Lead mining

Lead mining is a feature that allows CRM users to generate new leads directly into 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.

Configuratie

To get started, go to CRM ‣ Configuration ‣ Settings and activate Lead Mining.

Activeer lead mining in Odoo CRM instellingen.

Leads genereren

After the Lead Mining setting is activated, a new button called Generate Leads is available to use in the CRM pipeline. Lead mining requests are also available through CRM ‣ Configuration ‣ Lead Mining Requests, or through CRM ‣ Leads ‣ Leads where the Generate Leads button is also available.

De knop Leads genereren om de functie voor het verzamelen van leads te gebruiken.

Click on the Generate Leads button, and a window will appear offering a variety of criteria by which to generate leads.

Het pop-upvenster met de selectiecriteria om leads te genereren in Odoo.

Choose to generate leads for Companies to get company information only, or choose Companies and their Contacts to get company information as well as individual employee contact information. When targeting Companies and their Contacts, there is an option to filter contacts based on Role or Seniority.

Additional filtering options include:

  • Size: filter leads based on the number of employees at the company

  • Countries: filter leads based on the country (or countries) they are located in

  • States: further filter leads based on the state they are located in, if applicable

  • Industries: filter leads based on the specific industry they work in

  • Sales Team: choose which Sales Team the leads will be assigned to

  • Salesperson: choose which person(s) on the Sales Team the leads will be assigned to

  • Default Tags: choose which tags are applied directly to the leads once found

Notitie

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.

Prijzen

Lead mining is an In-App Purchase feature and each generated lead costs one credit.

Choosing to generate Companies and their Contacts costs one additional credit for each contact generated.

Notitie

See here for full pricing information: Lead Generation by Odoo IAP.

To buy credits, navigate to CRM ‣ Configuration ‣ Settings. In the Lead Generation section, under the Lead Mining feature, click on Buy Credits.

Buy credits from the lead mining settings.

Credits may also be purchased by navigating to the Settings ‣ General Settings. In the In-App Purchases section, under the Odoo IAP feature, click on View My Services.

Koop credits in de Odoo IAP instellingen.

Notitie

Enterprise Odoo gebruikers met een geldig abonnement krijgen gratis credits om IAP functies te testen voordat ze besluiten om meer credits voor de database aan te schaffen. Dit omvat demo/training databases, educatieve databases en één-app-vrije databases.

Zie ook

/applicaties/essentials/in_app_aankoop