[IMP] crm: update convert leads

closes odoo/documentation#7067

X-original-commit: 88a0b155e5
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: hojo-odoo <123424465+hojo-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>

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

@@ -2,66 +2,120 @@
 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.
+*Leads* act as qualifying steps before an opportunity is created. This provides additional time
+before a potential opportunity is assigned to a sales person.
 
 Configuration
 =============
 
-For this feature to work, go to :menuselection:`CRM --> Configuration --> Settings`
-and activate the *Leads* feature.
+To activate the *Leads* setting, navigate to :menuselection:`CRM app --> Configuration --> Settings`
+and check the box labeled, :guilabel:`Leads`. Then, click :guilabel:`Save`.
 
-.. image:: convert/convert01.png
-    :align: center
+.. image:: convert/convert-leads-leads-setting.png
+   :align: center
+   :alt: Leads setting on CRM configuration page.
 
-You will now have a new submenu *Leads* under *Leads* where they
-will aggregate.
+Activating this feature adds a new menu, :guilabel:`Leads`, to the header menu bar at the top of the
+screen.
 
-.. image:: convert/convert02.png
-    :align: center
+.. image:: convert/convert-leads-leads-menu.png
+   :align: center
+   :alt: Leads menu on CRM application.
+
+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`.
+
+.. image:: convert/convert-leads-leads-button.png
+   :align: center
+   :alt: Leads menu on CRM application.
 
 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.
+To convert a lead into an *opportunity*, navigate to :menuselection:`CRM --> Leads`, and click on a
+:guilabel:`Lead` from the list to open it.
 
-.. image:: convert/convert03.png
-    :align: center
+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.
 
-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.
+.. image:: convert/convert-leads-convert-opp-button.png
+   :align: center
+   :alt: Create opportunity button on a lead record.
 
-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:: convert/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:: convert/convert_05.png
-    :align: center
+On the :guilabel:`Convert to opportunity` pop-up window, in the :guilabel:`Conversion action` field,
+select the :guilabel:`Convert to opportunity` option.
 
 .. note::
-   It is also possible to merge more than 2 opportunities or leads.
+   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.
+
+Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which the opportunity should
+be assigned.
+
+If the lead has already been assigned to a salesperson or a team, these fields automatically
+populate with that information.
+
+.. image:: convert/convert-leads-conversion-action.png
+   :align: center
+   :alt: Create opportunity pop-up.
+
+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
+  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`.
+
+.. note::
+   When merging opportunities, no information is lost. Data from the other opportunity is logged in
+   the chatter, and the information fields, for reference.
+
+.. image:: convert/convert-leads-merge.png
+   :align: center
+   :alt: Merge option from action menu in list view.