diff --git a/crm.rst b/crm.rst index c4ba56157..708739060 100644 --- a/crm.rst +++ b/crm.rst @@ -7,4 +7,6 @@ CRM .. toctree:: :titlesonly: + crm/overview crm/salesteam + crm/leads diff --git a/crm/leads.rst b/crm/leads.rst new file mode 100644 index 000000000..fd2ac0bb4 --- /dev/null +++ b/crm/leads.rst @@ -0,0 +1,9 @@ +===== +Leads +===== + +.. toctree:: + :titlesonly: + + leads/generate + leads/manage diff --git a/crm/leads/generate.rst b/crm/leads/generate.rst new file mode 100644 index 000000000..9becc83b1 --- /dev/null +++ b/crm/leads/generate.rst @@ -0,0 +1,8 @@ +============== +Generate leads +============== + +.. toctree:: + :titlesonly: + + generate/from_emails diff --git a/crm/leads/generate/from_emails.rst b/crm/leads/generate/from_emails.rst new file mode 100644 index 000000000..a7327b259 --- /dev/null +++ b/crm/leads/generate/from_emails.rst @@ -0,0 +1,3 @@ +=========================================== +How to generate leads from incoming emails? +=========================================== diff --git a/crm/leads/manage.rst b/crm/leads/manage.rst new file mode 100644 index 000000000..6f3d13fca --- /dev/null +++ b/crm/leads/manage.rst @@ -0,0 +1,8 @@ +============ +Maange leads +============ + +.. toctree:: + :titlesonly: + + manage/automatic_assignation diff --git a/crm/leads/manage/automatic_assignation.rst b/crm/leads/manage/automatic_assignation.rst new file mode 100644 index 000000000..a1dfeda18 --- /dev/null +++ b/crm/leads/manage/automatic_assignation.rst @@ -0,0 +1,3 @@ +================================================================ +Automate lead assignation to specific sales teams or salespeople +================================================================ diff --git a/crm/overview.rst b/crm/overview.rst new file mode 100644 index 000000000..dea9348bf --- /dev/null +++ b/crm/overview.rst @@ -0,0 +1,8 @@ +======== +Overview +======== + +.. toctree:: + :titlesonly: + + overview/started diff --git a/crm/overview/started.rst b/crm/overview/started.rst new file mode 100644 index 000000000..9986b44d6 --- /dev/null +++ b/crm/overview/started.rst @@ -0,0 +1,8 @@ +=============== +Getting started +=============== + +.. toctree:: + :titlesonly: + + started/setup diff --git a/crm/overview/started/media/image03.png b/crm/overview/started/media/image03.png new file mode 100644 index 000000000..9a7392bae Binary files /dev/null and b/crm/overview/started/media/image03.png differ diff --git a/crm/overview/started/media/image04.png b/crm/overview/started/media/image04.png new file mode 100644 index 000000000..bdb3e595f Binary files /dev/null and b/crm/overview/started/media/image04.png differ diff --git a/crm/overview/started/media/image05.png b/crm/overview/started/media/image05.png new file mode 100644 index 000000000..3dc7279b0 Binary files /dev/null and b/crm/overview/started/media/image05.png differ diff --git a/crm/overview/started/media/setup01.png b/crm/overview/started/media/setup01.png new file mode 100644 index 000000000..69ade55fe Binary files /dev/null and b/crm/overview/started/media/setup01.png differ diff --git a/crm/overview/started/media/setup02.png b/crm/overview/started/media/setup02.png new file mode 100644 index 000000000..9a3e0c1cc Binary files /dev/null and b/crm/overview/started/media/setup02.png differ diff --git a/crm/overview/started/media/setup03.png b/crm/overview/started/media/setup03.png new file mode 100644 index 000000000..ba696c5eb Binary files /dev/null and b/crm/overview/started/media/setup03.png differ diff --git a/crm/overview/started/setup.rst b/crm/overview/started/setup.rst new file mode 100644 index 000000000..437b4cf37 --- /dev/null +++ b/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 `__, 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 `__\, +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) diff --git a/crm/salesteam.rst b/crm/salesteam.rst index e176116e0..6790c9759 100644 --- a/crm/salesteam.rst +++ b/crm/salesteam.rst @@ -6,3 +6,4 @@ Sales Team :titlesonly: salesteam/setup + salesteam/manage diff --git a/crm/salesteam/manage.rst b/crm/salesteam/manage.rst new file mode 100644 index 000000000..27fc9a0af --- /dev/null +++ b/crm/salesteam/manage.rst @@ -0,0 +1,8 @@ +================== +Manage salespeople +================== + +.. toctree:: + :titlesonly: + + manage/create_salesperson diff --git a/crm/salesteam/manage/create_salesperson.rst b/crm/salesteam/manage/create_salesperson.rst new file mode 100644 index 000000000..89cf22b27 --- /dev/null +++ b/crm/salesteam/manage/create_salesperson.rst @@ -0,0 +1,3 @@ +================================ +How to create a new salesperson? +================================ diff --git a/crm/salesteam/setup.rst b/crm/salesteam/setup.rst index 6bac77b6c..20e0f0853 100644 --- a/crm/salesteam/setup.rst +++ b/crm/salesteam/setup.rst @@ -5,4 +5,5 @@ Sales Team .. toctree:: :titlesonly: + setup/create_team setup/organize_pipeline diff --git a/crm/salesteam/setup/create_team.rst b/crm/salesteam/setup/create_team.rst new file mode 100644 index 000000000..4ab30cb70 --- /dev/null +++ b/crm/salesteam/setup/create_team.rst @@ -0,0 +1,3 @@ +========================= +How to create a new team? +=========================