线索自动补全¶

线索补全 是一项为与线索关联的联系人提供商业信息的服务。线索丰富是一个应用内购买 (IAP) 服务，使用它需要积分，并且在 Odoo 数据库中的现有线索上可用。

线索补全丰富提供的信息可以包括关于企业的常规信息（包括完整企业名称和徽标）、社交媒体帐户、公司类型、成立信息、行业信息、员工数量、预估收入、电话号码、时区和使用的技术。

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

线索功能必须在 CRM 设置页面中激活，才能使用线索丰富。要访问 CRM 设置，请导航到 CRM 应用 ‣ 配置 ‣ 设置。在 CRM 部分激活线索选项，然后点击保存。

线索自动补全设置¶

要在 CRM 应用中设置线索补全丰富，请导航到 CRM 应用 ‣ 配置 ‣ 设置。然后，在线索生成部分，勾选线索丰富旁边的复选框，并选择仅按需丰富线索或自动丰富所有线索。点击保存按钮以激活更改。

丰富线索¶

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.

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.