Enriquecimiento de leads¶
Lead enrichment is an In-App Purchase (IAP) service that provides business information for a contact attached to a lead. Using lead enrichment requires credits and is available for existing leads in an Odoo database. Enterprise Odoo users with a valid subscription receive free credits to test IAP. This applies to demo/training, educational, and one-app-free databases.
The information provided by lead enrichment can include general information about the business (including full business name and logo) and its size, revenue, social media accounts, known technology use, and more.
The Leads feature must be configured in the CRM app’s settings page in order to use lead enrichment.
Importante
When collecting a company’s contact information, be aware of the latest EU regulations. For more information about the General Data Protection Regulation, refer to the Odoo GDPR.
Configuración del enriquecimiento de leads¶
To set up lead enrichment in the CRM app, navigate to . Under the Lead Generation section, select 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.
Automatic and manual enrichment¶
Lead enrichment is based on the customer’s email domain set on the lead. There are two different ways that a lead can be enriched: automatically or manually.
Enriquecer leads de forma automática¶
On the Settings page, if Enrich all leads automatically was selected, no user action is required to enrich the lead. Once every 60 minutes, a scheduled action contacts a remote database and enriches any unenriched leads.
To change the behind-the-scenes rules for automatic lead enrichment, activate developer mode. With developer mode active, type «scheduled actions» in the main Odoo dashboard to bring up the (Search for a menu) screen. Click Settings / Technical / Automation / Scheduled Actions to navigate to the Scheduled Actions page. In the search bar, type «enrich leads» and click the CRM: enrich leads IAP action. From this page, automatic lead enrichment can be changed, including the execution interval, priority, and more. The minimum value for the Execute Every field is 5 minutes.
Enriquecer leads de forma manual¶
If Lead Enrichment is set to Enrich leads on demand only, leads must be manually enriched. This is done by clicking the Enrich button in the lead’s page top menu. This retrieves the same information as automatic enrichment at the same cost (one credit per enrichment). This method of enrichment is useful when not every lead needs to be enriched or when cost is an issue.
Multiple leads can be manually enriched in a single step using the list view. First, navigate to the , then click the (List) button. Click the checkboxes for the leads that need manual enrichment. Finally, click the (Actions) icon, then select Enrich from the resulting drop-down menu. Multiple leads can also be enriched at once from the My Pipeline and Pipeline pages. To do so, open the CRM app. On the My Pipeline page, click the (Remove) icon in the search bar to show the entire pipeline, if desired. Then click the (List) button to switch to the list view and select the leads to enrich.
Precios¶
Lead enrichment is an In-App Purchase (IAP) feature, and each enriched lead costs one credit. If the database has no available credits, only the lead’s website and logo are provided during enrichment. Pricing information for credits can be found on the Lead Generation page.
To buy credits, navigate to . In the Lead Generation section, under the Lead Enrichment feature, click on Manage Service & Buy Credits.
Nota
Because credits are not interchangeable between IAP services, clicking the Manage Service & Buy Credits link under the Lead Mining sub-header does not lead to a web page where Lead Enrichment credits can be purchased.
Credits may also be purchased by navigating to the Settings app and scrolling to the Contacts section. Under the Odoo IAP feature, click View My Services. From there, every active IAP service in the database can be viewed and credits can be purchased by selecting one and clicking the Buy Credit link.
