Lead enrichment

Lead enrichment is a service that provides business information for a contact attached to a lead. Lead enrichment is an In-App Purchase (IAP) that requires credits to use, and is available for existing leads in an Odoo database.

The information provided by lead enrichment can include general information about the business (including full business name and logo), social media accounts, {guilabel}Company type, {guilabel}Founded information, {guilabel}Sectors information, the number of {guilabel}Employees, {guilabel}Estimated revenue, {guilabel}Phone number, {guilabel}Timezone, and {guilabel}Technologies Used.

:::{note} Enterprise Odoo users with a valid subscription get free credits to test {abbr}IAP (In-App Purchase) features before deciding to purchase more credits for the database. This includes demo/training databases, educational databases, and one-app-free databases. :::

:::{important} The leads feature must be activated in the CRM settings page in order to use lead enrichment. To access the CRM settings, navigate to {menuselection}CRM app --> Configuration --> Settings. Under the {guilabel}CRM section activate the {guilabel}Leads option and click {guilabel}Save. :::

Lead enrichment set up

To set up lead enrichment in the CRM application, navigate to {menuselection}CRM app --> Configuration --> Settings. Then, under the {guilabel}Lead Generation section, tick the checkbox next to {guilabel}Lead Enrichment, and select either {guilabel}Enrich leads on demand only or {guilabel}Enrich all leads automatically. Click the {guilabel}Save button to activate the changes.

:align: center
:alt: |-
:  CRM lead generation settings page, with lead enrichment activation highlighted, and enrich
:  leads on demand only chosen.

Enrich leads

Enrichment of leads is based on the domain of the email address of the customer set on the lead. There are two different ways that a lead can be enriched: automatically or manually.

Automatically enrich leads

During set up, if {guilabel}Enrich all leads automatically was selected on the CRM {guilabel}Settings page, then no action needs to be taken by the user to enrich the lead. A scheduled action runs automatically, every sixty minutes, and enrichment occurs on leads, after a remote database is contacted.

:::{tip} To access the cron that runs for the automatic lead enrichment, activate {ref}developer mode <developer-mode>, and navigate to {menuselection}Settings app --> Technical menu --> Automation section --> Scheduled Actions. In the {guilabel}Search... bar, type in CRM. Click into the result labeled {guilabel}CRM: enrich leads (IAP), and make any necessary adjustments. In the {guilabel}Execute Every field, enter a value greater than, or equal to, five minutes. :::

.. example::
   The following is an example of lead enrichment data that has been autocompleted successfully:

   .. image:: lead_enrichment/lead-enrichment-data.png
      :align: center
      :alt: Chatter showing lead enrichment data.

Manually enrich leads

If the {guilabel}Enrich leads on demand only option was selected on the CRM {guilabel}Settings page, when activating {guilabel}Lead Enrichment, each lead that a user wishes to enrich must be manually enriched. This is achieved by clicking the {guilabel}Enrich button in the top menu of the lead.

The same information will be retrieved at the same {abbr}IAP (In-App Puchase) credit cost (one per enrichment). This method of enrichment is useful when every lead does not need to be enriched, or cost is an issue.

:align: center
:alt: Manual enrich button feature highlighted on the CRM lead.

:::{tip} Manually enrich leads in bulk using the list view. First, navigate to {menuselection}CRM app --> Leads, and click the list view button ({guilabel}☰ (three horizontal lines) icon). Next, tick the checkboxes for the leads that should be manually enriched. Finally, click the {guilabel}⚙️ Action icon, and select {guilabel}Enrich from the resulting drop-down menu. This can also be achieved from the My Pipeline page. To do so, simply open the CRM app, or navigate to {menuselection}CRM app --> Sales --> My Pipeline. Either route reveals leads and opportunities on the {guilabel}Pipeline page. :::

Pricing

Lead enrichment is an In-App Purchase (IAP) feature, and each enriched lead costs one credit.

:::{note} See here for full pricing information: Lead Generation by Odoo IAP. :::

To buy credits, navigate to {menuselection}CRM app --> Configuration --> Settings. In the {guilabel}Lead Generation section, under the {guilabel}Lead Enrichment feature, click on {guilabel}Buy Credits.

:align: center
:alt: Buy credits from the lead enrichment settings.

Credits and balances may also be purchased by navigating to the {menuselection}Settings app. In the {guilabel}Contacts section, under the {guilabel}Odoo IAP feature, click on {guilabel}View My Services.

:align: center
:alt: Buy credits in the Odoo IAP settings.

:::{seealso} {doc}../../../essentials/in_app_purchase :::

:::{important} When collecting a company's contact information, make sure to be aware of the latest EU regulations. For more information about General Data Protection Regulation, refer to: Odoo GDPR. :::

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