[IMP] CRM: Convert leads to opps

closes odoo/documentation#8545

X-original-commit: 63636d0518
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>

content/applications/sales/crm/acquire_leads/convert.rst

@@ -2,8 +2,8 @@
 Convert leads into opportunities
 ================================
 
-*Leads* act as qualifying steps before an opportunity is created. This provides additional time
-before a potential opportunity is assigned to a sales person.
+*Leads* act as a qualifying step before an opportunity is created. This provides additional time to
+review its potential, and gauge its viability, before the opportunity is assigned to a salesperson.
 
 Configuration
 =============
@@ -15,8 +15,8 @@ and check the box labeled, :guilabel:`Leads`. Then, click :guilabel:`Save`.
    :align: center
    :alt: Leads setting on CRM configuration page.
 
-Activating this feature adds a new menu, :guilabel:`Leads`, to the header menu bar at the top of the
-screen.
+Activating this feature adds a new menu option, :guilabel:`Leads`, to the header bar, located along
+the top of the screen.
 
 .. image:: convert/convert-leads-leads-menu.png
    :align: center
@@ -24,8 +24,9 @@ screen.
 
 Once the *Leads* setting has been activated, it applies to all sales teams by default. To turn off
 leads for a specific team, navigate to :menuselection:`CRM app --> Configuration --> Sales Teams`.
-Then, select a team from the list to open the record, and uncheck the :guilabel:`Leads` box. Once
-done, click :guilabel:`Save`.
+Then, select a team from the list to open that team's configuration page. Clear the
+:guilabel:`Leads` checkbox, located beneath the :guilabel:`Sales Team` field, then click
+:guilabel:`Save`.
 
 .. image:: convert/convert-leads-leads-button.png
    :align: center
@@ -34,27 +35,41 @@ done, click :guilabel:`Save`.
 Convert a lead into an opportunity
 ==================================
 
-To convert a lead into an *opportunity*, navigate to :menuselection:`CRM --> Leads`, and click on a
-:guilabel:`Lead` from the list to open it.
+To convert a lead into an *opportunity*, navigate to :menuselection:`CRM app --> Leads`, and click
+on a lead from the list to open it.
 
-In the upper-left corner of the screen, click the :guilabel:`Convert to Opportunity` button, which
-opens a :guilabel:`Convert to opportunity` pop-up window.
+.. warning::
+   If a :guilabel:`Similar Leads` smart button appears at the top of the page for the lead, it
+   indicates a similar lead or opportunity already exists in the database. Before converting this
+   lead, click the smart button to confirm if the lead should be merged.
+
+   .. image:: convert/similar-leads-smart-button.png
+      :align: center
+      :alt: Close up of a lead with emphasis on the Similar Leads smart button.
+
+Click the :guilabel:`Convert to Opportunity` button, located at the top-left of the page.
 
 .. image:: convert/convert-leads-convert-opp-button.png
    :align: center
    :alt: Create opportunity button on a lead record.
 
-On the :guilabel:`Convert to opportunity` pop-up window, in the :guilabel:`Conversion action` field,
-select the :guilabel:`Convert to opportunity` option.
+This opens a :guilabel:`Convert to opportunity` pop-up modal. Here, in the :guilabel:`Conversion
+Action` field, select the :guilabel:`Convert to opportunity` option.
 
 .. note::
-   If a lead, or an opportunity, already exists in the database for this customer, Odoo
-   automatically suggests merging both leads/opportunities. For more information on merging leads
-   and opportunities, see the section on how to :ref:`merge leads
-   <sales/crm/acquire_leads/merge-leads>` below.
+   To merge this lead with an existing similar lead or opportunity, select :guilabel:`Merge with
+   existing opportunities` in the :guilabel:`Conversion Action` field. This generates a list of the
+   similar leads/opportunities to be merged.
+
+   When merging, Odoo gives priority to whichever lead/opportunity was created in the system first,
+   merging the information into the first created lead/opportunity. However, if a lead and an
+   opportunity are being merged, the resulting record is referred to as an opportunity, regardless
+   of which record was created first.
 
 Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which the opportunity should
-be assigned.
+be assigned. Neither field is required, though if a selection is made in the :guilabel:`Salesperson`
+field, the :guilabel:`Sales Team` field is populated automatically, based on the salesperson's team
+assignments.
 
 If the lead has already been assigned to a salesperson or a team, these fields automatically
 populate with that information.
@@ -65,57 +80,18 @@ populate with that information.
 
 Under the :guilabel:`Customer` heading, choose from the following options:
 
-- :guilabel:`Create a new customer`: Choose this option to use the information in the lead to create
-  a new customer.
-- :guilabel:`Link to an existing customer`: Choose this option, then select a customer from the
-  resulting drop-down menu, to link this opportunity to the existing customer record.
-- :guilabel:`Do not link to a customer`: Choose this option to convert the lead, but not link it to
+- :guilabel:`Create a new customer`: choose this option to use the information in the lead to create
+  a new customer record.
+- :guilabel:`Link to an existing customer`: choose this option, then select a customer from the
+  resulting drop-down menu, to link this opportunity to an existing customer record.
+- :guilabel:`Do not link to a customer`: choose this option to convert the lead, but not link it to
   a new or existing customer.
 
 Lastly, when all configurations are complete, click :guilabel:`Create Opportunity`.
 
-.. _sales/crm/acquire_leads/merge-leads:
-
-Merge leads and opportunities
-=============================
-
-Odoo automatically detects similar leads and opportunities by comparing the email addresses of the
-associated contacts. If a similar lead/opportunity is found, a :guilabel:`Similar Lead` smart button
-appears at the top of the lead/opportunity record.
-
-.. image:: convert/convert-leads-similar-leads.png
-   :align: center
-   :alt: Similar leads smart button.
-
-To compare the details of the similar leads/opportunities, click the :guilabel:`Similar Leads`
-button. This opens a kanban view with only the similar leads/opportunities. Click into each card to
-view the details for each lead/opportunity, and confirm if they should be merged.
-
-.. important::
-   When merging, Odoo gives priority to whichever lead/opportunity was created in the system first,
-   merging the information into the first created lead/opportunity. However, if a lead and an
-   opportunity are being merged, the resulting record is referred to as an opportunity, regardless
-   of which record was created first.
-
-After confirming that the leads/opportunities should be merged, return to the kanban view using
-breadcrumbs, or by clicking the :guilabel:`Similar Lead` smart button. Click the :guilabel:`☰
-(three vertical lines)` icon to change to list view.
-
-Check the box on the left of the page for the leads/opportunities to be merged. Then, click the
-:guilabel:`Action ⚙️ (gear)` icon at the top of the page, to reveal a drop-down menu. From that
-drop-down menu, select the :guilabel:`Merge` option to merge the selected opportunities (or leads).
-
-When :guilabel:`Merge` is selected from the :guilabel:`Action ⚙️ (gear)` drop-down menu, a
-:guilabel:`Merge` pop-up window appears. In that pop-up window, decide to :guilabel:`Assign
-opportunities to` a :guilabel:`Salesperson` and/or :guilabel:`Sales Team`.
-
-Below those fields, the leads/opportunities to merge are listed, along with their related
-information. To merge those selected leads/opportunities, click :guilabel:`Merge`.
+To view the newly created opportunity, navigate to :menuselection:`CRM app --> My Pipeline`.
 
 .. note::
-   When merging opportunities, no information is lost. Data from the other opportunity is logged in
-   the chatter, and the information fields, for reference.
+   Some filters may need to be removed from the :guilabel:`Search...` bar on the top
+   :guilabel:`Pipeline` page to view all opportunities.
 
-.. image:: convert/convert-leads-merge.png
-   :align: center
-   :alt: Merge option from action menu in list view.