoring/scoring-section-on-lead.png
:align: center
:alt: Scoring section on a lead
Assign leads
============
Once the scores computed, leads can be assigned to specific teams using
the same domain mechanism. To do so go to :menuselection:`CRM --> Leads Management --> Team Assignation`
and apply a specific domain on each team. This domain can include scores.
Odoo can also assign leads to specific teams based on configured rules. To configure assignment
rules, go to the individual Sales Team's configuration page via :menuselection:`CRM --> Leads -->
Team Assignment` or :menuselection:`CRM --> Configuration --> Sales Teams`, and apply a specific
Domain to each team. The Domain can include lead scores.
.. image:: media/lead_scoring04.png
.. image:: lead_scoring/team-assignation.png
:align: center
:alt: Team Assignments using domains
Further on, you can assign to a specific vendor in the team with an even
more refined domain.
Assign leads to specific salespeople using further refined Domains at :menuselection:`CRM --> Leads
--> Leads Assignment`.
To do so go to :menuselection:`CRM --> Leads Management --> Leads Assignation`.
.. image:: media/lead_scoring05.png
.. image:: lead_scoring/lead-assignment-filters.png
:align: center
:alt: Lead Assignments
Odoo automatically assigns new leads to teams/salespeople once per day.
Evaluate and use the unassigned leads
=====================================
Not all leads will fall into your set Domains and get assigned automatically by Odoo.
To view your unassigned leads, go to :menuselection:`CRM --> Leads --> Leads` and select the
Unassigned filter.
.. image:: lead_scoring/unassigned-filter.png
:align: center
:alt: Filtering for unassigned leads
.. note::
The team & leads assignation will assign the unassigned leads
once a day.
Evaluate & use the unassigned leads
===================================
Once your scoring rules are in place you will most likely still have
some unassigned leads. Some of them could still lead to an opportunity
so it is useful to do something with them.
In your leads page you can place a filter to find your unassigned leads.
.. image:: media/lead_scoring06.png
:align: center
Why not using :menuselection:`Email Marketing` or
:menuselection:`Marketing Automation` apps to send a mass email to
them? You can also easily find such unassigned leads from there.
.. image:: media/lead_scoring07.png
:align: center
You can also find unassigned leads and create re-engagement campaigns using the :guilabel:`Email
Marketing` or :guilabel:`Marketing Automation` apps.

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