diff --git a/crm/acquire_leads/convert.rst b/crm/acquire_leads/convert.rst index feb4d4c50..5ffb60065 100644 --- a/crm/acquire_leads/convert.rst +++ b/crm/acquire_leads/convert.rst @@ -4,8 +4,9 @@ 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 +*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. @@ -38,3 +39,29 @@ 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. + +Merge opportunities +=================== + +Odoo will also automatically propose to merge opportunities if they have +the same email address. When merging opportunities, Odoo merges the +information into the opportunity which was created first, giving +priority to the information present on the first opportunity. + +No information is lost: data from the other opportunity is logged in the +chatter and the information fields for easy access. + +.. image:: media/convert_04.png + :align: center + +Would you find a duplicate yourself, ...you can also merge opportunities +or leads even if the system doesn't propose it. + +Here’s how, from the list view. Select the opportunities or leads you +want to merge and the action button will appear. Then, you can select merge. + +.. image:: media/convert_05.png + :align: center + +..note:: + It is also possible to merge more than 2 opportunities or leads. \ No newline at end of file diff --git a/crm/acquire_leads/media/convert_04.png b/crm/acquire_leads/media/convert_04.png new file mode 100644 index 000000000..988ea70ec Binary files /dev/null and b/crm/acquire_leads/media/convert_04.png differ diff --git a/crm/acquire_leads/media/convert_05.png b/crm/acquire_leads/media/convert_05.png new file mode 100644 index 000000000..903bbd674 Binary files /dev/null and b/crm/acquire_leads/media/convert_05.png differ