Odoo 14 Community Edition

Lead Enrichment

Lead enrichment the advanced feature in Odoo CRM allows you to bring out the contact information of your future customers from the simple contact information of email id and also from the automatic search on external sources such as social media and the web. This process of acquiring more contact information of the customer or potential customer will help you to transfer the potential customer to your regular customer. For accessing this feature you should activate the options lead enrichment in the settings menu of the CRM module. In the settings tab under the lead generation, you can find the option and you should check the box near the option of activating it. Additionally, you can view a Buy Credits option, Later you can select the save button for saving the changes. The image of the window is depicted below.

Odoo 14 CRM Module Odoo 14 CRM Module

So far we were discussing the lead enrichment in the platform and now we can discuss the new feature Outlook CRM extension available in Odoo 14 community edition.

Outlook CRM Extension

The Outlook CRM feature in the platform is nothing but a connector that connects your outlook mailbox with your Odoo database. The new feature in Odoo 14 CRM module will be a helping hand to you to create leads from emails and send them to your mailbox. Moreover, it will provide more perfection on your contact searchings and keeping details.

Now let us discuss the lead scoring option available in the module.

Lead scoring

Lead scoring in the Odoo platform is an integral part of the successful lead management strategy. This feature provides you insight to determine a score for each lead based on some criteria such as country, pages visited, type of industry, sources, and many more.

Odoo 14 CRM Module

As we clear on the lead scoring option available in the platform and now let us discuss the various operations that can be conducted on leads.



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