Book a meeting

Lead Enrichment in Odoo CRM

Estimated reading: 2 minutes 261 views

Odoo CRM lead enrichment adds business details such as company size, industry and social media links to a lead automatically, saving manual research when qualifying a contact.

How to enable leads

  1. Go to CRM > Configuration > Settings.
  2. Under the CRM section, tick Leads.
  3. Click Save. This is required before enrichment can be used.

How to set up lead enrichment

Under Lead Generation in the same settings page, choose to enrich leads automatically or manually.

Set to enrich automatically, leads are enriched every 60 minutes using the email domain, pulling data from Odoo’s external database, which needs an internet connection. A custom interval of at least 5 minutes can also be set.

To enrich a lead manually instead, open it in the CRM app and click the Enrich button at the top, or use the Action button and select Enrich from CRM > Sales > My Pipeline.

What data is added

Lead enrichment can add the business name and logo, company type, year founded, industry sector, employee count, estimated revenue, phone number, timezone, website and social media links, and technologies used.

Pricing and credits

Each enriched lead uses one IAP credit. Buy credits under CRM > Configuration > Settings > Lead Generation > Buy Credits, or manage them under Settings > Contacts > Odoo IAP > View My Services.

Tips

  • Use manual enrichment for high-value leads to save credits.
  • Review enriched data periodically for accuracy.
  • Odoo Enterprise databases include free credits to test the feature.

Frequently asked questions

Does lead enrichment cost anything?

Yes, each enriched lead uses one IAP credit, purchased under CRM > Configuration > Settings > Lead Generation.

Can leads be enriched automatically?

Yes, set to enrich all leads automatically, checking every 60 minutes using the lead’s email domain, or set a custom interval of at least 5 minutes.

Do I need Leads enabled to use enrichment?

Yes. The Leads feature must be turned on first, under CRM > Configuration > Settings.

Need help?

Need help setting up lead enrichment in Odoo CRM? Contact support@thoughtlogik.com or see our Odoo implementation services.

Lead Enrichment in Odoo CRM - PreviousCreate and send quotationsNext - Lead Enrichment in Odoo CRMManage sales teams

Leave a Reply

Your email address will not be published. Required fields are marked *

Learn how we helped 100 top brands gain success

Subscribe

×
Cancel