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[IMP] CRM: merge leads improvements

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closes odoo/documentation#10007

X-original-commit: fc144a96fd
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
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jero-odoo 2024-06-26 11:00:32 -04:00
parent e764ec5fc5
commit a259f461c8
1 changed files with 9 additions and 7 deletions
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content/applications/sales/crm/pipeline/merge_similar.rst
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@ -27,8 +27,9 @@ Comparing similar leads and opportunities
To compare the details of similar leads/opportunities, navigate to :menuselection:`CRM app --> To compare the details of similar leads/opportunities, navigate to :menuselection:`CRM app -->
Pipeline` or :menuselection:`CRM app --> Leads`. Open a lead or opportunity, and click the Pipeline` or :menuselection:`CRM app --> Leads`. Open a lead or opportunity, and click the
Doing so opens a Kanban view that only displays similar leads/opportunities. Click on a card to view :guilabel:`Similar Leads` smart button. Doing so opens a Kanban view that only displays similar
the details for the lead/opportunity, and confirm if they should be merged. leads/opportunities. Click on a card to view the details for the lead/opportunity, and confirm if
they should be merged.
Merging similar leads and opportunities Merging similar leads and opportunities
======================================= =======================================
@ -40,14 +41,15 @@ Merging similar leads and opportunities
of which record was created first. of which record was created first.
After confirming that the leads/opportunities should be merged, return to the Kanban view using the After confirming that the leads/opportunities should be merged, return to the Kanban view using the
breadcrumb link, or by clicking the :guilabel:`Similar Leads` smart button. Click the :guilabel:`≣ breadcrumb link, or by clicking the :guilabel:`Similar Leads` smart button. Click the
(view list)` icon to change to list view. :icon:`oi-view-list` :guilabel:`(list)` 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 Check the box on the left of the page for the leads/opportunities to be merged. Then, click the
:guilabel:`⚙️ Actions` icon at the top of the page, to reveal a drop-down menu. From that drop-down :icon:`fa-cog` :guilabel:`Actions` icon at the top of the page, to reveal a drop-down menu. From
menu, select the :guilabel:`Merge` option to merge the selected opportunities or leads. that drop-down menu, select the :guilabel:`Merge` option to merge the selected opportunities or
leads.
When :guilabel:`Merge` is selected from the :guilabel:`⚙️ Actions` drop-down menu, a When :guilabel:`Merge` is selected from the :icon:`fa-cog` :guilabel:`Actions` drop-down menu, a
:guilabel:`Merge` pop-up modal appears. In that pop-up modal, under the :guilabel:`Assign :guilabel:`Merge` pop-up modal appears. In that pop-up modal, under the :guilabel:`Assign
opportunities to` heading, select a :guilabel:`Salesperson` and :guilabel:`Sales Team` from the opportunities to` heading, select a :guilabel:`Salesperson` and :guilabel:`Sales Team` from the
appropriate drop-down menus. appropriate drop-down menus.