Lead Generation Module (Auto Lead Mining)
Auto-generate Leads and Opportunities from global business database with smart filters and IAP integration.
Lead Generation module (crm_iap_mine) allows automatic Lead or Opportunity creation based on criteria like country, industry, company size, contact role and seniority.
Uses Odoo IAP (In-App Purchase) service to connect with global business database, auto-filling company and contact information into CRM pipeline.
Key Benefits
Key points
• Save time searching for potential customers.
• Target the right audience with specific criteria.
• Auto-fill complete company and contact information.
• Direct integration into CRM pipeline with automatic assignment.
• Filter by country, state, industry, company size.
• Find contacts by role and seniority level.
System Requirements
Key points
• CRM module installed and activated.
• IAP account with sufficient credits to generate leads.
• Access rights: Sales Manager.
Core Terminology
| Fields | Description |
|---|---|
| Lead Generation | Auto lead generation feature from database. |
| Lead Mining Requests | Request record to create leads with filter criteria. |
| Number of Leads | Number of leads to create (1-200). |
| Target | Companies (companies only) or Companies and their Contacts (companies + contacts). |
| Industries | Filter by business industry. |
| Filter on Size | Enable filtering by employee count. |
| Company Size | Employee count range (from X to Y). |
| Preferred Role | Primary role to find (Sales, Marketing, IT...). |
| Seniority | Contact seniority level (Manager, Director, VP, C-Level). |
| IAP Credits | Payment unit for lead generation service. |
Auto Lead Generation Workflow
System performs 7 steps to auto-generate leads: (1) Create Lead Mining request with filter criteria, (2) Select criteria (country, industry, size), (3) System calculates required credits, (4) Send request to IAP service, (5) Receive company and contact data, (6) Auto-create Lead/Opportunity in CRM, (7) Assign to Sales Team and Salesperson.
Credits Cost
Key points
• Example: Create 10 companies with 5 contacts each = 10 + (10 × 5) = 60 credits.
• "No Result" error does NOT consume credits.
IAP Credits Pricing
| Data Type | Cost |
|---|---|
| 1 company | 1 credit |
| 1 contact | 1 credit |
Create New Lead Mining Request
Two ways to create request: (1) From menu CRM → Configuration → Lead Mining Requests → New, or (2) From Generate Leads button on toolbar in CRM → Leads/Opportunities.
Steps
1. Select Number of Leads (1-200, default: 3).
2. Select Target: Companies (companies only) or Companies and their Contacts (companies + contacts).
3. Select Countries (required) and States (optional, only shown for some countries).
4. Select Industries (required) - can select multiple industries.
5. Enable Filter on Size and enter Company Size (from X to Y employees) if needed.
6. Select Sales Team and Salesperson (default: request creator).
7. Add Default Tags to auto-tag all created leads.
Configure Contacts (Companies and their Contacts)
When selecting Target as "Companies and their Contacts", need to configure additional contact information.
Steps
1. Enter Number of Contacts (1-5, default: 10) - contacts per company.
2. Select Filter on: Role or Seniority.
3. If Role selected: choose Preferred Role (required) and Other Roles (optional).
4. If Seniority selected: choose level (Entry, Senior, Manager, Director, VP, C-Level, Owner, Partner).
5. Check blue tooltip showing required credits.
6. Click Generate Leads or Submit to send request.
Available Industries
Key points
• Consumer Discretionary: Retail, entertainment, travel.
• Consumer Staples: Food, beverages, consumer goods.
• Banks & Insurance: Banking, insurance.
• Media: Media, publishing.
• Real Estate: Real estate.
• Transportation: Transportation, logistics.
• Energy & Utilities: Energy, utilities.
• Materials: Construction materials, chemicals.
• Telecommunication Services: Telecommunications.
• Consumer Services: Customer services.
• Retailing: Retail.
• Food, Beverage & Tobacco: Food, beverages.
• Diversified Financials: Financial services.
• Health Care Equipment & Services: Medical equipment, healthcare services.
• Pharmaceuticals, Biotechnology: Pharmaceuticals, biotechnology.
• Capital Goods: Capital goods.
• Commercial & Professional Services: Commercial and professional services.
• Software & Services: Software and IT services.
• Technology Hardware & Equipment: Technology hardware.
• Construction Materials: Construction materials.
• Independent Power: Renewable energy.
• Automobiles & Components: Automobiles and components.
• Consumer Durables & Apparel: Consumer durables, apparel.
Common Roles
Key points
• Accounting, Administrative, Arts and Design.
• Business Development, Community & Social Services, Consulting.
• Education, Engineering, Entrepreneurship.
• Finance, Healthcare Services, Human Resources.
• Information Technology, Legal, Marketing.
• Media & Communication, Military & Protective Services.
• Operations, Product Management, Program & Project Management.
• Purchasing, Quality Assurance, Real Estate.
• Research, Sales, Support.
Manage Credits (IAP Credits)
Key points
• Three ways to buy credits: (1) From Settings → General Settings → CRM, (2) From "Insufficient Credits" error notification, (3) From Buy Credits button on Lead Mining Request form.
Steps
1. Check balance: Settings → General Settings → CRM → view IAP Credits widget.
2. Buy more credits: Click Buy More Credits from Settings or Buy credits when encountering insufficient credits error.
3. When out of credits: System sends email notification, displays error on form, sets request status to Error.
View and Manage Created Leads
Key points
• Can filter Leads by request: add custom filter → select Lead Mining Request field → select specific request.
Steps
1. Go to CRM → Configuration → Lead Mining Requests.
2. Open completed request record (Done status).
3. Click Leads or Opportunities stat button at top.
4. Created leads list will display with complete information.
Auto-generated Lead Information
Key points
• Each lead has automatic note in Chatter with: company description, employee count, estimated revenue, contact list (if any).
Lead Data
| Information | Source |
|---|---|
| Name | Company name or domain |
| Partner Name | Legal company name |
| Company or contact email | |
| Phone | Phone number |
| Website | Company website |
| Address | Complete address (street, city, zip, state, country) |
| Contact Name | Contact name (if Companies and their Contacts selected) |
| Function | Contact job title |
| Sales Team | From request configuration |
| Salesperson | From request configuration |
| Tags | From request configuration |
Common Error Handling
Errors and Solutions
| Error | Cause | Solution |
|---|---|---|
| Insufficient Credits | Not enough credits in IAP account | Click Buy credits → Purchase more credits → Return to request and click Retry |
| No Result | No companies found matching criteria | Reduce number of filters → Expand Company Size → Try different country → Click Retry (does NOT consume credits) |
| Request hanging | Timeout connecting to IAP service | Check internet → Wait 5-10 minutes → Refresh page → If still Draft, click Submit again |
Request Status
Status Types
| Status | Meaning |
|---|---|
| Draft | Draft - request not sent |
| Done | Completed - leads created |
| Error | Error - problem occurred |
| Insufficient Credits | Not enough credits |
| No Result | No matching results |
Best Practices
Key points
• Optimize cost: Start with 3-5 leads to test criteria, only select "Companies and their Contacts" when truly needed, reduce Number of Contacts to 1-2.
• Increase quality: Select Industries matching product/service, filter Company Size matching target customers, choose Preferred Role as decision makers.
• Efficient workflow: (1) Plan target audience, (2) Test small 3-5 leads, (3) Evaluate quality, (4) Expand to 20-50 leads, (5) Assign and track pipeline.
• CRM integration: Create separate Stage for "Generated Leads", set up automatic Activities, use Tags to distinguish sources, combine with Lead Scoring.
Notes on States
Key points
• Only countries with complete data show States field (e.g., USA, Canada).
• Other countries like Vietnam, Belgium do not show due to data limitations.
• If States not visible, can skip and only filter by Countries.
Module Dependencies
Dependencies
| Module | Purpose |
|---|---|
| crm | Basic CRM module |
| iap_crm | IAP integration for CRM |
| iap_mail | Send IAP notification emails |