diff --git a/content/applications/sales/crm/acquire_leads/lead_mining.rst b/content/applications/sales/crm/acquire_leads/lead_mining.rst index 220f7455ef..5a39d4e1f3 100644 --- a/content/applications/sales/crm/acquire_leads/lead_mining.rst +++ b/content/applications/sales/crm/acquire_leads/lead_mining.rst @@ -1,71 +1,75 @@ ======================= Lead mining ======================= -In any business, getting quality leads is essential to keep the business growing. Lead mining allows you to generate leads from scratch directly from your database. -Target your leads based on a set of criteria such as the country, the size of the company, the industry your leads are coming from to make them relevant to your business. +In any business, getting quality leads is essential to keep the business growing. Lead mining +allows you to generate leads from scratch directly within your database. Leads can be targeted based +upon a set of criteria, such as the country, the company size, and the industry, to ensure the +leads are relevant to your business. Configuration ============== -For this feature to work, go to :menuselection:`CRM --> Configuration --> Settings` and activate the **Lead Mining** feature. +For this feature to work, go to :menuselection:`CRM --> Configuration --> Settings` and activate +the **Lead Mining** feature. -.. image:: media/LM1.png +.. image:: lead_mining/LM1.png :align: center - + :alt: Activating Lead Mining Start generating leads ========================== -You will now have a new button **Generate Leads** available in your pipeline. -You are also able to create lead mining requests from the -:menuselection:`Configuration --> Lead Mining Requests` and trough +You will now have a new button **Generate Leads** available in your pipeline. Lead mining +requests are also available from :menuselection:`Configuration --> Lead Mining Requests` or through :menuselection:`Leads --> Leads` where you have the **Generate Leads** button. -.. image:: media/LM2.png +.. image:: lead_mining/generate-leads-button.png :align: center + :alt: Generate Leads Buttons +From there, click on the **Generate Leads** button, a window where you will be able to pick your +criteria will pop up. -From there, click on the **Generate Leads** button, a window where you will be able to pick your criteria will pop up. - - -.. image:: media/LM5.png +.. image:: lead_mining/generate-leads-popup.png :align: center + :alt: Generating Leads Pop-Up +When choosing to target Companies and their contacts you can choose the contacts you are getting +based on Role or Seniority. Make sure to be aware of the latest EU regulation when getting +contact information. Get more information about General Data Protection Regulation on `Odoo GDPR +`__, -When choosing to target Companied and their contacts you can choose the contacts you are getting based on Role or Seniority. -When getting contact information make sure to be aware of the latest EU regulation, get more information about General Data Protection Regulation on -`Odoo GDPR `__, - - -You can decide to filter the leads you are getting depending on the size (number of employees) of the companies. -You can pick the countries your leads are coming from. It is possible to pick multiple countries. -You can pick the industries your leads are coming from. It is possible to pick multiple industries. - -You can choose the salesperson and the Salesteam the lead will be assigned to. -You can also add tags to track your generated leads. +Additional options you can choose from are: +* **Size**: filter leads depending on the number of employees in the companies. +* **Country**: pick the countries leads are coming from. Pick multiple countries, if applicable. +* **Industry**: pick the industries leads are coming from. Pick multiple industries, if applicable. +* **Salesperson**: choose who on the Sales Team will be assigned these leads. +* **Sales Team**: choose which Sales Team will be assigned to these leads +* **Tags**: choose what tags are added directly to the leads once found. .. tip:: The generated leads will have the name of the company. Pricing ================== -This is an In-App Purchase feature, each generated lead will cost you one credit. +This is an In-App Purchase feature, each generated lead will cost one credit. If you choose to get contact information each contact will also cost us one additional credit. Here is the pricing for this `feature `__, To buy credits you can either go to :menuselection:`CRM --> Configuration --> Settings --> Buy Credits`; or go to :menuselection:`Settings --> In-App Purchases --> View my Services`. -.. image:: media/LM6.png +.. image:: lead_mining/LM6.png :align: center + :alt: Buy Credits from Lead Mining Setting -.. image:: media/LM7.png +.. image:: lead_mining/LM7.png :align: center + :alt: Buying Credits via In-App Purchase Setting .. tip:: - The blue box will automatically tell you how many credits are going to be consumed. - -.. tip:: - If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial credits to test the feature. + * Consumed credits dynamically display in real-time how many credits the current settings need. + * If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial + credits to test the feature. .. seealso:: * :doc:`In-App Purchases (IAP) ` diff --git a/content/applications/sales/crm/acquire_leads/media/LM1.png b/content/applications/sales/crm/acquire_leads/lead_mining/LM1.png similarity index 100% rename from content/applications/sales/crm/acquire_leads/media/LM1.png rename to content/applications/sales/crm/acquire_leads/lead_mining/LM1.png diff --git a/content/applications/sales/crm/acquire_leads/media/LM6.png b/content/applications/sales/crm/acquire_leads/lead_mining/LM6.png similarity index 100% rename from content/applications/sales/crm/acquire_leads/media/LM6.png rename to content/applications/sales/crm/acquire_leads/lead_mining/LM6.png diff --git a/content/applications/sales/crm/acquire_leads/media/LM7.png b/content/applications/sales/crm/acquire_leads/lead_mining/LM7.png similarity index 100% rename from content/applications/sales/crm/acquire_leads/media/LM7.png rename to content/applications/sales/crm/acquire_leads/lead_mining/LM7.png diff --git a/content/applications/sales/crm/acquire_leads/lead_mining/generate-leads-button.png b/content/applications/sales/crm/acquire_leads/lead_mining/generate-leads-button.png new file mode 100644 index 0000000000..efd2ec0f01 Binary files /dev/null and b/content/applications/sales/crm/acquire_leads/lead_mining/generate-leads-button.png differ diff --git a/content/applications/sales/crm/acquire_leads/lead_mining/generate-leads-popup.png b/content/applications/sales/crm/acquire_leads/lead_mining/generate-leads-popup.png new file mode 100644 index 0000000000..b6ed42878a Binary files /dev/null and b/content/applications/sales/crm/acquire_leads/lead_mining/generate-leads-popup.png differ diff --git a/content/applications/sales/crm/acquire_leads/media/LM2.png b/content/applications/sales/crm/acquire_leads/media/LM2.png deleted file mode 100644 index 8aed9717eb..0000000000 Binary files a/content/applications/sales/crm/acquire_leads/media/LM2.png and /dev/null differ diff --git a/content/applications/sales/crm/acquire_leads/media/LM5.png b/content/applications/sales/crm/acquire_leads/media/LM5.png deleted file mode 100644 index b59b4489c2..0000000000 Binary files a/content/applications/sales/crm/acquire_leads/media/LM5.png and /dev/null differ diff --git a/content/applications/sales/crm/track_leads/lead_scoring.rst b/content/applications/sales/crm/track_leads/lead_scoring.rst index 3a9b0e042f..76b6fbc7fd 100644 --- a/content/applications/sales/crm/track_leads/lead_scoring.rst +++ b/content/applications/sales/crm/track_leads/lead_scoring.rst @@ -2,77 +2,78 @@ Assign leads based on scoring ============================= -With *Leads Scoring* you can automatically rank your leads based on -selected criterias. +With *Lead Scoring* you can automatically rank your leads based on +selected criteria. + +For example, you could score customers higher when they come from the same country higher as your +company or from visiting specific pages on your website. -For example you could score customers from your country higher or the -ones that visited specific pages on your website. Configuration ============= -To use scoring, install the free module *Lead Scoring* under your -*Apps* page (only available in Odoo Enterprise). +To use scoring, install the free module *Lead Scoring* under your *Apps* page (only available in +Odoo Enterprise). -.. image:: media/lead_scoring01.png +.. image:: lead_scoring/lead-scoring-module.png :align: center + :alt: Lead Scoring Module Installation Create scoring rules ==================== -You now have a new tab in your *CRM* app called *Leads Management* -where you can manage your scoring rules. +You now have a new tab in your *CRM* app called *Leads* where you can manage your scoring rules. -Here's an example for a Canadian lead, you can modify for whatever -criteria you wish to score your leads on. You can add as many criterias -as you wish. +Here's an example of a Canadian lead. You can modify your rules for whatever criteria you want to +score leads on. You can add as many criteria as you would like. -.. image:: media/lead_scoring02.png +.. image:: lead_scoring/scoring-example.png :align: center + :alt: Score Ruling Example -Every hour every lead without a score will be automatically scanned and -assigned their right score according to your scoring rules. +Every lead without a score is automatically be scanned every hour and is assigned the correct +score according to your configured scoring rules. -.. image:: media/lead_scoring03.png +.. image:: lead_scoring/scoring-section-on-lead.png :align: center + :alt: Scoring Section on a Lead Assign leads ============ -Once the scores computed, leads can be assigned to specific teams using -the same domain mechanism. To do so go to :menuselection:`CRM --> Leads Management --> Team Assignation` -and apply a specific domain on each team. This domain can include scores. +Once the score is computed, leads can be assigned to specific teams using the same domain +mechanism. To do so, head to :menuselection:`CRM --> Leads --> Team Assignment` and apply a +specific domain to each team. This domain can include scores. -.. image:: media/lead_scoring04.png +.. image:: lead_scoring/team-assignation.png :align: center + :alt: Team Assignments using Domains -Further on, you can assign to a specific vendor in the team with an even -more refined domain. +If you want more granularity, you can assign leads to a specific salesperson on the team using +further refined domains. -To do so go to :menuselection:`CRM --> Leads Management --> Leads Assignation`. +To do so go to :menuselection:`CRM --> Leads --> Leads Assignment`. -.. image:: media/lead_scoring05.png +.. image:: lead_scoring/lead-assignment-filters.png :align: center + :alt: Lead Assignments .. note:: - The team & leads assignation will assign the unassigned leads - once a day. + The team & leads assignments are assigned to unassigned leads once per day. Evaluate & use the unassigned leads =================================== -Once your scoring rules are in place you will most likely still have -some unassigned leads. Some of them could still lead to an opportunity -so it is useful to do something with them. +Once your scoring rules are in place, you likely will still have some unassigned leads. Some of +these leads could still transition into an opportunity, so ensuring they are handled is both +useful and important. -In your leads page you can place a filter to find your unassigned leads. +On your leads overview page, you filter for your unassigned leads. -.. image:: media/lead_scoring06.png +.. image:: lead_scoring/unassigned-filter.png :align: center + :alt: Filtering for Unassigned Leads -Why not using :menuselection:`Email Marketing` or -:menuselection:`Marketing Automation` apps to send a mass email to -them? You can also easily find such unassigned leads from there. - -.. image:: media/lead_scoring07.png - :align: center +.. note:: + You can also easily find unassigned leads by using the :menuselection:`Email Marketing` or + :menuselection:`Marketing Automation` apps to create a re-engagement campaign. diff --git a/content/applications/sales/crm/track_leads/lead_scoring/lead-assignment-filters.png b/content/applications/sales/crm/track_leads/lead_scoring/lead-assignment-filters.png new file mode 100644 index 0000000000..ae172ebace Binary files /dev/null and b/content/applications/sales/crm/track_leads/lead_scoring/lead-assignment-filters.png differ diff --git a/content/applications/sales/crm/track_leads/lead_scoring/lead-scoring-module.png b/content/applications/sales/crm/track_leads/lead_scoring/lead-scoring-module.png new file mode 100644 index 0000000000..2ee66d1a81 Binary files /dev/null and b/content/applications/sales/crm/track_leads/lead_scoring/lead-scoring-module.png differ diff --git a/content/applications/sales/crm/track_leads/media/lead_scoring02.png b/content/applications/sales/crm/track_leads/lead_scoring/scoring-example.png similarity index 100% rename from content/applications/sales/crm/track_leads/media/lead_scoring02.png rename to content/applications/sales/crm/track_leads/lead_scoring/scoring-example.png diff --git a/content/applications/sales/crm/track_leads/media/lead_scoring03.png b/content/applications/sales/crm/track_leads/lead_scoring/scoring-section-on-lead.png similarity index 100% rename from content/applications/sales/crm/track_leads/media/lead_scoring03.png rename to content/applications/sales/crm/track_leads/lead_scoring/scoring-section-on-lead.png diff --git a/content/applications/sales/crm/track_leads/lead_scoring/team-assignation.png b/content/applications/sales/crm/track_leads/lead_scoring/team-assignation.png new file mode 100644 index 0000000000..7b1e4ca57d Binary files /dev/null and b/content/applications/sales/crm/track_leads/lead_scoring/team-assignation.png differ diff --git a/content/applications/sales/crm/track_leads/media/lead_scoring06.png b/content/applications/sales/crm/track_leads/lead_scoring/unassigned-filter.png similarity index 100% rename from content/applications/sales/crm/track_leads/media/lead_scoring06.png rename to content/applications/sales/crm/track_leads/lead_scoring/unassigned-filter.png diff --git a/content/applications/sales/crm/track_leads/media/lead_scoring01.png b/content/applications/sales/crm/track_leads/media/lead_scoring01.png deleted file mode 100644 index 21eefd2d59..0000000000 Binary files a/content/applications/sales/crm/track_leads/media/lead_scoring01.png and /dev/null differ diff --git a/content/applications/sales/crm/track_leads/media/lead_scoring04.png b/content/applications/sales/crm/track_leads/media/lead_scoring04.png deleted file mode 100644 index 2080428224..0000000000 Binary files a/content/applications/sales/crm/track_leads/media/lead_scoring04.png and /dev/null differ diff --git a/content/applications/sales/crm/track_leads/media/lead_scoring05.png b/content/applications/sales/crm/track_leads/media/lead_scoring05.png deleted file mode 100644 index b03ee8d56d..0000000000 Binary files a/content/applications/sales/crm/track_leads/media/lead_scoring05.png and /dev/null differ diff --git a/content/applications/sales/crm/track_leads/media/lead_scoring07.png b/content/applications/sales/crm/track_leads/media/lead_scoring07.png deleted file mode 100644 index fb82bb2bc6..0000000000 Binary files a/content/applications/sales/crm/track_leads/media/lead_scoring07.png and /dev/null differ