diff --git a/crm/leads/generate/manual.rst b/crm/leads/generate/manual.rst index f4211ce5b..b2bb3f29e 100644 --- a/crm/leads/generate/manual.rst +++ b/crm/leads/generate/manual.rst @@ -1,3 +1,79 @@ ====================================== How to create a contact into Odoo CRM? ====================================== + +Odoo CRM allows you to manually add contacts into your pipeline. It can +be either a lead or an opportunity. + +Activate the lead stage +======================= + +By default, the lead stage is not activated in Odoo CRM. To activate it, +go to :menuselection:`Configuration --> Settings`, select the option ""use leads +if…** as shown below and click on **Apply**. + +.. image:: ./media/manual01.jpg + :align: center + +This activation will create a new submenu **Leads** under +**Sales** that gives you access to a list of all your leads from +which you will be able to create a new contact. + +.. image:: ./media/manual02.jpg + :align: center + +Create a new lead +================= + +Go to :menuselection:`Sales --> Leads` and click the **Create** button. + +.. image:: ./media/manual03.jpg + :align: center + +From the contact form, provide all the details in your possession +(contact name, email, phone, address, etc.) as well as some additional +information in the **Internal notes** field. You can also link the +lead to an existing company by editing the**Customer** field. Click +on save and the contact will be visible as a lead in your pipeline . + +.. note:: + + your lead can be directly handed over to specific sales team and salesperson + by clicking on **Convert to Opportunity** on the upper left corner of the screen. + +Create a new opportunity +======================== + +You can also directly add a contact into a specific sales team without +having to convert the lead first. On the Sales module, go to your +dashboard and click on the **Pipeline** button of the desired sales +team. If you don’t have any sales team yet, :doc:`you need to create one first <../../salesteam/setup/create_team>`. +Then, click on **Create** and fill in the contact details as shown here +above. By default, the newly created opportunity will appear on the +first stage of your sales pipeline. + +Another way to create an opportunity is by adding it directly on a +specific stage. For example, if you have have spoken to Mr. Smith at a +meeting and you want to send him a quotation right away, you can add his +contact details on the fly directly into the **Proposition** stage. From +the Kanban view of your sales team, just click on the **+** icon +at the right of your stage to create the contact. The new opportunity +will then pop up into the corresponding stage and you can then fill in +the contact details by clicking on it. + +.. image:: ./media/manual04.png + :align: center + +Related topics +============== + +* :doc:`import` + +* :doc:`from_emails` + +* :doc:`website` + +.. rst-class:: text-muted + +| Written by Geoffrey Bressan (Odoo) +| Proofread by Yves-Pascal Mukadi (Odoo) diff --git a/crm/leads/generate/media/manual01.jpg b/crm/leads/generate/media/manual01.jpg new file mode 100644 index 000000000..113fccb0d Binary files /dev/null and b/crm/leads/generate/media/manual01.jpg differ diff --git a/crm/leads/generate/media/manual02.jpg b/crm/leads/generate/media/manual02.jpg new file mode 100644 index 000000000..731b114ca Binary files /dev/null and b/crm/leads/generate/media/manual02.jpg differ diff --git a/crm/leads/generate/media/manual03.jpg b/crm/leads/generate/media/manual03.jpg new file mode 100644 index 000000000..5276b3661 Binary files /dev/null and b/crm/leads/generate/media/manual03.jpg differ diff --git a/crm/leads/generate/media/manual04.png b/crm/leads/generate/media/manual04.png new file mode 100644 index 000000000..92341b71b Binary files /dev/null and b/crm/leads/generate/media/manual04.png differ