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[IMP] CRM: Lead enrichment update#16882

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theRealThagomizer wants to merge 1 commit into19.0from
19.0-crm-lead-enrichment-update-thjud
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[IMP] CRM: Lead enrichment update#16882
theRealThagomizer wants to merge 1 commit into19.0from
19.0-crm-lead-enrichment-update-thjud

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@theRealThagomizer
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@theRealThagomizer theRealThagomizer commented Mar 14, 2026

Hiya, @meval1006! I updated the page about lead enrichment with more accurate info, new photos, and a more logical organizational structure. This should be a pretty quick review. Enjoy!

This 19.0 PR can be FWP up to master.

@robodoo
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robodoo commented Mar 14, 2026

Pull request status dashboard

@C3POdoo C3POdoo requested a review from a team March 14, 2026 01:50
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Hi @theRealThagomizer, good job on the update. I had a few minor edits and suggestions. I approved the review :)

Comment on lines +27 to +28
regulations. For more information about General Data Protection Regulation, refer to: `Odoo GDPR
<http://odoo.com/gdpr>`__.
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regulations. For more information about General Data Protection Regulation, refer to: `Odoo GDPR
<http://odoo.com/gdpr>`__.
regulations. For more information about the General Data Protection Regulation, refer to the `Odoo GDPR
<http://odoo.com/gdpr>`__.

: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.
During set up, if :guilabel:`Enrich all leads automatically` was selected on the :guilabel:`CRM``
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During set up, if :guilabel:`Enrich all leads automatically` was selected on the :guilabel:`CRM``
During setup, if :guilabel:`Enrich all leads automatically` was selected on the :guilabel:`CRM`s`

correction


Multiple leads can also be enriched at once from the *My Pipeline* and *Pipeline* pages. To do
so, open the **CRM** app. On the *My Pipeline* page, click the :icon:`fa-close`
:guilabel:`(Remove)` icon in the searchbar to show the entire pipeline, if desired. Then click
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:guilabel:`(Remove)` icon in the searchbar to show the entire pipeline, if desired. Then click
:guilabel:`(Remove)` icon in the search bar to show the entire pipeline, if desired. Then click

correction

.. note::
See here for full pricing information: `Lead Generation by Odoo IAP
<https://iap.odoo.com/iap/in-app-services/273>`_.
Lead enrichment is an In-App Purchase (IAP) feature and each enriched lead costs one credit. Pricing
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Lead enrichment is an In-App Purchase (IAP) feature and each enriched lead costs one credit. Pricing
Lead enrichment is an In-App Purchase (IAP) feature, and each enriched lead costs one credit. Pricing

suggestion

--> Settings`. Under the :guilabel:`CRM` section, select the :guilabel:`Leads` option and click
:guilabel:`Save`.

When collecting a company's contact information, make sure to be aware of the latest EU
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When collecting a company's contact information, make sure to be aware of the latest EU
When collecting a company's contact information, be aware of the latest EU

suggestion

so, open the **CRM** app. On the *My Pipeline* page, click the :icon:`fa-close`
:guilabel:`(Remove)` icon in the searchbar to show the entire pipeline, if desired. Then click
the :icon:`fa-align-justify` :guilabel:`(List)` button to switch to the list view and select
leads to enrich.
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Suggested change
leads to enrich.
the leads to enrich.

correction

Comment on lines +105 to +106
Odoo IAP --> View My Services`. From there, every IAP service active on the database can be viewed
and credits may be purchased by clicking one and clicking the :guilabel:`Buy Credit` link.
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Odoo IAP --> View My Services`. From there, every IAP service active on the database can be viewed
and credits may be purchased by clicking one and clicking the :guilabel:`Buy Credit` link.
Odoo IAP --> View My Services`. From there, every active IAP service in the database can be viewed
and credits can be purchased by selecting one and clicking the :guilabel:`Buy Credit` link.

suggestion

Comment on lines +112 to +113
If the database runs out of credits, only a lead's website and logo are added when enriching a
lead.
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If the database runs out of credits, only a lead's website and logo are added when enriching a
lead.
If the database has no available credits, only the lead's website and logo are provided during enrichment.

suggestion

Comment on lines +5 to +9
*Lead enrichment* is an In-App Purchase (IAP) service that provides business information for a
contact attached to a lead. As an :abbr:`IAP (In-App Purchase)`, lead enrichment requires credits to
use and is available for existing leads in an Odoo database. Enterprise Odoo users with a valid
subscription get free credits to test :abbr:`IAP (In-App Purchase)`. This includes demo/training
databases, educational databases, and one-app-free databases.
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*Lead enrichment* is an In-App Purchase (IAP) service that provides business information for a
contact attached to a lead. As an :abbr:`IAP (In-App Purchase)`, lead enrichment requires credits to
use and is available for existing leads in an Odoo database. Enterprise Odoo users with a valid
subscription get free credits to test :abbr:`IAP (In-App Purchase)`. This includes demo/training
databases, educational databases, and one-app-free databases.
*Lead enrichment* is an In-App Purchase (IAP) service that provides business information for a
contact attached to a lead. Using lead enrichment requires credits and is available for existing leads in an Odoo database. Enterprise Odoo users with a valid
subscription receive free credits to test :abbr:`IAP (In-App Purchase)`. This applies to demo/training, educational, and one-app-free databases.

suggestion

subscription get free credits to test :abbr:`IAP (In-App Purchase)`. This includes demo/training
databases, educational databases, and one-app-free databases.

The information provided by lead enrichment can include general information about the business
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This might be better as a list rather than a paragraph.

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3 participants