利用「預測評分」分配潛在客戶¶
The Odoo CRM app can automatically assign leads/opportunities to sales teams and salespeople. A standard practice is to assign leads based on the probability of winning each lead. Companies can prioritize the leads that are more likely to result in successful deals by quickly assigning them to the appropriate salespeople.
Odoo 使用一種稱為「預測潛在客戶評分」的方法，自動計算每個潛在客戶的贏得機率。
預測潛在客戶評分¶
Predictive lead scoring is a machine-learning model that uses historical data from Odoo CRM to score open leads/opportunities.
公司透過客戶關係管道處理銷售機會時，Odoo 會收集贏得及損失銷售機會的數據。預測潛在客戶評分會使用這些數據，預測每個新的潛在客戶或銷售機會的贏得機率。
傳送至客戶關係管道的銷售機會越多，Odoo 收集的數據就越多，計算出的機率便較準確。
具體來說，Odoo 是使用 單純貝氏 機率模型，去預測潛在客戶評分：
Breaking down the equation:
P(A|B) = The probability of a successful lead in this case
P(A) = The overall probability of a lead being successful regardless of the conditions
P(B|A) = The probability of this being the case given a lead is successful
P(B) = The probability of this being the case
The term in this case refers to the variables that can affect a lead being successful in Odoo. This can include variables such as the assigned Salesperson, the source of the lead, the language of the lead, and other historical and demographic data.
Which variables are considered in this calculation can be configured to tailor the calculation to each business’s needs.
每個銷售機會的成功機率，會顯示在銷售機會表單上，並會隨著銷售機會在客戶關係管道中的進展，而自動更新。
銷售機會進入下一階段時，會根據預測潛在客戶評分演算法，自動增加成功機率。
配置¶
Predictive lead scoring is always active in Odoo CRM. However, the variables used to calculate the probability of success can be customized in the settings.
若要自訂預測潛在客戶評分所使用的變數，請前往 。在 預測潛在客戶評分 之下，按一下 更新機率 按鈕。
Then, click on the drop-down menu to choose which variables the predictive lead scoring feature takes into account.
你可隨意啟用一項或多項以下變數：
州/省：銷售機會源自的州/省/縣/區
國家/地區：銷售機會源自的國家/地區
電話資料：銷售機會是否有列出電話號碼
電郵資料：銷售機會是否有列出電郵地址
來源：銷售機會的來源（例如：搜尋引擎、社交媒體）
語言：銷售機會中列明使用的交談語言
標籤：銷售機會上設定的標籤
備註
變數 階段 及 團隊 會一直生效。階段 是指銷售機會所在的客戶關係管道階段。團隊 指銷售機會分配予的銷售團隊。無論選擇哪些可選變數，預測潛在客戶評分 始終 會考慮這兩個變數。
Next, click on the date field next to the option Consider leads created as of the: to select the date from which predictive lead scoring begins its calculations.
最後，按一下 確認 儲存變更。
手動更改機率¶
你可在銷售機會表單上，手動更改機會的成功機率。按一下機率數字，以進行編輯。
重要
Manually changing the probability removes the automatic probability updates for that opportunity. The probability no longer automatically updates as the opportunity moves through each stage of the pipeline.
若要重新啟動自動機率，請按一下機率百分比旁邊的齒輪圖示。
根據機率分配潛在客戶¶
Odoo CRM can assign leads/opportunities to sales teams and salespeople based on specified rules. Create assignment rules based on the leads』 probability of success to prioritize those that are more likely to result in leads and opportunities.
配置按規則分配設定¶
要啟動 按規則分配，請前往 ，然後啟動 按規則分配。
The rule-based assignment feature can be set to run Manually, meaning an Odoo user must manually trigger the assignment, or Repeatedly, meaning Odoo automatically triggers the assignment according to the chosen time period.
To configure automatic lead assignment, select Repeatedly for the Running section. The frequency of this automatic assignment is customized within the Repeat every section. Enter a specific number and select a corresponding time period to establish the desired interval. Time periods range from Minutes to Weeks.
If rule-based assignment is set to run Repeatedly, the assignment can still be triggered manually using the circular arrow icon in the Rule-Based Assignment settings, or using the Assign Leads button on the sales team configuration page. Once a lead has been assigned to a salesperson via this rule, the leads are automatically converted into an opportunity by the system.
配置分配規則¶
Next, configure the assignment rules for each sales team or salesperson. These rules determine which leads Odoo assigns to which people. To get started, navigate to , and select a sales team.
在銷售團隊配置表單的 分配規則 下，按一下 編輯搜尋範圍 以設定 Odoo 為該銷售團隊分配潛在客戶所使用的規則。規則可包括與該公司或團隊相關的任何內容，亦可加入任何數目的規則。
Click Add Filter to start creating assignment rules. Click on the sign on the right of the assignment rule to add another line. Click on the x symbol to remove the line.
若要根據銷售機會的成功機率建立分配規則，請在分配規則行最左側的下拉式選單，選擇 機率。
從中間的下拉式選單中，選擇所需的方程式符號：最常用的是 大於 、 小於 、 大於或等於 以及 小於或等於 符號。
在最右側的空間中，輸入所需的機率數值。最後，按一下 儲存 以儲存變更。
Example
假設你想設定一個分配規則，使銷售團隊收到成功機率 20% 或更高的潛在客戶，你便應建立一個 搜尋範圍 資料行，內容為：機率 >= 20。
你亦可為不同團隊成員個別配置獨立的分配規則。在銷售團隊配置頁面中的 成員 標籤中，按一下該名團隊成員，然後編輯 搜尋範圍 部份。按一下 儲存 以儲存變更。
如果在設定中配置了自動潛在客戶分配，銷售團隊及各成員都可選擇 跳過自動分配。勾選此方格，可對特定銷售團隊或銷售人員，忽略 由 Odoo 按規則分配功能所自動分配的潛在客戶。即使啟動了 跳過自動分配，銷售團隊或銷售人員仍可手動分配潛在客戶。
To manually assign leads to this sales team, click on the Assign Leads button at the top of the sales team configuration page. This assigns any leads that are currently unassigned and match this team’s specified domain.