73 lines
2.8 KiB
ReStructuredText
73 lines
2.8 KiB
ReStructuredText
=======================
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Lead mining
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=======================
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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.
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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.
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Configuration
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==============
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For this feature to work, go to :menuselection:`CRM --> Configuration --> Settings` and activate the **Lead Mining** feature.
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.. image:: media/LM1.png
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:align: center
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Start generating leads
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==========================
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You will now have a new button **Generate Leads** available in your pipeline.
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You are also able to create lead mining requests from the
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:menuselection:`Configuration --> Lead Mining Requests` and trough
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:menuselection:`Leads --> Leads` where you have the **Generate Leads** button.
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.. image:: media/LM2.png
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:align: center
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From there, click on the **Generate Leads** button, a window where you will be able to pick your criteria will pop up.
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.. image:: media/LM5.png
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:align: center
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When choosing to target Companied and their contacts you can choose the contacts you are getting based on Role or Seniority.
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When getting contact information make sure to be aware of the latest EU regulation, get more information about General Data Protection Regulation on
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`Odoo GDPR <http://odoo.com/gdpr>`__,
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You can decide to filter the leads you are getting depending on the size (number of employees) of the companies.
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You can pick the countries your leads are coming from. It is possible to pick multiple countries.
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You can pick the industries your leads are coming from. It is possible to pick multiple industries.
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You can choose the salesperson and the Salesteam the lead will be assigned to.
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You can also add tags to track your generated leads.
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.. tip::
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The generated leads will have the name of the company.
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Pricing
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==================
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This is an In-App Purchase feature, each generated lead will cost you one credit.
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If you choose to get contact information each contact will also cost us one additional credit.
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Here is the pricing for this `feature <https://iap.odoo.com/iap/in-app-services/167?>`__,
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To buy credits you can either go to :menuselection:`CRM --> Configuration --> Settings --> Buy
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Credits`; or go to :menuselection:`Settings --> In-App Purchases --> View my Services`.
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.. image:: media/LM6.png
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:align: center
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.. image:: media/LM7.png
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:align: center
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.. tip::
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The blue box will automatically tell you how many credits are going to be consumed.
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.. tip::
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If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial credits to test the feature.
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.. seealso::
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* :doc:`In-App Purchases (IAP) <../../general/in_app_purchase/in_app_purchase>`
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