eb62ba77c1
https://docs.google.com/document/d/1BeWJmPYTD7YeKLKQO6MeG9EnVKHk4lodhixCOG8i1xM/edit#heading=h.ezp99r6ocsfe Renamed 'from_emails.rst' to 'emails.rst' for consistency
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======================================
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How to create a contact into Odoo CRM?
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======================================
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Odoo CRM allows you to manually add contacts into your pipeline. It can
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be either a lead or an opportunity.
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Activate the lead stage
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=======================
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By default, the lead stage is not activated in Odoo CRM. To activate it,
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go to :menuselection:`Configuration --> Settings`, select the option ""use leads
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if…** as shown below and click on **Apply**.
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.. image:: ./media/manual01.jpg
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:align: center
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This activation will create a new submenu **Leads** under
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**Sales** that gives you access to a list of all your leads from
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which you will be able to create a new contact.
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.. image:: ./media/manual02.jpg
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:align: center
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Create a new lead
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=================
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Go to :menuselection:`Sales --> Leads` and click the **Create** button.
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.. image:: ./media/manual03.jpg
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:align: center
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From the contact form, provide all the details in your possession
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(contact name, email, phone, address, etc.) as well as some additional
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information in the **Internal notes** field. You can also link the
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lead to an existing company by editing the**Customer** field. Click
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on save and the contact will be visible as a lead in your pipeline .
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.. note::
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your lead can be directly handed over to specific sales team and salesperson
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by clicking on **Convert to Opportunity** on the upper left corner of the screen.
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Create a new opportunity
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========================
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You can also directly add a contact into a specific sales team without
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having to convert the lead first. On the Sales module, go to your
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dashboard and click on the **Pipeline** button of the desired sales
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team. If you don’t have any sales team yet, :doc:`you need to create one first <../../salesteam/setup/create_team>`.
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Then, click on **Create** and fill in the contact details as shown here
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above. By default, the newly created opportunity will appear on the
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first stage of your sales pipeline.
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Another way to create an opportunity is by adding it directly on a
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specific stage. For example, if you have have spoken to Mr. Smith at a
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meeting and you want to send him a quotation right away, you can add his
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contact details on the fly directly into the **Proposition** stage. From
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the Kanban view of your sales team, just click on the **+** icon
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at the right of your stage to create the contact. The new opportunity
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will then pop up into the corresponding stage and you can then fill in
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the contact details by clicking on it.
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.. image:: ./media/manual04.png
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:align: center
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.. seealso::
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* :doc:`import`
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* :doc:`emails`
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* :doc:`website`
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.. rst-class:: text-muted
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| Written by Geoffrey Bressan (Odoo)
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| Proofread by Yves-Pascal Mukadi (Odoo)
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