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Organize the pipeline https://www.odoo.com/documentation/user/11.0/discuss/plan_activities.html (clone it here) Manage lost opportunities -> https://docs.google.com/document/d/1Uxr5L0tmNTv4cUiq948_8KgHMAgtB--Ib-h9K_XjYQM/edit Manage multiple sales teams -> https://docs.google.com/document/d/1xbQzJozfPyGJxtu1dlYaBvmtU4aZkkGnRT3jmdzp84s/edit Acquire leads Convert leads into opportunities -> https://docs.google.com/document/d/15huZHD7NLqUC-XyogT1cR_oBof-DlC6U-olfxJLuGfY/edit Generate leads from emails -> https://docs.google.com/document/d/1qt5LAyb7jjArZqFQbwHANKhkE1uifVuc0I2pnf9eF7k/edit Generate leads from your website contact page -> https://docs.google.com/document/d/1shcyTp4gMuekRMIbJqbHfFIIk10N0GHtHIQlPXuax-Q/edit Send quotations -> https://docs.google.com/document/d/1wYfImnN1XxxaPQMjTvvIDgMkhXE5ud1D-9pbkr0khsA/edit Assign and track leads Track your prospect visits -> https://docs.google.com/document/d/1wSoV9wgI6HwD7pogTbPuapIfxCgQ5fUWhZ3frU_iOTk/edit Assign leads automatically based on scoring -> https://docs.google.com/document/d/1cBc4XOTAnSjjfg3Q-BS14dB2lvv09NaUCEpIlMKyp6U/edit Analyze performance Check your Win/Loss ratio -> https://docs.google.com/document/d/1_-I50VbyWwSrp63pRYq7_Lo7QSr0b-0ru4FLQZv3C2k/edit Get an accurate probable turnover -> https://docs.google.com/document/d/1tfCntvywMehg9xVF5NsjA6-6m7QQ-FryfwGkPAOJPNE/edit Optimize your Day-to-Day work Synchronize Google Calendar with Odoo -> https://www.odoo.com/documentation/user/11.0/crm/calendar/google_calendar_credentials.html (Change name) Use VOIP services in Odoo with OnSIP -> https://www.odoo.com/documentation/user/11.0/crm/leads/voip/onsip.html (Change name) Configure your VOIP Asterisk server for Odoo -> https://www.odoo.com/documentation/user/11.0/crm/leads/voip/setup.html (Change name)
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2.3 KiB
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79 lines
2.3 KiB
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=============================
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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 criterias.
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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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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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.. image:: media/lead_scoring01.png
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:align: center
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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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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 criterias
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as you wish.
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.. image:: media/lead_scoring02.png
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:align: center
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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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.. image:: media/lead_scoring03.png
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:align: center
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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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.. image:: media/lead_scoring04.png
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:align: center
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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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To do so go to :menuselection:`CRM --> Leads Management --> Leads Assignation`.
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.. image:: media/lead_scoring05.png
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:align: center
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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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