线索丰富

*线索丰富*是一项为销售线索中的联系人提供其公司详细信息的服务。此功能属于应用内购买(IAP),需要使用点数,并仅适用于 Odoo 数据库中的现有线索。

线索丰富功能可提供的信息包括:公司的基本信息(如公司全称和商标)、社交媒体账户、公司类型成立年份`信息、:guilabel:`行业领域`信息、:guilabel:`员工`数量、:guilabel:`预估收入电话号码时区`以及 :guilabel:`所用技术

注解

拥有有效订阅的企业 Odoo 用户在决定为数据库购买更多点数之前,可获得免费点数以测试 IAP(应用程序内购买) 功能。这包括演示/培训数据库、教育数据库和单应用程序免费数据库。

重要

要使用线索丰富功能,必须在*CRM*设置页面激活*线索*功能。要访问 CRM 设置,请前往 CRM 应用 ‣ 配置 ‣ 设置。在:guilabel:CRM`部分激活:guilabel:`销售线索`选项,然后点击 :guilabel:`保存

线索丰富设置

要在 CRM 应用程序中设置线索丰富度,请前往 CRM 应用程序 ‣ 配置 ‣ 设置。然后,在 生成线索 部分,勾选 线索丰富 旁边的复选框,并选择 仅按需丰富线索自动丰富所有线索。点击 保存 按钮激活更改。

CRM 线索生成设置页面,突出显示线索丰富激活,并仅选择按需丰富 线索。

丰富线索

线索丰富功能是基于线索中所设置客户的邮箱域名来运作的。线索的丰富方式有两种:自动或手动。

自动丰富线索

During set up, if Enrich all leads automatically was selected on the CRM Settings page, then no action needs to be taken by the user to enrich the lead. A scheduled action runs automatically, every sixty minutes, and enrichment occurs on leads, after a remote database is contacted.

小技巧

To access the cron that runs for the automatic lead enrichment, activate developer mode, and navigate to Settings app ‣ Technical menu ‣ Automation section ‣ Scheduled Actions. In the Search… bar, type in CRM. Click into the result labeled CRM: enrich leads (IAP), and make any necessary adjustments. In the Execute Every field, enter a value greater than, or equal to, five minutes.

Example

The following is an example of lead enrichment data that has been autocompleted successfully:

Chatter showing lead enrichment data.

Manually enrich leads

If the Enrich leads on demand only option was selected on the CRM Settings page, when activating Lead Enrichment, each lead that a user wishes to enrich must be manually enriched. This is achieved by clicking the Enrich button in the top menu of the lead.

The same information will be retrieved at the same IAP credit cost (one per enrichment). This method of enrichment is useful when every lead does not need to be enriched, or cost is an issue.

Manual enrich button feature highlighted on the CRM lead.

小技巧

使用*列表*视图手动批量拓展潜在客户。首先,导航到:menuselection:客户关系管理应用程序 --> 潜在客户,然后点击列表视图按钮(☰ [三条横线]`图标)。接着,勾选需要手动拓展的潜在客户。最后,点击:guilabel:`⚙️ 操作`图标,从下拉菜单中选择:guilabel:`拓展。也可以通过*我的管道*页面完成。要执行此操作,只需打开 客户关系管理 应用程序,或导航至 客户关系管理应用程序 ‣ 销售 ‣ 我的管道。无论采用哪种方式,都会在 管道 页面显示潜在客户和机会。

价格

潜在客户拓展是一项应用内购买(IAP)功能,每拓展一个潜在客户需要一个信用点数。

注解

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

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

Buy credits from the lead enrichment settings.

Credits and balances may also be purchased by navigating to the Settings app. In the Contacts section, under the Odoo IAP feature, click on View My Services.

在 Odoo IAP 设置中购买积分。

重要

在收集公司联系信息时,请务必了解最新的欧盟法规。有关《通用数据保护条例》的更多信息,请参阅: Odoo GDPR