CRM: CRM Configuration: Settings
Purpose
The purpose of this documentation is to serve as a walkthrough for configuring the CRM application in Odoo 16.
Process
To get started, navigate to the CRM app.
Once there, go to Configuration > Settings to review the following settings.
CRM
Recurring Revenues: When enabled, you can define recurring plans and revenues on Opportunities by clicking Manage Recurring Plans.
Multi Teams: When enabled, you will be able to assign sales people to multiple sales teams.
Predictive Lead Scoring: Click Update Probabilities, this will open a popup model. Odoo can use State, Country, Phone Quality, Email Quality, Source, Tags, and Language data to calculate the probability of closing an Opportunity. These can be adjusted as you see fit. This popup model also allows you to set from when odoo should consider leads into the calculation.
When you are done configuring this model, click Confirm.
Leads: This option enables Leads, which adds a qualification step before creating an opportunity or a customer. Once the lead is qualified, it can be converted into a business opportunity and/or a new customer in your address book.
Rule-Based Assignment: This will periodically assign leads based on the rules. All sales teams will use this by default unless specified otherwise. You will have the option to set the running field to Manually or Repeatedly.
Lead Generation
The following are all paid features of Odoo.
Lead Enrichment: This is a credit-based feature offered by Odoo to use public data to enrich your leads. For example, if you enter the company's email address and name, Odoo will use that information to find data to complete the profile, like phone number and email address. The more data you have, the more likelihood of qualifying the lead. You can choose to then enrich leads on demand, or automatically. This will give you links to Buy Credits and View My Services.
Visits to Leads: Enable this option to convert visitors of your website into leads and perform data enrichment based on their IP address. Buy Credits and View My Services.
Lead Mining: Enable this to generate new leads based on country, industry, size, etc. This will give you links to Buy Credits and View My Services.
To use these features, first enable them here and click Save. The page will reload, then you can click Buy Credits to add the required credits to your account.
Good to Know!
Enabling Lead Generation features will also add items to the Configuration menu for further configuration.