[ADD] crm: How to setup your teams, sales process and objectives ?

https://docs.google.com/document/d/1PQBF3-NkRAAJ0S7UmtVTe_7AvFQjQWTREk-r38X_qjk/edit#

crm.rst

@@ -7,4 +7,6 @@ CRM
 .. toctree::
    :titlesonly:
 
+   crm/overview
    crm/salesteam
+   crm/leads

crm/leads.rst

@@ -0,0 +1,9 @@
+=====
+Leads
+=====
+
+.. toctree::
+   :titlesonly:
+
+   leads/generate
+   leads/manage

crm/leads/generate.rst

@@ -0,0 +1,8 @@
+==============
+Generate leads
+==============
+
+.. toctree::
+   :titlesonly:
+
+   generate/from_emails

crm/leads/generate/from_emails.rst

@@ -0,0 +1,3 @@
+===========================================
+How to generate leads from incoming emails?
+===========================================

crm/leads/manage.rst

@@ -0,0 +1,8 @@
+============
+Maange leads
+============
+
+.. toctree::
+   :titlesonly:
+
+   manage/automatic_assignation

crm/leads/manage/automatic_assignation.rst

@@ -0,0 +1,3 @@
+================================================================
+Automate lead assignation to specific sales teams or salespeople
+================================================================

crm/overview.rst

@@ -0,0 +1,8 @@
+========
+Overview
+========
+
+.. toctree::
+   :titlesonly:
+
+   overview/started

crm/overview/started.rst

@@ -0,0 +1,8 @@
+===============
+Getting started
+===============
+
+.. toctree::
+   :titlesonly:
+
+   started/setup

crm/overview/started/setup.rst

@@ -0,0 +1,127 @@
+=======================================================
+How to setup your teams, sales process and objectives ?
+=======================================================
+
+This quick step-by-step guide will lead you through Odoo CRM and help
+you handle your sales funnel easily and constantly manage your sales
+funnel from lead to customer.
+
+Configuration
+=============
+
+Create your database from `www.odoo.com/start <http://www.odoo.com/start>`__, select the CRM
+icon as first app to install, fill in the form and click on *Create
+now*. You will automatically be directed to the module when the database
+is ready.
+
+.. image:: media/setup01.png
+  :align: center
+
+.. tip::
+
+        You will notice that the installation of the CRM module has created the
+        submodules Chat, Calendar and Contacts. They are mandatory so that every
+        feature of the app is running smoothly.
+
+Introduction to the Sales Planner
+=================================
+
+The Sales Planner is a useful step-by-step guide created to help you
+implement your sales funnel and define your sales objectives easier. We
+strongly recommend you to go through every step of the tool the first
+time you use Odoo CRM and to follow the requirements. Your input are
+strictly personal and intended as a personal guide and mentor into your
+work. As it does not interact with the backend, you are free to adapt
+any detail whenever you feel it is needed.
+
+You can reach the Sales Planner from anywhere within the CRM module by
+clicking on the progress bar located on the upper-right side of your
+screen. It will show you how far you are in the use of the Sales
+Planner.
+
+.. image:: ./media/setup02.png
+   :align: center
+
+Set up your first sales team
+============================
+
+Create a new team
+-----------------
+
+A Direct Sales team is created by default on your instance. You can
+either use it or create a new one. Refer to the page :doc:`../../salesteam/setup/create_team`
+for more information.
+
+Assign salespeople to your sales team
+-------------------------------------
+
+When your sales teams are created, the next step is to link your
+salespeople to their team so they will be able to work on the
+opportunities they are supposed to receive. For example, if within your
+company Tim is selling products and John is selling maintenance
+contracts, they will be assigned to different teams and will only
+receive opportunities that make sense to them.
+
+In Odoo CRM, you can create a new user on the fly and assign it directly
+to a sales team. From the **Dashboard**, click on the button **More** of
+your selected sales team, then on **Settings**. Then, under the
+**Assignation** section, click on **Create** to add a new salesperson to
+the team.
+
+From the **Create: salesman** pop up window (see screenshot below),
+you can assign someone on your team:
+
+- Either your salesperson already exists in the system and you will
+  just need to click on it from the drop-down list and it will be
+  assigned to the team
+- Or you want to assign a new salesperson that doesn't exist into the
+  system yet - you can do it by creating a new user on the fly from
+  the sales team. Just enter the name of your new salesperson and
+  click on Create (see below) to create a new user into the system
+  and directly assign it to your team. The new user will receive an
+  invite email to set his password and log into the system. Refer
+  to :doc:`../../salesteam/manage/create_salesperson`
+  for more information about that process
+
+.. image:: ./media/setup03.png
+   :align: center
+
+Set up your pipeline
+--------------------
+
+Now that your sales team is created and your salespeople are linked to
+it, you will need to set up your pipeline -create the process by which
+your team will generate, qualify and close opportunities through your
+sales cycle. Refer to the document :doc:`../../salesteam/setup/organize_pipeline`
+to define the stages of your pipeline.
+
+Set up incoming email to generate opportunities
+-----------------------------------------------
+
+In Odoo CRM, one way to generate opportunities into your sales team is
+to create a generic email address as a trigger. For example, if the
+personal email address of your Direct team is
+`direct@mycompany.example.com <mailto:direct@mycompany.example.com>`__\, 
+every email sent will automatically create a new opportunity into the
+sales team.
+
+Refer to the page :doc:`../../leads/generate/from_emails` to set it up.
+
+Automate lead assignation
+-------------------------
+
+If your company generates a high volume of leads every day, it could
+be useful to automate the assignation so the system will distribute
+all your opportunities automatically to the right department.
+
+Refer to the document :doc:`../../leads/manage/automatic_assignation` for more information.
+
+.. todo::
+    
+    Related topics
+    -  CRM onboarding video
+
+.. rst-class:: text-muted
+
+| Written by Geoffrey Bressan (Odoo)
+| Proofread by Samuel Cabodi (Odoo)

crm/salesteam.rst

@@ -6,3 +6,4 @@ Sales Team
    :titlesonly:
 
    salesteam/setup
+   salesteam/manage

crm/salesteam/manage.rst

@@ -0,0 +1,8 @@
+==================
+Manage salespeople
+==================
+
+.. toctree::
+   :titlesonly:
+
+   manage/create_salesperson

crm/salesteam/manage/create_salesperson.rst

@@ -0,0 +1,3 @@
+================================
+How to create a new salesperson?
+================================

crm/salesteam/setup.rst

@@ -5,4 +5,5 @@ Sales Team
 .. toctree::
    :titlesonly:
 
+   setup/create_team
    setup/organize_pipeline

crm/salesteam/setup/create_team.rst

@@ -0,0 +1,3 @@
+=========================
+How to create a new team?
+=========================