diff --git a/content/applications/sales/crm/acquire_leads/convert.rst b/content/applications/sales/crm/acquire_leads/convert.rst index ac2eb1af7..60b8e12a6 100644 --- a/content/applications/sales/crm/acquire_leads/convert.rst +++ b/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 + ` 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. diff --git a/content/applications/sales/crm/acquire_leads/convert/convert-leads-conversion-action.png b/content/applications/sales/crm/acquire_leads/convert/convert-leads-conversion-action.png new file mode 100644 index 000000000..834a1937f Binary files /dev/null and b/content/applications/sales/crm/acquire_leads/convert/convert-leads-conversion-action.png differ diff --git a/content/applications/sales/crm/acquire_leads/convert/convert-leads-convert-opp-button.png b/content/applications/sales/crm/acquire_leads/convert/convert-leads-convert-opp-button.png new file mode 100644 index 000000000..466863d5e Binary files /dev/null and b/content/applications/sales/crm/acquire_leads/convert/convert-leads-convert-opp-button.png differ diff --git a/content/applications/sales/crm/acquire_leads/convert/convert-leads-leads-button.png b/content/applications/sales/crm/acquire_leads/convert/convert-leads-leads-button.png new file mode 100644 index 000000000..184cc628e Binary files /dev/null and b/content/applications/sales/crm/acquire_leads/convert/convert-leads-leads-button.png differ diff --git a/content/applications/sales/crm/acquire_leads/convert/convert-leads-leads-menu.png b/content/applications/sales/crm/acquire_leads/convert/convert-leads-leads-menu.png new file mode 100644 index 000000000..f6765b5fb Binary files /dev/null and b/content/applications/sales/crm/acquire_leads/convert/convert-leads-leads-menu.png differ diff --git a/content/applications/sales/crm/acquire_leads/convert/convert-leads-leads-setting.png b/content/applications/sales/crm/acquire_leads/convert/convert-leads-leads-setting.png new file mode 100644 index 000000000..8098c0b3d Binary files /dev/null and b/content/applications/sales/crm/acquire_leads/convert/convert-leads-leads-setting.png differ diff --git a/content/applications/sales/crm/acquire_leads/convert/convert-leads-merge.png b/content/applications/sales/crm/acquire_leads/convert/convert-leads-merge.png new file mode 100644 index 000000000..026808958 Binary files /dev/null and b/content/applications/sales/crm/acquire_leads/convert/convert-leads-merge.png differ diff --git a/content/applications/sales/crm/acquire_leads/convert/convert-leads-similar-leads.png b/content/applications/sales/crm/acquire_leads/convert/convert-leads-similar-leads.png new file mode 100644 index 000000000..ca357835b Binary files /dev/null and b/content/applications/sales/crm/acquire_leads/convert/convert-leads-similar-leads.png differ diff --git a/content/applications/sales/crm/acquire_leads/convert/convert01.png b/content/applications/sales/crm/acquire_leads/convert/convert01.png deleted file mode 100644 index 7e038a351..000000000 Binary files a/content/applications/sales/crm/acquire_leads/convert/convert01.png and /dev/null differ diff --git a/content/applications/sales/crm/acquire_leads/convert/convert02.png b/content/applications/sales/crm/acquire_leads/convert/convert02.png deleted file mode 100644 index 5fb3038b7..000000000 Binary files a/content/applications/sales/crm/acquire_leads/convert/convert02.png and /dev/null differ diff --git a/content/applications/sales/crm/acquire_leads/convert/convert03.png b/content/applications/sales/crm/acquire_leads/convert/convert03.png deleted file mode 100644 index c0f7db20a..000000000 Binary files a/content/applications/sales/crm/acquire_leads/convert/convert03.png and /dev/null differ diff --git a/content/applications/sales/crm/acquire_leads/convert/convert_04.png b/content/applications/sales/crm/acquire_leads/convert/convert_04.png deleted file mode 100644 index 988ea70ec..000000000 Binary files a/content/applications/sales/crm/acquire_leads/convert/convert_04.png and /dev/null differ diff --git a/content/applications/sales/crm/acquire_leads/convert/convert_05.png b/content/applications/sales/crm/acquire_leads/convert/convert_05.png deleted file mode 100644 index 903bbd674..000000000 Binary files a/content/applications/sales/crm/acquire_leads/convert/convert_05.png and /dev/null differ