[IMP] crm: Whole documentation overhaul

Organize the pipeline

https://www.odoo.com/documentation/user/11.0/discuss/plan_activities.html (clone it here)
Manage lost opportunities -> https://docs.google.com/document/d/1Uxr5L0tmNTv4cUiq948_8KgHMAgtB--Ib-h9K_XjYQM/edit
Manage multiple sales teams -> https://docs.google.com/document/d/1xbQzJozfPyGJxtu1dlYaBvmtU4aZkkGnRT3jmdzp84s/edit

Acquire leads

Convert leads into opportunities ->
https://docs.google.com/document/d/15huZHD7NLqUC-XyogT1cR_oBof-DlC6U-olfxJLuGfY/edit
Generate leads from emails ->
https://docs.google.com/document/d/1qt5LAyb7jjArZqFQbwHANKhkE1uifVuc0I2pnf9eF7k/edit
Generate leads from your website contact page ->
https://docs.google.com/document/d/1shcyTp4gMuekRMIbJqbHfFIIk10N0GHtHIQlPXuax-Q/edit
Send quotations ->
https://docs.google.com/document/d/1wYfImnN1XxxaPQMjTvvIDgMkhXE5ud1D-9pbkr0khsA/edit

Assign and track leads

Track your prospect visits ->
https://docs.google.com/document/d/1wSoV9wgI6HwD7pogTbPuapIfxCgQ5fUWhZ3frU_iOTk/edit
Assign leads automatically based on scoring ->
https://docs.google.com/document/d/1cBc4XOTAnSjjfg3Q-BS14dB2lvv09NaUCEpIlMKyp6U/edit

Analyze performance

Check your Win/Loss ratio ->
https://docs.google.com/document/d/1_-I50VbyWwSrp63pRYq7_Lo7QSr0b-0ru4FLQZv3C2k/edit

Get an accurate probable turnover ->
https://docs.google.com/document/d/1tfCntvywMehg9xVF5NsjA6-6m7QQ-FryfwGkPAOJPNE/edit

Optimize your Day-to-Day work

Synchronize Google Calendar with Odoo ->
https://www.odoo.com/documentation/user/11.0/crm/calendar/google_calendar_credentials.html (Change name)
Use VOIP services in Odoo with OnSIP ->
https://www.odoo.com/documentation/user/11.0/crm/leads/voip/onsip.html (Change name)
Configure your VOIP Asterisk server for Odoo ->
https://www.odoo.com/documentation/user/11.0/crm/leads/voip/setup.html (Change name)
This commit is contained in:
Yannick Tivisse
2018-04-04 13:01:23 +02:00
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=========================
Manage lost opportunities
=========================
While working with your opportunities, you might lose some of them. You
will want to keep track of the reasons you lost them and also which ways
Odoo can help you recover them in the future.
Mark a lead as lost
===================
While in your pipeline, select any opportunity you want and you will see
a *Mark Lost* button.
You can then select an existing *Lost Reason* or create a new one
right there.
.. image:: media/lost_opportunities01.png
:align: center
Manage & create lost reasons
----------------------------
You will find your *Lost Reasons* under :menuselection:`Configuration --> Lost Reasons`.
You can select & rename any of them as well as create a new one from
there.
Retrieve lost opportunities
===========================
To retrieve lost opportunities and do actions on them (send an email,
make a feedback call, etc.), select the *Lost* filter in the search
bar.
.. image:: media/lost_opportunities02.png
:align: center
You will then see all your lost opportunities.
If you want to refine them further, you can add a filter on the *Lost
Reason*.
For Example, *Too Expensive*.
.. image:: media/lost_opportunities03.png
:align: center
Restore lost opportunities
==========================
From the Kanban view with the filter(s) in place, you can select any
opportunity you wish and work on it as usual. You can also restore it by
clicking on *Archived*.
.. image:: media/lost_opportunities04.png
:align: center
You can also restore items in batch from the Kanban view when they
belong to the same stage. Select *Restore Records* in the column
options. You can also archive the same way.
.. image:: media/lost_opportunities05.png
:align: center
To select specific opportunities, you should switch to the list view.
.. image:: media/lost_opportunities06.png
:align: center
Then you can select as many or all opportunities and select the actions
you want to take.
.. image:: media/lost_opportunities07.png
:align: center
.. seealso::
* :doc:`../performance/win_loss`
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===========================
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:: media/multi_sales_team01.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:: media/multi_sales_team02.png
:align: center
If you now filter on this specific channel in your pipeline, you will
find all of its opportunities.
.. image:: media/multi_sales_team03.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*.
It is shared with the whole ecosystem so every revenue stream is
included in it: Sales, eCommerce, PoS, etc.