250bc3ab21
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 Part-of: odoo/documentation#2066
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================================
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Convert leads into opportunities
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================================
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The system can generate leads instead of opportunities, in order to add
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a qualification step before converting a *Lead* into an
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*Opportunity* and assigning to the right sales people.
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You can activate this mode from the CRM Settings. It applies to all your sales
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channels by default. But you can make it specific for specific channels
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from their configuration form.
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Configuration
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=============
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For this feature to work, go to :menuselection:`CRM --> Configuration --> Settings`
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and activate the *Leads* feature.
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.. image:: convert/convert01.png
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:align: center
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You will now have a new submenu *Leads* under *Leads* where they
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will aggregate.
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.. image:: convert/convert02.png
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:align: center
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Convert a lead into an opportunity
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==================================
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When you click on a *Lead* you will have the option to convert it to
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an opportunity and decide if it should still be assigned to the same
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channel/person and if you need to create a new customer.
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.. image:: convert/convert03.png
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:align: center
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If you already have an opportunity with that customer Odoo will
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automatically offer you to merge with that opportunity. In the same
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manner, Odoo will automatically offer you to link to an existing
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customer if that customer already exists.
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Merge opportunities
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===================
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Odoo will also automatically propose to merge opportunities if they have
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the same email address. When merging opportunities, Odoo merges the
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information into the opportunity which was created first, giving
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priority to the information present on the first opportunity.
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No information is lost: data from the other opportunity is logged in the
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chatter and the information fields for easy access.
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.. image:: convert/convert_04.png
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:align: center
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Would you find a duplicate yourself, ...you can also merge opportunities
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or leads even if the system doesn't propose it.
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Here’s how, from the list view. Select the opportunities or leads you
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want to merge and the action button will appear. Then, you can select merge.
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.. image:: convert/convert_05.png
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:align: center
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.. note::
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It is also possible to merge more than 2 opportunities or leads. |