通达科技 - 宜兴电脑维护及IT服务外包服务商

In order to get access to the lead management window, you can go to the Settings menu of the module. As shown in the screenshot below, you can find the Lead option to activate under the CRM tab.

潜在客户可以被视为与客户或组织开展业务之前的第一步。如果一个人或一个组织对你的业务感兴趣，你可以把他们的兴趣转化为你的业务，这可以转化为销售机会。在Odoo CRM的帮助下，可以从各种来源收集线索。通过电话、短信、电子邮件、实时聊天、服务台票证、活动、联系表格等查询，可以转换为Odoo中的线索。对通过这些平台产生的潜在客户进行适当的管理，应该非常小心和注意，以提高成功的机会。Odoo在CRM模块中为潜在客户的管理提供了一个单独的平台。为了访问潜在客户管理窗口，您可以转到模块的设置菜单。如下面的截图所示，您可以在CRM选项卡下找到要激活的Lead选项。

一旦激活此选项，您将能够在主菜单栏中获得一个名为线索的新选项。该平台将显示Odoo中各个平台生成的所有线索的列表。该列表包括领导、电子邮件、电话、公司、城市、国家、指定合作伙伴、销售人员和销售团队的详细信息。如果您愿意，您可以根据您的需求将平台的视图更改为看板、日历、Pivot、图和活动视图。

You can manually create records of new leads using the Create button or automatically generate leads based on specific criteria using the Generate Leads button.

First, let’s take a look at the manual creation of leads in the Odoo 16 CRM module. For this, you have to click on the Create button given in the top left corner of the screen. Once you click on this button, a new window will appear as shown in the screenshot below to mention the details of the lead. First, let’s check the new features available in this window. As you can see, the Create and Action buttons are moved to the right corner of the screen. Additionally, Odoo will automatically save the details added in this window without using the Save button. If you want, you can use the Save Manually icon to save the details. You can also find changes in the Discard button. Odoo 16 has enabled a new icon for Discard Changes. In the latest version of the Odoo, you will not get the Edit button, but you can click on the field where you want to make changes that will allow you to edit the respective field.

您可以使用“创建”按钮手动创建新线索的记录，也可以使用“生成线索”按钮根据特定条件自动生成线索。首先，让我们看一下在Odoo 16 CRM模块中手动创建潜在客户。为此，您必须单击屏幕左上角的Create按钮。点击此按钮后，将出现如下截图所示的新窗口，以提及引线的详细信息。首先，让我们检查一下这个窗口中可用的新特性。如您所见，Create和Action按钮被移到了屏幕的右下角。此外，Odoo将自动保存在此窗口中添加的详细信息，而无需使用save按钮。如果需要，可以使用Save Manually图标保存详细信息。您还可以在“丢弃”按钮中找到更改。Odoo 16为丢弃更改启用了一个新图标。在最新版本的Odoo中，您将不会得到Edit按钮，但是您可以单击想要进行更改的字段，这将允许您编辑相应的字段。

You can specify the title of the lead in the specified area. The name of the future partner company that will be created while converting the lead into an opportunity can be mentioned in the Company Name field. In the Address field, specify the address of the company. The website of the contact can be added in the Website field. Similarly mention the Language, Contact Name, Email, Email cc, Job Position, Phone, and Mobile in the corresponding fields. You can assign an employee and a team for the lead management in the Salesperson and Sales Team fields respectively. Based on the priority of the lead, you can give stars to the lead. Add suitable Tags for the leads in the given field.

The Add a Property field available in this window is a new feature introduced in Odoo 16. With the help of this feature, you can add customized fields to the form view. Clicking on the Add a Property button will give a pop-up window as shown below.

您可以在指定区域中指定引线的标题。在将潜在客户转化为机会的同时创建的未来合作伙伴公司的名称可以在公司名称字段中提到。在Address字段中，指定公司的地址。可以在“网站”字段中添加联系人的网站。同样，在相应的字段中输入语言、联系人姓名、电子邮件、电子邮件抄送、工作职位、电话和移动电话。可以分别在“销售人员”和“销售团队”字段中为潜在客户管理分配员工和团队。根据主角的优先级，你可以给主角打星星。为给定字段的引线添加合适的标签。此窗口中可用的Add a Property字段是Odoo 16中引入的新特性。借助此特性，您可以向表单视图添加自定义字段。单击Add a Property按钮将弹出一个窗口，如下所示。

Here, you can mention the name of the new field in the given space. For example, if you want to add the Country field in the form view, you can name the field as Country. You will get a drop-down menu in the Field Type from where you can select the type of the new field.

在这里，您可以在给定的空格中提到新字段的名称。例如，如果要在表单视图中添加国家字段，则可以将该字段命名为国家。您将在字段类型中获得一个下拉菜单，您可以从中选择新字段的类型。

The Field Type can be Text, Checkbox, Integer, Decimal, Date, Date & Time, Selection, Tags, Many2one, or Many2many as per your preference. After defining the Field Type, you can set a Default Value for this new field in the respective field. It is possible to view this field in kanban by activating the View in Kanban field.

Now, you can find that a new field named Country is added to the form view of the lead.

字段类型可以是文本，复选框，整数，小数，日期，日期和时间，选择，标签，多2个，或多2个，根据您的喜好。定义了字段类型之后，您可以在相应的字段中为这个新字段设置默认值。激活“看板查看”字段，就可以在看板中查看这个字段。现在，您可以发现一个名为国家的新字段被添加到线索的表单视图中。

You can add many such fields to the form view using the Add a Property button.

Additional notes regarding the lead can be mentioned in the Internal Notes Notes tab. Under the Extra Info tab, you can add the Marketing and Analysis details. The Bounce field can be used as a counter that will show the number of bounced emails for this contact.

您可以使用添加属性按钮向表单视图添加许多这样的字段。
关于线索的其他注释可以在内部注释注释选项卡中提到。在额外信息选项卡下，您可以添加营销和分析详细信息。反弹字段可以用作计数器，显示此联系人的反弹电子邮件数量。

Under the Marketing section, specify the Company, Campaign, Medium, Source, and Referred By. Under the Analysis field, you will get the details of the Assignment Date and Closed Date.

在营销部分，指定公司、活动、媒介、来源和推荐人。在分析字段下，您将获得分配日期和关闭日期的详细信息。

The Geolocation and Assigned Partner details can be specified under the Assigned Partner tab in the new lead creation window.

在营销部分，指定公司、活动、媒介、来源和推荐人。在分析字段下，您将获得分配日期和关闭日期的详细信息。

Generate leads

线索挖掘

Odoo offers an effortless way to generate leads from the CRM module itself. This feature is exclusively available on the enterprise edition only. In order to get this feature in your CRM module, you can activate the Lead Mining option from the Settings menu of the module. You can find this option under the Lead Generation tab as shown in the image below.

Odoo提供了一种轻松的方式来从CRM模块本身产生潜在客户。此功能仅在企业版上可用。为了在CRM模块中获得此功能，您可以从模块的设置菜单中激活潜在客户挖掘选项。您可以在线索生成选项卡下找到此选项，如下图所示。

Odoo 16 Enterprise users can use this feature to improve the lead generation process. As you can see in the screenshot given below, the Generate Leads button will assist you in automatically generating leads from the Leads management window.

Odoo 16企业用户可以使用此功能来改进潜在客户生成过程。正如你在下面的截图中所看到的，生成线索按钮将帮助你从线索管理窗口自动生成线索。

Now, you can click on the Generate Leads button to set rules for leads. As soon as you click on this button, a pop-up will appear to mention the rules for generating leads. The pop-up window will look like this.

现在，您可以单击Generate Leads按钮来为Leads设置规则。只要你点击这个按钮，一个弹出框就会出现，提示生成线索的规则。弹出窗口看起来是这样的。

Here, you can mention the number of leads required from a specific target. You can set Companies or Companies and their Contacts as targets. Along with these details, you are allowed to specify the Countries, States, and Industries of the target lead. Activate the Filter on Size field to filter the leads based on their size. You can assign a Sales Team and Salesperson in the corresponding fields in order to manage the leads. Add suitable tags for the leads in the Default Tags field. Once you complete all the fields, you can click on the Generate Leads button which will generate leads based on the already mentioned details. Don't forget that this is a paid service and you need certain credits to generate leads in the CRM module.

在这里，你可以提到一个特定目标所需的线索数量。您可以设置“公司”或“公司及其联系人”作为目标。除了这些细节，您还可以指定目标客户的国家、州和行业。激活Filter on Size字段，以根据其大小过滤潜在客户。您可以在相应的字段中分配销售团队和销售人员，以便管理潜在客户。在Default tags字段中为引线添加合适的标签。一旦你完成了所有的字段，你可以点击生成线索按钮，这将根据已经提到的细节生成线索。不要忘记，这是一项付费服务，你需要一定的信用来产生客户关系管理模块的线索。

In the Odoo 16 CRM module, you will get a separate platform in the Configuration menu for the generation of leads based on certain criteria. In order to get access to this platform, you can go to the Configuration menu of the module where you can find the Lead Mining Requests option under the Lead Generation tab .

在Odoo 16 CRM模块中，您将在Configuration菜单中获得一个单独的平台，用于根据某些标准生成潜在客户。为了访问这个平台，您可以转到模块的Configuration菜单，在这里您可以在Lead Generation选项卡下找到Lead Mining Requests选项。

This platform will show all such lead generation requests along with the details of the Request Number, Number of Leads, Target, Countries, Sales Team, Salesperson, Tags, and Status . Using the Create button you can create a new lead mining request just like we did earlier.

该平台将显示所有此类潜在客户生成请求以及请求编号，潜在客户数量，目标，国家，销售团队，销售人员，标签和状态的详细信息。使用Create按钮，您可以创建一个新的铅挖掘请求，就像我们之前所做的那样。

You can create new lead mining requests by mentioning the number of leads required, Countries, States, Industries, Type, Sales Team, Salesperson, and Default Tags in the corresponding fields. Using these lead mining requests, you can effortlessly mine leads as well as opportunities. For this, you can select the corresponding option in the Type field. Odoo will automatically save all these details in your database and you can submit the request with the help of the Submit button.

Now let’s take a look at the other options available in the Odoo CRM module for generating leads.

您可以通过在相应字段中提及所需的线索数量、国家、州、行业、类型、销售团队、销售人员和默认标记来创建新的线索挖掘请求。使用这些线索挖掘请求，您可以毫不费力地挖掘线索和机会。为此，您可以在Type字段中选择相应的选项。Odoo将自动在数据库中保存所有这些详细信息，您可以在submit按钮的帮助下提交请求。

现在让我们来看看Odoo CRM模块中用于生成潜在客户的其他选项。

Visits to Leads Rules

访问潜在客户规则

The user can effortlessly convert their website visitors into leads with the assistance of the Odoo CRM module. In the Configuration menu of the module, you will get access to the Visits to Leads Rules platform under the Lead Generation tab which can be used to create rules for the conversion of visitors to new leads. In order to get this feature, you must activate the Visit to Leads option from the Lead Generation tab which is available in the Settings menu. You can perform data enrichment based on the visitor's IP address.

在Odoo CRM模块的帮助下，用户可以毫不费力地将他们的网站访问者转换为线索。在模块的Configuration菜单中，您可以访问潜在客户生成选项卡下的访问潜在客户规则平台，该平台可用于创建将访问者转换为新潜在客户的规则。为了获得此功能，您必须激活访问线索选项，从线索生成选项卡，可在设置菜单中。您可以根据访问者的IP地址执行数据充实。

This feature works integrated with the Website module in Odoo. So, before using this feature, make sure to install the Website module into your database. As you can see in the screenshot below, the Visits to Leads Rules platform will show already configured rules with the details of the Rule Name and Type.

此功能与Odoo中的Website模块集成。因此，在使用此功能之前，请确保将Website模块安装到数据库中。正如你在下面的截图中所看到的，访问线索规则平台将显示已经配置的规则，以及规则名称和类型的详细信息。

In order to create new rules for the conversion of website visitors into leads, you are allowed to use the Create button. As soon as you click on the Create button, a new window will appear where you can specify the required details to convert visitors to new leads.

为了创建将网站访问者转化为潜在客户的新规则，您可以使用create按钮。只要你点击创建按钮，一个新的窗口将出现，在那里你可以指定所需的详细信息，以转换为新的线索访问者。

First, you can specify a suitable name for the rule in the Rule Name field. Later, select the target of the Data Tracking. It can be either Companies or Companies and their Contacts. Clicking on the Active button will activate the newly created rule. Since we are converting visitors from the website, you need to set certain conditions in the Website Traffic Conditions tab. You can specify particular countries in the Countries field so that the visitors from the specified countries will be converted into leads or opportunities. This will work using GeoIP. Similarly, you can restrict lead generation to specific websites only by mentioning them in the Website field. If you want to track particular web pages, you can mention the URL Expression in the corresponding field. You can leave this field blank if you want to track the entire website. Mention the Sequence which is used to order the rules with the same URL and countries. Rules with a lower sequence number will be considered first.

首先，您可以在rule name字段中为规则指定一个合适的名称。然后，选择Data Tracking的目标。它可以是“公司”或“公司及其联系人”。单击Active按钮将激活新创建的规则。由于我们是从网站转换访问者，您需要在网站流量条件选项卡中设置某些条件。您可以在“国家”字段中指定特定的国家，以便将来自指定国家的访问者转换为潜在客户或机会。这将使用GeoIP。类似地，您可以仅通过在“网站”字段中提及特定网站来限制潜在客户生成。如果要跟踪特定的网页，可以在相应的字段中提到URL表达式。如果您想跟踪整个网站，可以将此字段留空。提到Sequence，它用于对具有相同URL和国家的规则排序。序号较低的规则将优先考虑。

Under the Opportunity Generation Conditions tab, you can set conditions for opportunities. In the Industries field, you can mention the industries from which you want to generate leads. This field can be left blank to always match leads. You can filter companies based on their size by activating the Filter on Size option. By activating this field, you will be able to get an additional field to specify the Company Size. The company size can be defined based on the number of employees working in that particular company.

Now, under the Opportunity Data tab, you can select the Type Type as Lead or Opportunity as per your demand. Mention the Suffix in the given space and this will be appended in the name of generated leads so that you can easily identify leads/opportunities which are generated with this rule. Assign a Sales Team and Salesperson for the management of leads generated using this newly created rule. In the Tags field, you can add suitable tags, and using stars you can highlight the Priority of the lead. Once you complete all the fields required for converting visitors to new leads, you can click on the Save button to save manually. This is how we create new rules for the conversion of website visitors to leads/opportunities with the help of the Odoo CRM module.

在“机会生成条件”页签下，您可以设置机会的条件。在“行业”字段中，您可以提到希望产生潜在客户的行业。此字段可以留空以始终匹配引线。您可以通过激活filter on size选项来根据公司的规模筛选公司。通过激活这个字段，您将能够获得一个额外的字段来指定公司大小。公司规模可以根据在该特定公司工作的员工数量来定义。现在，在机会数据选项卡下，您可以根据您的需求选择类型类型作为Lead或机会。在给定的空格中提到后缀，这将被附加在生成的线索的名称中，这样你就可以很容易地识别出使用此规则生成的线索/机会。分配销售团队和销售人员来管理使用此新创建的规则生成的潜在客户。在Tags字段中，您可以添加合适的标签，并且使用星号可以突出显示引子的优先级。一旦您完成了将访问者转换为新线索所需的所有字段，您可以单击Save按钮手动保存。这就是我们如何在Odoo CRM模块的帮助下为网站访问者转化为潜在客户/机会创建新的规则。