Daily updates from Odoo
Monday, June 3, 2019
1 change
New functionality added to Odoo
CRM users can now enrich leads using the customer email domain, automatically filling in missing company and contact details when data is available. The feature helps sales teams save time on research, logs results in the lead chatter, and supports enrichment from both individual lead forms and list views.
Original PR description
Purpose: Allow the user to enrich a lead based on the domain of the email adress of the client. Following fields will be populated if found using clearbit and if they are not yet populated: -…
Purpose:
Allow the user to enrich a lead based on the domain of the email adress of the client.
Following fields will be populated if found using clearbit and if they are not yet populated:
- description
- partner_name
- reveal_id
- website
- street, street2, zip, city, country_id, state_id
- phone (using the first number found in clearbit)
- mobile (using the second number found in clearbit, else the same as phone)
A message will also be logged in the chatter.
If no data is found using clearbit no credit is used and a message will be logged,
If the user has no credits he will be redirected to buy credits for the service.
It is possible to enrich using a new secundary button on in the header of a lead,
or using the 'enrich' action in listview.
This commit includes:
- a new botton in leads
- a new action in listview
- a new message tempalate to log when no data is found in clearbit
- additions to crm_lead to be able to enrich
TaskId: 1931856