6f125de01b
Since odoo/documentation#903, the guideline for the location of new resource (images, downloadable files, RST includes...) files is to place those inside the directory of the RST page that references them. For example, if `doc1.rst` has a reference to `image.png` and to `download.zip`, the file structure should look like this: ├── parent_doc/ │ └── doc1/ │ │ └── image.png │ │ └── download.zip │ └── doc1.rst │ └── doc2.rst ├── parent_doc.rst Before this commit, most of the resource files were still located inside 'media' directories holding all the resource files referenced by RST pages located at the same level as these directories. In the example above, a single 'media' directory would hold all the resource files referenced by both `doc1.rst` and `doc2.rst`. Doing so prevented us from figuring out easily which resource file was referenced by which RST page and, thus, lead to unused resource files piling up in the repository. It also made it more complicated to define codeowners regex rules because a team could not simply be assigned to `/some_page.*` but needed to be assigned to both `/some_page\.rst` and to the location of 'media'. In order to help new content writers figure out the guideline when taking examples from other RST pages, this commit retroactively applies the guideline to existing resource files and 'media' directories. The left-over resource files that are not referenced by any RST page are removed. task-2497965 closes odoo/documentation#2006 Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
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2.6 KiB
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79 lines
2.6 KiB
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===========================================================
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Generate leads/opportunities from your website contact page
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===========================================================
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Automating the lead/opportunity generation will considerably improve
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your efficiency. Any visitor using the contact form on your website will
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create a lead/opportunity in the pipeline.
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Use the contact us on your website
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==================================
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You should first go to your website app.
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|image0|\ |image1|
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With the CRM app installed, you benefit from a ready-to-use contact form
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on your Odoo website that will generate leads/opportunities
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automatically.
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.. image:: generate_from_website/generate_from_website03.png
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:align: center
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To change to a specific sales channel, go to :menuselection:`Website
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--> Configuration --> Settings` under *Communication* you will find the
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Contact Form info and where to change the *Sales Channel* or
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*Salesperson*.
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.. image:: generate_from_website/generate_from_website04.png
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:align: center
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Create a custom contact form
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============================
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You may want to know more from your visitor when they use the contact form to
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you will need to build a custom contact form on your
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website. These contact forms can generate multiple types of records in
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the system (emails, leads/opportunities, project tasks, helpdesk
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tickets, etc.)
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Configuration
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=============
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You will need to install the free *Form Builder* module, only
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available in Odoo Enterprise.
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.. image:: generate_from_website/generate_from_website05.png
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:align: center
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Create a custom contact form
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----------------------------
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First, go to the page where you want to put your contact form. In edit mode, drag
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the form builder onto the page, and you will be able to add all the fields
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you wish.
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.. image:: generate_from_website/generate_from_website06.png
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:align: center
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By default, any new contact form will send an email. You can switch to
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lead/opportunity generation in *Change Form Parameters*.
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.. note::
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If the same visitor uses the contact form twice, the second
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entry will be added to the first lead/opportunity in the chatter.
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Generate leads instead of opportunities
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=======================================
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When using a contact form, you should use a qualification step
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before assigning the form to the right sales people. To do so, activate *Leads*
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in CRM settings and refer to :doc:`convert`.
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.. |image0| image:: generate_from_website/generate_from_website01.png
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:width: 1.04401in
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:height: 1.16146in
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.. |image1| image:: generate_from_website/generate_from_website02.png
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:width: 1.43229in
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:height: 1.16244in
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