Lead enrichment

Lead enrichment is a service that provides business information for a contact attached to a lead. Lead enrichment is an In-App Purchase (IAP) that requires credits to use, and is available for existing leads in an Odoo database.

The information provided by lead enrichment can include general information about the business (including full business name and logo), social media accounts, Company type, Founded information, Sectors information, the number of Employees, Estimated revenue, Phone number, Timezone, and Technologies Used.

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

The leads feature must be activated in the CRM settings page in order to use lead enrichment. To access the CRM settings, navigate to CRM app ‣ Configuration ‣ Settings. Under the CRM section activate the Leads option and click Save.

Lead enrichment set up

To set up lead enrichment in the CRM application, navigate to CRM app ‣ Configuration ‣ Settings. Then, under the Lead Generation section, tick the checkbox next to Lead Enrichment, and select either Enrich leads on demand only or Enrich all leads automatically. Click the Save button to activate the changes.

Enrich leads

Enrichment of leads is based on the domain of the email address of the customer set on the lead. There are two different ways that a lead can be enriched: automatically or manually.

Automatically enrich leads

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:

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.

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.

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.

参见

应用内购买（IAP）

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。