[IMP] CRM: updating flow and screenshots of generating leads

closes odoo/documentation#986

Task: 2540813
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
This commit is contained in:
Tori (vpk) 2021-05-24 22:02:56 +00:00 committed by Zachary Straub (ZST)
parent 6f89b9f223
commit 44129be225
18 changed files with 108 additions and 100 deletions

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@ -8,7 +8,6 @@ Acquire leads
:titlesonly:
acquire_leads/convert
acquire_leads/generate_from_email
acquire_leads/generate_from_website
acquire_leads/generate_leads
acquire_leads/send_quotes
acquire_leads/lead_mining

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@ -1,20 +0,0 @@
========================================
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 teams 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 teams under
:menuselection:`Configuration --> Sales Teams`.
.. image:: media/generate_from_email01.png
:align: center

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@ -1,78 +0,0 @@
===========================================================
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 a 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 the contact form to
you will need to build a custom contact form on your
website. These 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
----------------------------
First, go to the page where you want to put your contact form. In edit mode, drag
the form builder onto 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 visitor uses the contact form twice, the second
entry will be added to the first lead/opportunity in the chatter.
Generate leads instead of opportunities
=======================================
When using a contact form, you should use a qualification step
before assigning the form 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

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@ -0,0 +1,104 @@
============================
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`.

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@ -278,6 +278,9 @@ services/support/supported_versions.rst administration/maintain/supported_versio
# Redirections introduced in 14.0 :
applications/sales/crm/acquire_leads/generate_from_email.rst applications/sales/crm/acquire_leads/generate_leads.rst # (#986)
applications/sales/crm/acquire_leads/generate_from_website.rst applications/sales/crm/acquire_leads/generate_leads.rst # (#986)
legal/others/cla.rst legal/cla.rst
legal/licenses/licenses.rst legal/licenses.rst