[FW][ADD] crm: email and manual leads

content/applications/sales/crm/acquire_leads.rst

@@ -10,5 +10,6 @@ Acquire leads
    acquire_leads/convert
    acquire_leads/generate_leads
    acquire_leads/opportunities_form
+   acquire_leads/email_manual
    acquire_leads/send_quotes
    acquire_leads/lead_mining

content/applications/sales/crm/acquire_leads/email_manual.rst

@@ -0,0 +1,126 @@
+=====================================
+Create leads (from email or manually)
+=====================================
+
+.. |st-o| replace:: :icon:`fa-star-o`
+.. |st| replace:: :icon:`fa-star`
+
+Leads can be added to the *CRM* app from custom email aliases, and by manually creating new
+records. This is in addition to the leads and opportunities created in the app through the
+:doc:`website contact form <opportunities_form>`.
+
+First, ensure the *Leads* feature is enabled in the database by navigating to :menuselection:`CRM
+app --> Configuration --> Settings`. Tick the :guilabel:`Leads` checkbox, then click
+:guilabel:`Save`.
+
+Configure email aliases
+=======================
+
+Each sales team has the option to create and utilize their own unique email alias. When messages
+are sent to this address, a lead (or opportunity), is created with the information from the
+message.
+
+To create or update a sales teams' email alias, navigate to :menuselection:`CRM app -->
+Configuration --> Sales Teams`. Click on a team from the list to open the team's details page.
+
+.. image:: email_manual/email-alias.png
+   :align: center
+   :alt: The sales team details page, focused on the email alias section.
+
+In the :guilabel:`Email Alias` field, enter a name for the email alias, or edit the existing name.
+In the :guilabel:`Accept Emails From` field, use the drop-down menu to choose who is allowed to send
+messages to this email alias:
+
+- :guilabel:`Everyone`: messages are accepted from any email address.
+- :guilabel:`Authenticated Partners`: only accepts messages from email addresses associated with a
+  a partner (contact or customer) record.
+- :guilabel:`Followers only`: only accepts messages from those who are following a record related to
+  the team, such as a lead or opportunity. Messages are also accepted from team members.
+- :guilabel:`Authenticated Employees`: only accepts messages from email addresses that are connected
+  to a record in the *Employees* app.
+
+Leads created from email
+------------------------
+
+Leads created from email alias messages can be viewed by navigating to :menuselection:`CRM app -->
+Leads`. Click a lead from the list to open it, and view the details.
+
+The email received by the alias is added to the *chatter* thread for the lead. The subject line of
+the message is added to the title field, and the :guilabel:`Email` field is updated with the
+contact's email address.
+
+.. image:: email_manual/chatter-message.png
+   :align: center
+   :alt: The chatter thread of a newly created lead in the CRM app.
+
+.. note::
+   If the *leads* feature is **not** enabled on the database, messages to the email alias are added
+   to the database as opportunities.
+
+.. seealso::
+   :doc:`../../../general/email_communication/email_servers`
+
+Manually create leads
+=====================
+
+Leads can be added directly to the *CRM* app by manually creating a new record. Navigate to
+:menuselection:`CRM app --> Leads` to view a list of existing leads.
+
+.. tip::
+   Leads can also be added via the :doc:`Generate Leads <lead_mining>` button.
+
+At the top-left of the list, click :guilabel:`New` to open a blank :guilabel:`Leads` form.
+
+In the first field of the new form, enter a title for the new lead. Next, enter a :guilabel:`Contact
+Name`, and a :guilabel:`Company Name`.
+
+.. note::
+   If a lead is :doc:`converted to an opportunity <convert>`, the :guilabel:`Company Name` field is
+   used to either link this opportunity to an existing customer, or to create a new customer.
+
+Manually create opportunities
+-----------------------------
+
+To manually create an opportunity, navigate to :menuselection:`CRM app --> Sales --> My Pipeline`.
+At the top-left of the page, click :guilabel:`New` to create a new opportunity Kanban card. In the
+:guilabel:`Organization/Contact` field, enter the name of the company the opportunity is for.
+
+Choose a name, and enter it in the :guilabel:`Opportunity` field. *This is a required field.* When
+manually creating an opportunity, it is helpful to add a name that relates to the details of the
+opportunity.
+
+.. example::
+   In the example below, the opportunity is named `5 VP Chairs`. This identifies the product the
+   customer is interested in, as well as the potential number of products.
+
+   .. image:: email_manual/opportunity-example.png
+      :align: center
+      :alt: An example of an opportunity in the CRM pipeline.
+
+Enter the contact information for the opportunity in the :guilabel:`Email` and :guilabel:`Phone`
+fields.
+
+In the :guilabel:`Expected Revenue` field, enter an estimated value for the opportunity.
+
+.. note::
+   The information in the :guilabel:`Expected Revenue` and priority fields can be used to track
+   performance for individual salespeople, and on a team basis. See
+   :doc:`../performance/expected_revenue_report` and :doc:`../track_leads/lead_scoring` for more
+   information.
+
+Then, use the |st-o| :guilabel:`(star)` icons to assign a priority.
+
+- |st-o| |st-o| |st-o|: low priority
+- |st| |st-o| |st-o|: medium priority
+- |st| |st| |st-o|: high priority
+- |st| |st| |st|: very high priority
+
+.. note::
+   Assigning a priority changes the order of leads in Kanban view, with higher priority leads
+   displayed first.
+
+Once all the necessary information has been entered, click :guilabel:`Add`.
+
+.. image:: email_manual/create-opportunities.png
+   :align: center
+   :alt: The CRM pipeline with a newly created opportunity.