[ADD] crm: Automate lead assignation to specific sales teams or salespeople

https://docs.google.com/document/d/1jHfJ0kQ41wGUai_uOSrwpGZoh896gFqfPLD4boxiby0/edit#

crm/leads/manage.rst

@@ -6,3 +6,4 @@ Manage leads
    :titlesonly:
 
    manage/automatic_assignation
+   manage/lead_scoring

crm/leads/manage/automatic_assignation.rst

@@ -1,3 +1,101 @@
 ================================================================
 Automate lead assignation to specific sales teams or salespeople
 ================================================================
+
+Depending on your business workflow and needs, you may need to dispatch
+your incoming leads to different sales team or even to specific
+salespeople. Here are a few example:
+
+- Your company has several offices based on different geographical
+  regions. You will want to assign leads based on the region;
+
+- One of your sales teams is dedicated to treat opportunities from
+  large companies while another one is specialized for SMEs. You
+  will want to assign leads based on the company size;
+
+- One of your sales representatives is the only one to speak foreign
+  languages while the rest of the team speaks English only.
+  Therefore you will want to assign to that person all the leads
+  from non-native English-speaking countries.
+
+As you can imagine, manually assigning new leads to specific individuals
+can be tedious and time consuming - especially if your company generates
+a high volume of leads every day. Fortunately, Odoo CRM allows you to
+automate the process of lead assignation based on specific criteria such
+as location, interests, company size, etc. With specific workflows and
+precise rules, you will be able to distribute all your opportunities
+automatically to the right sales teams and/or salesman.
+
+Configuration
+=============
+
+If you have just started with Odoo CRM and haven't set up your sales
+team nor registered your salespeople, :doc:`read this documentation first <../../overview/started/setup>`.
+
+Define rules for a sales team
+=============================
+
+From the sales module, go to your dashboard and click on the **More**
+button of the desired sales team, then on **Settings**. If you don't
+have any sales team yet, :doc:`you need to create one first <../../salesteam/setup/create_team>`.
+
+.. image:: ./media/automatic01.jpg
+   :align: center
+
+
+On your sales team menu, use in the **Domain** field a specific domain
+rule (for technical details on the domain refer on the
+`Building a Module tutorial <https://www.odoo.com/documentation/8.0/howtos/backend.html#domains>`__
+or `Syntax reference guide <https://www.odoo.com/documentation/8.0/reference/orm.html#reference-orm-domains>`__)
+which will allow only the leads matching the team domain.
+
+For example, if you want your *Direct Sales* team to only receive leads
+coming from United States and Canada, your domain will be as following :
+
+``[[country_id, 'in', ['United States', 'Canada']]]``
+
+.. image:: ./media/automatic02.jpg
+   :align: center
+
+.. note::
+
+	you can also base your automatic assignment on the score attributed to your
+	leads. For example, we can imagine that you want all the leads with a score
+	under 100 to be assigned to a sales team trained for lighter projects and
+	the leads over 100 to a more experienced sales team. Read more on :doc:`how to score leads here <lead_scoring>`.
+
+Define rules for a salesperson
+==============================
+
+You can go one step further in your assignment rules and decide to
+assign leads within a sales team to a specific salesperson. For example,
+if I want Toni Buchanan from the *Direct Sales* team to receive only
+leads coming from Canada, I can create a rule that will automatically
+assign him leads from that country.
+
+Still from the sales team menu (see here above), click on the
+salesperson of your choice under the assignment submenu. Then, enter
+your rule in the *Domain* field.
+
+.. image:: ./media/automatic03.jpg
+   :align: center
+
+.. note::
+
+	In Odoo, a lead is always assigned to a sales team before to be assigned to
+	a salesperson. Therefore, you need to make sure that the assignment rule of
+	your salesperson is a child of the assignment rule of the sales team.
+
+.. seealso::
+
+	* :doc:`../../overview/started/setup`
+
+	.. todo:: * How to assign sales activities into multiple sales teams?
+
+	.. todo:: * How to make sure my salespeople work on the most promising leads?
+
+
+.. rst-class:: text-muted
+
+| Written by Geoffrey Bressan (Odoo)
+| Proofread by Samuel Cabodi (Odoo)

crm/leads/manage/lead_scoring.rst

@@ -0,0 +1,3 @@
+=================================
+How to do efficient Lead Scoring?
+=================================