[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>
@ -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.
|
||||
|
After Width: | Height: | Size: 22 KiB |
After Width: | Height: | Size: 11 KiB |
After Width: | Height: | Size: 5.3 KiB |
After Width: | Height: | Size: 2.8 KiB |
After Width: | Height: | Size: 5.2 KiB |
After Width: | Height: | Size: 19 KiB |
After Width: | Height: | Size: 16 KiB |
Before Width: | Height: | Size: 2.9 KiB |
Before Width: | Height: | Size: 3.9 KiB |
Before Width: | Height: | Size: 40 KiB |
Before Width: | Height: | Size: 57 KiB |
Before Width: | Height: | Size: 34 KiB |