Lead mining¶

Lead mining is a feature that allows CRM users to generate new leads directly into their Odoo database. To ensure lead qualification, lead mining output is determined by a variety of filtering criteria, such as the country, the company size, and the industry.

Configuration¶

To get started, go to CRM app ‣ Configuration ‣ Settings, and tick the Lead Mining checkbox to activate the feature. Then, click Save.

screenshot: sales-crm-lead-mining-setting

menu: CRM ‣ Configuration ‣ Settings
shows: The CRM settings with the "Lead Mining" checkbox enabled in the Lead Generation section.
highlight: The "Lead Mining" setting (red frame).
data: Demo company.
module: crm_iap_mine
notes: English UI, light theme, 1440px width, crop to the setting block.

Generate leads¶

After the Lead Mining setting is activated, a new button called Generate Leads is available to use in the upper-left corner of the CRM Pipeline (CRM app ‣ Sales ‣ My Pipeline).

Lead mining requests are also available through CRM app ‣ Configuration ‣ Lead Mining Requests, or through CRM app ‣ Leads ‣ Leads, where the Generate Leads button is also available.

screenshot: sales-crm-lead-mining-button

menu: CRM ‣ Leads ‣ Leads
shows: The Leads list with the "Generate Leads" button next to the New button.
highlight: The "Generate Leads" button (red frame).
data: Demo lead list.
module: crm_iap_mine
notes: English UI, light theme, 1440px width, crop to the button row.

Click the Generate Leads button, and a pop-up window appears, offering a variety of criteria by which to generate leads.

screenshot: sales-crm-lead-mining-popup

menu: CRM ‣ Leads ‣ Leads ‣ Generate Leads
shows: The "Generate Leads" pop-up with the number of leads, the Companies/Companies and their Contacts choice, the filtering criteria (country, size, industry) and the assignment fields.
highlight: The filtering criteria (red frame).
data: 3 leads, Belgium, 10–50 employees.
module: crm_iap_mine
notes: English UI, light theme, 1440px width, crop to the pop-up.

Choose to generate leads for Companies to get company information only, or choose Companies and their Contacts to get company information and individual employee contact information.

Note

When targeting Companies and their Contacts, additional options are available to filter contacts based on Role or Seniority.

Additional filtering options include the following:

Countries: filter leads based on the country (or countries) they are located in.
States: further filter leads based on the state in which they are located, if applicable.
Industries: filter leads based on the specific industry they work in.
Filter on Size: tick this checkbox to specify the number of employees at the company. This generates a field labeled Size. Fill in the blanks to create a range for the desired company size.
Sales Team: choose which Sales Team the leads will be assigned to.
Salesperson: choose which member of the Sales Team the leads will be assigned to.
Default Tags: choose which tags are applied directly to the leads once found.

Important

Make sure to be aware of the latest EU regulations when receiving contact information. Get more information about the General Data Protection Regulation on Odoo GDPR.

View leads¶

After leads are generated, they are assigned to the designated salesperson and team. To view additional information regarding the lead, select one from the list, and click to open it.

In the chatter thread for the lead, additional information is provided. This can include the number of employees, the technology used by the company, the timezone, and direct contact information.

screenshot: sales-crm-lead-mining-generated-lead

menu: CRM ‣ Leads ‣ Leads ‣ (a generated lead)
shows: A generated lead with the company data filled in and the chatter note recording how it was created.
highlight: The chatter note (red frame).
data: A mined lead with company name, address and website.
module: crm_iap_mine
notes: English UI, light theme, 1440px width, crop to the form and chatter.

Note

If Leads are not enabled for the database, then leads are generated as opportunities, and added to the pipeline for the designated salesperson.

To enable the Leads feature, navigate to CRM app ‣ Configuration ‣ Settings, and tick the Leads checkbox. Then, click Save.

Pricing¶

Lead mining is an In-App Purchase feature, and each generated lead costs one credit.

Important

Generating Companies and their Contacts costs one additional credit for each contact generated. See here for complete pricing information: Lead Generation by Odoo IAP.

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

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

screenshot: sales-crm-lead-mining-iap-credits

menu: Settings ‣ General Settings ‣ Odoo IAP ‣ View My Services
shows: The In-App Purchase services page listing the Lead Generation service with its remaining credit balance and the Buy Credits button.
highlight: The Lead Generation credit balance (red frame).
data: A throw-away account with a small balance.
module: iap
notes: English UI, light theme, 1440px width, crop to the service row.