diff --git a/content/applications/sales/crm/acquire_leads/convert.rst b/content/applications/sales/crm/acquire_leads/convert.rst index 60b8e12a6..fad1baeb8 100644 --- a/content/applications/sales/crm/acquire_leads/convert.rst +++ b/content/applications/sales/crm/acquire_leads/convert.rst @@ -2,8 +2,8 @@ Convert leads into opportunities ================================ -*Leads* act as qualifying steps before an opportunity is created. This provides additional time -before a potential opportunity is assigned to a sales person. +*Leads* act as a qualifying step before an opportunity is created. This provides additional time to +review its potential, and gauge its viability, before the opportunity is assigned to a salesperson. Configuration ============= @@ -15,8 +15,8 @@ and check the box labeled, :guilabel:`Leads`. Then, click :guilabel:`Save`. :align: center :alt: Leads setting on CRM configuration page. -Activating this feature adds a new menu, :guilabel:`Leads`, to the header menu bar at the top of the -screen. +Activating this feature adds a new menu option, :guilabel:`Leads`, to the header bar, located along +the top of the screen. .. image:: convert/convert-leads-leads-menu.png :align: center @@ -24,8 +24,9 @@ screen. 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`. +Then, select a team from the list to open that team's configuration page. Clear the +:guilabel:`Leads` checkbox, located beneath the :guilabel:`Sales Team` field, then click +:guilabel:`Save`. .. image:: convert/convert-leads-leads-button.png :align: center @@ -34,27 +35,41 @@ done, click :guilabel:`Save`. Convert a lead into an opportunity ================================== -To convert a lead into an *opportunity*, navigate to :menuselection:`CRM --> Leads`, and click on a -:guilabel:`Lead` from the list to open it. +To convert a lead into an *opportunity*, navigate to :menuselection:`CRM app --> Leads`, and click +on a lead from the list to open it. -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. +.. warning:: + If a :guilabel:`Similar Leads` smart button appears at the top of the page for the lead, it + indicates a similar lead or opportunity already exists in the database. Before converting this + lead, click the smart button to confirm if the lead should be merged. + + .. image:: convert/similar-leads-smart-button.png + :align: center + :alt: Close up of a lead with emphasis on the Similar Leads smart button. + +Click the :guilabel:`Convert to Opportunity` button, located at the top-left of the page. .. image:: convert/convert-leads-convert-opp-button.png :align: center :alt: Create opportunity button on a lead record. -On the :guilabel:`Convert to opportunity` pop-up window, in the :guilabel:`Conversion action` field, -select the :guilabel:`Convert to opportunity` option. +This opens a :guilabel:`Convert to opportunity` pop-up modal. Here, in the :guilabel:`Conversion +Action` field, select the :guilabel:`Convert to opportunity` option. .. note:: - 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. + To merge this lead with an existing similar lead or opportunity, select :guilabel:`Merge with + existing opportunities` in the :guilabel:`Conversion Action` field. This generates a list of the + similar leads/opportunities to be merged. + + 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. Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which the opportunity should -be assigned. +be assigned. Neither field is required, though if a selection is made in the :guilabel:`Salesperson` +field, the :guilabel:`Sales Team` field is populated automatically, based on the salesperson's team +assignments. If the lead has already been assigned to a salesperson or a team, these fields automatically populate with that information. @@ -65,57 +80,18 @@ populate with that information. 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 +- :guilabel:`Create a new customer`: choose this option to use the information in the lead to create + a new customer record. +- :guilabel:`Link to an existing customer`: choose this option, then select a customer from the + resulting drop-down menu, to link this opportunity to an 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`. +To view the newly created opportunity, navigate to :menuselection:`CRM app --> My Pipeline`. .. note:: - When merging opportunities, no information is lost. Data from the other opportunity is logged in - the chatter, and the information fields, for reference. + Some filters may need to be removed from the :guilabel:`Search...` bar on the top + :guilabel:`Pipeline` page to view all opportunities. -.. 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 index 834a1937f..e1246a737 100644 Binary files a/content/applications/sales/crm/acquire_leads/convert/convert-leads-conversion-action.png 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 index 466863d5e..e826bc5a2 100644 Binary files a/content/applications/sales/crm/acquire_leads/convert/convert-leads-convert-opp-button.png 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 index 184cc628e..082572993 100644 Binary files a/content/applications/sales/crm/acquire_leads/convert/convert-leads-leads-button.png 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 index f6765b5fb..86528cf13 100644 Binary files a/content/applications/sales/crm/acquire_leads/convert/convert-leads-leads-menu.png 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 index 8098c0b3d..99b574b8d 100644 Binary files a/content/applications/sales/crm/acquire_leads/convert/convert-leads-leads-setting.png 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 deleted file mode 100644 index 026808958..000000000 Binary files a/content/applications/sales/crm/acquire_leads/convert/convert-leads-merge.png and /dev/null 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 deleted file mode 100644 index ca357835b..000000000 Binary files a/content/applications/sales/crm/acquire_leads/convert/convert-leads-similar-leads.png and /dev/null differ diff --git a/content/applications/sales/crm/acquire_leads/convert/similar-leads-smart-button.png b/content/applications/sales/crm/acquire_leads/convert/similar-leads-smart-button.png new file mode 100644 index 000000000..34fafdee1 Binary files /dev/null and b/content/applications/sales/crm/acquire_leads/convert/similar-leads-smart-button.png differ