[ADD]: add new chapters to CRM section

mga-odoo · Jun 16, 2018 · 15c6ed3 · 15c6ed3
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diff --git a/docs/crm/convert_lead.rst b/docs/crm/convert_lead.rst
@@ -0,0 +1,25 @@
+.. _convertlead:
+
+================================
+Convert leads into opportunities
+================================
+The system can generate leads instead of opportunities, in order to add a qualification step before converting a Lead into an Opportunity and assigning to the right sales people. You can activate this mode from the CRM Settings. It applies to all your sales channels by default. But you can make it specific for specific channels from their configuration form.
+
+Configuration
+-------------
+For this feature to work, go to ``CRM / Configuration / Settings`` and activate the Leads feature.
+
+.. image:: images/crm_12.png
+   :align: center
+
+You will now have a new submenu Leads under Pipeline where they will aggregate.
+
+Convert a lead into an opportunity
+----------------------------------
+When you click on a Lead you will have the option to convert it to an opportunity and decide if it should still be assigned to the same channel/person and if you need to create a new customer.
+
+If you already have an opportunity with that customer Odoo will automatically offer you to merge with that opportunity. In the same manner, Odoo will automatically offer you to link to an existing customer if that customer already exists.
+
+.. seealso::
+   * :doc:`generate_from_email`
+   * :doc:`generate_lead_from_webstie`
diff --git a/docs/crm/generate_from_email.rst b/docs/crm/generate_from_email.rst
@@ -0,0 +1,16 @@
+.. _generatefromemail:
+
+========================================
+Generate leads/opportunities from emails
+========================================
+Automating the lead/opportunity generation will considerably improve your efficiency. By default, any email sent to sales@mycompany.com will create an opportunity in the pipeline of the default sales channel.
+
+.. image:: images/crm_13.png
+    :align: center
+
+Configure email aliases
+-----------------------
+Each sales channel can have its own email alias, to generate leads/opportunities automatically assigned to it. It is useful if you manage several sales teams with specific business processes. You will find the configuration of sales channels under Configuration ‣ Sales Channels.
+
+.. image:: images/crm_14.png
+    :align: center
diff --git a/docs/crm/generate_lead_from_webstie.rst b/docs/crm/generate_lead_from_webstie.rst
@@ -0,0 +1,36 @@
+.. _leadfromwebsite:
+
+===========================================================
+Generate leads/opportunities from your website contact page
+===========================================================
+Automating the lead/opportunity generation will considerably improve your efficiency. Any visitor using the contact form on your website will create a lead/opportunity in the pipeline.
+
+Use the contact us on your website
+----------------------------------
+You should first go to your website app.
+
+With the CRM app installed, you benefit from ready-to-use contact form on your Odoo website that will generate leads/opportunities automatically.
+
+.. image:: images/crm_15.png
+    :align: center
+
+To change to a specific sales channel, go to Website ‣ Configuration ‣ Settings under Communication you will find the Contact Form info and where to change the Sales Channel or Salesperson.
+
+.. image:: images/crm_16.png
+    :align: center
+
+.. note:: If the same visitors uses the contact form twice, the second information will be added to the first lead/opportunity in the chatter.
+
+Video
+-----
+Access the video at https://www.youtube.com/watch?v=Q4FujRKnUHM
+
+.. raw:: html
+
+    <div style="position: relative; padding-bottom: 56.25%; height: 0; overflow: hidden; max-width: 100%; height: auto;">
+        <iframe src="https://www.youtube.com/embed/Q4FujRKnUHM" frameborder="0" allowfullscreen style="position: absolute; top: 0; left: 0; width: 700px; height: 385px;"></iframe>
+    </div>
+
+Generate leads instead of opportunities
+---------------------------------------
+When using a contact form, it is advised to use a qualification step before assigning to the right sales people. To do so, activate Leads in CRM settings and refer to :doc:`convert_lead`.
diff --git a/docs/crm/images/crm_08.png b/docs/crm/images/crm_08.png
diff --git a/docs/crm/images/crm_09.png b/docs/crm/images/crm_09.png
diff --git a/docs/crm/images/crm_10.png b/docs/crm/images/crm_10.png
diff --git a/docs/crm/images/crm_11.png b/docs/crm/images/crm_11.png
diff --git a/docs/crm/images/crm_12.png b/docs/crm/images/crm_12.png
diff --git a/docs/crm/images/crm_13.png b/docs/crm/images/crm_13.png
diff --git a/docs/crm/images/crm_14.png b/docs/crm/images/crm_14.png
diff --git a/docs/crm/images/crm_15.png b/docs/crm/images/crm_15.png
diff --git a/docs/crm/images/crm_16.png b/docs/crm/images/crm_16.png
diff --git a/docs/crm/index.rst b/docs/crm/index.rst
@@ -7,7 +7,18 @@ CRM
 Organize the pipeline
 ---------------------
 .. toctree::
-   :maxdepth: 1
+   :titlesonly:
 
    plan_activities.rst
    lost_opportunities.rst
+   multiple_sales_team.rst
+
+Acquire leads
+-------------
+
+.. toctree::
+  :titlesonly:
+
+  convert_lead.rst
+  generate_from_email.rst
+  generate_lead_from_webstie.rst
diff --git a/docs/crm/multiple_sales_team.rst b/docs/crm/multiple_sales_team.rst
@@ -0,0 +1,42 @@
+.. _multiplesalesteam:
+
+===========================
+Manage multiple sales teams
+===========================
+
+In Odoo, you can manage several sales teams, departments or channels with specific sales processes. To do so, we use the concept of *Sales Channel*.
+
+Create a new sales channel
+--------------------------
+
+To create a new *Sales Channel*, go to :menuselection:`Configuration --> Sales Channels`.
+
+There you can set an email alias to it. Every message sent to that email address will create a lead/opportunity.
+
+.. image:: images/crm_08.png
+    :align: center
+
+Add members to your sales channel
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+You can add members to any channel; that way those members will see the pipeline structure of the sales channel when opening it. Any lead/opportunity assigned to them will link to the sales channel. Therefore, you can only be a member of one channel.
+
+This will ease the process review of the team manager.
+
+.. image:: images/crm_09.png
+    :align: center
+
+If you now filter on this specific channel in your pipeline, you will find all of its opportunities.
+
+.. image:: images/crm_10.png
+    :align: center
+
+Sales channel dashboard
+-----------------------
+
+To see the operations and results of any sales channel at a glance, the sales manager also has access to the *Sales Channel Dashboard* under *Reporting*.
+
+.. image:: images/crm_11.png
+    :align: center
+
+It is shared with the whole ecosystem so every revenue stream is included in it: Sales, eCommerce, PoS, etc.
diff --git a/docs/odoo/index.rst b/docs/odoo/index.rst
@@ -1,8 +1,8 @@
 .. _odooindex:
 
-==================
-Access Odoo Online
-==================
+===========
+Odoo Online
+===========
 .. toctree::
    :maxdepth: 1