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在Odoo 16 CRM模块中，用户将获得各种设置选项进行调整。在CRM、潜在客户生成和合作伙伴佣金选项卡下，您可以找到不同的选项来激活，以提高CRM模块的性能。让我们详细讨论这些选项。

Recurring Revenues

周期收益

Under the CRM tab, you will get the Recurring Revenues field to activate which can be used to define recurring plans and revenues on opportunities. As soon as you activate this option, you will get an external link to manage the recurring plans. Using this external link, you will get access to a new platform where you can configure new recurring plans as shown in the image below.

在CRM选项卡下，您将获得要激活的周期收益字段，该字段可用于定义经常性计划和机会收入。一旦你激活了这个选项，你就会得到一个管理循环计划的外部链接。使用这个外部链接，您可以访问一个新的平台，在那里您可以配置新的循环计划，如下图所示。

Using the Create button, you can simply mention the Plan Name in the given space. You can observe recurring revenues on opportunities as shown below.

使用新的按钮，您可以在给定的空间中简单地提到计划名称。你可以看到周期收益的商机如下所示。

Multi Teams

多团队

By activating the Multi Teams option from the Settings platform, you can easily assign a salesperson to multiple sales teams

通过激活设置平台中的多团队选项，您可以轻松地将销售人员分配到多个销售团队

Let’s check this feature with a demo. Here, we created a new Sales Team named Team 1 as shown below with the members Mitchell Admin and Marc Demo.

让我们通过一个演示来检查这个特性。在这里，我们创建了一个新的销售团队，名为华东区，如下图所示，成员是孙三和李四。

After activating the Multi Teams feature in the CRM module, you can add a salesperson to multiple sales teams. Here, we created another sales team named Team 2 with the same members as that of the Team 1. The Odoo CRM module will allow you to add a salesperson to different sales teams simultaneously with this advanced feature.

激活CRM模块中的多团队功能后，您可以将销售人员添加到多个销售团队中。在这里，我们创建了另一个名为华南区的销售团队，其成员与华东区相同。Odoo CRM模块将允许您同时使用此高级功能向不同的销售团队添加销售人员。

Predictive Lead Scoring

预测线索评分

The Predictive Lead Scoring option will assist you to compute statistical probabilities to close a lead. The success rate is computed based on stage, phone quality, email quality, and many other factors for the leads created on a specific date.

预测线索评分选项将帮助您计算统计概率，以关闭一个线索。成功率是根据阶段、电话质量、电子邮件质量以及在特定日期创建的潜在客户的许多其他因素来计算的。

You can update the factors that are used for success rate computation with the help of the Update Probabilities button. A new wizard will appear to add or remove the fields from the statistical analysis as per your demand.

您可以在更新概率按钮的帮助下更新用于成功率计算的因素。将出现一个新的向导，根据您的需要从统计分析中添加或删除字段。

You can mention a specific date here and Odoo will consider leads created on the specified date. After defining fields and date, you can click the Confirm button and save the new changes. This can be used to calculate probability. Based on the factors set for success rate calculation, you will get the probability to win the opportunity as shown below.

您可以在这里提到一个特定的日期，Odoo将考虑在指定日期创建的线索。在定义字段和日期之后，您可以单击确认按钮并保存新的更改。这可以用来计算概率。根据为成功率计算设置的因素，您将获得如下所示的赢得商机的概率。

Rule Based Assignment

基于规则的分配

The Rule Based Assignment feature can be used to automatically assign leads to salespersons based on certain criteria.

基于规则的分配功能可用于根据某些标准自动将潜在客户分配给销售人员。

By activating this feature, Odoo will periodically assign leads based on rules. All sales teams will use this setting by default unless specified otherwise. You can perform the assignment Manually as well as Repeatedly. If you want to run this operation repeatedly, you can set an interval to repeat. The next run date will be automatically updated based on the interval. You can perform it manually by selecting the corresponding option. Here we selected the Manual option.

通过激活此功能，Odoo将根据规则定期分配潜在客户。除非另有说明，否则所有销售团队将默认使用此设置。可以手动执行分配，也可以重复执行分配。如果需要重复执行该操作，可以设置重复执行的时间间隔。下一次运行日期将根据间隔自动更新。您可以通过选择相应的选项手动执行此操作。这里我们选择了手工选项。

Now, you can create a new Sales Team. For that, go to the Configuration menu and click on the Sales Team option. After mentioning the required data for the new sales team, you will get an additional section on the screen named Assignment Rules .

现在，您可以创建一个新的销售团队。为此，转到配置菜单并单击销售团队选项。在提到新销售团队所需的数据之后，您将在屏幕上看到一个名为分配规则的额外部分。

You can click on the Edit Domain button to set the assignation rules. A pop-up window will appear as shown below.

您可以单击编辑域按钮来设置分配规则。将出现一个弹出窗口，如下所示。

You can add filters in this wizard. Based on the filters you select, Odoo will assign the leads that satisfy the criteria to this sales team. Here, we selected the filter as Country contains US. So, leads from the country US will be automatically assigned to this sales team.

您可以在此向导中添加过滤器。根据您选择的过滤器，Odoo将为该销售团队分配满足条件的潜在客户。在这里，我们选择了过滤器，比如国家包含CN。因此，来自中国的潜在客户将被自动分配到这个销售团队。

You can also set the domain for assignment for each salesperson also. It can be done easily while adding members to the team. When you click the Add button from the Members tab, a pop-up will appear as shown below.

您还可以为每个销售人员设置分配的域。这可以在向团队添加成员时轻松完成。当您从成员选项卡单击添加按钮时，将出现如下所示的弹出窗口。

Using the Add Filter button, you can add filters in the assignment domain. This can be done for each member of the team.

使用“添加筛选”按钮，您可以在分配域中添加过滤器。这可以为团队的每个成员完成。

By clicking on the Assign Leads button, you can assign the leads to all members according to the domain set.

通过单击分配线索按钮，您可以根据域集将线索分配给所有成员。

Lead Generation

线索生成

Under the Lead Generation tab in the Setting menu, you will get some advanced options to improve the lead generation activities. You will get the Lead Enrichment, Lead Mining, and Visits to Leads options to activate on this platform. All these advanced options work based on credits and you can easily buy credits by clicking on the Buy Credit option.

在“设置”菜单中的“线索生成”选项卡下，您将获得一些高级选项来改进线索生成活动。您将获得线索丰富，线索挖掘，网站访问线索选项在这个平台上激活。所有这些高级选项都基于信用，你可以通过点击购买信用选项轻松购买信用。

The Lead Enrichment option can be activated to enrich your leads with company data based on their email addresses. You can enrich leads on demand as well as automatically by selecting the corresponding option from the lead enrichment tab.

线索丰富选项可以激活，以丰富您的线索与公司数据基于他们的电子邮件地址。您可以根据需要充实潜在客户，也可以通过从潜在客户充实选项卡中选择相应的选项自动充实潜在客户。

The Lead Mining option will assist you to generate new leads based on their country, industry, size, etc. You can activate the Visits to Leads option to convert visitors of your website into leads and perform data enrichment based on their IP addresses.

线索挖掘选项将帮助您根据他们的国家，行业，规模等产生新的线索。您可以激活网站访问线索选项，将您的网站的访问者转换为线索，并根据他们的IP地址执行数据丰富。

Partners Commissions

合作伙伴佣金

You will be able to get the options to activate Automatic PO Frequency and Minimum PO Amount Total in the Partners Commissions tab.

您将能够在合作伙伴佣金选项卡中获得激活自动PO频率和最低PO金额总额的选项。

The Automatic PO Frequency can be used to mention the frequency at which purchase orders will be automatically confirmed. The required minimum amount needed to automatically confirm purchase orders can be specified in the Minimum PO Amount Total field.

自动订单频率可以用来指定自动确认采购订单的频率。自动确认采购订单所需的最低金额可以在最小订单金额总额字段中指定。

Now, let’s take a look at the reporting feature available in the Odoo 16 CRM module.

现在，让我们看一下Odoo 16 CRM模块中可用的报告特性。