Files
documentation/content/applications/sales/crm/track_leads/prospect_visits.rst
T
Antoine Vandevenne (anv) e3fee2cf46 [REF][MOV] documentation apocalypse
Prior to this commit, the Odoo documentation was mainly split between
two repositories: odoo/odoo/doc and odoo/documentation-user. Some bits
of documentation were also hosted elsewhere (e.g., wiki, upgrade, ...).
This was causing several problems among which:
  - The theme, config, Makefile, and similar technical resources had to
    be duplicated. This resulted in inconsistent layout, features, and
    build environments from one documentation to another.
  - Some pages did not fit either documentation as they were relevant
    for both users and developers. Some were relevant to neither of the
    two (e.g., DB management).
  - Cross-doc references had to be absolute links and they broke often.
  - Merging large image files in the developer documentation would bloat
    the odoo/odoo repository. Some contributions had to be lightened to
    avoid merging too many images (e.g., Odoo development tutorials).
  - Long-time contributors to the user documentation were chilly about
    going through the merging process of the developer documentation
    because of the runbot, mergebot, `odoo-dev` repository, etc.
  - Some contributors would look for the developer documentation in the
    `odoo/documentation-user` repository.
  - Community issues about the user documentation were submitted on the
    `odoo/odoo` repository and vice-versa.

Merging all documentations in one repository will allow us to have one
place, one theme, one work process, and one set of tools (build
environment, ...) for all of the Odoo docs.

As this is a good opportunity to revamp the layout of the documentation,
a brand new theme replaces the old one. It features a new way to
navigate the documentation, centered on the idea of always letting the
reader know what is the context (enclosing section, child pages, page
structure ...) of the page they are reading. The previous theme would
quickly confuse readers as they navigated the documentation and followed
cross-application links.

The chance is also taken to get rid of all the technical dangling parts,
performance issues, and left-overs. Except for some page-specific JS
scripts, the Odoo theme Sphinx extension is re-written from scratch
based on the latest Sphinx release to benefit from the improvements and
ease future contributions.

task-2351938
task-2352371
task-2205684
task-2352544

Closes #945
2021-05-04 15:44:00 +02:00

56 lines
1.5 KiB
ReStructuredText

===========================
Track your prospects visits
===========================
Tracking your website pages will give you much more information about
the interests of your website visitors.
Every tracked page they visit will be recorded on your lead/opportunity
if they use the contact form on your website.
Configuration
=============
To use this feature, install the free module *Lead Scoring* under your
*Apps* page (only available in Odoo Enterprise).
.. image:: media/prospect_visits01.png
:align: center
Track a webpage
===============
Go to any static page you want to track on your website and under the
*Promote* tab you will find *Optimize SEO*
.. image:: media/prospect_visits02.png
:align: center
There you will see a *Track Page* checkbox to track this page.
.. image:: media/prospect_visits03.png
:align: center
See visited pages in your leads/opportunities
=============================================
Now each time a lead is created from the contact form it will keep track
of the pages visited by that visitor. You have two ways to see those
pages, on the top right corner of your lead/opportunity you can see a
*Page Views* button but also further down you will see them in the
chatter.
Both will update if the viewers comes back to your website and visits
more pages.
.. image:: media/prospect_visits04.png
:align: center
.. image:: media/prospect_visits05.png
:align: center
The feature will not repeat multiple viewings of the same pages in the
chatter.
Your customers will no longer be able to keep any secrets from you!