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[IMP] crm: Whole documentation overhaul
Organize the pipeline https://www.odoo.com/documentation/user/11.0/discuss/plan_activities.html (clone it here) Manage lost opportunities -> https://docs.google.com/document/d/1Uxr5L0tmNTv4cUiq948_8KgHMAgtB--Ib-h9K_XjYQM/edit Manage multiple sales teams -> https://docs.google.com/document/d/1xbQzJozfPyGJxtu1dlYaBvmtU4aZkkGnRT3jmdzp84s/edit Acquire leads Convert leads into opportunities -> https://docs.google.com/document/d/15huZHD7NLqUC-XyogT1cR_oBof-DlC6U-olfxJLuGfY/edit Generate leads from emails -> https://docs.google.com/document/d/1qt5LAyb7jjArZqFQbwHANKhkE1uifVuc0I2pnf9eF7k/edit Generate leads from your website contact page -> https://docs.google.com/document/d/1shcyTp4gMuekRMIbJqbHfFIIk10N0GHtHIQlPXuax-Q/edit Send quotations -> https://docs.google.com/document/d/1wYfImnN1XxxaPQMjTvvIDgMkhXE5ud1D-9pbkr0khsA/edit Assign and track leads Track your prospect visits -> https://docs.google.com/document/d/1wSoV9wgI6HwD7pogTbPuapIfxCgQ5fUWhZ3frU_iOTk/edit Assign leads automatically based on scoring -> https://docs.google.com/document/d/1cBc4XOTAnSjjfg3Q-BS14dB2lvv09NaUCEpIlMKyp6U/edit Analyze performance Check your Win/Loss ratio -> https://docs.google.com/document/d/1_-I50VbyWwSrp63pRYq7_Lo7QSr0b-0ru4FLQZv3C2k/edit Get an accurate probable turnover -> https://docs.google.com/document/d/1tfCntvywMehg9xVF5NsjA6-6m7QQ-FryfwGkPAOJPNE/edit Optimize your Day-to-Day work Synchronize Google Calendar with Odoo -> https://www.odoo.com/documentation/user/11.0/crm/calendar/google_calendar_credentials.html (Change name) Use VOIP services in Odoo with OnSIP -> https://www.odoo.com/documentation/user/11.0/crm/leads/voip/onsip.html (Change name) Configure your VOIP Asterisk server for Odoo -> https://www.odoo.com/documentation/user/11.0/crm/leads/voip/setup.html (Change name)
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‎crm.rst

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.. toctree::
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:titlesonly:
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crm/overview
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crm/salesteam
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crm/leads
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crm/reporting
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crm/calendar
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crm/pipeline
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crm/acquire_leads
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crm/track_leads
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crm/performance
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crm/optimize

‎crm/acquire_leads.rst

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=============
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Acquire Leads
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=============
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.. toctree::
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:titlesonly:
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acquire_leads/convert
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acquire_leads/generate_from_email
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acquire_leads/generate_from_website
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acquire_leads/send_quotes

‎crm/acquire_leads/convert.rst

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================================
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Convert leads into opportunities
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================================
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The system can generate leads instead of opportunities, in order to add
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a qualification step before converting a *Lead* into an
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*Opportunity* and assigning to the right sales people. You can
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activate this mode from the CRM Settings. It applies to all your sales
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channels by default. But you can make it specific for specific channels
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from their configuration form.
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Configuration
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=============
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For this feature to work, go to :menuselection:`CRM --> Configuration --> Settings`
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and activate the *Leads* feature.
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.. image:: media/convert01.png
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:align: center
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You will now have a new submenu *Leads* under *Pipeline* where they
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will aggregate.
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.. image:: media/convert02.png
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:align: center
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Convert a lead into an opportunity
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==================================
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When you click on a *Lead* you will have the option to convert it to
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an opportunity and decide if it should still be assigned to the same
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channel/person and if you need to create a new customer.
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.. image:: media/convert03.png
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:align: center
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If you already have an opportunity with that customer Odoo will
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automatically offer you to merge with that opportunity. In the same
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manner, Odoo will automatically offer you to link to an existing
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customer if that customer already exists.

‎crm/acquire_leads/generate_from_email.rst

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========================================
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Generate leads/opportunities from emails
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========================================
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Automating the lead/opportunity generation will considerably improve
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your efficiency. By default, any email sent to
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*sales@database\_domain.ext* will create an opportunity in the
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pipeline of the default sales channel.
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Configure email aliases
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=======================
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Each sales channel can have its own email alias, to generate
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leads/opportunities automatically assigned to it. It is useful if you
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manage several sales teams with specific business processes. You will
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find the configuration of sales channels under
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:menuselection:`Configuration --> Sales Channels`.
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.. image:: media/generate_from_email01.png
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:align: center

‎crm/acquire_leads/generate_from_website.rst

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===========================================================
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Generate leads/opportunities from your website contact page
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===========================================================
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Automating the lead/opportunity generation will considerably improve
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your efficiency. Any visitor using the contact form on your website will
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create a lead/opportunity in the pipeline.
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Use the contact us on your website
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==================================
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You should first go to your website app.
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|image0|\ |image1|
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With the CRM app installed, you benefit from ready-to-use contact form
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on your Odoo website that will generate leads/opportunities
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automatically.
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.. image:: media/generate_from_website03.png
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:align: center
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To change to a specific sales channel, go to :menuselection:`Website
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--> Configuration --> Settings` under *Communication* you will find the
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Contact Form info and where to change the *Sales Channel* or
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*Salesperson*.
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.. image:: media/generate_from_website04.png
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:align: center
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Create a custom contact form
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============================
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You may want to know more from your visitor when they use they want to
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contact you. You will then need to build a custom contact form on your
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website. Those contact forms can generate multiple types of records in
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the system (emails, leads/opportunities, project tasks, helpdesk
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tickets, etc...)
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Configuration
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=============
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You will need to install the free *Form Builder* module. Only
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available in Odoo Enterprise.
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.. image:: media/generate_from_website05.png
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:align: center
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Create a custom contact form
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----------------------------
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From any page you want your contact form to be in, in edit mode, drag
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the form builder in the page and you will be able to add all the fields
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you wish.
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.. image:: media/generate_from_website06.png
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:align: center
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By default any new contact form will send an email, you can switch to
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lead/opportunity generation in *Change Form Parameters*.
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.. note::
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If the same visitors uses the contact form twice, the second
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information will be added to the first lead/opportunity in the chatter.
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Generate leads instead of opportunities
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=======================================
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When using a contact form, it is advised to use a qualification step
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before assigning to the right sales people. To do so, activate *Leads*
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in CRM settings and refer to :doc:`convert`.
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.. |image0| image:: ./media/generate_from_website01.png
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:width: 1.04401in
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:height: 1.16146in
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.. |image1| image:: ./media/generate_from_website02.png
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:width: 1.43229in
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:height: 1.16244in

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‎crm/acquire_leads/send_quotes.rst

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===============
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Send quotations
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===============
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When you qualified one of your lead into an opportunity you will most
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likely need to them send a quotation. You can directly do this in the
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CRM App with Odoo.
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.. image:: media/send_quotes01.png
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:align: center
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Create a new quotation
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======================
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By clicking on any opportunity or lead, you will see a *New Quotation*
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button, it will bring you into a new menu where you can manage your
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quote.
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.. image:: media/send_quotes02.png
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:align: center
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You will find all your quotes to that specific opportunity under the
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*Quotations* menu on that page.
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.. image:: media/send_quotes03.png
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:align: center
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Mark them won/lost
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==================
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Now you will need to mark your opportunity as won or lost to move the
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process along.
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If you mark them as won, they will move to your *Won* column in your
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Kanban view. If you however mark them as *Lost* they will be archived.

‎crm/calendar.rst

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‎crm/leads.rst

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‎crm/leads/generate.rst

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‎crm/leads/generate/emails.rst

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‎crm/leads/generate/import.rst

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