[IMP] CRM: Lead generation update

closes odoo/documentation#16803

Signed-off-by: Thomas Jude Cavazos (thjud) <thjud@odoo.com>
Co-authored-by: Erin J <erjer@odoo.com>
Co-authored-by: Felicious <feku@odoo.com>

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

@@ -5,113 +5,103 @@ Lead mining
 .. |IAP| replace:: :abbr:`IAP (In-App Purchase)`
 .. |CC| replace:: :guilabel:`Companies and their Contacts`
 
-*Lead mining* is a feature that allows *CRM* users to generate new leads directly into their Odoo
+*Lead mining* is a feature that allows *CRM* users to generate new leads directly within their Odoo
 database. To ensure lead qualification, lead mining output is determined by a variety of filtering
 criteria, such as the country, the company size, and the industry.
 
 Configuration
 =============
 
-To get started, go to :menuselection:`CRM app --> Configuration --> Settings`, and tick the
+To get started, go to :menuselection:`CRM app --> Configuration --> Settings`, and select the
 :guilabel:`Lead Mining` checkbox to activate the feature. Then, click :guilabel:`Save`.
 
 .. image:: lead_mining/activate-lead-mining.png
-   :align: center
    :alt: Activate lead mining in Odoo CRM settings.
 
 Generate leads
 ==============
 
-After the *Lead Mining* setting is activated, a new button called *Generate Leads* is available to
-use in the upper-left corner of the *CRM* *Pipeline* (:menuselection:`CRM app --> Sales --> My
-Pipeline`).
+.. note::
+   If the :doc:`Leads </applications/sales/crm/acquire_leads/convert>` feature is not enabled, then
+   lead generation creates opportunities instead.
 
-Lead mining requests are also available through :menuselection:`CRM app --> Configuration --> Lead
-Mining Requests`, or through :menuselection:`CRM app --> Leads --> Leads`, where the
-:guilabel:`Generate Leads` button is also available.
+With the *Lead Mining* setting activated, the *Generate Leads* button is added to the upper-left
+corner of the *CRM* *Pipeline* (:menuselection:`CRM app --> Sales --> My Pipeline`). Lead mining
+requests are also available through :menuselection:`CRM app --> Configuration --> Lead Mining
+Requests` and through :menuselection:`CRM app --> Leads`, where the :guilabel:`Generate Leads`
+button is also available.
 
-.. image:: lead_mining/generate-leads-button.png
-   :align: center
-   :alt: The Generate Leads button to use the lead mining feature.
-
-Click the :guilabel:`Generate Leads` button, and a pop-up window appears, offering a variety of
-criteria by which to generate leads.
+From any of these locations, click the :guilabel:`Generate Leads` button, and a pop-up window
+appears.
 
 .. image:: lead_mining/generate-leads-popup.png
-   :align: center
    :alt: The pop-up window with the selection criteria in order to generate leads in Odoo.
 
-Choose to generate leads for :guilabel:`Companies` to get company information only, or choose
-|CC| to get company information and individual employee contact information.
+Leads can be generated for :guilabel:`Companies` to get company information only, or for |CC| to get
+both company information and contact information for individual employees.
+
+Filtering options for generating leads include the following:
+
+- :guilabel:`Countries`: Filter leads based on the country (or countries) they are located in.
+- :guilabel:`States`: Filter leads even further based on the state in which they are located, if
+  applicable.
+- :guilabel:`Industries`: Filter leads based on the specific industry they work in.
+- :guilabel:`Filter on Size`: Generates a field labeled :guilabel:`Size`. Fill in the blanks to
+  create a range for the desired company size based on its number of employees.
 
 .. note::
-   When targeting |CC|, additional options are available to filter contacts based on
-   :guilabel:`Role` or :guilabel:`Seniority`.
+   When using |CC|, generated contacts can also be filtered based on their :guilabel:`Role` or
+   :guilabel:`Seniority`.
 
-Additional filtering options include the following:
+Additionally, there are options for sales team assignment and internal tracking:
 
-- :guilabel:`Countries`: filter leads based on the country (or countries) they are located in.
-- :guilabel:`States`: further filter leads based on the state in which they are located, if
-  applicable.
-- :guilabel:`Industries`: filter leads based on the specific industry they work in.
-- :guilabel:`Filter on Size`: tick this checkbox to specify the number of employees at the company.
-  This generates a field labeled :guilabel:`Size`. Fill in the blanks to create a range for the
-  desired company size.
-- :guilabel:`Sales Team`: choose which Sales Team the leads will be assigned to.
-- :guilabel:`Salesperson`: choose which member of the Sales Team the leads will be assigned to.
-- :guilabel:`Default Tags`: choose which tags are applied directly to the leads once found.
+- :guilabel:`Sales Team`: Set which Sales Team the leads will be assigned to.
+- :guilabel:`Salesperson`: Set which member of the Sales Team the leads will be assigned to.
+- :guilabel:`Default Tags`: Set which tags are applied directly to the leads once found.
 
 .. important::
-   Make sure to be aware of the latest EU regulations when receiving contact information. Get more
-   information about the General Data Protection Regulation on `Odoo GDPR <http://odoo.com/gdpr>`_.
+   If applicable, make sure to be aware of the latest EU regulations when receiving contact
+   information. Learn more about the General Data Protection Regulation on `Odoo GDPR
+   <http://odoo.com/gdpr>`_.
 
 View leads
 ----------
 
 After leads are generated, they are assigned to the designated salesperson and team. To view
-additional information regarding the lead, select one from the list, and click to open it.
+additional information regarding the lead, select one from the list and click to open it.
 
-In the chatter thread for the lead, additional information is provided. This can include the number
-of employees, the technology used by the company, the timezone, and direct contact information.
+Additional information for the lead is provided in its chatter. This can include the number of
+employees that work for the lead, the technology it uses, its timezone, and any direct contact
+information.
 
 .. image:: lead_mining/generated-lead.png
-   :align: center
    :alt: The chatter thread of a newly generated lead.
 
-.. note::
-   If :guilabel:`Leads` are **not** enabled for the database, then leads are generated as
-   *opportunities*, and added to the pipeline for the designated salesperson.
-
-   To enable the :guilabel:`Leads` feature, navigate to :menuselection:`CRM app --> Configuration
-   --> Settings`, and tick the :guilabel:`Leads` checkbox. Then, click :guilabel:`Save`.
-
 Pricing
 =======
 
-Lead mining is an *In-App Purchase* feature, and each generated lead costs one :ref:`credit
-<in_app_purchase/credits>`.
-
-.. important::
-   Generating |CC| costs one additional credit for each contact generated. See here for complete
-   pricing information: `Lead Generation by Odoo IAP
-   <https://iap.odoo.com/iap/in-app-services/167?>`_.
+Lead mining is an *In-App Purchase* service, and each generated lead costs one :ref:`credit
+<in_app_purchase/credits>`. When using the |CC| option to generate leads, one additional credit is
+used for each contact generated. See here for complete pricing information: `Lead Generation by Odoo
+IAP <https://iap.odoo.com/iap/in-app-services/167?>`_. Enterprise Odoo users with a valid
+subscription get free credits to test |IAP| features before purchasing more credits for the
+database. This includes demo/training databases, educational databases, and one-app-free databases.
 
 To buy credits, navigate to :menuselection:`CRM app --> Configuration --> Settings`. In the
-:guilabel:`Lead Generation` section, under the :guilabel:`Lead Mining` feature, click :guilabel:`Buy
-Credits`.
+:guilabel:`Lead Generation` section, under the :guilabel:`Lead Mining` feature, click
+:guilabel:`Manage Service & Buy Credits` to go to the Lead Generation Settings page. Click
+:guilabel:`Buy Credit` to go to the *Odoo IAP* page where you'll be able to buy packs of Lead
+Generation credits.
 
-Credits may also be purchased by navigating to the :menuselection:`Settings app`. In the
-:guilabel:`Contacts` section, under the :guilabel:`Odoo IAP` feature, click :guilabel:`View My
-Services`.
+Credits may also be purchased by navigating directly to the `Odoo IAP <https://iap.odoo.com/>`_ page
+and clicking the :guilabel:`Lead Generation` button.
 
 .. image:: lead_mining/view-my-services-setting.png
-   :align: center
    :alt: Buy credits in the Odoo IAP settings.
 
-.. note::
-   Enterprise Odoo users with a valid subscription get free credits to test |IAP| features before
-   purchasing more credits for the database. This includes demo/training databases, educational
-   databases, and one-app-free databases.
+.. important::
+   Credits are **not** interchangeable between IAP services. *Lead Generation* credits may not be
+   spent on other IAP services, and no other IAP credits can be spent on *Lead Generation*.
 
 .. seealso::
    :doc:`/applications/essentials/in_app_purchase`