使用预测性线索评分分配线索¶
Odoo CRM 应用可以自动将潜在客户/商机分配给销售团队和销售人员。一种常见做法是根据每个潜在客户的获胜概率来分配。公司可以通过快速将这些潜在客户分配给合适的销售人员，优先处理那些更有可能成功达成交易的商机。
Odoo 自动使用一种称为 预测性线索评分 的方法来计算每个线索的获胜概率。
预测性潜在客户评分¶
预测性线索评分是一种机器学习模型，它使用来自Odoo *CRM*的历史数据来评分开放的线索/机会。
当公司通过CRM管道处理机会时，Odoo会收集有关哪些机会被赢得和失去的数据。预测性潜在客户评分使用这些数据来预测赢得每个新潜在客户或机会的概率。
通过CRM管道发送的机会越多，Odoo收集的数据就越多，从而得出更准确的概率。
具体来说，Odoo的预测性潜在客户评分使用了 朴素贝叶斯 概率模型：
Breaking down the equation:
P(A|B) = The probability of a successful lead in this case
P(A) = The overall probability of a lead being successful regardless of the conditions
P(B|A) = The probability of this being the case given a lead is successful
P(B) = The probability of this being the case
The term in this case refers to the variables that can affect a lead being successful in Odoo. This can include variables such as the assigned Salesperson, the source of the lead, the language of the lead, and other historical and demographic data.
Which variables are considered in this calculation can be configured to tailor the calculation to each business’s needs.
每个机会的成功概率显示在机会表单上，并且随着机会在CRM管道中的进展而自动更新。
当一个机会进入下一个阶段时，根据预测性潜在客户评分算法，其成功的概率会自动增加。
配置¶
在Odoo *CRM*中，预测性线索评分始终处于活动状态。然而，用于计算成功概率的变量可以在设置中进行自定义。
要自定义预测潜在客户评分使用的变量，请转到 。在 预测潜在客户评分 下，点击 更新概率 按钮。
然后，点击下拉菜单选择预测潜在客户评分功能将考虑哪些变量。
可以激活以下任意数量的变量：
状态：机会的地理状态来源
国家：机会的地理来源国家
电话质量：机会是否有电话号码列出
电子邮件质量：机会是否有电子邮件地址
来源：机会的来源（例如搜索引擎、社交媒体）
语言：在机会上指定的口头语言
标签：放置在机会上的标签
注解
The variables Stage and Team are always in effect. Stage refers to the CRM pipeline stage
that an opportunity is in. Team refers to the sales team that is assigned to an opportunity.
Predictive lead scoring always takes into account these two variables, regardless of which
optional variables are selected.
接下来，点击选项 考虑创建于： 旁边的日期字段，选择预测线索评分开始计算的日期。
最后，点击 确认 保存更改。
手动更改概率¶
机会的成功概率可以在机会表单上手动更改。点击概率数字进行编辑。
重要
手动更改概率会取消该机会的自动概率更新。随着机会在销售渠道的每个阶段移动，概率将不再自动更新。
要重新激活自动概率，请点击概率百分比旁边的齿轮图标。
根据概率分配潜在客户¶
Odoo CRM 可以根据指定的规则将潜在客户/商机分配给销售团队和销售人员。根据潜在客户成功的概率创建分配规则，以优先处理那些更有可能成交的商机。
配置基于规则的分配¶
To activate rule-based assignment, navigate to , and activate Rule-Based Assignment.
规则分配功能可以设置为 手动 运行，意味着Odoo用户必须手动触发分配，或者 重复 运行，意味着Odoo将根据选择的时间段自动触发分配。
To set up automatic lead assignment, select Repeatedly for the Running section. Then, customize how often Odoo will trigger the automatic assignment in the Repeat every section.
If rule-based assignment is set to run Repeatedly, the assignment can still be triggered manually using the circular arrow icon in the Rule-Based Assignment settings (or using the Assign Leads button on the sales team configuration page).
配置分配规则¶
Next, configure the assignment rules for each sales team and/or salesperson. These rules determine which leads Odoo assigns to which people. To get started, navigate to , and select a sales team.
在销售团队配置表单中，在 分配规则 下，点击 编辑域 来配置 Odoo 用于确定此销售团队的潜在客户分配的规则。规则可以包括对于该公司或团队可能相关的任何内容，并且可以添加任意数量的规则。
点击 添加过滤器 开始创建分配规则。点击分配规则右侧的 + 符号添加另一行。点击 x 符号删除该行。
要基于机会的成功概率创建一个分配规则，请点击分配规则行的最左边下拉菜单，并选择 Probability。
From the middle drop-down menu, select the desired equation symbol—most likely the symbol for greater than, less than, greater than or equal to, or less than or equal to.
In the far right space, enter the desired number value of the probability. Finally, click Save to save changes.
Example
To configure an assignment rule such that a sales team receives leads that have a probability of
success of 20% or greater, create a Domain line that reads: Probability >= 20.
Separate assignment rules can also be configured for individual team members. From the sales team configuration page, click on a team member in the Members tab, then edit the Domain section. Click Save to save changes.
If automatic lead assignment is configured in the settings, both the sales team and individual team members have the option to Skip auto assignment. Check this box to omit a particular sales team or salesperson from being assigned leads automatically by Odoo’s rule-based assignment feature. If Skip auto assignment is activated, the sales team or salesperson can still be assigned leads manually.
要手动将潜在客户分配给销售团队，请单击销售团队配置页面顶部的 分配潜在客户 按钮。这将分配当前未分配且符合该团队指定领域的任何潜在客户。