[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)

crm.rst

@@ -7,8 +7,8 @@ CRM
 .. toctree::
    :titlesonly:
 
-   crm/overview
+   crm/pipeline
-   crm/salesteam
+   crm/acquire_leads
-   crm/leads
+   crm/track_leads
-   crm/reporting
+   crm/performance
-   crm/calendar
+   crm/optimize

crm/acquire_leads.rst

@@ -0,0 +1,11 @@
+=============
+Acquire Leads
+=============
+
+.. toctree::
+   :titlesonly:
+
+   acquire_leads/convert
+   acquire_leads/generate_from_email
+   acquire_leads/generate_from_website
+   acquire_leads/send_quotes

crm/acquire_leads/convert.rst

@@ -0,0 +1,40 @@
+================================
+Convert leads into opportunities
+================================
+
+The system can generate leads instead of opportunities, in order to add
+a qualification step before converting a *Lead* into an
+*Opportunity* and assigning to the right sales people. You can
+activate this mode from the CRM Settings. It applies to all your sales
+channels by default. But you can make it specific for specific channels
+from their configuration form.
+
+Configuration
+=============
+
+For this feature to work, go to :menuselection:`CRM --> Configuration --> Settings`
+and activate the *Leads* feature.
+
+.. image:: media/convert01.png
+    :align: center
+
+You will now have a new submenu *Leads* under *Pipeline* where they
+will aggregate.
+
+.. image:: media/convert02.png
+    :align: center
+
+Convert a lead into an opportunity
+==================================
+
+When you click on a *Lead* you will have the option to convert it to
+an opportunity and decide if it should still be assigned to the same
+channel/person and if you need to create a new customer.
+
+.. image:: media/convert03.png
+    :align: center
+
+If you already have an opportunity with that customer Odoo will
+automatically offer you to merge with that opportunity. In the same
+manner, Odoo will automatically offer you to link to an existing
+customer if that customer already exists.

crm/acquire_leads/generate_from_email.rst

@@ -0,0 +1,20 @@
+========================================
+Generate leads/opportunities from emails
+========================================
+
+Automating the lead/opportunity generation will considerably improve
+your efficiency. By default, any email sent to
+*sales@database\_domain.ext* will create an opportunity in the
+pipeline of the default sales channel.
+
+Configure email aliases
+=======================
+
+Each sales channel can have its own email alias, to generate
+leads/opportunities automatically assigned to it. It is useful if you
+manage several sales teams with specific business processes. You will
+find the configuration of sales channels under
+:menuselection:`Configuration --> Sales Channels`.
+
+.. image:: media/generate_from_email01.png
+    :align: center

crm/acquire_leads/generate_from_website.rst

@@ -0,0 +1,78 @@
+===========================================================
+Generate leads/opportunities from your website contact page
+===========================================================
+
+Automating the lead/opportunity generation will considerably improve
+your efficiency. Any visitor using the contact form on your website will
+create a lead/opportunity in the pipeline.
+
+Use the contact us on your website
+==================================
+
+You should first go to your website app.
+
+|image0|\ |image1|
+
+With the CRM app installed, you benefit from ready-to-use contact form
+on your Odoo website that will generate leads/opportunities
+automatically.
+
+.. image:: media/generate_from_website03.png
+   :align: center
+
+To change to a specific sales channel, go to :menuselection:`Website
+--> Configuration --> Settings` under *Communication* you will find the
+Contact Form info and where to change the *Sales Channel* or
+*Salesperson*.
+
+.. image:: media/generate_from_website04.png
+   :align: center
+
+Create a custom contact form
+============================
+
+You may want to know more from your visitor when they use they want to
+contact you. You will then need to build a custom contact form on your
+website. Those contact forms can generate multiple types of records in
+the system (emails, leads/opportunities, project tasks, helpdesk
+tickets, etc...)
+
+Configuration
+=============
+
+You will need to install the free *Form Builder* module. Only
+available in Odoo Enterprise.
+
+.. image:: media/generate_from_website05.png
+   :align: center
+
+Create a custom contact form
+----------------------------
+
+From any page you want your contact form to be in, in edit mode, drag
+the form builder in the page and you will be able to add all the fields
+you wish.
+
+.. image:: media/generate_from_website06.png
+   :align: center
+
+By default any new contact form will send an email, you can switch to
+lead/opportunity generation in *Change Form Parameters*.
+
+.. note::
+   If the same visitors uses the contact form twice, the second
+   information will be added to the first lead/opportunity in the chatter.
+
+Generate leads instead of opportunities
+=======================================
+
+When using a contact form, it is advised to use a qualification step
+before assigning to the right sales people. To do so, activate *Leads*
+in CRM settings and refer to :doc:`convert`.
+
+.. |image0| image:: ./media/generate_from_website01.png
+   :width: 1.04401in
+   :height: 1.16146in
+.. |image1| image:: ./media/generate_from_website02.png
+   :width: 1.43229in
+   :height: 1.16244in

crm/acquire_leads/send_quotes.rst

@@ -0,0 +1,35 @@
+===============
+Send quotations
+===============
+
+When you qualified one of your lead into an opportunity you will most
+likely need to them send a quotation. You can directly do this in the
+CRM App with Odoo.
+
+.. image:: media/send_quotes01.png
+    :align: center
+
+Create a new quotation
+======================
+
+By clicking on any opportunity or lead, you will see a *New Quotation*
+button, it will bring you into a new menu where you can manage your
+quote.
+
+.. image:: media/send_quotes02.png
+    :align: center
+
+You will find all your quotes to that specific opportunity under the
+*Quotations* menu on that page.
+
+.. image:: media/send_quotes03.png
+    :align: center
+
+Mark them won/lost
+==================
+
+Now you will need to mark your opportunity as won or lost to move the
+process along.
+
+If you mark them as won, they will move to your *Won* column in your
+Kanban view. If you however mark them as *Lost* they will be archived.

crm/calendar.rst

@@ -1,8 +0,0 @@
-========
-Calendar
-========
-
-.. toctree::
-   :titlesonly:
-
-   calendar/google_calendar_credentials

crm/leads.rst

@@ -1,10 +0,0 @@
-=====
-Leads
-=====
-
-.. toctree::
-   :titlesonly:
-
-   leads/generate
-   leads/manage
-   leads/voip

crm/leads/generate.rst

@@ -1,11 +0,0 @@
-==============
-Generate leads
-==============
-
-.. toctree::
-   :titlesonly:
-
-   generate/manual
-   generate/import
-   generate/emails
-   generate/website

crm/leads/generate/emails.rst

@@ -1,69 +0,0 @@
-===========================================
-How to generate leads from incoming emails?
-===========================================
-
-There are several ways for your company to :doc:`generate leads with Odoo CRM <manual>`.
-One of them is using your company's generic email address as a trigger
-to create a new lead in the system. In Odoo, each one of your sales
-teams is linked to its own email address from which prospects can reach
-them. For example, if the personal email address of your Direct team is
-**direct@mycompany.example.com**, every email sent will automatically create a new
-opportunity into the sales team.
-
-Configuration
-=============
-
-The first thing you need to do is to configure your **outgoing email
-servers** and **incoming email gateway** from the :menuselection:`Settings module --> General Settings`.
-
-Then set up your alias domain from the field shown here below and
-click on **Apply**.
-
-.. image:: ./media/emails01.jpg
-   :align: center
-
-Set up team alias
-=================
-
-Go on the Sales module and click on **Dashboard**. You will see that the
-activation of your domain alias has generated a default email alias for
-your existing sales teams.
-
-.. image:: ./media/emails02.jpg
-   :align: center
-
-You can easily personalize your sales teams aliases. Click on the More
-button from the sales team of your choice, then on **Settings** to access
-the sales team form. Into the **Email Alias** field, enter your email
-alias and click on **Save**. Make sure to allow receiving emails from
-everyone.
-
-From there, each email sent to this email address will generate a new
-lead into the related sales team.
-
-.. image:: ./media/emails03.jpg
-   :align: center
-
-Set up catch-all email domain
-=============================
-
-Additionally to your sales team aliases, you can also create a generic
-email alias (e.g. *contact@* or *info@* ) that will also generate a new
-contact in Odoo CRM. Still from the Sales module, go to
-:menuselection:`Configuration --> Settings` and set up your catch-all email domain.
-
-.. tip::
-
-	You can choose whether the contacts generated from your catch-all email
-	become leads or opportunities using the radio buttons that you see on the
-	screenshot here below. Note that, by default, the lead stage is not
-	activated in Odoo CRM.
-
-.. image:: ./media/emails04.jpg
-   :align: center
-
-.. seealso::
-
-	* :doc:`manual`
-	* :doc:`import`
-	* :doc:`website`

crm/leads/generate/import.rst

@@ -1,91 +0,0 @@
-==================================
-How to import contacts to the CRM?
-==================================
-
-In Odoo CRM, you can import a database of potential customers, for
-instance for a cold emailing or cold calling campaign, through a CSV
-file. You may be wondering if the best option is to import your contacts
-as leads or opportunities. It depends on your business specificities and
-workflow:
-
--  Some companies may decide to not use leads, but instead to keep all
-   information directly in an opportunity. For some companies, leads
-   are merely an extra step in the sales process. You could call
-   this extended (start from lead) versus simplified (start from
-   opportunity) customer relationship management.
-
--  Odoo perfectly allows for either one of these approaches to be
-   chosen. If your company handles its sales from a pre
-   qualification step, feel free to activate first the lead stage as
-   described below in order to import your database as leads
-
-Activate the lead stage
-=======================
-
-By default, the lead stage is not activated in Odoo CRM. If you want to
-import your contacts as leads rather than opportunities, go to
-:menuselection:`Configuration --> Settings`, select the option **use leads
-if…** as shown below and click on **Apply**.
-
-.. image:: ./media/import01.jpg
-   :align: center
-
-This activation will create a new submenu :menuselection:`Sales --> Leads`
-from which you will be able to import your contacts from the
-**Import** button (if you want to create a lead manually, :doc:`click here <manual>`)
-
-.. image:: ./media/import02.jpg
-   :align: center
-
-Import your CSV file
-====================
-
-On the new submenu :menuselection:`Sales --> Leads`, click on **Import** and select your
-Excel file to import from the **Choose File** button. Make sure its
-extension is **.csv** and don't forget to set up the correct File format
-options (**Encoding** and **Separator**) to match your local
-settings and display your columns properly.
-
-.. note::
-	If your prospects database is provided in another format than CSV, you can
-	easily convert it to the CSV format using Microsoft Excel, OpenOffice /
-	LibreOffice Calc, Google Docs, etc.
-
-.. image:: ./media/import03.jpg
-   :align: center
-
-Select rows to import
-=====================
-
-Odoo will automatically map the column headers from your CSV file to the
-corresponding fields if you tick *The first row of the file contains the
-label of the column* option. This makes imports easier especially when
-the file has many columns. Of course, you can remap the column headers
-to describe the property you are importing data into (First Name, Last
-Name, Email, etc.).
-
-.. image:: ./media/import04.jpg
-   :align: center
-
-.. tip::
-
-	If you want to import your contacts as opportunities rather than leads, make
-	sure to add the *Type* column to your csv. This column is used to indicate
-	whether your import will be flagged as a Lead (type = Lead) or as an
-	opportunity (type = Opportunity).
-
-Click the **Validate** button if you want to let Odoo verify that
-everything seems okay before importing. Otherwise, you can directly
-click the Import button: the same validations will be done.
-
-.. note::
-
-	For additional technical information on how to import contacts into Odoo CRM,
-	read the **Frequently Asked Questions** section located below the Import tool
-	on the same window.
-
-.. seealso::
-
-	- :doc:`manual`
-	- :doc:`emails`
-	- :doc:`website`

crm/leads/generate/manual.rst

@@ -1,71 +0,0 @@
-======================================
-How to create a contact into Odoo CRM?
-======================================
-
-Odoo CRM allows you to manually add contacts into your pipeline. It can
-be either a lead or an opportunity.
-
-Activate the lead stage
-=======================
-
-By default, the lead stage is not activated in Odoo CRM. To activate it,
-go to :menuselection:`Sales --> Configuration --> Settings`, select the option ""use leads
-if…** as shown below and click on **Apply**.
-
-.. image:: ./media/manual01.jpg
-	:align: center
-
-This activation will create a new submenu **Leads** under
-**Sales** that gives you access to a list of all your leads from
-which you will be able to create a new contact.
-
-.. image:: ./media/manual02.jpg
-	:align: center
-
-Create a new lead
-=================
-
-Go to :menuselection:`Sales --> Leads` and click the **Create** button.
-
-.. image:: ./media/manual03.jpg
-	:align: center
-
-From the contact form, provide all the details in your possession
-(contact name, email, phone, address, etc.) as well as some additional
-information in the **Internal notes** field.
-
-.. note::
-
-	your lead can be directly handed over to specific sales team and salesperson
-	by clicking on **Convert to Opportunity** on the upper left corner of the screen.
-
-Create a new opportunity
-========================
-
-You can also directly add a contact into a specific sales team without
-having to convert the lead first. On the Sales module, go to your
-dashboard and click on the **Pipeline** button of the desired sales
-team. If you don't have any sales team yet, :doc:`you need to create one first <../../salesteam/setup/create_team>`.
-Then, click on **Create** and fill in the contact details as shown here
-above. By default, the newly created opportunity will appear on the
-first stage of your sales pipeline.
-
-Another way to create an opportunity is by adding it directly on a
-specific stage. For example, if you have have spoken to Mr. Smith at a
-meeting and you want to send him a quotation right away, you can add his
-contact details on the fly directly into the **Proposition** stage. From
-the Kanban view of your sales team, just click on the **+** icon
-at the right of your stage to create the contact. The new opportunity
-will then pop up into the corresponding stage and you can then fill in
-the contact details by clicking on it.
-
-.. image:: ./media/manual04.png
-	:align: center
-
-.. seealso::
-
-	* :doc:`import`
-
-	* :doc:`emails`
-
-	* :doc:`website`

crm/leads/generate/website.rst

@@ -1,196 +0,0 @@
-======================================
-How to generate leads from my website?
-======================================
-
-Your website should be your company's first lead generation tool. With
-your website being the central hub of your online marketing campaigns,
-you will naturally drive qualified traffic to feed your pipeline. When a
-prospect lands on your website, your objective is to capture his
-information in order to be able to stay in touch with him and to push
-him further down the sales funnel.
-
-This is how a typical online lead generation process work :
-
--  Your website visitor clicks on a call-to action (CTA) from one of
-   your marketing materials (e.g. an email newsletter, a social
-   media message or a blog post)
-
--  The CTA leads your visitor to a landing page including a form used to
-   collect his personal information (e.g. his name, his email
-   address, his phone number)
-
--  The visitor submits the form and automatically generates a lead into
-   Odoo CRM
-
-.. tip::
-
-	Your calls-to-action, landing pages and forms are the key pieces of the lead
-	generation process. With Odoo Website, you can easily create and optimize
-	those critical elements without having to code or to use third-party
-	applications. Learn more `here <https://www.odoo.com/page/website-builder>`__.
-
-In Odoo, the Website and CRM modules are fully integrated, meaning that
-you can easily generate leads from various ways through your website.
-However, even if you are hosting your website on another CMS, it is
-still possible to fill Odoo CRM with leads generated from your website.
-
-Activate the lead stage
-=======================
-
-By default, the lead stage is not activated in Odoo CRM. Therefore, new
-leads automatically become opportunities. You can easily activate the
-option of adding the lead step. If you want to import your contacts as
-leads rather than opportunities, from the Sales module go to
-:menuselection:`Configuration --> Settings`, select the option **use leads
-if…** as shown below and click on **Apply**.
-
-.. image:: ./media/website01.jpg
-   :align: center
-
-Note that even without activating this step, the information that
-follows is still applicable - the lead generated will land in the
-opportunities dashboard.
-
-From an Odoo Website
-====================
-
-Let's assume that you want to get as much information as possible about
-your website visitors. But how could you make sure that every person who
-wants to know more about your company's products and services is
-actually leaving his information somewhere? Thanks to Odoo's integration
-between its CRM and Website modules, you can easily automate your lead
-acquisition process thanks to the **contact form** and the **form builder**
-modules
-
-.. note::
-
-	another great way to generate leads from your Odoo Website is by collecting
-	your visitors email addresses thanks to the Newsletter or Newsletter Popup
-	CTAs. These snippets will create new contacts in your Email Marketing's
-	mailing list. Learn more `here <https://www.odoo.com/page/email-marketing>`__.
-
-Configuration
--------------
-
-Start by installing the Website builder module. From the main dashboard,
-click on **Apps**, enter "**Website**" in the search bar and click on **Install**.
-You will be automatically redirected to the web interface.
-
-.. image:: ./media/website02.png
-   :align: center
-
-.. tip::
-
-	A tutorial popup will appear on your screen if this is the first time you
-	use Odoo Website. It will help you get started with the tool and you'll be
-	able to use it in minutes. Therefore, we strongly recommend you to use it.
-
-Create a lead by using the Contact Form module
-----------------------------------------------
-
-You can effortlessly generate leads via a contact form on your **Contact
-us** page. To do so, you first need to install the Contact Form module.
-It will add a contact form in your **Contact us** page and automatically
-generate a lead from forms submissions.
-
-To install it, go back to the backend using the square icon on the
-upper-left corner of your screen. Then, click on **Apps**, enter
-"**Contact Form**" in the search bar (don't forget to remove the **Apps** tag
-otherwise you will not see the module appearing) and click on **Install**.
-
-.. image:: ./media/website03.png
-   :align: center
-
-Once the module is installed, the below contact form will be integrated
-to your "Contact us" page. This form is linked to Odoo CRM, meaning that
-all data entered through the form will be captured by the CRM and will
-create a new lead.
-
-.. image:: ./media/website04.jpg
-   :align: center
-
-Every lead created through the contact form is accessible in the Sales
-module, by clicking on :menuselection:`Sales --> Leads`. The name of the lead corresponds
-to the "Subject" field on the contact form and all the other information
-is stored in the corresponding fields within the CRM. As a salesperson,
-you can add additional information, convert the lead into an opportunity
-or even directly mark it as Won or Lost.
-
-.. image:: ./media/website05.jpg
-   :align: center
-
-Create a lead using the Form builder module
--------------------------------------------
-
-You can create fully-editable custom forms on any landing page on your
-website with the Form Builder snippet. As for the Contact Form module,
-the Form Builder will automatically generate a lead after the visitor
-has completed the form and clicked on the button **Send**.
-
-From the backend, go to Settings and install the
-"**Website Form Builder**" module (don't forget to remove the **Apps** tag
-otherwise you will not see the modules appearing). Then, back on the
-website, go to your desired landing page and click on Edit to access
-the available snippets. The Form Builder snippet lays under the
-**Feature** section.
-
-.. image:: ./media/website06.png
-   :align: center
-
-As soon as you have dropped the snippet where you want the form to
-appear on your page, a **Form Parameters** window will pop up. From the
-**Action** drop-down list, select **Create a lead** to automatically
-create a lead in Odoo CRM. On the **Thank You** field, select the URL of
-the page you want to redirect your visitor after the form being
-submitted (if you don't add any URL, the message "The form has been
-sent successfully" will confirm the submission).
-
-.. image:: ./media/website07.png
-   :align: center
-
-You can then start creating your custom form. To add new fields, click
-on **Select container block** and then on the blue **Customize** button. 3
-options will appear:
-
-.. image:: ./media/website08.png
-   :align: center
-
-- **Change Form Parameters**: allows you to go back to the Form
-  Parameters and change the configuration
-
-- **Add a model field**: allows you to add a field already existing in
-  Odoo CRM from a drop-down list. For example, if you select the
-  Field *Country*, the value entered by the lead will appear under
-  the *Country* field in the CRM - even if you change the name of
-  the field on the form.
-
-- **Add a custom field**: allows you to add extra fields that don't exist
-  by default in Odoo CRM. The values entered will be added under
-  "Notes" within the CRM. You can create any field type : checkbox,
-  radio button, text, decimal number, etc.
-
-Any submitted form will create a lead in the backend.
-
-From another CMS 
-=================
-
-If you use Odoo CRM but not Odoo Website, you can still automate your
-online lead generation process using email gateways by editing the
-"Submit" button of any form and replacing the hyperlink by a mailto
-corresponding to your email alias (learn how to create your sales alias
-:doc:`here <emails>`).
-
-For example if the alias of your company is
-**salesEMEA@mycompany.com**, add
-``mailto:salesEMEA@mycompany.com``
-into the regular hyperlink code (CTRL+K) to generate a lead into the
-related sales team in Odoo CRM.
-
-.. image:: ./media/website09.png
-   :align: center
-
-.. seealso::
-
-	- :doc:`manual`
-	- :doc:`import`
-	- :doc:`emails`

crm/leads/manage.rst

@@ -1,9 +0,0 @@
-============
-Manage leads
-============
-
-.. toctree::
-   :titlesonly:
-
-   manage/automatic_assignation
-   manage/lead_scoring

crm/leads/manage/automatic_assignation.rst

@@ -1,100 +0,0 @@
-================================================================
-Automate lead assignation to specific sales teams or salespeople
-================================================================
-
-Depending on your business workflow and needs, you may need to dispatch
-your incoming leads to different sales team or even to specific
-salespeople. Here are a few example:
-
-- Your company has several offices based on different geographical
-  regions. You will want to assign leads based on the region;
-
-- One of your sales teams is dedicated to treat opportunities from
-  large companies while another one is specialized for SMEs. You
-  will want to assign leads based on the company size;
-
-- One of your sales representatives is the only one to speak foreign
-  languages while the rest of the team speaks English only.
-  Therefore you will want to assign to that person all the leads
-  from non-native English-speaking countries.
-
-As you can imagine, manually assigning new leads to specific individuals
-can be tedious and time consuming - especially if your company generates
-a high volume of leads every day. Fortunately, Odoo CRM allows you to
-automate the process of lead assignation based on specific criteria such
-as location, interests, company size, etc. With specific workflows and
-precise rules, you will be able to distribute all your opportunities
-automatically to the right sales teams and/or salesman.
-
-Configuration
-=============
-
-If you have just started with Odoo CRM and haven't set up your sales
-team nor registered your salespeople, :doc:`read this documentation first <../../overview/started/setup>`.
-
-.. note::
-    You have to install the module **Lead Scoring**. Go to 
-    :menuselection:`Apps` and install it if it's not the case already.
-
-Define rules for a sales team
-=============================
-
-From the sales module, go to your dashboard and click on the **More**
-button of the desired sales team, then on **Settings**. If you don't
-have any sales team yet, :doc:`you need to create one first <../../salesteam/setup/create_team>`.
-
-.. image:: ./media/automatic01.jpg
-   :align: center
-
-
-On your sales team menu, use in the **Domain** field a specific domain
-rule (for technical details on the domain refer on the
-`Building a Module tutorial <https://www.odoo.com/documentation/11.0/howtos/backend.html#domains>`__
-or `Syntax reference guide <https://www.odoo.com/documentation/11.0/reference/orm.html#reference-orm-domains>`__)
-which will allow only the leads matching the team domain.
-
-For example, if you want your *Direct Sales* team to only receive leads
-coming from United States and Canada, your domain will be as following :
-
-``[[country_id, 'in', ['United States', 'Canada']]]``
-
-.. image:: ./media/automatic02.jpg
-   :align: center
-
-.. note::
-
-	you can also base your automatic assignment on the score attributed to your
-	leads. For example, we can imagine that you want all the leads with a score
-	under 100 to be assigned to a sales team trained for lighter projects and
-	the leads over 100 to a more experienced sales team. Read more on :doc:`how to score leads here <lead_scoring>`.
-
-Define rules for a salesperson
-==============================
-
-You can go one step further in your assignment rules and decide to
-assign leads within a sales team to a specific salesperson. For example,
-if I want Toni Buchanan from the *Direct Sales* team to receive only
-leads coming from Canada, I can create a rule that will automatically
-assign him leads from that country.
-
-Still from the sales team menu (see here above), click on the
-salesperson of your choice under the assignment submenu. Then, enter
-your rule in the *Domain* field.
-
-.. image:: ./media/automatic03.jpg
-   :align: center
-
-.. note::
-
-	In Odoo, a lead is always assigned to a sales team before to be assigned to
-	a salesperson. Therefore, you need to make sure that the assignment rule of
-	your salesperson is a child of the assignment rule of the sales team.
-
-.. seealso::
-
-	* :doc:`../../overview/started/setup`
-
-	.. todo:: * How to assign sales activities into multiple sales teams?
-
-	.. todo:: * How to make sure my salespeople work on the most promising leads?
-

crm/leads/manage/lead_scoring.rst

@@ -1,110 +0,0 @@
-=================================
-How to do efficient Lead Scoring?
-=================================
-
-Odoo's Lead Scoring module allows you to give a score to your leads
-based on specific criteria - the higher the value, the more likely the
-prospect is "ready for sales". Therefore, the best leads are
-automatically assigned to your salespeople so their pipe are not
-polluted with poor-quality opportunities.
-
-.. note::
-    Lead scoring is a critical component of an effective lead 
-    management strategy. By helping your sales representative 
-    determine which leads to engage with in order of priority, 
-    you will increase their overall conversion rate and your 
-    sales team's efficiency.
-
-Configuration
-=============
-
-Install the Lead Scoring module
--------------------------------
-
-Start by installing the **Lead Scoring** module.
-
-Once the module is installed, you should see a new menu 
-:menuselection:`Sales --> Leads Management --> Scoring Rules`
-
-.. image:: media/lead_scoring02.png
-   :align: center
-
-Create scoring rules
---------------------
-
-Leads scoring allows you to assign a positive or negative score to your
-prospects based on any demographic or behavioral criteria that you have
-set (country or origin, pages visited, type of industry, role, etc.). To
-do so you'll first need to create rules that will assign a score to a
-given criteria.
-
-
-.. tip::
-    In order to assign the right score to your various rules, you can use these two methods:
-
-    -  Establish a list of assets that your ideal customer might possess to interest your company. 
-       For example, if you run a local business in California, a prospect coming from 
-       San Francisco should have a higher score than a prospect coming from New York.
-
-    -  Dig into your data to uncover characteristics shared by your closed opportunities 
-       and most important clients.
-
-    Please note that this is not an exact science, so you'll need time 
-    and feedback from your sales teams to adapt and fine tune your rules 
-    until getting the desired result.
-
-In the **Scoring Rules** menu, click on **Create** to write your first rule.
-
-.. image:: media/lead_scoring01.png
-   :align: center
-
-First name your rule, then enter a value and a domain (refer on the
-`official python documentation <https://docs.python.org/2/tutorial/>`__
-for more information). For example, if you want to assign 8 points to all the
-leads coming from **Belgium**, you'll need to give ``8`` as a **value** and
-``[['country\_id',=,'Belgium']]`` as a domain.
-
-.. tip::
-    Here are some criteria you can use to build a scoring rule :
-
-    -  country of origin : ``'country_id'``
-
-    -  stage in the sales cycle : ``'stage_id'``
-
-    -  email address (e.g. if you want to score the professional email addresses) : ``'email_from'``
-
-    -  page visited : ``'score_pageview_ids.url'``
-
-    -  name of a marketing campaign : ``'campaign_id'``
-
-After having activated your rules, Odoo will give a value to all your
-new incoming leads. This value can be found directly on your lead's form
-view.
-
-.. image:: media/lead_scoring04.png
-   :align: center
-
-Assign high scoring leads to your sales teams
-=============================================
-
-The next step is now to automatically convert your best leads into
-opportunities. In order to do so, you need to decide what is the minimum
-score a lead should have to be handed over to a given sales team. Go to
-your **sales dashboard** and click on the **More** button of your desired sales
-team, then on **Settings**. Enter your value under the **Minimum score**
-field.
-
-.. image:: media/lead_scoring03.png
-   :align: center
-
-From the example above, the **Direct Sales** team will only receive
-opportunities with a minimum score of ``50``. The prospects with a lower
-score can either stay in the lead stage or be assigned to another sales
-team which has set up a different minimum score.
-
-.. tip::
-    Organize a meeting between your **Marketing** and **Sales** teams in order 
-    to align your objectives and agree on what minimum score makes a sales-ready lead.
-
-.. seealso::
-    * :doc:`automatic_assignation`

crm/leads/voip.rst

@@ -1,9 +0,0 @@
-=========
-Odoo VOIP
-=========
-
-.. toctree::
-   :titlesonly:
-
-   voip/setup
-   voip/onsip

crm/optimize.rst

@@ -0,0 +1,10 @@
+=============================
+Optimize your Day-to-Day work
+=============================
+
+.. toctree::
+   :titlesonly:
+
+   optimize/google_calendar_credentials
+   optimize/onsip
+   optimize/setup

crm/optimize/google_calendar_credentials.rst

@@ -1,6 +1,6 @@
-==========================================================
+=====================================
-How to synchronize your Odoo Calendar with Google Calendar
+Synchronize Google Calendar with Odoo
-==========================================================
+=====================================
 
 Odoo is perfectly integrated with Google Calendar so that you 
 can see & manage your meetings from both platforms 

crm/optimize/onsip.rst

@@ -1,6 +1,6 @@
-===================
+====================================
-OnSIP Configuration
+Use VOIP services in Odoo with OnSIP
-===================
+====================================
 
 Introduction
 ============

crm/optimize/setup.rst

@@ -1,6 +1,6 @@
-======================
+============================================
-Installation and Setup
+Configure your VOIP Asterisk server for Odoo
-======================
+============================================
 
 Installing Asterisk server
 ==========================

crm/overview.rst

@@ -1,10 +0,0 @@
-========
-Overview
-========
-
-.. toctree::
-   :titlesonly:
-
-   overview/started
-   overview/process
-   overview/main_concepts

crm/overview/main_concepts.rst

@@ -1,9 +0,0 @@
-==============
-Main Concepts
-==============
-
-.. toctree::
-   :titlesonly:
-
-   main_concepts/introduction
-   main_concepts/terminologies

crm/overview/main_concepts/introduction.rst

@@ -1,115 +0,0 @@
-========================
-Introduction to Odoo CRM
-========================
-
-.. youtube:: fgdz8MH2YHY
-    :align: right
-    :width: 700
-    :height: 394
-
-Transcript
-==========
-
-Hi, my name is Nicholas, I'm a business manager in the 
-textile industry. I sell accessories to retailers. Do you 
-know the difference between a good salesperson and an 
-excellent salesperson? The key is to be productive and 
-organized to do the job. That's where Odoo comes in. Thanks 
-to a well structured organization you'll change a good 
-team into an exceptional team. 
-
-With Odoo CRM, the job is much easier for me and my entire 
-team. When I log in into Odoo CRM, I have a direct overview 
-of my ongoing performance. But also the activity of the next 
-7 days and the performance of the last month. I see that I 
-overachieved last month when compared to my invoicing target 
-of $200,000. I have a structured approach of my performance. 
-
-If I want to have a deeper look into the details, I click 
-on next actions and I can see that today I have planned a 
-call with Think Big Systems. Once I have done my daily 
-review, I usually go to my pipeline. The process is the 
-same for everyone in the team. Our job is to find resellers 
-and before closing any deal we have to go through different 
-stages. We usually have a first contact to qualify the 
-opportunity, then move into offer & negotiation stage, and 
-closing by a 'won'..Well, that's if all goes well.
-
-The user interface is really smooth, I can drag and drop 
-any business opportunity from one stage to another in just 
-a few clicks. 
-
-Now I'd like to go further with an interesting contact: 
-a department store. I highlighted their file by changing 
-the color. For each contact, I have a form view where I can 
-access to all necessary information about the contact. I see 
-here my opportunity Macy's has an estimated revenue of $50,000 
-and a success rate of 10%. I need to discuss about this 
-partnership, so I will schedule a meeting straight from the 
-contact form: Macy's partnership meeting. It's super easy 
-to create a new meeting with any contact. I can as well send 
-an email straight from the opportunity form and the answer 
-from the prospect will simply pop up in the system too. Now, 
-let's assume that the meeting took place, therefore I can 
-mark it as done. And the system automatically suggests a 
-next activity. Actually, we configured Odoo with a set of 
-typical activities we follow for every opportunity, and it's 
-great to have a thorough followup. The next activity will 
-be a follow-up email. Browsing from one screen to the other 
-is really simple and adapting to the view too! I can see my 
-opportunitities as a to-do list of next activities for example.
-
-With Odoo CRM I have a sales management tool that is really 
-efficient and me and my team can be well organized. I have 
-a clear overview of my sales pipeline, meetings, revenues, 
-and more.
-
-I go back to my pipeline. Macy's got qualified successfully, 
-which mean I can move their file to the next step and I will 
-dapt the expected revenue as discussed. Once I have performed 
-the qualification process, I will create a new quotation 
-based on the feedback I received from my contact. For my 
-existing customers, I can as well quickly discover the activity 
-around them for any Odoo module I use, and continue to 
-discuss about them. It's that simple.
-
-We have seen how I can manage my daily job as business 
-manager or salesperson. At the end of the journey I would 
-like to have a concrete view of my customer relationships
-and expected revenues. If I go into the reports in Odoo 
-CRM, I have the possibility to know exactly what's the 
-evolution of the leads over the past months, or have a look 
-at the potential revenues and the performance of the 
-different teams in terms of conversions from leads to 
-opportunities for instance. So with Odoo I can have a 
-clear reporting of every activity based on predefined 
-metrics or favorites. I can search for other filters 
-too and adapt the view. If I want to go in the details, 
-I choose the list view and can click on any item
-
-Odoo CRM is not only a powerful tool to achieve our sales 
-goals with structured activities, performance dashboard, 
-next acitivities and more, but also allows me to:
-
--   Use leads to get in the system unqualified but targeted 
-    contacts I may have gathered in a conference or through 
-    a contact form on my website. Those leads can then be 
-    converted into opportunities.
-
--   Manage phone calls from Odoo CRM by using the VoIP app. 
-    Call customers, manage a call queue, log calls, schedule 
-    calls and next actions to perform.
-
--   Integrate with Odoo Sales to create beautiful online or 
-    PDF quotations and turn them into sales orders.
-
--   Use email marketing for marketing campaigns to my customers 
-    and prospects.
-
--   Manage my business seamlessly, even on the go. Indeed, 
-    Odoo offers a mobile app that lets every business 
-    organize key sales activities from leads to quotes.
-
-Odoo CRM is a powerful, yet easy-to-use app. I firstly used 
-the sales planner to clearly state my objectives and set up 
-our CRM. It will help you getting started quickly too.

crm/overview/main_concepts/terminologies.rst

@@ -1,77 +0,0 @@
-======================
-Odoo CRM Terminologies
-======================
-
--  **CRM (Customer relationship management)**: 
-        System for managing a
-        company's interactions with current and future customers. It
-        often involves using technology to organize, automate, and
-        synchronize sales, marketing, customer service, and technical
-        support.
-
--  **Sales cycle** : 
-        Sequence of phases used by a company to convert a
-        prospect into a customer.
-
--  **Pipeline :** 
-        Visual representation of your sales process, from the
-        first contact to the final sale. It refers to the process by
-        which you generate, qualify and close leads through your sales
-        cycle.
-
--  **Sales stage** : 
-        In Odoo CRM, a stage defines where an opportunity
-        is in your sales cycle and its probability to close a sale.
-
--  **Lead :** 
-        Someone who becomes aware of your company or someone who
-        you decide to pursue for a sale, even if they don't know about
-        your company yet.
-
--  **Opportunity :** 
-        A lead that has shown an interest in knowing more
-        about your products/services and therefore has been handed over
-        to a sales representative
-
--  **Customer :** 
-        In Odoo CRM, a customer refers to any contact within
-        your database, whether it is a lead, an opportunity, a client or
-        a company.
-
--  **Key Performance Indicator (KPI)** : 
-        A KPI is a measurable value
-        that demonstrates how effectively a company is achieving key
-        business objectives. Organizations use KPIs to evaluate their
-        success at reaching targets.
-
--  **Lead scoring** : 
-        System assigning a positive or negative score to
-        prospects according to their web activity and personal
-        informations in order to determine whether they are "ready for
-        sales" or not.
-
--  **Kanban view :** 
-        In Odoo, the Kanban view is a workflow
-        visualisation tool halfway between a `list
-        view <https://www.odoo.com/documentation/11.0/reference/views.html#lists>`__
-        and a non-editable `form
-        view <https://www.odoo.com/documentation/11.0/reference/views.html#forms>`__
-        and displaying records as "cards". Records may be grouped in
-        columns for use in workflow visualisation or manipulation (e.g.
-        tasks or work-progress management), or ungrouped (used simply to
-        visualize records).
-
--  **List view :** 
-        View allowing you to see your objects (contacts,
-        companies, tasks, etc.) listed in a table.
-
--  **Lead generation:** 
-        Process by which a company collects relevant
-        datas about potential customers in order to enable a relationship
-        and to push them further down the sales cycle.
-
--  **Campaign:** 
-        Coordinated set of actions sent via various channels to
-        a target audience and whose goal is to generate leads. In Odoo
-        CRM, you can link a lead to the campaign which he comes from in
-        order to measure its efficiency.

crm/overview/process.rst

@@ -1,8 +0,0 @@
-================
-Process Overview
-================
-
-.. toctree::
-   :titlesonly:
-
-   process/generate_leads

crm/overview/process/generate_leads.rst

@@ -1,59 +0,0 @@
-==============================
-Generating leads with Odoo CRM
-==============================
-
-What is lead generation?
-========================
-
-Lead generation is the process by which a company acquires leads and
-collects relevant datas about potential customers in order to enable a
-relationship and to turn them into customers.
-
-For example, a website visitor who fills in your contact form to know
-more about your products and services becomes a lead for your company.
-Typically, a Customer Relationship Management tool such as Odoo CRM is
-used to centralize, track and manage leads.
-
-Why is lead generation important for my business?
-=================================================
-
-Generating a constant flow of high-quality leads is one of the most
-important responsibility of a marketing team. Actually, a well-managed
-lead generation process is like the fuel that will allow your company to
-deliver great performances - leads bring meetings, meetings bring sales,
-sales bring revenue and more work.
-
-How to generate leads with Odoo CRM?
-====================================
-
-Leads can be captured through many sources - marketing campaigns,
-exhibitions and trade shows, external databases, etc. The most common
-challenge is to successfully gather all the data and to track any lead
-activity. Storing leads information in a central place such as Odoo CRM
-will release you of these worries and will help you to better automate
-your lead generation process, share information with your teams and
-analyze your sales processes easily.
-
-Odoo CRM provides you with several methods to generate leads:
-
-* :doc:`../../leads/generate/emails`
-
-  An inquiry email sent to one of your company's generic email addresses
-  can automatically generate a lead or an opportunity.
-
-* :doc:`../../leads/generate/manual`
-
-  You may want to follow up with a prospective customer met briefly at an
-  exhibition who gave you his business card. You can manually create a new
-  lead and enter all the needed information.
-
-* :doc:`../../leads/generate/website`
-
-  A website visitor who fills in a form automatically generates a lead or
-  an opportunity in Odoo CRM.
-
-* :doc:`../../leads/generate/import`
-
-  You can provide your salespeople lists of prospects - for example for a
-  cold emailing or a cold calling campaign - by importing them from any
-  CSV file.

crm/overview/started.rst

@@ -1,8 +0,0 @@
-===============
-Getting started
-===============
-
-.. toctree::
-   :titlesonly:
-
-   started/setup

crm/overview/started/setup.rst

@@ -1,122 +0,0 @@
-======================================================
-How to setup your teams, sales process and objectives?
-======================================================
-
-This quick step-by-step guide will lead you through Odoo CRM and help
-you handle your sales funnel easily and constantly manage your sales
-funnel from lead to customer.
-
-Configuration
-=============
-
-Create your database from `www.odoo.com/start <http://www.odoo.com/start>`__, select the CRM
-icon as first app to install, fill in the form and click on *Create
-now*. You will automatically be directed to the module when the database
-is ready.
-
-.. image:: media/setup01.png
-  :align: center
-
-.. tip::
-
-        You will notice that the installation of the CRM module has created the
-        submodules Chat, Calendar and Contacts. They are mandatory so that every
-        feature of the app is running smoothly.
-
-Introduction to the Sales Planner
-=================================
-
-The Sales Planner is a useful step-by-step guide created to help you
-implement your sales funnel and define your sales objectives easier. We
-strongly recommend you to go through every step of the tool the first
-time you use Odoo CRM and to follow the requirements. Your input are
-strictly personal and intended as a personal guide and mentor into your
-work. As it does not interact with the backend, you are free to adapt
-any detail whenever you feel it is needed.
-
-You can reach the Sales Planner from anywhere within the CRM module by
-clicking on the progress bar located on the upper-right side of your
-screen. It will show you how far you are in the use of the Sales
-Planner.
-
-.. image:: ./media/setup02.png
-   :align: center
-
-Set up your first sales team
-============================
-
-Create a new team
------------------
-
-A Direct Sales team is created by default on your instance. You can
-either use it or create a new one. Refer to the page :doc:`../../salesteam/setup/create_team`
-for more information.
-
-Assign salespeople to your sales team
--------------------------------------
-
-When your sales teams are created, the next step is to link your
-salespeople to their team so they will be able to work on the
-opportunities they are supposed to receive. For example, if within your
-company Tim is selling products and John is selling maintenance
-contracts, they will be assigned to different teams and will only
-receive opportunities that make sense to them.
-
-In Odoo CRM, you can create a new user on the fly and assign it directly
-to a sales team. From the **Dashboard**, click on the button **More** of
-your selected sales team, then on **Settings**. Then, under the
-**Assignation** section, click on **Create** to add a new salesperson to
-the team.
-
-From the **Create: salesman** pop up window (see screenshot below),
-you can assign someone on your team:
-
-- Either your salesperson already exists in the system and you will
-  just need to click on it from the drop-down list and it will be
-  assigned to the team
-- Or you want to assign a new salesperson that doesn't exist into the
-  system yet - you can do it by creating a new user on the fly from
-  the sales team. Just enter the name of your new salesperson and
-  click on Create (see below) to create a new user into the system
-  and directly assign it to your team. The new user will receive an
-  invite email to set his password and log into the system. Refer
-  to :doc:`../../salesteam/manage/create_salesperson`
-  for more information about that process
-
-.. image:: ./media/setup03.png
-   :align: center
-
-Set up your pipeline
---------------------
-
-Now that your sales team is created and your salespeople are linked to
-it, you will need to set up your pipeline -create the process by which
-your team will generate, qualify and close opportunities through your
-sales cycle. Refer to the document :doc:`../../salesteam/setup/organize_pipeline`
-to define the stages of your pipeline.
-
-Set up incoming email to generate opportunities
------------------------------------------------
-
-In Odoo CRM, one way to generate opportunities into your sales team is
-to create a generic email address as a trigger. For example, if the
-personal email address of your Direct team is
-`direct@mycompany.example.com <mailto:direct@mycompany.example.com>`__\, 
-every email sent will automatically create a new opportunity into the
-sales team.
-
-Refer to the page :doc:`../../leads/generate/emails` to set it up.
-
-Automate lead assignation
--------------------------
-
-If your company generates a high volume of leads every day, it could
-be useful to automate the assignation so the system will distribute
-all your opportunities automatically to the right department.
-
-Refer to the document :doc:`../../leads/manage/automatic_assignation` for more information.
-
-.. todo::
-    
-    Related topics
-    -  CRM onboarding video

crm/performance.rst

@@ -0,0 +1,9 @@
+===================
+Analyze performance 
+===================
+
+.. toctree::
+   :titlesonly:
+
+   performance/win_loss
+   performance/turnover