[IMP] crm: partner level GUI update

content/applications/sales/crm/track_leads/lead_scoring.rst

@@ -2,18 +2,18 @@
 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*.
 
 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

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 <crm/partner-levels>` and :ref:`partner activations
-<crm/partner-activations>` configured.
+After :ref:`levels <crm/partner-levels>` and :ref:`partner activations <crm/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.