diff --git a/content/applications/sales/crm/track_leads.rst b/content/applications/sales/crm/track_leads.rst index 7c3cca1f0..0ebb83f81 100644 --- a/content/applications/sales/crm/track_leads.rst +++ b/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 diff --git a/content/applications/sales/crm/track_leads/resellers.rst b/content/applications/sales/crm/track_leads/resellers.rst new file mode 100644 index 000000000..92d919ec6 --- /dev/null +++ b/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 ` and :ref:`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. diff --git a/content/applications/sales/crm/track_leads/resellers/activations-toggle.png b/content/applications/sales/crm/track_leads/resellers/activations-toggle.png new file mode 100644 index 000000000..2320f1393 Binary files /dev/null and b/content/applications/sales/crm/track_leads/resellers/activations-toggle.png differ diff --git a/content/applications/sales/crm/track_leads/resellers/partners-webpage.png b/content/applications/sales/crm/track_leads/resellers/partners-webpage.png new file mode 100644 index 000000000..7e8bc75b6 Binary files /dev/null and b/content/applications/sales/crm/track_leads/resellers/partners-webpage.png differ diff --git a/content/applications/sales/crm/track_leads/resellers/resellers-module.png b/content/applications/sales/crm/track_leads/resellers/resellers-module.png new file mode 100644 index 000000000..25ff403e1 Binary files /dev/null and b/content/applications/sales/crm/track_leads/resellers/resellers-module.png differ