diff --git a/content/applications/sales/crm/acquire_leads/lead_mining.rst b/content/applications/sales/crm/acquire_leads/lead_mining.rst index 220f7455e..5a39d4e1f 100644 --- a/content/applications/sales/crm/acquire_leads/lead_mining.rst +++ b/content/applications/sales/crm/acquire_leads/lead_mining.rst @@ -1,71 +1,75 @@ ======================= 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. +In any business, getting quality leads is essential to keep the business growing. Lead mining +allows you to generate leads from scratch directly within your database. Leads can be targeted based +upon a set of criteria, such as the country, the company size, and the industry, to ensure the +leads are relevant to your business. Configuration ============== -For this feature to work, go to :menuselection:`CRM --> Configuration --> Settings` and activate the **Lead Mining** feature. +For this feature to work, go to :menuselection:`CRM --> Configuration --> Settings` and activate +the **Lead Mining** feature. -.. image:: media/LM1.png +.. image:: lead_mining/LM1.png :align: center - + :alt: Activating Lead Mining 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 -:menuselection:`Configuration --> Lead Mining Requests` and trough +You will now have a new button **Generate Leads** available in your pipeline. Lead mining +requests are also available from :menuselection:`Configuration --> Lead Mining Requests` or through :menuselection:`Leads --> Leads` where you have the **Generate Leads** button. -.. image:: media/LM2.png +.. image:: lead_mining/generate-leads-button.png :align: center + :alt: Generate Leads Buttons +From there, click on the **Generate Leads** button, a window where you will be able to pick your +criteria will pop up. -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 +.. image:: lead_mining/generate-leads-popup.png :align: center + :alt: Generating Leads Pop-Up +When choosing to target Companies and their contacts you can choose the contacts you are getting +based on Role or Seniority. Make sure to be aware of the latest EU regulation when getting +contact information. Get more information about General Data Protection Regulation on `Odoo GDPR +`__, -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 `__, - - -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 industries. - -You can choose the salesperson and the Salesteam the lead will be assigned to. -You can also add tags to track your generated leads. +Additional options you can choose from are: +* **Size**: filter leads depending on the number of employees in the companies. +* **Country**: pick the countries leads are coming from. Pick multiple countries, if applicable. +* **Industry**: pick the industries leads are coming from. Pick multiple industries, if applicable. +* **Salesperson**: choose who on the Sales Team will be assigned these leads. +* **Sales Team**: choose which Sales Team will be assigned to these leads +* **Tags**: choose what tags are added directly to the leads once found. .. 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. +This is an In-App Purchase feature, each generated lead will cost 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 `__, To buy credits you can either go to :menuselection:`CRM --> Configuration --> Settings --> Buy Credits`; or go to :menuselection:`Settings --> In-App Purchases --> View my Services`. -.. image:: media/LM6.png +.. image:: lead_mining/LM6.png :align: center + :alt: Buy Credits from Lead Mining Setting -.. image:: media/LM7.png +.. image:: lead_mining/LM7.png :align: center + :alt: Buying Credits via In-App Purchase Setting .. 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. + * Consumed credits dynamically display in real-time how many credits the current settings need. + * If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial + credits to test the feature. .. seealso:: * :doc:`In-App Purchases (IAP) ` diff --git a/content/applications/sales/crm/acquire_leads/media/LM1.png b/content/applications/sales/crm/acquire_leads/lead_mining/LM1.png similarity index 100% rename from content/applications/sales/crm/acquire_leads/media/LM1.png rename to content/applications/sales/crm/acquire_leads/lead_mining/LM1.png diff --git a/content/applications/sales/crm/acquire_leads/media/LM6.png b/content/applications/sales/crm/acquire_leads/lead_mining/LM6.png similarity index 100% rename from content/applications/sales/crm/acquire_leads/media/LM6.png rename to content/applications/sales/crm/acquire_leads/lead_mining/LM6.png diff --git a/content/applications/sales/crm/acquire_leads/media/LM7.png b/content/applications/sales/crm/acquire_leads/lead_mining/LM7.png similarity index 100% rename from content/applications/sales/crm/acquire_leads/media/LM7.png rename to content/applications/sales/crm/acquire_leads/lead_mining/LM7.png diff --git a/content/applications/sales/crm/acquire_leads/lead_mining/generate-leads-button.png b/content/applications/sales/crm/acquire_leads/lead_mining/generate-leads-button.png new file mode 100644 index 000000000..efd2ec0f0 Binary files /dev/null and b/content/applications/sales/crm/acquire_leads/lead_mining/generate-leads-button.png differ diff --git a/content/applications/sales/crm/acquire_leads/lead_mining/generate-leads-popup.png b/content/applications/sales/crm/acquire_leads/lead_mining/generate-leads-popup.png new file mode 100644 index 000000000..b6ed42878 Binary files /dev/null and b/content/applications/sales/crm/acquire_leads/lead_mining/generate-leads-popup.png differ diff --git a/content/applications/sales/crm/acquire_leads/media/LM2.png b/content/applications/sales/crm/acquire_leads/media/LM2.png deleted file mode 100644 index 8aed9717e..000000000 Binary files a/content/applications/sales/crm/acquire_leads/media/LM2.png and /dev/null differ diff --git a/content/applications/sales/crm/acquire_leads/media/LM5.png b/content/applications/sales/crm/acquire_leads/media/LM5.png deleted file mode 100644 index b59b4489c..000000000 Binary files a/content/applications/sales/crm/acquire_leads/media/LM5.png and /dev/null differ