[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 @@
|
|||||||
Assign leads based on scoring
|
Assign leads based on scoring
|
||||||
=============================
|
=============================
|
||||||
|
|
||||||
With *Leads Scoring* you can automatically rank your leads based on
|
*Lead Scoring* lets you rank and prioritize leads based on selected criteria. A higher score
|
||||||
selected criteria.
|
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
|
For example, if customers from Canada tend to be more likely to purchase your products, you can
|
||||||
ones that visited specific pages on your website.
|
assign them a higher score than customers from other countries.
|
||||||
|
|
||||||
Configuration
|
Configuration
|
||||||
=============
|
=============
|
||||||
|
|
||||||
To use scoring, install the free module *Lead Scoring* under your
|
To use scoring, go to :menuselection:`Apps`, remove the :guilabel:`Apps` filter, search for
|
||||||
*Apps* page (only available in Odoo Enterprise).
|
:guilabel:`Lead Scoring` and then install the module.
|
||||||
|
|
||||||
.. image:: media/lead_scoring01.png
|
.. image:: lead_scoring/lead-scoring-module.png
|
||||||
:align: center
|
:align: center
|
||||||
|
:alt: Lead Scoring module installation
|
||||||
|
|
||||||
Create scoring rules
|
Create scoring rules
|
||||||
====================
|
====================
|
||||||
|
|
||||||
You now have a new tab in your *CRM* app called *Leads Management*
|
To manage scoring rules, go to :menuselection:`CRM --> Leads --> Scoring Rules`.
|
||||||
where you can manage your scoring rules.
|
|
||||||
|
|
||||||
Here's an example for a Canadian lead, you can modify for whatever
|
Customize your rules to fit the needs of your business, and add as many criteria as you want.
|
||||||
criteria you wish to score your leads on. You can add as many criteria
|
|
||||||
as you wish.
|
|
||||||
|
|
||||||
.. image:: media/lead_scoring02.png
|
.. image:: lead_scoring/scoring-example.png
|
||||||
:align: center
|
:align: center
|
||||||
|
:alt: Score Rule example
|
||||||
|
|
||||||
Every hour every lead without a score will be automatically scanned and
|
Every hour, Odoo automatically assigns scores to new leads according to your configured rules.
|
||||||
assigned their right score according to your scoring rules.
|
|
||||||
|
|
||||||
.. image:: media/lead_scoring03.png
|
.. image:: lead_scoring/scoring-section-on-lead.png
|
||||||
:align: center
|
:align: center
|
||||||
|
:alt: Scoring section on a lead
|
||||||
|
|
||||||
Assign leads
|
Assign leads
|
||||||
============
|
============
|
||||||
|
|
||||||
Once the scores computed, leads can be assigned to specific teams using
|
Odoo can also assign leads to specific teams based on configured rules. To configure assignment
|
||||||
the same domain mechanism. To do so go to :menuselection:`CRM --> Leads Management --> Team Assignation`
|
rules, go to the individual Sales Team's configuration page via :menuselection:`CRM --> Leads -->
|
||||||
and apply a specific domain on each team. This domain can include scores.
|
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
|
:align: center
|
||||||
|
:alt: Team Assignments using domains
|
||||||
|
|
||||||
Further on, you can assign to a specific vendor in the team with an even
|
Assign leads to specific salespeople using further refined Domains at :menuselection:`CRM --> Leads
|
||||||
more refined domain.
|
--> Leads Assignment`.
|
||||||
|
|
||||||
To do so go to :menuselection:`CRM --> Leads Management --> Leads Assignation`.
|
.. image:: lead_scoring/lead-assignment-filters.png
|
||||||
|
|
||||||
.. image:: media/lead_scoring05.png
|
|
||||||
:align: center
|
: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::
|
.. note::
|
||||||
The team & leads assignation will assign the unassigned leads
|
You can also find unassigned leads and create re-engagement campaigns using the :guilabel:`Email
|
||||||
once a day.
|
Marketing` or :guilabel:`Marketing Automation` apps.
|
||||||
|
|
||||||
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
|
|
||||||
|
After Width: | Height: | Size: 10 KiB |
After Width: | Height: | Size: 6.2 KiB |
After Width: | Height: | Size: 19 KiB |
Before Width: | Height: | Size: 2.6 KiB After Width: | Height: | Size: 2.6 KiB |
After Width: | Height: | Size: 16 KiB |
Before Width: | Height: | Size: 7.1 KiB After Width: | Height: | Size: 7.1 KiB |
Before Width: | Height: | Size: 9.3 KiB |
Before Width: | Height: | Size: 27 KiB |
Before Width: | Height: | Size: 28 KiB |
Before Width: | Height: | Size: 22 KiB |
Before Width: | Height: | Size: 22 KiB |