[ADD] CRM: Resellers

closes odoo/documentation#9679

Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: Felicia Kuan <feku@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>

content/applications/sales/crm/track_leads.rst

@@ -10,3 +10,4 @@ Assign and track leads
    track_leads/lead_scoring
    track_leads/unattended_leads_report
    track_leads/quality_leads_report
+   track_leads/resellers

content/applications/sales/crm/track_leads/resellers.rst

@@ -0,0 +1,130 @@
+=========
+Resellers
+=========
+
+Within Odoo's *CRM* app, leads can be forwarded to resellers (or partners). Leads can be manually
+assigned, or automatically assigned, based on the resellers' designated *level* and location.
+
+Configuration
+=============
+
+To utilize the reseller features, the *Resellers* module first needs to be installed. Navigate to
+the :menuselection:`Apps application`, and remove the :guilabel:`Apps` filter from the
+:guilabel:`Search...` bar. Then, search for `Resellers`.
+
+.. image:: resellers/resellers-module.png
+   :align: center
+   :alt: The resellers module in Odoo.
+
+Click :guilabel:`Activate` on the :guilabel:`Resellers` module card that appears. Doing so installs
+the module, and returns to the main Odoo dashboard.
+
+After the module is installed, navigate to the :menuselection:`CRM app`. Under the
+:menuselection:`Configuration` menu is a new section, titled :guilabel:`Resellers`, with three
+options beneath it: :guilabel:`Partner Levels`, :guilabel:`Partner Activations`, and
+:guilabel:`Commission Plans`.
+
+.. _crm/partner-levels:
+
+Partner levels
+==============
+
+Partner *levels* are used to differentiate between various resellers. To view the partner levels,
+navigate to :menuselection:`CRM app --> Configuration --> Resellers: Partner Levels`.
+
+On the :guilabel:`Partner Levels` page that appears, there are three default levels:
+
+- :guilabel:`Gold`
+- :guilabel:`Silver`
+- :guilabel:`Bronze`
+
+New levels can be added, as needed, by clicking :guilabel:`New`, and filling out the resulting level
+form.
+
+Existing levels can also be edited and renamed, if desired, as well. To modify a level, select it
+from the list, and proceed to make any desired changes from the level form page that appears.
+
+Level weight is used to decide the probability a partner to be assigned a lead or opportunity. On
+the level form, assign a numerical value (greater than zero) to the :guilabel:`Level Weight` field.
+If the weight is zero, no leads are assigned.
+
+.. tip::
+   *Level Weight* can be assigned on an individual contact record. The weight assigned on the
+   individual record overwrites the default weight assigned on the level configuration form.
+
+.. _crm/partner-activations:
+
+Partner activations
+===================
+
+Partner *activations* are used to identify the status of a partner. Activations are assigned on an
+individual contact record, and can be used to group or filter the *Partnership Analysis* report
+(:menuselection:`CRM app --> Reporting --> Partnerships`).
+
+To view the partner levels, navigate to :menuselection:`CRM app --> Configuration --> Partner
+Activations`.
+
+Three activation types are created by default in the *CRM* app:
+
+- :guilabel:`Fully Operational`
+- :guilabel:`Ramp-up`
+- :guilabel:`First Contact`
+
+New partner activations can be added, as needed, by clicking :guilabel:`New`, and entering a
+:guilabel:`Name` on the new line that appears. Then, select the desired status in the
+:guilabel:`Active` column.
+
+Existing partner activations can also be edited and renamed, if desired. To rename a status, click
+the :guilabel:`Name` field of a desired level, and enter a new name.
+
+To change the active status of an activation, slide the toggle in the :guilabel:`Active` column of
+the desired activation to the *inactive* position.
+
+.. figure:: resellers/activations-toggle.png
+   :align: center
+   :alt: The list of default partner activations in the CRM app.
+
+   The list of default Partner Activations in the CRM app. The toggle for First Contact is in the
+   inactive position, while the rest are active.
+
+Partner assignments
+===================
+
+After :ref:`partner levels <crm/partner-levels>` and :ref:`partner activations
+<crm/partner-activations>` configured.
+
+To update an individual partner record, navigate to :menuselection:`CRM app --> Sales -->
+Customers`, and click the Kanban card for the desired partner to open the customer record.
+
+On the customer record, click the :guilabel:`Partner Assignment` tab.
+
+Click the :guilabel:`Partner Level` field, and select an option from the drop-down menu to assign a
+level. Click the :guilabel:`Activation` field, and select a partner activation type from the
+drop-down list, if desired. Then, click the :guilabel:`Level Weight` field to assign a different
+level weight, if necessary.
+
+Publish partners
+================
+
+With the Odoo *Website* and *Resellers* apps installed, a new webpage (`/partners`) is created to
+display a list of all active partners from the *CRM* app.
+
+Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click the Kanban card for a
+partner. From that partner's contact form, click the :guilabel:`Go to Website` smart button at the
+top of the page to open that partner's webpage.
+
+Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and use the :doc:`building
+blocks <../../../websites/website/web_design/building_blocks>` to add any additional design
+elements, or information about the partner.
+
+.. tip::
+   A company summary is a useful addition to this page.
+
+After making any necessary changes to the page, click :guilabel:`Save`. At the top of the page,
+slide the :guilabel:`Unpublished` toggle to the active, :guilabel:`Published` position, if needed.
+
+Repeat these steps for all partners.
+
+.. image:: resellers/partners-webpage.png
+   :align: center
+   :alt: An example of the partners webpage, displaying available partners by level and location.