[IMP] CRM: Lead enrichment update

closes odoo/documentation#17077

X-original-commit: 69f5b09e26
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Signed-off-by: Thomas Jude Cavazos (thjud) <thjud@odoo.com>
Co-authored-by: meval1006 <meval@odoo.com>
Co-authored-by: Felicious <feku@odoo.com>

content/applications/sales/crm/acquire_leads/convert.rst

@@ -6,6 +6,8 @@ When moving opportunities through the *CRM* pipeline, *Leads* act as a qualifyin
 formal opportunity is created. Enabling *Leads* provides additional time to review an opportunity's
 potential and gauge its viability before it's assigned to a salesperson.
 
+.. _crm/configure-leads:
+
 Configuration
 =============
 

content/applications/sales/crm/optimize/lead_enrichment.rst

@@ -2,123 +2,104 @@
 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.
+*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.
 
 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`.
+(including full business name and logo) and its size, revenue, social media accounts, known
+technology use, and more.
 
-.. 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.
+The *Leads* feature :ref:`must be configured <crm/configure-leads>` in the **CRM** app's settings
+page in order to use lead enrichment.
+
+.. image:: lead_enrichment/lead-enrichment-data.png
+   :alt: Chatter showing lead enrichment data.
 
 .. 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`.
+   When collecting a company's contact information, be aware of the latest EU regulations. For more
+   information about the General Data Protection Regulation, refer to the `Odoo GDPR
+   <http://odoo.com/gdpr>`__.
 
 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
+To set up lead enrichment in the **CRM** app, navigate to :menuselection:`CRM app --> Configuration
+--> Settings`. Under the :guilabel:`Lead Generation` section, select 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.
 
 .. image:: lead_enrichment/lead-enrichment-activate.png
-   :align: center
-   :alt: CRM lead generation settings page, with lead enrichment activation highlighted, and enrich
-         leads on demand only chosen.
+   :alt: The CRM lead generation settings page with lead enrichment activation highlighted and
+         enrich leads on demand only chosen.
 
-Enrich leads
-============
+Automatic and manual enrichment
+===============================
 
-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*.
+Lead enrichment is based on the customer's email domain 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.
+On the *Settings* page, if *Enrich all leads automatically* was selected, no user action is required
+to enrich the lead. Once every 60 minutes, a scheduled action contacts a remote database and
+enriches any unenriched leads.
 
-.. 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.
+To change the behind-the-scenes rules for automatic lead enrichment, activate :ref:`developer mode
+<developer-mode>`. With developer mode active, type "scheduled actions" in the main Odoo dashboard
+to bring up the :icon:`fa-search` :guilabel:`(Search for a menu)` screen. Click :guilabel:`Settings
+/ Technical / Automation / Scheduled Actions` to navigate to the Scheduled Actions page. In the
+search bar, type "enrich leads" and click the :guilabel:`CRM\: enrich leads IAP` action. From this
+page, automatic lead enrichment can be changed, including the execution interval, priority, and
+more. The minimum value for the :guilabel:`Execute Every` field is 5 minutes.
 
 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.
+If *Lead Enrichment* is set to :guilabel:`Enrich leads on demand only`, leads must be manually
+enriched. This is done by clicking the :guilabel:`Enrich` button in the lead's page top menu. This
+retrieves the same information as automatic enrichment at the same cost (one credit per enrichment).
+This method of enrichment is useful when not every lead needs to be enriched or when cost is an
+issue.
 
-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.
-
-.. image:: lead_enrichment/manual-enrichment.png
-   :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.
+Multiple leads can be manually enriched in a single step using the *list* view. First, navigate to
+the :menuselection:`CRM app --> Leads`, then click the :icon:`fa-align-justify` :guilabel:`(List)`
+button. Click the checkboxes for the leads that need manual enrichment. Finally, click the
+:icon:`fa-cog` :guilabel:`(Actions)` icon, then select :guilabel:`Enrich` from the resulting
+drop-down menu. 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 search bar 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 the leads
+to enrich.
 
 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
-   <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. If the
+database has no available credits, only the lead's website and logo are provided during enrichment.
+Pricing information for credits can be found on the `Lead Generation
+<https://iap.odoo.com/iap/in-app-services/167>`_ page.
 
 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`.
+:guilabel:`Manage Service & Buy Credits`.
 
-.. image:: lead_enrichment/buy-lead-enrichment-credits-setting.png
-   :align: center
-   :alt: Buy credits from the lead enrichment settings.
+.. note::
+   Because credits are not interchangeable between IAP services, clicking the :guilabel:`Manage
+   Service & Buy Credits` link under the :guilabel:`Lead Mining` sub-header does **not** lead to a
+   web page where *Lead Enrichment* credits can be purchased.
 
-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`.
+Credits may also be purchased by navigating to the :guilabel:`Settings` app and scrolling to the
+:guilabel:`Contacts` section. Under the :guilabel:`Odoo IAP` feature, click :guilabel:`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.
 
 .. image:: lead_enrichment/view-my-services-setting.png
-   :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
-   <http://odoo.com/gdpr>`__.