diff --git a/content/applications/sales/crm/acquire_leads.rst b/content/applications/sales/crm/acquire_leads.rst index b9e5b831c..f2ec00e30 100644 --- a/content/applications/sales/crm/acquire_leads.rst +++ b/content/applications/sales/crm/acquire_leads.rst @@ -8,7 +8,6 @@ Acquire leads :titlesonly: acquire_leads/convert - acquire_leads/generate_leads acquire_leads/opportunities_form acquire_leads/email_manual acquire_leads/send_quotes diff --git a/content/applications/sales/crm/acquire_leads/generate_leads.rst b/content/applications/sales/crm/acquire_leads/generate_leads.rst deleted file mode 100644 index 8211f0b94..000000000 --- a/content/applications/sales/crm/acquire_leads/generate_leads.rst +++ /dev/null @@ -1,104 +0,0 @@ -============================ -Generate leads/opportunities -============================ - -Two key ways to generate new leads or opportunities for your business are through email aliases and -website contact forms. Odoo automatically creates leads in your CRM whenever someone sends a -message to a Sales Team email alias or fills out a contact form on your website. - -Configure email aliases -======================= - -Each Sales Team can use its own unique email alias to generate leads/opportunities. Any email sent -to a Sales Team's email alias will automatically create a lead (if leads are activated in your CRM -settings) or an opportunity in the pipeline for that particular team. Configure custom email -aliases on the configuration page for each Sales Team by navigating to :menuselection:`CRM --> -Configuration --> Sales Teams`. - -.. image:: generate_leads/sales-team-config.png - :align: center - :alt: Configuring Sales Teams - -Use Contact Forms on your website -================================= - -By default, your website's *Contact Us* page displays Odoo's ready-to-use Contact Form. Whenever -someone submits this form, a lead or an opportunity is generated in your database. - -.. image:: generate_leads/default-contact-us-page.png - :align: center - :alt: Default Contact Us page - -The Contact Form can be activated or deactivated at any time by going to :menuselection:`Website ---> Go to Website --> Customize --> Contact Form`. - -.. image:: generate_leads/contact-form-toggle.png - :align: center - :alt: Contact Form toggle - -When the Form is deactivated, the *Contact Us* page simply displays a button to email your company -directly. Any email sent this way will generate a lead/opportunity. - -.. image:: generate_leads/default-contact-us-page-no-form.png - :align: center - :alt: Contact Us Page using email - -Choose which Sales Team or salesperson is automatically assigned to the leads/opportunities created -from the Contact Form by going to :menuselection:`Website --> Configuration --> Settings --> -Communication`. - -.. image:: generate_leads/contact-form-settings.png - :align: center - :alt: Contact Form settings - -Customize Contact Forms -======================= - -Contact Forms can be customized for the specific information your team needs, using the free *Form -Builder* module. - -The *Form Builder* module is installed automatically when a Form element is added to a web page via -the Website Builder. It can also be installed manually from the :guilabel:`Apps` page. - -.. image:: generate_leads/form-building-block.png - :align: center - :alt: Form Builder building blocks - -.. tip:: - Forms can be created from scratch to serve a wide variety of purposes. However, Odoo's default - *Contact Us* page is designed to fit most users' needs. Start with the default form and modify - from there. - -Edit Contact Form fields ------------------------- - -In Edit mode on your website, click on any field to start editing it. The following information can -be edited for each field on the Contact Form: - -- :guilabel:`Type`: Choose a custom field option or an existing field. Examples include phone, file - upload, language, etc. -- :guilabel:`Input Type`: Determine the type of entry customers should input. Available options are - text,email, telephone, and URL. -- :guilabel:`Input Placeholder`: Type in an example to guide users how to input information where - formatting is important, such as a phone number or email address. -- :guilabel:`Label Name`: Type in the display name to show users what information is needed from - them. -- :guilabel:`Label Position`: Choose the way the label is aligned with the rest of the form. The - label can be hidden, above the field, to the far left of the field, or right adjusted and closer - to the field. -- :guilabel:`Required`: Toggle this option for information that you absolutely need entered. -- :guilabel:`Hidden`: Toggle this option to hide the field without deleting it. -- :guilabel:`Shown on Mobile`: Toggle this option to show the field to users on mobile devices. - -.. image:: generate_leads/editable-field-options.png - :align: center - :alt: Editable field options - -By default, when a Form is submitted, it sends you an email with the customer's inputted -information. To have it automatically generate a lead/opportunity instead, edit the Form and select -:guilabel:`Create an Opportunity` as the Action. - -.. tip:: - If leads are activated in your CRM settings, selecting :guilabel:`Create an Opportunity` - generates a lead instead. To learn more about activating leads in the CRM settings, head over to - :doc:`convert`. diff --git a/content/applications/sales/crm/acquire_leads/generate_leads/contact-form-settings.png b/content/applications/sales/crm/acquire_leads/generate_leads/contact-form-settings.png deleted file mode 100644 index 5cf2000bc..000000000 Binary files a/content/applications/sales/crm/acquire_leads/generate_leads/contact-form-settings.png and /dev/null differ diff --git a/content/applications/sales/crm/acquire_leads/generate_leads/contact-form-toggle.png b/content/applications/sales/crm/acquire_leads/generate_leads/contact-form-toggle.png deleted file mode 100644 index 7a0a5e5cb..000000000 Binary files a/content/applications/sales/crm/acquire_leads/generate_leads/contact-form-toggle.png and /dev/null differ diff --git a/content/applications/sales/crm/acquire_leads/generate_leads/default-contact-us-page-no-form.png b/content/applications/sales/crm/acquire_leads/generate_leads/default-contact-us-page-no-form.png deleted file mode 100644 index fa8014304..000000000 Binary files a/content/applications/sales/crm/acquire_leads/generate_leads/default-contact-us-page-no-form.png and /dev/null differ diff --git a/content/applications/sales/crm/acquire_leads/generate_leads/default-contact-us-page.png b/content/applications/sales/crm/acquire_leads/generate_leads/default-contact-us-page.png deleted file mode 100644 index 03305ede1..000000000 Binary files a/content/applications/sales/crm/acquire_leads/generate_leads/default-contact-us-page.png and /dev/null differ diff --git a/content/applications/sales/crm/acquire_leads/generate_leads/editable-field-options.png b/content/applications/sales/crm/acquire_leads/generate_leads/editable-field-options.png deleted file mode 100644 index 3eab927eb..000000000 Binary files a/content/applications/sales/crm/acquire_leads/generate_leads/editable-field-options.png and /dev/null differ diff --git a/content/applications/sales/crm/acquire_leads/generate_leads/form-building-block.png b/content/applications/sales/crm/acquire_leads/generate_leads/form-building-block.png deleted file mode 100644 index 1f4306215..000000000 Binary files a/content/applications/sales/crm/acquire_leads/generate_leads/form-building-block.png and /dev/null differ diff --git a/content/applications/sales/crm/acquire_leads/generate_leads/sales-team-config.png b/content/applications/sales/crm/acquire_leads/generate_leads/sales-team-config.png deleted file mode 100644 index 4124550fd..000000000 Binary files a/content/applications/sales/crm/acquire_leads/generate_leads/sales-team-config.png and /dev/null differ diff --git a/redirects/17.0.txt b/redirects/17.0.txt index 72ffce165..cf0f7e783 100644 --- a/redirects/17.0.txt +++ b/redirects/17.0.txt @@ -65,6 +65,7 @@ applications/marketing/marketing_automation/getting_started/workflow_activities. # applications/sales +applications/sales/crm/acquire_leads/generate_leads.rst applications/sales/crm/acquire_leads/email_manual.rst #generate_leads --> email_manual applications/sales/crm/pipeline/multi_sales_team.rst applications/sales/crm/pipeline/manage_sales_teams.rst # multi_sales_team --> manage_sales_teams applications/sales/point_of_sale/pricing/digital_labels.rst applications/sales/point_of_sale/pricing/electronic_labels.rst # digital_labels --> electronic_labels