diff --git a/content/applications/sales/crm/track_leads/lead_scoring.rst b/content/applications/sales/crm/track_leads/lead_scoring.rst index 86a530898..b78d97405 100644 --- a/content/applications/sales/crm/track_leads/lead_scoring.rst +++ b/content/applications/sales/crm/track_leads/lead_scoring.rst @@ -2,77 +2,72 @@ 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. diff --git a/content/applications/sales/crm/track_leads/lead_scoring/lead-assignment-filters.png b/content/applications/sales/crm/track_leads/lead_scoring/lead-assignment-filters.png new file mode 100644 index 000000000..ae172ebac Binary files /dev/null and b/content/applications/sales/crm/track_leads/lead_scoring/lead-assignment-filters.png differ diff --git a/content/applications/sales/crm/track_leads/lead_scoring/lead-scoring-module.png b/content/applications/sales/crm/track_leads/lead_scoring/lead-scoring-module.png new file mode 100644 index 000000000..3eee38a38 Binary files /dev/null and b/content/applications/sales/crm/track_leads/lead_scoring/lead-scoring-module.png differ diff --git a/content/applications/sales/crm/track_leads/lead_scoring/scoring-example.png b/content/applications/sales/crm/track_leads/lead_scoring/scoring-example.png new file mode 100644 index 000000000..ffd326ff0 Binary files /dev/null and b/content/applications/sales/crm/track_leads/lead_scoring/scoring-example.png differ diff --git a/content/applications/sales/crm/track_leads/media/lead_scoring03.png b/content/applications/sales/crm/track_leads/lead_scoring/scoring-section-on-lead.png similarity index 100% rename from content/applications/sales/crm/track_leads/media/lead_scoring03.png rename to content/applications/sales/crm/track_leads/lead_scoring/scoring-section-on-lead.png diff --git a/content/applications/sales/crm/track_leads/lead_scoring/team-assignation.png b/content/applications/sales/crm/track_leads/lead_scoring/team-assignation.png new file mode 100644 index 000000000..7b1e4ca57 Binary files /dev/null and b/content/applications/sales/crm/track_leads/lead_scoring/team-assignation.png differ diff --git a/content/applications/sales/crm/track_leads/media/lead_scoring06.png b/content/applications/sales/crm/track_leads/lead_scoring/unassigned-filter.png similarity index 100% rename from content/applications/sales/crm/track_leads/media/lead_scoring06.png rename to content/applications/sales/crm/track_leads/lead_scoring/unassigned-filter.png diff --git a/content/applications/sales/crm/track_leads/media/lead_scoring01.png b/content/applications/sales/crm/track_leads/media/lead_scoring01.png deleted file mode 100644 index 21eefd2d5..000000000 Binary files a/content/applications/sales/crm/track_leads/media/lead_scoring01.png and /dev/null differ diff --git a/content/applications/sales/crm/track_leads/media/lead_scoring02.png b/content/applications/sales/crm/track_leads/media/lead_scoring02.png deleted file mode 100644 index 8b52bcf5c..000000000 Binary files a/content/applications/sales/crm/track_leads/media/lead_scoring02.png and /dev/null differ diff --git a/content/applications/sales/crm/track_leads/media/lead_scoring04.png b/content/applications/sales/crm/track_leads/media/lead_scoring04.png deleted file mode 100644 index 208042822..000000000 Binary files a/content/applications/sales/crm/track_leads/media/lead_scoring04.png and /dev/null differ diff --git a/content/applications/sales/crm/track_leads/media/lead_scoring05.png b/content/applications/sales/crm/track_leads/media/lead_scoring05.png deleted file mode 100644 index b03ee8d56..000000000 Binary files a/content/applications/sales/crm/track_leads/media/lead_scoring05.png and /dev/null differ diff --git a/content/applications/sales/crm/track_leads/media/lead_scoring07.png b/content/applications/sales/crm/track_leads/media/lead_scoring07.png deleted file mode 100644 index fb82bb2bc..000000000 Binary files a/content/applications/sales/crm/track_leads/media/lead_scoring07.png and /dev/null differ