[IMP] CRM: Convert leads to opps
closes odoo/documentation#8542
X-original-commit: 63636d0518
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
@ -2,8 +2,8 @@
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Convert leads into opportunities
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================================
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*Leads* act as qualifying steps before an opportunity is created. This provides additional time
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before a potential opportunity is assigned to a sales person.
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*Leads* act as a qualifying step before an opportunity is created. This provides additional time to
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review its potential, and gauge its viability, before the opportunity is assigned to a salesperson.
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Configuration
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=============
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@ -15,8 +15,8 @@ and check the box labeled, :guilabel:`Leads`. Then, click :guilabel:`Save`.
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:align: center
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:alt: Leads setting on CRM configuration page.
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Activating this feature adds a new menu, :guilabel:`Leads`, to the header menu bar at the top of the
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screen.
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Activating this feature adds a new menu option, :guilabel:`Leads`, to the header bar, located along
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the top of the screen.
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.. image:: convert/convert-leads-leads-menu.png
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:align: center
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@ -24,8 +24,9 @@ screen.
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Once the *Leads* setting has been activated, it applies to all sales teams by default. To turn off
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leads for a specific team, navigate to :menuselection:`CRM app --> Configuration --> Sales Teams`.
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Then, select a team from the list to open the record, and uncheck the :guilabel:`Leads` box. Once
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done, click :guilabel:`Save`.
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Then, select a team from the list to open that team's configuration page. Clear the
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:guilabel:`Leads` checkbox, located beneath the :guilabel:`Sales Team` field, then click
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:guilabel:`Save`.
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.. image:: convert/convert-leads-leads-button.png
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:align: center
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@ -34,27 +35,41 @@ done, click :guilabel:`Save`.
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Convert a lead into an opportunity
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==================================
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To convert a lead into an *opportunity*, navigate to :menuselection:`CRM --> Leads`, and click on a
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:guilabel:`Lead` from the list to open it.
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To convert a lead into an *opportunity*, navigate to :menuselection:`CRM app --> Leads`, and click
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on a lead from the list to open it.
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In the upper-left corner of the screen, click the :guilabel:`Convert to Opportunity` button, which
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opens a :guilabel:`Convert to opportunity` pop-up window.
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.. warning::
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If a :guilabel:`Similar Leads` smart button appears at the top of the page for the lead, it
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indicates a similar lead or opportunity already exists in the database. Before converting this
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lead, click the smart button to confirm if the lead should be merged.
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.. image:: convert/similar-leads-smart-button.png
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:align: center
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:alt: Close up of a lead with emphasis on the Similar Leads smart button.
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Click the :guilabel:`Convert to Opportunity` button, located at the top-left of the page.
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.. image:: convert/convert-leads-convert-opp-button.png
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:align: center
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:alt: Create opportunity button on a lead record.
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On the :guilabel:`Convert to opportunity` pop-up window, in the :guilabel:`Conversion action` field,
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select the :guilabel:`Convert to opportunity` option.
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This opens a :guilabel:`Convert to opportunity` pop-up modal. Here, in the :guilabel:`Conversion
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Action` field, select the :guilabel:`Convert to opportunity` option.
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.. note::
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If a lead, or an opportunity, already exists in the database for this customer, Odoo
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automatically suggests merging both leads/opportunities. For more information on merging leads
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and opportunities, see the section on how to :ref:`merge leads
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<sales/crm/acquire_leads/merge-leads>` below.
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To merge this lead with an existing similar lead or opportunity, select :guilabel:`Merge with
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existing opportunities` in the :guilabel:`Conversion Action` field. This generates a list of the
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similar leads/opportunities to be merged.
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When merging, Odoo gives priority to whichever lead/opportunity was created in the system first,
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merging the information into the first created lead/opportunity. However, if a lead and an
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opportunity are being merged, the resulting record is referred to as an opportunity, regardless
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of which record was created first.
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Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which the opportunity should
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be assigned.
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be assigned. Neither field is required, though if a selection is made in the :guilabel:`Salesperson`
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field, the :guilabel:`Sales Team` field is populated automatically, based on the salesperson's team
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assignments.
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If the lead has already been assigned to a salesperson or a team, these fields automatically
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populate with that information.
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@ -65,57 +80,18 @@ populate with that information.
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Under the :guilabel:`Customer` heading, choose from the following options:
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- :guilabel:`Create a new customer`: Choose this option to use the information in the lead to create
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a new customer.
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- :guilabel:`Link to an existing customer`: Choose this option, then select a customer from the
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resulting drop-down menu, to link this opportunity to the existing customer record.
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- :guilabel:`Do not link to a customer`: Choose this option to convert the lead, but not link it to
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- :guilabel:`Create a new customer`: choose this option to use the information in the lead to create
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a new customer record.
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- :guilabel:`Link to an existing customer`: choose this option, then select a customer from the
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resulting drop-down menu, to link this opportunity to an existing customer record.
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- :guilabel:`Do not link to a customer`: choose this option to convert the lead, but not link it to
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a new or existing customer.
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Lastly, when all configurations are complete, click :guilabel:`Create Opportunity`.
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.. _sales/crm/acquire_leads/merge-leads:
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Merge leads and opportunities
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=============================
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Odoo automatically detects similar leads and opportunities by comparing the email addresses of the
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associated contacts. If a similar lead/opportunity is found, a :guilabel:`Similar Lead` smart button
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appears at the top of the lead/opportunity record.
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.. image:: convert/convert-leads-similar-leads.png
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:align: center
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:alt: Similar leads smart button.
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To compare the details of the similar leads/opportunities, click the :guilabel:`Similar Leads`
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button. This opens a kanban view with only the similar leads/opportunities. Click into each card to
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view the details for each lead/opportunity, and confirm if they should be merged.
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.. important::
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When merging, Odoo gives priority to whichever lead/opportunity was created in the system first,
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merging the information into the first created lead/opportunity. However, if a lead and an
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opportunity are being merged, the resulting record is referred to as an opportunity, regardless
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of which record was created first.
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After confirming that the leads/opportunities should be merged, return to the kanban view using
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breadcrumbs, or by clicking the :guilabel:`Similar Lead` smart button. Click the :guilabel:`☰
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(three vertical lines)` icon to change to list view.
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Check the box on the left of the page for the leads/opportunities to be merged. Then, click the
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:guilabel:`Action ⚙️ (gear)` icon at the top of the page, to reveal a drop-down menu. From that
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drop-down menu, select the :guilabel:`Merge` option to merge the selected opportunities (or leads).
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When :guilabel:`Merge` is selected from the :guilabel:`Action ⚙️ (gear)` drop-down menu, a
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:guilabel:`Merge` pop-up window appears. In that pop-up window, decide to :guilabel:`Assign
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opportunities to` a :guilabel:`Salesperson` and/or :guilabel:`Sales Team`.
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Below those fields, the leads/opportunities to merge are listed, along with their related
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information. To merge those selected leads/opportunities, click :guilabel:`Merge`.
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To view the newly created opportunity, navigate to :menuselection:`CRM app --> My Pipeline`.
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.. note::
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When merging opportunities, no information is lost. Data from the other opportunity is logged in
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the chatter, and the information fields, for reference.
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Some filters may need to be removed from the :guilabel:`Search...` bar on the top
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:guilabel:`Pipeline` page to view all opportunities.
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.. image:: convert/convert-leads-merge.png
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:align: center
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:alt: Merge option from action menu in list view.
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