diff --git a/content/applications/sales/crm/track_leads/lead_scoring.rst b/content/applications/sales/crm/track_leads/lead_scoring.rst index 43b5a861b9..8142600a99 100644 --- a/content/applications/sales/crm/track_leads/lead_scoring.rst +++ b/content/applications/sales/crm/track_leads/lead_scoring.rst @@ -2,10 +2,10 @@ Assign leads with predictive lead scoring ========================================= -The Odoo *CRM* app can automatically assign leads/opportunities to sales teams and salespeople. A +The Odoo **CRM** app can automatically assign leads/opportunities to sales teams and salespeople. A standard practice is to assign leads based on the probability of winning each lead. Companies can -prioritize the leads that are more likely to result in successful deals by quickly assigning them -to the appropriate salespeople. +prioritize the leads that are more likely to result in successful deals by assigning them to the +appropriate salespeople. Odoo automatically calculates the probability of winning each lead using a method called *predictive lead scoring*. @@ -13,7 +13,7 @@ lead scoring*. Predictive lead scoring ======================= -Predictive lead scoring is a machine-learning model that uses historical data from Odoo *CRM* to +Predictive lead scoring is a machine-learning model that uses historical data from Odoo **CRM** to score open leads/opportunities. As a company processes opportunities through the CRM pipeline, Odoo collects data on which diff --git a/content/applications/sales/crm/track_leads/resellers.rst b/content/applications/sales/crm/track_leads/resellers.rst index 92d919ec62..e3469480be 100644 --- a/content/applications/sales/crm/track_leads/resellers.rst +++ b/content/applications/sales/crm/track_leads/resellers.rst @@ -2,7 +2,7 @@ Resellers ========= -Within Odoo's *CRM* app, leads can be forwarded to resellers (or partners). Leads can be manually +Within Odoo's **CRM** app, leads can be forwarded to resellers (or partners). Leads can be manually assigned, or automatically assigned, based on the resellers' designated *level* and location. Configuration @@ -13,26 +13,24 @@ the :menuselection:`Apps application`, and remove the :guilabel:`Apps` filter fr :guilabel:`Search...` bar. Then, search for `Resellers`. .. image:: resellers/resellers-module.png - :align: center :alt: The resellers module in Odoo. -Click :guilabel:`Activate` on the :guilabel:`Resellers` module card that appears. Doing so installs +Click :guilabel:`Install` on the :guilabel:`Resellers` module card that appears. Doing so installs the module, and returns to the main Odoo dashboard. After the module is installed, navigate to the :menuselection:`CRM app`. Under the -:menuselection:`Configuration` menu is a new section, titled :guilabel:`Resellers`, with three -options beneath it: :guilabel:`Partner Levels`, :guilabel:`Partner Activations`, and -:guilabel:`Commission Plans`. +:menuselection:`Configuration` menu is a new section, titled :guilabel:`Members`, with three options +beneath it: :guilabel:`Levels`, :guilabel:`Partner Activations`, and :guilabel:`Commission Plans`. .. _crm/partner-levels: -Partner levels -============== +Levels +====== -Partner *levels* are used to differentiate between various resellers. To view the partner levels, -navigate to :menuselection:`CRM app --> Configuration --> Resellers: Partner Levels`. +Partner *levels* are used to differentiate between various resellers. To view the levels, navigate +to :menuselection:`CRM app --> Configuration --> Levels`. -On the :guilabel:`Partner Levels` page that appears, there are three default levels: +On the :guilabel:`Levels` page that appears, there are three default levels: - :guilabel:`Gold` - :guilabel:`Silver` @@ -44,9 +42,9 @@ form. Existing levels can also be edited and renamed, if desired, as well. To modify a level, select it from the list, and proceed to make any desired changes from the level form page that appears. -Level weight is used to decide the probability a partner to be assigned a lead or opportunity. On -the level form, assign a numerical value (greater than zero) to the :guilabel:`Level Weight` field. -If the weight is zero, no leads are assigned. +:guilabel:`Level Weight` is used to decide the probability a partner to be assigned a lead or +opportunity. On the level form, assign a numerical value (greater than zero) to the :guilabel:`Level +Weight` field. If the weight is zero, no leads are assigned. .. tip:: *Level Weight* can be assigned on an individual contact record. The weight assigned on the @@ -64,7 +62,7 @@ individual contact record, and can be used to group or filter the *Partnership A To view the partner levels, navigate to :menuselection:`CRM app --> Configuration --> Partner Activations`. -Three activation types are created by default in the *CRM* app: +Three activation types are created by default in the **CRM** app: - :guilabel:`Fully Operational` - :guilabel:`Ramp-up` @@ -81,17 +79,13 @@ To change the active status of an activation, slide the toggle in the :guilabel: the desired activation to the *inactive* position. .. figure:: resellers/activations-toggle.png - :align: center :alt: The list of default partner activations in the CRM app. - The list of default Partner Activations in the CRM app. The toggle for First Contact is in the - inactive position, while the rest are active. - Partner assignments =================== -After :ref:`partner levels ` and :ref:`partner activations -` configured. +After :ref:`levels ` and :ref:`partner activations ` +configured. To update an individual partner record, navigate to :menuselection:`CRM app --> Sales --> Customers`, and click the Kanban card for the desired partner to open the customer record. @@ -106,8 +100,8 @@ level weight, if necessary. Publish partners ================ -With the Odoo *Website* and *Resellers* apps installed, a new webpage (`/partners`) is created to -display a list of all active partners from the *CRM* app. +With the Odoo **Website** and **Resellers** apps installed, a new webpage (`/partners`) is created +to display a list of all active partners from the **CRM** app. Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click the Kanban card for a partner. From that partner's contact form, click the :guilabel:`Go to Website` smart button at the @@ -126,5 +120,4 @@ slide the :guilabel:`Unpublished` toggle to the active, :guilabel:`Published` po Repeat these steps for all partners. .. image:: resellers/partners-webpage.png - :align: center :alt: An example of the partners webpage, displaying available partners by level and location.