2aa3b2d89a
Task: 2543815
Cherry pick from #998
Omitted changes proposed in the **track_leads** directory (e.g. `lead_scoring.rst` + image folder). Both the content and image updates were already pushed from another PR so what was proposed on #998 was outdated and no longer necessary.
What’s left over are the original proposed changes in #998, within the **acquire_leads** directory which include updates to `lead_mining.rst` and corresponding image files.
On top of these proposals, I went ahead and made the following changes:
- renamed the image files in the asset directory, since they were using outdated naming convention (e.g. LM1.png, LM6.png, LM7.png)
- cleaned up rst formatting issues (headings, line breaks, added guilabels, etc.)
- rewrote document so content was more concise + followed content guidelines. You can see the first version of proposals here to compare the changes made.
closes odoo/documentation#3131
X-original-commit: 2416a2e5e9
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Zachary Straub <zst@odoo.com>
93 lines
3.8 KiB
ReStructuredText
93 lines
3.8 KiB
ReStructuredText
===========
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Lead mining
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===========
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Lead mining is a feature that allows CRM users to generate new leads directly into their Odoo
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database. To ensure lead qualification, lead mining output is determined by a variety of filtering
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criteria, such as the country, the company size, and the industry.
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Configuration
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=============
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To get started, go to :menuselection:`CRM --> Configuration --> Settings` and activate
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:guilabel:`Lead Mining`.
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.. image:: lead_mining/activate-lead-mining.png
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:align: center
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:alt: Activate lead mining in Odoo CRM settings.
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Generate leads
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==============
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After the :guilabel:`Lead Mining` setting is activated, a new button called :guilabel:`Generate
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Leads` is available to use in the :guilabel:`CRM` pipeline. Lead mining requests are also available
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through :menuselection:`CRM --> Configuration --> Lead Mining Requests`, or through
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:menuselection:`CRM --> Leads --> Leads` where the :guilabel:`Generate Leads` button is also
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available.
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.. image:: lead_mining/generate-leads-button.png
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:align: center
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:alt: The Generate Leads button to use the lead mining feature.
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Click on the :guilabel:`Generate Leads` button, and a window will appear offering a variety of
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criteria by which to generate leads.
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.. image:: lead_mining/generate-leads-popup.png
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:align: center
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:alt: The pop-up window with the selection criteria in order to generate leads in Odoo.
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Choose to generate leads for :guilabel:`Companies` to get company information only, or choose
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:guilabel:`Companies and their Contacts` to get company information as well as individual employee
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contact information. When targeting :guilabel:`Companies and their Contacts`, there is an option to
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filter contacts based on :guilabel:`Role` or :guilabel:`Seniority`.
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Additional filtering options include:
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- :guilabel:`Size`: filter leads based on the number of employees at the company
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- :guilabel:`Countries`: filter leads based on the country (or countries) they are located in
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- :guilabel:`States`: further filter leads based on the state they are located in, if applicable
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- :guilabel:`Industries`: filter leads based on the specific industry they work in
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- :guilabel:`Sales Team`: choose which Sales Team the leads will be assigned to
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- :guilabel:`Salesperson`: choose which person(s) on the Sales Team the leads will be assigned to
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- :guilabel:`Default Tags`: choose which tags are applied directly to the leads once found
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.. note::
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Make sure to be aware of the latest EU regulations when receiving contact information. Get more
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information about the General Data Protection Regulation on `Odoo GDPR <http://odoo.com/gdpr>`_.
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Pricing
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=======
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Lead mining is an *In-App Purchase* feature and each generated lead costs one credit.
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Choosing to generate :guilabel:`Companies and their Contacts` costs one additional credit for each
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contact generated.
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.. note::
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See here for full pricing information: `Lead Generation by Odoo IAP <https://iap.odoo.com/iap/
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in-app-services/167?>`_.
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To buy credits, navigate to :menuselection:`CRM --> Configuration --> Settings`. In the
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:guilabel:`Lead Generation` section, under the :guilabel:`Lead Mining` feature, click on
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:guilabel:`Buy Credits`.
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.. image:: lead_mining/buy-lead-mining-credits-setting.png
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:align: center
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:alt: Buy credits from the lead mining settings.
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Credits may also be purchased by navigating to the :menuselection:`Settings --> General Settings`.
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In the :guilabel:`In-App Purchases` section, under the :guilabel:`Odoo IAP` feature, click on
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:guilabel:`View My Services`.
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.. image:: lead_mining/view-my-services-setting.png
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:align: center
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:alt: Buy credits in the Odoo IAP settings.
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.. tip::
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Users of Odoo Online (SaaS) Enterprise automatically have free trial credits in their database to
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test any IAP features.
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.. seealso::
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* :doc:`../../../general/in_app_purchase`
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