diff --git a/content/applications/sales/crm/acquire_leads/lead_mining.rst b/content/applications/sales/crm/acquire_leads/lead_mining.rst index d39163eb34..f039813046 100644 --- a/content/applications/sales/crm/acquire_leads/lead_mining.rst +++ b/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 ` 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 `_. + 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 + `_. 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 -`. - -.. important:: - Generating |CC| costs one additional credit for each contact generated. See here for complete - pricing information: `Lead Generation by Odoo IAP - `_. +Lead mining is an *In-App Purchase* service, and each generated lead costs one :ref:`credit +`. 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 `_. 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 `_ 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` diff --git a/content/applications/sales/crm/acquire_leads/lead_mining/activate-lead-mining.png b/content/applications/sales/crm/acquire_leads/lead_mining/activate-lead-mining.png index 4a5526c278..41a246c3f2 100644 Binary files a/content/applications/sales/crm/acquire_leads/lead_mining/activate-lead-mining.png and b/content/applications/sales/crm/acquire_leads/lead_mining/activate-lead-mining.png differ 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 deleted file mode 100644 index 922ab8be98..0000000000 Binary files a/content/applications/sales/crm/acquire_leads/lead_mining/generate-leads-button.png and /dev/null 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 index 0992874942..e1f4c8c040 100644 Binary files a/content/applications/sales/crm/acquire_leads/lead_mining/generate-leads-popup.png and b/content/applications/sales/crm/acquire_leads/lead_mining/generate-leads-popup.png differ diff --git a/content/applications/sales/crm/acquire_leads/lead_mining/view-my-services-setting.png b/content/applications/sales/crm/acquire_leads/lead_mining/view-my-services-setting.png index 236918c08b..22a5224d2d 100644 Binary files a/content/applications/sales/crm/acquire_leads/lead_mining/view-my-services-setting.png and b/content/applications/sales/crm/acquire_leads/lead_mining/view-my-services-setting.png differ