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Predictive Lead Scoring

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In this video, you'll learn how to manage predictive lead scoring.

Odoo's Predictive Lead Scoring feature is a powerful tool designed to help businesses prioritize their leads based on their likelihood of resulting in sales. 

The feature utilizes historical data from the company's CRM to accurately calculate the probability of winning each opportunity. 


By doing so, businesses can focus on the most promising leads, increasing the chances of generating more qualified leads, wins, and revenue. 

🖊️

Use the data from  https://demo.odoo.com to answer these questions. 

Did you mess up? Start over with clean data by clicking Restart on the homepage!



Valutazione
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1. Where do you find the Predictive Lead Scoring setting?
In the “Lead” section of the Settings app. In the “CRM” section of the Settings app. In the “Lead” section of the CRM app settings. In the “CRM” section of the CRM app settings.
2. Based on what fields is the probability computed?
Stage, Language, and Email Quality. Stage, Country, and Phone Quality. Phone Quality, Email Quality, and Source. Stage, Phone Quality, and Email Quality.
3. What fields cannot be removed and are always used to compute the probability?
Email quality. Stage. Phone quality. State.
4. How many optional fields can you add?
Up to two fields, so you have to remove the ones already selected: more fields would be too much data to compute the success rates. One more extra field, so up to three extra fields: more fields would be too much data to compute the success rates. As many as you can think of. You can create new fields on the spot. All of the available fields. Odoo will calculate the success rate methodically.
5. What date does the Predictive Lead Scoring consider to start calculating probabilities?
The Predictive Lead Scoring considered opportunities created eight days ago for the success rates calculations. The Predictive Lead Scoring considered opportunities created today for the success rates calculations. The Predictive Lead Scoring considered opportunities created two weeks ago for the success rates calculations. The Predictive Lead Scoring considered opportunities created one month ago for the success rates calculations.
6. Let’s demonstrate how cool that feature is. Create and assign a new opportunity to the “Pre-Sales” sales team. Take note of the success rate, and mark the opportunity as “won .” Repeat a few times, and note the probability each time. What happens to this percentage as you create new opportunities?
I don’t know how to assign an opportunity to a sales team. The percentage of success decreases to get closer to 0.00% There is no consistency between the percentages. The percentage of success increases to get closer to 100%
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