[ADD]: add new section to CRM

docs/crm/active_lost_leads.rst

@@ -0,0 +1,90 @@
+Email marketing on the lost activity to reactive them
+=====================================================
+
+Massmail is a great tool to send the bulk emails to your contacts.
+Reactive the old leads could bring your a business, nothing wrong to
+send them an email which could reactive opportunities from them lost
+once.
+
+.. tip:: The correct reason required on the old leads before you send
+  email to them, like discount on the product/service to only those
+  customers who lost actually because of the budget.
+
+Business case
+-------------
+
+Let’s send the offer to have 20% discount on the product/service, who
+actually lost because they did not have a budget.
+
+Configuration
+-------------
+
+**Email Marketing** is a separate app required to be installed
+separately, this app is not limited to use with the CRM or Sales, It can
+be used to send the email in bulk for Recruitment, Mailing List,
+Participants of the Event, etc.
+
+|image0|
+
+Create mass mail
+----------------
+
+Create a mass mail from the Email Marketing / Mailings, you need an
+attractive subject, choose *Leads / Opportunity* in the **Recipients**
+field, below that you can actually defines the criteria to choose the
+leads / opportunities which will receive the email from this mass
+mailing.
+
+I choose all the leads which was Lost and the reason for mark as lost
+because, they do not have Not enough budget.
+
+|image1|
+
+Send Emails
+-----------
+
+The process of sending an email takes time based on the number of email
+to send and how fast your email service provider.
+
+Test before you send
+~~~~~~~~~~~~~~~~~~~~
+
+It is advisable to check how email looks in your mailbox before you send
+it to the prospects, you can check by sending a copy of the email to
+your own email account by clicking on **Test** button.
+
+|image2|
+
+Send to all
+~~~~~~~~~~~
+
+If you found the email looks well on your mailbox, you can send email to
+all the leads/opportunities who are selected on the mailing.
+
+By default email marketing will be scheduled for the specific date and
+time and will be processed accordingly. Emails will be generated and
+queued in the system, automatic scheduler will process that email queue
+and send those emails.
+
+.. note:: Some mail marketing may take time to send the emails depending
+  on the email providers, some email may go to spam if if your provider
+  does not configure well or the subject and content of the email looks
+  like a spam mail.
+
+Statistics
+~~~~~~~~~~
+
+Statistics will be enabled as soon as schedule start processing the
+email, you can actually see the number of email sent, bounced, opened by
+the receiver, replied on that email or number of user clicks on the link
+if you attached any links in the email.
+
+|image3|
+
+.. |image0| image:: ./static/active_lost_leads/media/image5.png
+
+.. |image1| image:: ./static/active_lost_leads/media/image4.png
+
+.. |image2| image:: ./static/active_lost_leads/media/image8.png
+
+.. |image3| image:: ./static/active_lost_leads/media/image7.png

docs/crm/assign_leads_based_on_score.rst

@@ -0,0 +1,59 @@
+Assign leads based on scoring
+=============================
+
+With Leads Scoring you can automatically rank your leads based on
+selected criterias. See how you can *measure the score for an
+opportunity based on the user behaviour on website.*
+
+For example you could score customers from your country higher or the
+ones that visited specific pages on your website.
+
+Configuration
+-------------
+
+Install a module **Lead Scoring** under your **Apps** page available in
+Odoo Enterprise only.
+
+|image0|
+
+Generate Leads
+~~~~~~~~~~~~~~
+
+Leads/Opportunities can be generated through the below listed methods
+
+-  Generate leads/opportunities from emails
+
+-  Generate leads/opportunities from your website contact page
+
+Create scoring rules
+~~~~~~~~~~~~~~~~~~~~
+
+You now have a new menu in your **CRM** app called **Leads Management /
+Scoring Rules** where you can manage your scoring rules. Here's an
+example for a *Pricing Page Score*, you can modify for whatever criteria
+you wish to score your leads on. You can add as many criterias as you
+wish.
+
+|image1|
+
+Every hour every lead without a score will be automatically scanned and
+assigned their right score according to your scoring rules.
+
+Assign leads
+------------
+
+Once the scores computed, leads can have enough information to classify
+that it is belongs to which sales team. Lead be assigned to specific
+teams using the same domain mechanism. To do so go to **CRM / Leads
+Management / Team Assignation** and apply a specific domain on each
+team.
+
+This domain may include lead scores, page visited by visitor, and other
+information such as country, city, availability of the email or phone.
+
+Please go through **Automatic leads assignation to team members** topic
+in Customer Relationship Management section.
+
+.. |image0| image:: ./static/assign_leads_based_on_score/media/image2.png
+
+.. |image1| image:: ./static/assign_leads_based_on_score/media/image4.png

docs/crm/index.rst

@@ -23,3 +23,15 @@ Acquire leads
   convert_lead.rst
   generate_from_email.rst
   generate_lead_from_webstie.rst
+
+Marketing Activity
+------------------
+
+.. toctree::
+  :titlesonly:
+
+  track_visitor.rst
+  visitor_to_opportunitie_conversion.rst
+  lead_score_based_on_page_visited.rst
+  assign_leads_based_on_score.rst
+  active_lost_leads.rst

docs/crm/lead_score_based_on_page_visited.rst

@@ -0,0 +1,89 @@
+Measure the score for an opportunity based on the user behaviour on your website
+================================================================================
+
+Tracking your website pages will give you much more information about
+the interests of your website visitors. Every tracked page they visit
+will be recorded on your lead/opportunity if they use the contact form
+on your website.
+
+Configuration
+-------------
+
+To use this feature, install the module **Lead Scoring** under your Apps
+page available in Odoo Enterprise only.
+
+|image0|
+
+Track a webpage
+~~~~~~~~~~~~~~~
+
+You can track any static page you want on your website under the
+**Promote tab** you will find **Optimize SEO**. There you will see a
+**Track Page** checkbox to track this page.
+
+|image1|
+
+You have to visit all the pages and enabled this option for individual
+pages you want to track on your website.
+
+Create scoring rules
+~~~~~~~~~~~~~~~~~~~~
+
+You now have a new menu in your **CRM** app called **Leads Management /
+Scoring Rules** where you can manage your scoring rules. Here's an
+example for a *Pricing Page Score*, you can modify for whatever criteria
+you wish to score your leads on. You can add as many criterias as you
+wish.
+
+|image2|
+
+Every hour a new leads without a score will be automatically scanned and
+assigned their right score according to your scoring rules.
+
+.. tip:: You can select **Event-based rule** for new rule you are about
+  to create if you want to apply on all the existing leads which was
+  previously computed.
+
+**Value** on the score rules will be count cumulative to compute the
+leads/opportunities score when more then one rule found applied for the
+lead/opportunity.
+
+See visited pages in opportunities
+----------------------------------
+
+Now each time a lead is created from the contact page it will keep track
+of the pages visited by that visitor. You have two ways to see those
+pages, on the top right corner of your lead/opportunity you can see a
+**Page Views** button but also further down you will see them in the
+chatter too.
+
+Both will update if the viewers comes back to your website and visits
+more pages.
+
+|image3|
+
+The feature will not repeat multiple viewings of the same pages in the
+chatter. Your customers will no longer be able to keep any secrets from
+you!
+
+Compute Score
+-------------
+
+The scheduler executes every hours and compute the score for newly added
+lead/opportunity.
+
+The **Scoring rules** will be applied those are matching with the
+lead/opportunities details and score will be the summation of values
+from all those rules.
+
+|image4|
+
+.. |image0| image:: ./static/lead_score/media/image8.png
+
+.. |image1| image:: ./static/lead_score/media/image5.png
+
+.. |image2| image:: ./static/lead_score/media/image4.png
+
+.. |image3| image:: ./static/lead_score/media/image7.png
+
+.. |image4| image:: ./static/lead_score/media/image10.png

docs/crm/track_visitor.rst

@@ -0,0 +1,65 @@
+Which marketing platform bring more visitors
+============================================
+
+The biggest challenge for every business is *how do I drive more traffic
+to my online store?*, If you able to get the visitor you can convert
+them into customers. There are many ways to increase the visitors,
+advertise on the social media marketing is one of the proven way to get
+attract move visitor.
+
+But the questions is *which social media can bring more visitor and
+where to invest?*, depending on your product and consumer you should
+choose the social media platform to invest for the marketing, still it
+is worth to track which marketing platform bring how many users on your
+website.
+
+Business case
+-------------
+
+The *My Company* is running a electronic ecommerce store, they want to
+invest in the paid marketing on different social media platform such as
+Facebook, Pinterest, Instagram and Google.
+
+The want to see which marketing platform drives how many new users so
+that they can focus more on the platform which brings more traffic.
+
+Configuration
+-------------
+
+Assumed that the **Website Builder** and **eCommerce** applications are
+already installed. What we need is an Link tracker application which is
+supporting application to the website.
+
+|image0|
+
+Install the Website Link Tracker application if it is not installed
+automatically.
+
+Create a link to share
+----------------------
+
+You can share any website page from your website with the link tracker,
+It can be a Product, Shop, Home Page, Job Post or News from the Blogs.
+To create a sharable link that generates statistics, visit that page and
+go to **Promote / Track this Page**.
+
+|image1|
+
+Click on the **Get tracked link** button will generate the link that can
+be share and that link generates the statistical analysis, such as how
+many people visited by date, and form which country.
+
+.. tip:: To generate the correct statistics, you have to set up Odoo
+  correctly on reverse proxy and GeoIP data on Nginx. If not configure
+  correctly you may get the number of visits but not the country
+  information.
+
+The statistics will be looks as below.
+
+|image2|
+
+.. |image0| image:: ./static/track_visitor/media/image2.png
+
+.. |image1| image:: ./static/track_visitor/media/image4.png
+
+.. |image2| image:: ./static/track_visitor/media/image6.png