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Lead Mining

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In this video, learn how to generate leads from your Odoo database.

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1. Which of the following is NOT true about lead mining?
Lead mining is an in-app purchase and requires lead generation credits to use. Lead mining is only available in the United States and the European Union. Lead mining allows you to generate leads for both companies and employees at those companies. Leads generated from lead mining can be assigned to specific salespeople and sales teams, not just the user doing the mining.
2. When lead mining, how would you ensure that leads are generated for the CEOs of companies instead of any C-suite level executive?
First switch to “Companies and their Contacts” in the lead generation form. Set the form to filter by role, and set the Preferred Role to “Primary stakeholder”. First switch to “Companies and their Contacts” in the lead generation form. Set the form to filter by role, and leave the Preferred Role filed blank. The search will return contacts in descending order of title. First switch to “Companies and their Contacts” in the lead generation form. Set the form to filter by role, and set the Preferred Role to “CEO”. First switch to “Companies and their Contacts” in the lead generation form. Set the form to filter by role, and set the Preferred Role to “Highest available”.
3. To whom can mined leads be assigned?
Any salesperson or sales team. Only the user who generates the leads. Any user on the default “Sales (Lead mining)” team. Only the user with admin authority to purchase lead generation credits.