[IMP] CRM: lost opportunities update

content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst

@@ -13,7 +13,7 @@ also useful tools for managing more complex bills of materials (BoMs).
 Create the kit as a product
 ===========================
 
-To use a kit as a sellable product, or simply as a component organization tool, the kit should first
+To use a kit as a sellable product, or as a component organization tool, the kit should first
 be created as a product.
 
 To create a kit product, go to :menuselection:`Inventory app --> Products --> Products`, and click
@@ -26,7 +26,7 @@ because the stock on-hand for kits is typically not tracked.
 .. note::
    Although kits should almost always be set to :guilabel:`Consumable`, companies using
    **Anglo-Saxon** accounting might need to create kits as a :guilabel:`Storable Product`. This is
-   because when processing invoices for kits, the Cost of Goods Sold (COGS) will be posted in
+   because when processing invoices for kits, the Cost of Goods Sold (COGS) is posted in
    accounting journals.
 
 Unlike storable products, the :guilabel:`Routes` designation under the :guilabel:`Inventory` tab
@@ -54,7 +54,6 @@ specify their quantities under the :guilabel:`Quantity` column.
 Once ready, click :guilabel:`Save` to save the newly-created :abbr:`BoM (bill of materials)`.
 
 .. image:: kit_shipping/bom-kit-selection.png
-   :align: center
    :alt: Kit selection on the bill of materials.
 
 If the kit is solely being used as a sellable product, then only components need to be added under
@@ -69,7 +68,7 @@ Use kits to manage complex BoMs
 
 Kits are also used to manage multi-level :abbr:`BoMs (bills of materials)`. These are products that
 contain **other** :abbr:`BoM (bill of materials)` products as components, and therefore require
-*nested* :abbr:`BoMs (bills of materials)`. Incorporating pre-configured kits into multi-level
+*nested* :abbr:`BoMs (bills of materials)`. Incorporating preconfigured kits into multi-level
 :abbr:`BoMs (bills of materials)` allows for cleaner organization of bundled products.
 
 To configure this type of :abbr:`BoM (bill of materials)` with a kit as a component, go to
@@ -88,7 +87,6 @@ of materials)`.
 Once ready, click :guilabel:`Save` to save changes.
 
 .. image:: kit_shipping/multilevel-bom-kit.png
-   :align: center
    :alt: Kit as a component in a multilevel bill of materials.
 
 Structure & cost
@@ -99,7 +97,6 @@ click on the :guilabel:`Structure & Cost` smart button. Sublevel :abbr:`BoMs (bi
 can be expanded and viewed from this report.
 
 .. image:: kit_shipping/structure-and-cost-kit.png
-   :align: center
    :alt: Expanded kit in the Structure and Cost report.
 
 When creating a manufacturing order for a product with a multi-level :abbr:`BoM (bill of

content/applications/sales/crm/pipeline/lost_opportunities.rst

@@ -3,51 +3,49 @@ Manage lost opportunities
 =========================
 
 Not every opportunity results in a successful sale. To keep the pipeline up-to-date, *lost*
-opportunities need to be identified. Specifying why an opportunity was lost provides additional
+opportunities need to be identified. Specifying why an opportunity was lost helps identify recurring issues, reveal coaching opportunities, and can assist with improving overall sales strategy.
-insight that can prove useful for future opportunities.
+
+.. seealso::
+   :doc:`Merging lost opportunities with active ones will pull them back into the pipeline. <merge_similar>`
 
 Mark an opportunity as lost
 ===========================
 
-To mark an opportunity as lost, first open the :menuselection:`CRM app`, and select an opportunity
+To mark an opportunity as lost, first open the :menuselection:`CRM` app, then select an opportunity
-from the pipeline, by clicking on its corresponding Kanban card. Doing so reveals that opportunity's
+from the pipeline by selecting its corresponding Kanban card. This reveals that opportunity's
 detail form.
 
-Then, click :guilabel:`Lost`, located at the top of the opportunity's detail form.
+Then select :guilabel:`Lost`, located at the top of the opportunity's detail form.
 
 .. image:: lost_opportunities/lost-opps-lost-button.png
-   :align: center
    :alt: Buttons from the top of an opportunity record with the lost button emphasized.
 
 This opens the :guilabel:`Mark Lost` pop-up window. From the :guilabel:`Lost Reason` drop-down menu,
-choose an existing lost reason. If no applicable reason is available, create a new one by entering
+choose an existing lost reason. If none of these are appropriate, create a new one by entering
-it into the :guilabel:`Lost Reason` field, and clicking :guilabel:`Create`.
+it into the :guilabel:`Lost Reason` field, then select :guilabel:`Create`.
 
 Additional notes and comments can be added below the lost reason in the designated
 :guilabel:`Closing Note` field.
 
 .. tip::
-   Neither the :guilabel:`Lost Reason` field, nor the :guilabel:`Closing Note` field, on the
+   Neither the :guilabel:`Lost Reason` field, nor the :guilabel:`Closing Note` field on the
-   :guilabel:`Mark Lost` pop-up window are required. However, it is recommended to include this
+   :guilabel:`Mark Lost` pop-up window are required. However, including this
-   information for the sake of traceability, accountability, and reporting purposes.
+   information can help with traceability, accountability, and reporting purposes.
 
-When all the desired information has been entered in the :guilabel:`Mark Lost` pop-up window, click
+When all the desired information has been entered in the :guilabel:`Mark Lost` pop-up window, select
 :guilabel:`Mark as Lost`.
 
 .. image:: lost_opportunities/lost-opps-lost-reason.png
-   :align: center
    :alt: Lost reasons popup with sample reasons.
 
-After clicking :guilabel:`Mark as Lost`, a red :guilabel:`Lost` banner is added to the upper-right
+After selecting :guilabel:`Mark as Lost`, a red :guilabel:`Lost` banner is added to the upper-right
 corner of the opportunity.
 
 .. image:: lost_opportunities/lost-banner.png
-   :align: center
    :alt: A lost opportunity with the lost banner added.
 
 .. note::
-   To mark an *inactive* (archived) opportunity as lost, set the :guilabel:`Probability` field to
+   Marking an opportunity as lost will archive it and set its :guilabel:`Probability` to 0.
-   `0` percent.
 
 .. _crm/lost-reasons:
 
@@ -57,31 +55,21 @@ Create/edit lost reasons
 To create a new lost reason, or edit an existing one, navigate to :menuselection:`CRM app -->
 Configuration --> Lost Reasons`.
 
-To edit an existing lost reason:
+To edit an existing lost reason, select the reason to be edited to highlight it. Change the selected lost reason by editing the :guilabel:`Description` field. When finished, select :guilabel:`Save` in the upper-left corner.
 
-#. Click on the reason to be edited to highlight it.
+To create a new lost reason, select :guilabel:`New` in the upper-left corner of the :guilabel:`Lost Reasons` page. Type the new lost reason in the :guilabel:`Description` field. When finished, select :guilabel:`Save`.
-#. Change the selected lost reason by editing the :guilabel:`Description` field.
-#. When finished, click :guilabel:`Save` in the upper-left corner.
-
-To create a new lost reason:
-
-#. Click :guilabel:`New` in the upper-left corner of the :guilabel:`Lost Reasons` page.
-#. In the new blank line, click in the :guilabel:`Description` field, then type the new lost reason.
-#. When finished, click :guilabel:`Save`.
 
 View lost opportunities
 =======================
 
-To retrieve lost opportunities in Odoo *CRM*, open the :menuselection:`CRM app`. On the main
+To retrieve lost opportunities, go :menuselection:`CRM app --> Sales --> My Pipeline` and, select the search bar at the top of the page. Then
-:guilabel:`Pipeline` dashboard, click into the :guilabel:`Search...` bar at the top of the page, and
 remove all of the default filters.
 
 .. image:: lost_opportunities/lost-opps-lost-filter.png
-   :align: center
    :alt: Search bar with lost filter emphasized.
 
-Open the :guilabel:`Filters` drop-down menu, by clicking the :guilabel:`🔻(triangle pointed down)`
+Open the :guilabel:`Filters` drop-down menu by selecting the :icon:`fa-caret-down` :guilabel:`(dropdown)`
-icon to the right of the :guilabel:`Search...` bar to open the drop-down menu containing
+icon to the right of the search bar to open the drop-down menu containing
 :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` options, designated into
 respective columns.
 
@@ -91,18 +79,15 @@ Select the :guilabel:`Lost` option from the :guilabel:`Filters` section. Upon se
 Sort opportunities by lost reason
 ---------------------------------
 
-To filter opportunities by a specific lost reason, click the :guilabel:`🔻(triangle pointed down)`
+To filter opportunities by a specific lost reason, select the :icon:`fa-caret-down` :guilabel:`(dropdown)`
-icon to the right of the :guilabel:`Search...` bar again to open the drop-down menu. In addition to
+icon to the right of the search bar again to open the drop-down menu. In addition to
-the :guilabel:`Lost` filter, under the :guilabel:`Filters` column, click :guilabel:`Add Custom
+the :guilabel:`Lost` filter, under the :guilabel:`Filters` column, select :guilabel:`Add Custom
 Filter`, which opens an :guilabel:`Add Custom Filter` pop-up window.
 
-On the :guilabel:`Add Custom Filter` pop-up window, click in the first field, and type `Lost Reason`
+On the :guilabel:`Add Custom Filter` pop-up window, select the first field and type `Lost Reason`
-in the :guilabel:`Search...` bar, or scroll to search through the list to locate it. Then, click
+in the search bar, or scroll to search through the list to locate it. Then, in the next field, select :guilabel:`=` from the drop-down menu. Select the third field, then select a lost reason from the drop-down menu. Finally, select :guilabel:`Add`.
-into the next field, and select :guilabel:`=` from the drop-down menu. Click into the third field,
-and select a lost reason from the drop-down menu. Finally, click :guilabel:`Add`.
 
 .. image:: lost_opportunities/lost-opps-lost-custom-filter.png
-   :align: center
    :alt: Search bar with custom filter added for lost reason.
 
 .. tip::
@@ -111,15 +96,13 @@ and select a lost reason from the drop-down menu. Finally, click :guilabel:`Add`
    this operator makes it possible to choose multiple lost reasons in the third field.
 
    .. image:: lost_opportunities/multiple-lost-reasons.png
-      :align: center
       :alt: Add Custom Filter pop-up with multiple lost reasons selected.
 
 Restore lost opportunities
 ==========================
 
-To restore a lost opportunity, open the :menuselection:`CRM app` to reveal the :guilabel:`Pipeline`
+To restore a lost opportunity, open the :menuselection:`CRM` app to reveal the :guilabel:`Pipeline`
-dashboard. Or, navigate to :menuselection:`CRM app --> Sales --> My Pipeline`. From here, click the
+dashboard. Or, navigate to :menuselection:`CRM app --> Sales --> My Pipeline`. From here, select the :icon:`fa-caret-down` :guilabel:`(dropdown)` icon to the right of the search bar to open the
-:guilabel:`🔻(triangle pointed down)` icon to the right of the :guilabel:`Search...` bar to open the
 drop-down menu that contains :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites`
 columns.
 
@@ -128,31 +111,25 @@ opportunities on the :guilabel:`Pipeline` page.
 
 .. tip::
    To see all opportunities in the database, remove the default :guilabel:`My Pipeline` filter from
-   the :guilabel:`Search...` bar.
+   the search bar.
 
-Then, click on the Kanban card of the desired lost opportunity to restore, which opens that
+Then, select the Kanban card of the lost opportunity to restore, and on the form, select :guilabel:`Restore` in the upper-left corner.
-opportunity's detail form.
-
-From the lost opportunity's detail form, click :guilabel:`Restore` in the upper-left corner. Doing
-so removes the red :guilabel:`Lost` banner from the opportunity form, signifying the opportunity has
-been restored.
 
 .. image:: lost_opportunities/lost-opps-restore.png
-   :align: center
    :alt: Lost opportunity with emphasis on the Restore button.
 
 Restore multiple opportunities at once
 --------------------------------------
 
 To restore multiple opportunities at once, navigate to the main :guilabel:`Pipeline` dashboard in
-the *CRM* app, open the :guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option.
+the **CRM** app, open the :guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option.
 
-Next, select the list view option, represented by the :guilabel:`≣ (list)` icon in the upper-right
+Next, select the list view option, represented by the :icon:`fa-bars` :guilabel:`(list)` icon in the upper-right
-corner. Doing so places all the opportunities from the :guilabel:`Pipeline` page in a list view.
+corner. This places all the opportunities from the :guilabel:`Pipeline` page in a list view.
 With the list view chosen, select the checkbox to the left of each opportunity to be restored.
 
-Once the desired opportunities have been selected, click the :guilabel:`⚙️ Actions` drop-down menu
+Once the desired opportunities have been selected, select the :icon:`fa-cog` :guilabel:`(Actions)` drop-down menu
-at the top of the :guilabel:`Pipeline` page. From the :guilabel:`⚙️ Actions` drop-down menu, select
+at the top of the :guilabel:`Pipeline` page. From the :icon:`fa-cog` :guilabel:`(Actions)` drop-down menu, select
 :guilabel:`Unarchive`.
 
 Doing so removes those selected opportunities from the :guilabel:`Pipeline` page because they no
@@ -160,7 +137,6 @@ longer fit the :guilabel:`Lost` filter criteria. Delete the :guilabel:`Lost` fil
 bar to reveal these newly-restored opportunities.
 
 .. image:: lost_opportunities/lost-opps-unarchive.png
-   :align: center
    :alt: Action button from list view with the Unarchive option emphasized.
 
 Manage lost leads
@@ -171,55 +147,51 @@ opportunities. Leads use the same :ref:`lost reasons <crm/lost-reasons>` as oppo
 
 .. note::
    To enable leads, navigate to :menuselection:`CRM app --> Configuration --> Settings` and check
-   the :guilabel:`Leads` checkbox. Then, click :guilabel:`Save`. This adds a new :guilabel:`Leads`
+   the :guilabel:`Leads` checkbox. Then, select :guilabel:`Save`. This adds a new :guilabel:`Leads` menu to the header menu bar at the top of the page.
-   menu to the header menu bar at the top of the page.
 
 Mark a lead as lost
 -------------------
 
 To mark a lead as lost, navigate to :menuselection:`CRM app --> Leads`, and select a lead from the
-list. Doing so reveals that lead's detail form.
+list. Doing so reveals that lead's detail form. Then select :guilabel:`Lost`, located at the top of the lead's detail form.
-
-Then, click :guilabel:`Lost`, located at the top of the lead's detail form.
 
 This opens the :guilabel:`Mark Lost` pop-up window. From the :guilabel:`Lost Reason` drop-down menu,
 choose an existing lost reason. If no applicable reason is available, create a new one by entering
-it into the :guilabel:`Lost Reason` field, and clicking :guilabel:`Create`.
+it into the :guilabel:`Lost Reason` field, then selecting :guilabel:`Create`.
 
 Additional notes and comments can be added below the lost reason designated in the
 :guilabel:`Closing Note` field.
 
-When all the desired information has been entered in the :guilabel:`Mark Lost` pop-up window, click
+When all the desired information has been entered in the :guilabel:`Mark Lost` pop-up window, select
 :guilabel:`Mark as Lost`.
 
 Restore lost leads
 ------------------
 
-To restore a lost lead, navigate to :menuselection:`CRM app --> Leads`, then click the :guilabel:`🔻
+To restore a lost lead, navigate to :menuselection:`CRM app --> Leads`, then select the :icon:`fa-caret-down` :guilabel:`(dropdown)` icon to the right of the search bar to open the drop-down
-(triangle pointed down)` icon to the right of the :guilabel:`Search...` bar to open the drop-down
 menu that contains the :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` columns.
 
 Under the :guilabel:`Filters` column, select :guilabel:`Lost`. Doing so reveals all the lost leads
 on the :guilabel:`Leads` page.
 
-Then, click on the desired lost lead to restore, which opens that lead's detail form.
+Then, select the desired lost lead to restore, which opens that lead's detail form.
 
-From the lost lead's detail form, click :guilabel:`Restore` in the upper-left corner. Doing so
+From the lost lead's detail form, select :guilabel:`Restore` in the upper-left corner. Doing so
 removes the red :guilabel:`Lost` banner from the lead form, signifying the lead has been restored.
 
 Restore multiple leads at once
 ------------------------------
 
 To restore multiple leads at once, navigate to :menuselection:`CRM app --> Leads`, open the
-:guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option. Select the checkbox to
+:guilabel:`Filters` drop-down menu, then select the :guilabel:`Lost` option. Select the checkbox to
 the left of each lead to be restored.
 
-Once the desired leads have been selected, click the :guilabel:`⚙️ Actions` drop-down menu at the
+Once the desired leads have been selected, select the :icon:`fa-cog` :guilabel:`(Actions)` drop-down menu at the
-top of the :guilabel:`Leads` page. From the :guilabel:`⚙️ Actions` drop-down menu, select
+top of the :guilabel:`Leads` page. From the :icon:`fa-cog` :guilabel:`(Actions)` drop-down menu, select
 :guilabel:`Unarchive`.
 
 Doing so removes those selected leads from the :guilabel:`Leads` page because they no longer fit the
-:guilabel:`Lost` filter criteria. Delete the :guilabel:`Lost` filter from the :guilabel:`Search...`
+:guilabel:`Lost` filter criteria. Delete the :guilabel:`Lost` filter from the search
 bar to reveal these newly-restored leads.
 
 .. seealso::