[ADD] crm: organize pipeline page

crm.rst

@@ -3,3 +3,8 @@
 ===
 CRM
 ===
+
+.. toctree::
+   :titlesonly:
+
+   crm/salesteam

crm/salesteam.rst

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+:banner: banners/crm.png
+
+==========
+Sales Team
+==========
+
+.. toctree::
+   :titlesonly:
+
+   salesteam/setup

crm/salesteam/setup.rst

@@ -0,0 +1,10 @@
+:banner: banners/crm.png
+
+==========
+Sales Team
+==========
+
+.. toctree::
+   :titlesonly:
+
+   setup/organize_pipeline

crm/salesteam/setup/organize_pipeline.rst

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+=======================================
+Set up and organize your sales pipeline
+=======================================
+
+A well structured sales pipeline is crucial in order to keep control of
+your sales process and to have a 360-degrees view of your leads,
+opportunities and customers.
+
+The sales pipeline is a visual representation of your sales process,
+from the first contact to the final sale. It refers to the process by
+which you generate, qualify and close leads through your sales cycle.
+In Odoo CRM, leads are brought in at the left end of the sales
+pipeline in the Kanban view and then moved along to the right from one
+stage to another.
+
+Each stage refers to a specific step in the sale cycle and
+specifically the sale-readiness of your potential customer. The number
+of stages in the sales funnel varies from one company to another. An
+example of a sales funnel will contain the following stages:
+*Territory, Qualified, Qualified Sponsor, Proposition, Negotiation,
+Won, Lost*.
+
+.. image:: ./media/team_kanban.jpg
+   :align: center
+
+Of course, each organization defines the sales funnel depending on their
+processes and workflow, so more or fewer stages may exist.
+
+Create and organize your stages
+===============================
+
+Add/ rearrange stages
+---------------------
+
+From 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, you need to create one first.
+
+.. todo:: link to the create salesteam page
+
+.. image:: ./media/image09.jpg
+   :align: center
+
+.. todo:: ***Kanban view*** link to the CRM terminologies page
+
+From the Kanban view of
+your pipeline, you can add stages by clicking on **Add new column.**
+When a column is created, Odoo will then automatically propose you to
+add another column in order to complete your process. If you want to
+rearrange the order of your stages, you can easily do so by dragging and
+dropping the column you want to move to the desired location.
+
+.. image:: ./media/add_column.png
+   :align: center
+
+.. tip::
+
+    You can add as many stages as you wish, even if we advise you not having
+    more than 6 in order to keep a clear pipeline
+
+Activate the lead stage
+-----------------------
+
+Some companies use a pre qualification step to manage their leads before
+to convert them into opportunities. To activate the lead stage, go to
+:menuselection:`Configuration --> Settings` and select the radio button as shown
+below. It will create a new submenu **Leads** under **Sales** that
+gives you access to a listview of all your leads.
+
+.. image:: ./media/image01.jpg
+   :align: center
+
+Set up stage probabilities
+==========================
+
+What is a stage probability?
+----------------------------
+
+To better understand what are the chances of closing a deal for a given
+opportunity in your pipe, you have to set up a probability percentage
+for each of your stages. That percentage refers to the success rate of
+closing the deal.
+
+.. note:: Setting up stage probabilities is essential if you want to estimate the expected revenues of your sales cycle
+
+.. todo:: estimate the expected revenues of your sales cycle (*link to the related topic*)
+
+For example, if your sales cycle contains the stages *Territory,
+Qualified, Qualified Sponsor, Proposition, Negotiation, Won and Lost,*
+then your workflow could look like this :
+
+- **Territory** : opportunity just received from Leads Management or
+  created from a cold call campaign. Customer's Interest is not
+  yet confirmed.
+
+  *Success rate : 5%*
+
+- **Qualified** : prospect's business and workflow are understood,
+  pains are identified and confirmed, budget and timing are known
+  
+  *Success rate : 15%*
+
+- **Qualified sponsor**: direct contact with decision maker has been
+  done
+  
+  *Success rate : 25%*
+
+- **Proposition** : the prospect received a quotation
+  
+  *Success rate : 50%*
+
+- **Negotiation**: the prospect negotiates his quotation
+  
+  *Success rate : 75%*
+
+- **Won** : the prospect confirmed his quotation and received a sales
+  order. He his now a customer
+ 
+  *Success rate : 100%*
+
+- **Lost** : the prospect is no longer interested
+  
+  *Success rate : 0%*
+
+.. tip:: 
+
+      Within your pipeline, each stage should correspond to a defined goal with
+      a corresponding probability. Every time you move your opportunity to the
+      next stage, your probability of closing the sale will automatically adapt.
+
+      You should consider using probability value as **100** when the deal is
+      closed-won and **0** for deal closed-lost.
+
+How to set up stage probabilities? 
+-----------------------------------
+
+To edit a stage, click on the **Settings** icon at the right of the
+desired stage then on EDIT
+
+.. image:: ./media/image08.jpg
+   :align: center
+
+Select the Change probability automatically checkbox to let Odoo adapt
+the probability of the opportunity to the probability defined in the
+stage. For example, if you set a probability of 0% (Lost) or 100% (Won),
+Odoo will assign the corresponding stage when the opportunity is marked
+as Lost or Won.
+
+.. tip::
+
+    Under the requirements field you can enter the internal requirements for
+    this stage. It will appear as a tooltip when you place your mouse over the
+    name of a stage.
+
+.. todo:: Read more
+
+  - *How to estimate the effectiveness of my sales cycle?*
+  - *How to estimate expected revenues ?*
+
+
+.. rst-class:: text-muted
+
+| Written by Geoffrey Bressan (Odoo)
+| Proofread by Samuel Cabodi (Odoo)