[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>
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jero-odoo 2024-04-01 15:13:10 -04:00 committed by Sam Lieber (sali)
parent d805a742ab
commit 0227f484f2
9 changed files with 40 additions and 64 deletions

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@ -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.

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