线索挖掘

对于任何公司而言,获得优质线索对于保持公司业务增长至关重要。线索挖掘功能可让你直接从数据库中从头开始生成线索。根据国家、公司规模、行业等标准锁定线索来源,确保生成线索的相关性。

配置

如要启动本功能,前往 :menuselection:`CRM –> 配置 –> 设置`并启用 索挖 功能。

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开始生成销售线索

现在,您将有一个新按钮 成潜在客户 **供您使用。您还可以从:菜单选择:`配置–>潜在客户挖掘请求`和通过:菜单选择:`潜在客户–>潜在客户`创建潜在客户挖掘请求,其中您 生成潜在客户 **钮。

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在这里点击 成线 按钮,在弹出的窗口中可设置条件。

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When choosing to target Companies and their contacts you can choose the contacts you are getting based on Role or Seniority. When getting contact information make sure to be aware of the latest EU regulation, get more information about General Data Protection Regulation on Odoo GDPR,

可根据公司规模(员工人数)筛选得到的线索。你可选择线索来自于哪个国家,亦可同时选择多个国家。你还可选择线索来自于哪个行业,或同时选择多个行业。

你可选择将线索分配给哪个销售人员和销售团队。你也可添加标签,追踪生成的线索。

小技巧

生成的线索包含公司名称。

价格

This is an In-App Purchase feature, each generated lead will cost you one credit. If you choose to get contact information each contact will also cost you one additional credit. Here is the pricing for this feature, To buy credits you can either go to CRM ‣ Configuration ‣ Settings ‣ Buy Credits; or go to Settings ‣ Contacts ‣ Odoo IAP ‣ View my Services.

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小技巧

蓝框会自动告知你将消耗的积点数量。

小技巧

If you are on Odoo Online and have the Enterprise version, you benefit from free trial credits to test the feature.