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closes odoo/documentation#9420
X-original-commit: 430f7e2307
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
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===========
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Lead mining
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===========
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.. |IAP| replace:: :abbr:`IAP (In-App Purchase)`
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.. |CC| replace:: :guilabel:`Companies and their Contacts`
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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 app --> Configuration --> Settings`, and tick the
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:guilabel:`Lead Mining` checkbox to activate the feature. Then, click :guilabel:`Save`.
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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 *Lead Mining* setting is activated, a new button called *Generate Leads* is available to
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use in the upper-left corner of the *CRM* *Pipeline* (:menuselection:`CRM app --> Sales --> My
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Pipeline`).
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Lead mining requests are also available through :menuselection:`CRM app --> Configuration --> Lead
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Mining Requests`, or through :menuselection:`CRM app --> Leads --> Leads`, where the
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:guilabel:`Generate Leads` button is also 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 the :guilabel:`Generate Leads` button, and a pop-up window appears, 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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|CC| to get company information and individual employee contact information.
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.. note::
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When targeting |CC|, additional options are available to filter contacts based on
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:guilabel:`Role` or :guilabel:`Seniority`.
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Additional filtering options include the following:
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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 in which they are located, if
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applicable.
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- :guilabel:`Industries`: filter leads based on the specific industry they work in.
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- :guilabel:`Filter on Size`: tick this checkbox to specify the number of employees at the company.
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This generates a field labeled :guilabel:`Size`. Fill in the blanks to create a range for the
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desired company size.
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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 member of 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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.. important::
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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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View leads
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----------
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After leads are generated, they are assigned to the designated salesperson and team. To view
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additional information regarding the lead, select one from the list, and click to open it.
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In the chatter thread for the lead, additional information is provided. This can include the number
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of employees, the technology used by the company, the timezone, and direct contact information.
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.. image:: lead_mining/generated-lead.png
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:align: center
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:alt: The chatter thread of a newly generated lead.
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.. note::
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If :guilabel:`Leads` are **not** enabled for the database, then leads are generated as
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*opportunities*, and added to the pipeline for the designated salesperson.
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To enable the :guilabel:`Leads` feature, navigate to :menuselection:`CRM app --> Configuration
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--> Settings`, and tick the :guilabel:`Leads` checkbox. Then, click :guilabel:`Save`.
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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 :ref:`credit
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<in_app_purchase/credits>`.
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.. important::
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Generating |CC| costs one additional credit for each contact generated. See here for complete
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pricing information: `Lead Generation by Odoo IAP
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<https://iap.odoo.com/iap/in-app-services/167?>`_.
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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 Mining` feature, click :guilabel:`Buy
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Credits`.
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Credits may also be purchased by navigating to the :menuselection:`Settings app`. In the
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:guilabel:`Contacts` section, under the :guilabel:`Odoo IAP` feature, click :guilabel:`View My
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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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.. note::
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Enterprise Odoo users with a valid subscription get free credits to test |IAP| features before
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purchasing more credits for the database. This includes demo/training databases, educational
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databases, and one-app-free databases.
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.. seealso::
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:doc:`/applications/essentials/in_app_purchase`
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