documentation/crm/track_leads/prospect_visits.rst
Yannick Tivisse 0c97b236c2 [IMP] crm: Whole documentation overhaul
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)
2018-04-04 13:10:59 +02:00

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===========================
Track your prospects visits
===========================
Tracking your website pages will give you much more information about
the interests of your website visitors.
Every tracked page they visit will be recorded on your lead/opportunity
if they use the contact form on your website.
Configuration
=============
To use this feature, install the free module *Lead Scoring* under your
*Apps* page (only available in Odoo Enterprise).
.. image:: media/prospect_visits01.png
:align: center
Track a webpage
===============
Go to any static page you want to track on your website and under the
*Promote* tab you will find *Optimize SEO*
.. image:: media/prospect_visits02.png
:align: center
There you will see a *Track Page* checkbox to track this page.
.. image:: media/prospect_visits03.png
:align: center
See visited pages in your leads/opportunities
=============================================
Now each time a lead is created from the contact form it will keep track
of the pages visited by that visitor. You have two ways to see those
pages, on the top right corner of your lead/opportunity you can see a
*Page Views* button but also further down you will see them in the
chatter.
Both will update if the viewers comes back to your website and visits
more pages.
.. image:: media/prospect_visits04.png
:align: center
.. image:: media/prospect_visits05.png
:align: center
The feature will not repeat multiple viewings of the same pages in the
chatter.
Your customers will no longer be able to keep any secrets from you!