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[ADD] Appointments: create opportunities
closes #13208 Signed-off-by: Samuel Lieber (sali) <sali@odoo.com> Co-authored-by: larm-odoo <121518652+larm-odoo@users.noreply.github.com>
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‎content/applications/productivity/appointments.rst

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:show-content:
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:hide-toc:
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============
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Appointments
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============
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confirmed or rejected. Leave this checkbox blank to automatically accept meetings created from this
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appointment.
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The :guilabel:`Create Opportunities` feature adds a lead or opportunity to the **CRM** app for each
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scheduled appointment, which is assigned to the responsible user. Tick the :guilabel:`Create
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Opportunities` checkbox to enable this option.
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The :doc:`Create Opportunities <appointments/create-opps>` feature adds an opportunity to the
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**CRM** app for each scheduled appointment, which is assigned to the responsible user. Tick the
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:guilabel:`Create Opportunities` checkbox to enable this option.
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.. important::
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This field is only visible if the **CRM** app is installed on the database.
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Tick the :guilabel:`Allow Guests` checkbox to grant customers the ability to add additional guests
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when registering for an appointment.
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.. _appointments/questions:
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Questions tab
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-------------
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When an appointment is ready to publish, click the :guilabel:`Go to Website` smart button at the top
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of the record. Then, slide the :icon:`fa-toggle-off` :guilabel:`Unpublished` icon to
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:icon:`fa-toggle-on` :guilabel:`Published`.
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.. toctree::
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:titlesonly:
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appointments/create-opps

‎content/applications/productivity/appointments/create-opps.rst

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======================================
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Create opportunities from appointments
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======================================
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When creating a new appointment type in the **Appointments** application, users have the option to
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create new *opportunities* with information from new bookings. This option captures information from
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scheduled appointments and creates opportunities in the **CRM** app.
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.. important::
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This option is only available if the **CRM** application is installed on the database.
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Configuration
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=============
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Navigate to the **Appointments** app dashboard. Click :guilabel:`New` to :doc:`create a new
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appointment type <../appointments>`. To edit an existing appointment type, click
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:icon:`fa-cog` :guilabel:`Action` at the far-right of the appointment line, to open the drop-down
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menu, then click :icon:`fa-pencil` :guilabel:`Edit`.
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.. image:: create-opps/edit-appointment.png
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:alt: The edit button on an appointment type record.
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On the appointment type record, click the :guilabel:`Options` tab, and tick the :guilabel:`Create
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Opportunities` checkbox.
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.. image:: create-opps/options-tab.png
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:alt: The options tab on an appointment type form.
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Add questions
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-------------
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The :guilabel:`Questions` tab allows users to :ref:`add questions <appointments/questions>` to the
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appointment booking page. When customers are booking an appointment slot, they are prompted to
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answer these questions. The information provided by customers is available in the :ref:`new
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opportunity <appointments/new-opp>`. Adding questions to the appointment type is optional. However,
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the additional information captured by the questions can be useful later in the sales pipeline.
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.. example::
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A furniture company creates a new appointment type for sales demos. Customers reserve time with
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salespeople to discuss their furniture and design needs. However, because the time is limited to
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only thirty minute increments, salespeople do not have the time to show all of the available
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furniture styles in every call. They add questions to the appointment type to prompt customers to
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provide additional information about the products and services they are interested in. Not only
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does this help when preparing for the demo, it also provides clarity further along in the sales
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process.
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.. image:: create-opps/custom-questions.png
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:alt: An appointment booking form with custom questions.
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.. _appointments/new-opp:
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Viewing the new opportunity
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===========================
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To view opportunities created from appointments, navigate to the :menuselection:`CRM` app dashboard.
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If necessary, remove any filters from the search bar. Then, click the Kanban card for the
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appropriate opportunity to open it.
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The contact information from the appointment is added to the opportunity record. The answers the
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customer provided to the optional questions are included in the :guilabel:`Internal Notes` tab. The
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scheduled appointment is listed in the *Chatter* of the record, and can be edited from there.
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.. image:: create-opps/opp-chatter.png
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:alt: The chatter of an opportunity in the CRM with the scheduled appointment information.
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.. note::
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If an opportunity is created from a :ref:`resource based <appointments/resources>` appointment
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type, the user who created the appointment type is listed as the :guilabel:`Salesperson` for the
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opportunity. If it is created from a user based appointment, the user the appointment is
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scheduled with is assigned as the :guilabel:`Salesperson`.

‎content/applications/productivity/appointments/create-opps/custom-questions.png

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‎content/applications/productivity/appointments/create-opps/edit-appointment.png

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‎content/applications/productivity/appointments/create-opps/opp-chatter.png

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‎content/applications/productivity/appointments/create-opps/options-tab.png

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