[ADD] CRM: contact form leads

jero edits

closes odoo/documentation#9386

X-original-commit: 50b3852bab
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: larm-odoo <121518652+larm-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>

content/applications/sales/crm/acquire_leads.rst

@@ -9,5 +9,6 @@ Acquire leads
 
    acquire_leads/convert
    acquire_leads/generate_leads
+   acquire_leads/opportunities_form
    acquire_leads/send_quotes
    acquire_leads/lead_mining

content/applications/sales/crm/acquire_leads/opportunities_form.rst

@@ -0,0 +1,118 @@
+===========================================
+Create opportunities from web contact forms
+===========================================
+
+Adding a contact form to a website makes it easy to convert visitors into leads and opportunities.
+After a visitor submits their information, an opportunity can be created automatically, and assigned
+to a designated sales team and salesperson.
+
+.. _crm/customize-contact-form:
+
+Customize contact forms
+=======================
+
+By default, the *Contact Us* page on an Odoo website displays a preconfigured contact form. This
+form can be customized, as needed, to suit the needs of a specific sales team.
+
+Navigate to :menuselection:`Website app --> Contact Us`, then click :guilabel:`Edit` in the
+top-right of the screen to open the web editor. Click on the form building block in the body of the
+webpage to open the form configuration settings on the right sidebar. The following options are
+available to customize the contact form from the :guilabel:`From` section of the right sidebar:
+
+.. image:: opportunities_form/form-customization.png
+   :align: center
+   :alt: The form configuration settings on an Odoo website.
+
+- :guilabel:`Action`: the default action for a contact form is :guilabel:`Send an Email`. Select
+  :guilabel:`Create an Opportunity` from the drop-down list to capture the information in the *CRM*
+  app.
+- :guilabel:`Sales Team`: choose a sales team from the drop-down menu that the opportunities from
+  this form should be assigned to. This field **only** appears if the :guilabel:`Action` field is
+  set to :guilabel:`Create an Opportunity`.
+- :guilabel:`Salesperson`: if the opportunities should be assigned to a specific salesperson, select
+  them from the drop-down menu. If no selection is made in this field, the opportunities are
+  assigned based on the team's existing rules.
+- :guilabel:`Marked Fields`: use this field to alter how the form handles marked fields. The default
+  option is to treat marked fields as :guilabel:`Required`, which is the recommended setting.
+- :guilabel:`Mark Text`: choose how :guilabel:`Marked Fields` should be identified. The default
+  character is an asterisk (`*`).
+- :guilabel:`Labels Width`: use this field to alter the pixel width of the labels, if desired.
+- :guilabel:`On Success`: select how the webpage reacts after a customer successfully submits a
+  form. :guilabel:`Nothing` keeps the customer on the same screen, with the addition of a
+  confirmation message that the form was submitted successfully. :guilabel:`Redirect` sends the
+  customer to a new webpage, based on the address provided in the :guilabel:`URL` field below.
+  :guilabel:`Show Message` replaces the form with a preconfigured message that informs the customer
+  someone should respond to them as soon as possible.
+- :guilabel:`URL`: if :guilabel:`Redirect` is selected in the :guilabel:`On Success` field, enter
+  the URL for the webpage, where customers should be directed after successfully submitting a form.
+- :guilabel:`Visibility`: use the drop-down menu to add any visibility conditions for this field, if
+  desired.
+
+.. important::
+   If *leads* are activated in *CRM* settings, selecting :guilabel:`Create an Opportunity` generates
+   a lead instead. To activate leads, navigate to :menuselection:`CRM app --> Configuration -->
+   Settings`, and tick the :guilabel:`Leads` checkbox. Then, click :guilabel:`Save`.
+
+Customize contact form fields
+-----------------------------
+
+In addition to the settings for the form, the settings for each field can be customized, as well.
+With the web editor menu still open, click into a field to open the :guilabel:`Field` configuration
+settings section on the sidebar. The following options are available to customize a field:
+
+- :guilabel:`Type`: choose a custom field option or an existing field type.
+- :guilabel:`Input Type`: determine the type of information customers should input. Available
+  options are :guilabel:`Text`, :guilabel:`Email`, :guilabel:`Telephone`, or :guilabel:`Url`. The
+  selection made in this field limits the format that customers can use when entering information.
+- :guilabel:`Label`: enter the name for the field.
+- :guilabel:`Position`: choose the way the label is aligned with the rest of the form. The label can
+  be hidden, above the field, to the left of the field, or right adjusted and closer to the field.
+- :guilabel:`Description`: slide the toggle to add a description for the field, which can provide
+  additional instructions to customers. Click under the field on the form to add the description.
+- :guilabel:`Placeholder`: enter an example to help users know how to input information where
+  formatting is important, such as a phone number or email address.
+- :guilabel:`Default Value`: enter a value to include in the form, by default, if the customer does
+  not provide information in the field. *It is not recommended to include a default value for
+  required fields*.
+- :guilabel:`Required`: slide the toggle to mark this field as required if it **must** be filled in
+  for every submission.
+- :guilabel:`Visibility`: select when this field should be visible. Use the button on the left to
+  choose whether to show or hide this field on a desktop users. Use the button on the right to
+  choose whether to show or hide this field to mobile users.
+- :guilabel:`Animation`: select if this field should have any animation.
+
+.. image:: opportunities_form/field-customization.png
+   :align: center
+   :alt: The field configuration settings on an Odoo website.
+
+View opportunities
+==================
+
+After a customer submits a contact form, and an opportunity is created, it is assigned based on the
+:ref:`form settings <crm/customize-contact-form>`. To view opportunities, navigate to
+:menuselection:`CRM app --> Sales --> My Pipeline`.
+
+.. note::
+   If leads are activated on the database, contact form submissions are generated as leads, not
+   opportunities. To activate leads, navigate to :menuselection:`CRM app --> Configuration -->
+   Settings`, and tick the :guilabel:`Leads` checkbox. Then, click :guilabel:`Save`.
+
+   Navigate to :menuselection:`CRM app --> Leads` to view the newly-created leads.
+
+On the :guilabel:`My Pipeline` dashboard, click on an opportunity card in the Kanban view to open
+the opportunity record. The information submitted by the customer is visible on the opportunity
+record.
+
+.. note::
+   As the contact form fields are customizable, the fields on the opportunity record, where the form
+   information is stored, varies accordingly.
+
+   If the preconfigured contact form is used, the *Subject* field is added to the :guilabel:`Title`
+   field, and the content in the :guilabel:`Notes` field, which is labeled as :guilabel:`Your
+   Question`, is added to the :guilabel:`Internal Notes` tab.
+
+.. seealso::
+   - :doc:`../pipeline/manage_sales_teams`
+   - :doc:`convert`
+   - :doc:`../track_leads/lead_scoring`
+   - :ref:`Website forms <dynamic_content/form>`