131 lines
5.6 KiB
Markdown
131 lines
5.6 KiB
Markdown
# Lead enrichment
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*Lead enrichment* is a service that provides business information for a contact attached to a lead.
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Lead enrichment is an In-App Purchase (IAP) that requires credits to use, and is available for
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existing leads in an Odoo database.
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The information provided by lead enrichment can include general information about the business
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(including full business name and logo), social media accounts, {guilabel}`Company type`,
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{guilabel}`Founded` information, {guilabel}`Sectors` information, the number of
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{guilabel}`Employees`, {guilabel}`Estimated revenue`, {guilabel}`Phone` number,
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{guilabel}`Timezone`, and {guilabel}`Technologies Used`.
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:::{note}
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Enterprise Odoo users with a valid subscription get free credits to test {abbr}`IAP (In-App
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Purchase)` features before deciding to purchase more credits for the database. This includes
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demo/training databases, educational databases, and one-app-free databases.
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:::
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:::{important}
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The *leads* feature **must** be activated in the *CRM* settings page in order to use lead
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enrichment. To access the *CRM* settings, navigate to {menuselection}`CRM app --> Configuration
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--> Settings`. Under the {guilabel}`CRM` section activate the {guilabel}`Leads` option and click
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{guilabel}`Save`.
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:::
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## Lead enrichment set up
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To set up lead enrichment in the *CRM* application, navigate to {menuselection}`CRM app -->
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Configuration --> Settings`. Then, under the {guilabel}`Lead Generation` section, tick the checkbox
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next to {guilabel}`Lead Enrichment`, and select either {guilabel}`Enrich leads on demand only` or
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{guilabel}`Enrich all leads automatically`. Click the {guilabel}`Save` button to activate the
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changes.
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```{image} lead_enrichment/lead-enrichment-activate.png
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:align: center
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:alt: |-
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: CRM lead generation settings page, with lead enrichment activation highlighted, and enrich
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: leads on demand only chosen.
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```
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## Enrich leads
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Enrichment of leads is based on the domain of the email address of the customer set on the lead.
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There are two different ways that a lead can be enriched: *automatically* or *manually*.
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### Automatically enrich leads
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During set up, if {guilabel}`Enrich all leads automatically` was selected on the *CRM*
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{guilabel}`Settings` page, then no action needs to be taken by the user to enrich the lead. A
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scheduled action runs automatically, every sixty minutes, and enrichment occurs on leads, after a
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remote database is contacted.
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:::{tip}
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To access the cron that runs for the automatic lead enrichment, activate {ref}`developer mode
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<developer-mode>`, and navigate to {menuselection}`Settings app --> Technical menu --> Automation
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section --> Scheduled Actions`. In the {guilabel}`Search...` bar, type in `CRM`. Click into the
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result labeled {guilabel}`CRM: enrich leads (IAP)`, and make any necessary adjustments. In the
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{guilabel}`Execute Every` field, enter a value greater than, or equal to, five minutes.
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:::
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```{eval-rst}
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.. example::
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The following is an example of lead enrichment data that has been autocompleted successfully:
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.. image:: lead_enrichment/lead-enrichment-data.png
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:align: center
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:alt: Chatter showing lead enrichment data.
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```
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### Manually enrich leads
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If the {guilabel}`Enrich leads on demand only` option was selected on the *CRM* {guilabel}`Settings`
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page, when activating {guilabel}`Lead Enrichment`, each lead that a user wishes to enrich **must**
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be manually enriched. This is achieved by clicking the {guilabel}`Enrich` button in the top menu of
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the lead.
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The same information will be retrieved at the same {abbr}`IAP (In-App Puchase)` credit cost (one per
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enrichment). This method of enrichment is useful when every lead does not need to be enriched, or
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cost is an issue.
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```{image} lead_enrichment/manual-enrichment.png
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:align: center
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:alt: Manual enrich button feature highlighted on the CRM lead.
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```
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:::{tip}
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Manually enrich leads in bulk using the *list* view. First, navigate to {menuselection}`CRM app
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--> Leads`, and click the list view button ({guilabel}`☰ (three horizontal lines)` icon). Next,
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tick the checkboxes for the leads that should be manually enriched. Finally, click the
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{guilabel}`⚙️ Action` icon, and select {guilabel}`Enrich` from the resulting drop-down menu. This
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can also be achieved from the *My Pipeline* page. To do so, simply open the *CRM* app, or
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navigate to {menuselection}`CRM app --> Sales --> My Pipeline`. Either route reveals leads and
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opportunities on the {guilabel}`Pipeline` page.
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:::
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## Pricing
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Lead enrichment is an In-App Purchase (IAP) feature, and each enriched lead costs one credit.
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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/in-app-services/273).
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:::
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To buy credits, navigate to {menuselection}`CRM app --> Configuration --> Settings`. In the
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{guilabel}`Lead Generation` section, under the {guilabel}`Lead Enrichment` feature, click on
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{guilabel}`Buy Credits`.
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```{image} lead_enrichment/buy-lead-enrichment-credits-setting.png
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:align: center
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:alt: Buy credits from the lead enrichment settings.
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```
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Credits and balances may also be purchased by navigating to the {menuselection}`Settings app`. In
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the {guilabel}`Contacts` section, under the {guilabel}`Odoo IAP` feature, click on {guilabel}`View
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My Services`.
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```{image} lead_enrichment/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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```
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:::{seealso}
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{doc}`../../../essentials/in_app_purchase`
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:::
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:::{important}
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When collecting a company's contact information, make sure to be aware of the latest EU
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regulations. For more information about General Data Protection Regulation, refer to: [Odoo GDPR](http://odoo.com/gdpr).
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:::
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