[MERGE] Forward-port of branch 13.0 to 14.0

content/applications/sales/crm/acquire_leads.rst

@@ -0,0 +1,12 @@
+=============
+Acquire leads
+=============
+
+.. toctree::
+   :titlesonly:
+
+   acquire_leads/convert
+   acquire_leads/generate_from_email
+   acquire_leads/generate_from_website
+   acquire_leads/send_quotes
+   acquire_leads/lead_mining

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

@@ -0,0 +1,67 @@
+================================
+Convert leads into opportunities
+================================
+
+The system can generate leads instead of opportunities, in order to add
+a qualification step before converting a *Lead* into an
+*Opportunity* and assigning to the right sales people. 
+
+You can activate this mode from the CRM Settings. It applies to all your sales
+channels by default. But you can make it specific for specific channels
+from their configuration form.
+
+Configuration
+=============
+
+For this feature to work, go to :menuselection:`CRM --> Configuration --> Settings`
+and activate the *Leads* feature.
+
+.. image:: media/convert01.png
+    :align: center
+
+You will now have a new submenu *Leads* under *Leads* where they
+will aggregate.
+
+.. image:: media/convert02.png
+    :align: center
+
+Convert a lead into an opportunity
+==================================
+
+When you click on a *Lead* you will have the option to convert it to
+an opportunity and decide if it should still be assigned to the same
+channel/person and if you need to create a new customer.
+
+.. image:: media/convert03.png
+    :align: center
+
+If you already have an opportunity with that customer Odoo will
+automatically offer you to merge with that opportunity. In the same
+manner, Odoo will automatically offer you to link to an existing
+customer if that customer already exists.
+
+Merge opportunities
+===================
+
+Odoo will also automatically propose to merge opportunities if they have
+the same email address. When merging opportunities, Odoo merges the
+information into the opportunity which was created first, giving
+priority to the information present on the first opportunity. 
+
+No information is lost: data from the other opportunity is logged in the
+chatter and the information fields for easy access.
+
+.. image:: media/convert_04.png
+    :align: center
+
+Would you find a duplicate yourself, ...you can also merge opportunities
+or leads even if the system doesn't propose it.
+
+Here’s how, from the list view. Select the opportunities or leads you
+want to merge and the action button will appear. Then, you can select merge.
+
+.. image:: media/convert_05.png
+    :align: center
+
+.. note::
+   It is also possible to merge more than 2 opportunities or leads.

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

@@ -0,0 +1,20 @@
+========================================
+Generate leads/opportunities from emails
+========================================
+
+Automating the lead/opportunity generation will considerably improve
+your efficiency. By default, any email sent to
+*sales@database\_domain.ext* will create an opportunity in the
+pipeline of the default sales channel.
+
+Configure email aliases
+=======================
+
+Each sales teams can have its own email alias, to generate
+leads/opportunities automatically assigned to it. It is useful if you
+manage several sales teams with specific business processes. You will
+find the configuration of sales teams under
+:menuselection:`Configuration --> Sales Teams`.
+
+.. image:: media/generate_from_email01.png
+    :align: center

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

@@ -0,0 +1,78 @@
+===========================================================
+Generate leads/opportunities from your website contact page
+===========================================================
+
+Automating the lead/opportunity generation will considerably improve
+your efficiency. Any visitor using the contact form on your website will
+create a lead/opportunity in the pipeline.
+
+Use the contact us on your website
+==================================
+
+You should first go to your website app.
+
+|image0|\ |image1|
+
+With the CRM app installed, you benefit from a ready-to-use contact form
+on your Odoo website that will generate leads/opportunities
+automatically.
+
+.. image:: media/generate_from_website03.png
+   :align: center
+
+To change to a specific sales channel, go to :menuselection:`Website
+--> Configuration --> Settings` under *Communication* you will find the
+Contact Form info and where to change the *Sales Channel* or
+*Salesperson*.
+
+.. image:: media/generate_from_website04.png
+   :align: center
+
+Create a custom contact form
+============================
+
+You may want to know more from your visitor when they use the contact form to
+you will need to build a custom contact form on your
+website. These contact forms can generate multiple types of records in
+the system (emails, leads/opportunities, project tasks, helpdesk
+tickets, etc.)
+
+Configuration
+=============
+
+You will need to install the free *Form Builder* module, only
+available in Odoo Enterprise.
+
+.. image:: media/generate_from_website05.png
+   :align: center
+
+Create a custom contact form
+----------------------------
+
+First, go to the page where you want to put your contact form. In edit mode, drag
+the form builder onto the page, and you will be able to add all the fields
+you wish.
+
+.. image:: media/generate_from_website06.png
+   :align: center
+
+By default, any new contact form will send an email. You can switch to
+lead/opportunity generation in *Change Form Parameters*.
+
+.. note::
+   If the same visitor uses the contact form twice, the second
+   entry will be added to the first lead/opportunity in the chatter.
+
+Generate leads instead of opportunities
+=======================================
+
+When using a contact form, you should use a qualification step
+before assigning the form to the right sales people. To do so, activate *Leads*
+in CRM settings and refer to :doc:`convert`.
+
+.. |image0| image:: ./media/generate_from_website01.png
+   :width: 1.04401in
+   :height: 1.16146in
+.. |image1| image:: ./media/generate_from_website02.png
+   :width: 1.43229in
+   :height: 1.16244in

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

@@ -0,0 +1,72 @@
+=======================
+Lead mining
+=======================
+In any business, getting quality leads is essential to keep the business growing. Lead mining allows you to generate leads from scratch directly from your database.
+Target your leads based on a set of criteria such as the country, the size of the company, the industry your leads are coming from to make them relevant to your business.
+
+Configuration
+==============
+
+For this feature to work, go to :menuselection:`CRM --> Configuration --> Settings` and activate the **Lead Mining** feature.
+ 
+.. image:: media/LM1.png
+   :align: center
+
+
+Start generating leads
+==========================
+You will now have a new button **Generate Leads** available in your pipeline.
+You are also able to create lead mining requests from the
+:menuselection:`Configuration --> Lead Mining Requests` and trough
+:menuselection:`Leads --> Leads` where you have the **Generate Leads** button.
+
+.. image:: media/LM2.png
+   :align: center
+
+
+From there, click on the **Generate Leads** button, a window where you will be able to pick your criteria will pop up.
+
+
+.. image:: media/LM5.png
+   :align: center
+
+
+When choosing to target Companied and their contacts you can choose the contacts you are getting based on Role or Seniority. 
+When getting contact information make sure to be aware of the latest EU regulation, get more information about General Data Protection Regulation on
+`Odoo GDPR <http://odoo.com/gdpr>`__, 
+
+
+You can decide to filter the leads you are getting depending on the size (number of employees) of the companies.
+You can pick the countries your leads are coming from. It is possible to pick multiple countries.
+You can pick the industries your leads are coming from. It is possible to pick multiple industries.
+
+You can choose the salesperson and the Salesteam the lead will be assigned to. 
+You can also add tags to track your generated leads.
+
+.. tip::
+    The generated leads will have the name of the company.
+
+Pricing
+==================
+This is an In-App Purchase feature, each generated lead will cost you one credit.
+If you choose to get contact information each contact will also cost us one additional credit.
+Here is the pricing for this `feature <https://iap.odoo.com/iap/in-app-services/167?>`__, 
+To buy credits you can either go to :menuselection:`CRM --> Configuration --> Settings --> Buy
+Credits`; or go to :menuselection:`Settings --> In-App Purchases --> View my Services`.
+
+.. image:: media/LM6.png
+   :align: center
+
+.. image:: media/LM7.png
+   :align: center
+
+
+.. tip::
+    The blue box will automatically tell you how many credits are going to be consumed.
+
+.. tip::
+   If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial credits to test the feature.
+
+.. seealso::
+   * :doc:`In-App Purchases (IAP) <../../../general/in_app_purchase/in_app_purchase>`
+ 

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

@@ -0,0 +1,34 @@
+===============
+Send quotations
+===============
+
+When you qualify a lead into an opportunity you will most likely need to
+send them a quotation. You can directly do this in the CRM App with Odoo.
+
+.. image:: media/send_quotes01.png
+    :align: center
+
+Create a new quotation
+======================
+
+By clicking on any opportunity or lead, you will see a *New Quotation*
+button, it will bring you into a new menu where you can manage your
+quote.
+
+.. image:: media/send_quotes02.png
+    :align: center
+
+You will find all your quotes to that specific opportunity under the
+*Quotations* menu on that page.
+
+.. image:: media/send_quotes03.png
+    :align: center
+
+Mark them won/lost
+==================
+
+Now you will need to mark your opportunity as won or lost to move the
+process along.
+
+If you mark them as won, they will move to your *Won* column in your
+Kanban view. If you however mark them as *Lost* they will be archived.

content/applications/sales/crm/optimize.rst

@@ -0,0 +1,10 @@
+=============================
+Optimize your Day-to-Day work
+=============================
+
+.. toctree::
+   :titlesonly:
+
+   optimize/partner_autocomplete
+   optimize/outlook_extension
+   optimize/gamification

content/applications/sales/crm/optimize/gamification.rst

@@ -0,0 +1,86 @@
+==========================================
+How to motivate and reward my salespeople?
+==========================================
+
+Challenging your employees to reach specific targets with goals and rewards is an excellent way to
+reinforce good habits and improve your salespeople productivity. The Gamification module gives you
+simple and creative ways to motivate and evaluate your employees with real-time recognition and
+badges inspired by game mechanics.
+
+Configuration
+=============
+
+Install the *Gamification* module, or the *CRM gamification* one, which adds some useful data
+(goals and challenges) that can be used on *CRM/Sale*.
+
+.. image:: media/gamification_module_install.png
+   :align: center
+   :alt: View of the gamification module being installed in Odoo
+
+Create a challenge
+==================
+
+Now, create your first challenge by going to :menuselection:`Settings --> Gamification Tools
+--> Challenges`.
+
+.. note::
+   As the gamification tool is a one-time technical setup, you need to activate the technical
+   features in order to access the configuration. To do so, go to *Settings* and *Activate the
+   developer mode*.
+
+.. image:: media/gamification_tools_menu.png
+   :align: center
+   :alt: View if the gamification tools menu in Odoo Settings
+
+A challenge is a mission that you send to your sales team. It can include one or several goals, set
+for a specific period of time. Configure your challenge as follows:
+
+#. Assign the salespeople to be challenged;
+#. Assign a responsible;
+#. Set up the periodicity along with the start and the end date;
+#. Select your goals;
+#. Set up your rewards (badges).
+
+.. note::
+   Badges are granted when a challenge is finished. This is either at the end of a running period
+   (eg: end of the month for a monthly challenge), at the end date of a challenge (if no periodicity
+   is set), or when the challenge is manually closed.
+
+In the example below, 2 employees are being challenged with a *Monthly Sales Target*. The challenge
+is based on 2 goals: the total amount invoiced and number of new leads generated. At the end of the
+month, the winner will be granted with a badge.
+
+.. image:: media/challenges.png
+   :align: center
+   :alt: View of the challenge form and a challenge being created for Odoo Sales
+
+Set up goals
+------------
+
+| The users can be evaluated using goals and numerical objectives to reach.
+| **Goals** are assigned through *challenges* that evaluate (see image above) and compare members of
+  a team throughout time.
+| You can create a new goal on the fly from a *Challenge* by clicking on *Add new item*, under
+  *Goals*. Select the business object according to your company's needs. Examples: number of new
+  leads, time to qualify a lead, total amount invoiced in a specific week, month or any other time
+  frame based on your management preferences, etc.
+
+.. image:: media/goal_definitions.png
+   :align: center
+   :alt: View of the goal definition form and a goal definition being created for Odoo Sales
+
+.. note::
+   Goals may include your database setup as well (e.g. set your company data and a timezone,
+   create new users, etc.).
+
+Set up rewards
+--------------
+
+For non-numerical achievements, **Badges** can be granted to users. From a simple thank you to an
+exceptional achievement, a badge is an easy way to express gratitude to a user for their good work.
+To create and grant badges to your employees based on their performance, go to
+:menuselection:`Settings --> Gamification Tools --> Badges`.
+
+.. image:: media/badges.png
+   :align: center
+   :alt: View of the badges page in Odoo

content/applications/sales/crm/optimize/outlook_extension.rst

@@ -0,0 +1,175 @@
+=================
+Outlook Extension
+=================
+
+The **Odoo CRM Extension** is a connector that bridges your Outlook mailbox with your Odoo database.
+This extension allows you to:
+
+- Create leads from emails sent to your mailbox.
+- Centralize Prospects' emails into a CRM.
+- Search and store insights on your contacts.
+
+.. image:: media/outlook-extension-overview.png
+   :align: center
+   :alt: Overview of the Outlook Extension in Outlook
+
+.. note::
+   This extension is compatible with the Web version of Outlook as well as the desktop apps.
+
+.. important::
+   The Outlook Extension uses *Partner Autocomplete IAP credits* to search and store insights on
+   your contacts. See the :ref:`Pricing section <outlook_extension/pricing>` below for more
+   information.
+
+.. _outlook_extension/configuration:
+
+Configuration
+=============
+
+The Outlook Extension requires to be configured both in Odoo and in Outlook.
+
+.. _outlook_extension/enable-feature:
+
+Enable the feature on your database
+-----------------------------------
+
+To enable this feature on your Odoo database, go to :menuselection:`CRM --> Configuration --> Lead
+Generation`, enable **Outlook CRM Extension**, and click on *Save*.
+
+.. _outlook_extension/add-in-installation:
+
+Install the add-in on Outlook
+-----------------------------
+
+You can install the Outlook Extension as a **Custom Add-in**. To do so, follow these steps:
+
+.. important::
+   | URL of the **Odoo for Outlook** add-in's manifest file:
+   | ``https://download.odoo.com/plugins/outlook/manifest.xml``
+
+   .. todo:: add copy button when the feature is added to the doc
+
+#. Connect to your Outlook mailbox, open any email, and click on the *More actions* button,
+   displayed as three little dots.
+
+   .. image:: media/outlook-extension-more-actions.png
+      :align: center
+      :alt: The button "More actions" in Outlook
+
+#. Click on *Get add-ins*.
+
+   .. image:: media/outlook-extension-get-add-ins.png
+      :align: center
+      :alt: List of actions in Outlook, including the installation of new add-ins
+
+#. In the new window, select the tab named *My add-ins*, click on *+ Add a custom add-in*, and then
+   on *Add from URL...*
+
+   .. image:: media/outlook-extension-custom-add-ins.png
+      :align: center
+      :alt: Installation of a custom add-in in Outlook
+
+#. | Outlook prompts you to **enter the URL of the add-in's manifest file**. To do so, copy the
+     following URL, paste it in the box, and click on *OK*.
+   | ``https://download.odoo.com/plugins/outlook/manifest.xml``
+
+   .. image:: media/outlook-extension-add-in-url.png
+      :align: center
+      :alt: Getting a custom add-in in Outlook by providing the manifest file's URL
+
+#. Outlook warns you that Microsoft hasn’t verified the add-in. Click on *Install* to complete the
+   installation.
+
+.. note::
+   The *Odoo for Outlook* add-in is not listed yet on Outlook's add-ins list. This is why it is
+   currently necessary to install it as a *custom add-in*.
+
+.. _outlook_extension/connection:
+
+Add a shortcut to open the extension
+------------------------------------
+
+By default, you can open the **Odoo for Outlook** extension from the *More actions* menu. This
+section explains how to move the launcher next to the other default actions.
+
+.. image:: media/outlook-extension-default-actions.png
+   :align: center
+   :alt: Odoo for Outlook extension as a default action in the mailbox
+
+#. In your Outlook mailbox, click on *Settings*, then on *View all Outlook settings*.
+#. Go to :menuselection:`Settings --> Mail --> Customize actions --> Message surface`, select
+   *Odoo for Outlook*, and click on *Save*.
+
+   .. image:: media/outlook-extension-customize-actions.png
+      :align: center
+      :alt: add Odoo for Outlook extension as a default action in the message surface
+
+
+Connect to your database
+------------------------
+
+#. Open **Odoo for Outlook** from any email. This opens the extension as a panel on the right side of
+   your screen.
+#. Click on *login* at the bottom of the extension.
+#. Insert your database's URL then click on *Login*.
+
+   .. image:: media/outlook-extension-database-url.png
+      :align: center
+      :alt: Connection to an Odoo database from the Outlook extension
+
+#. Log into your database by entering your credentials. Skip this step if you are already logged in
+   with this browser.
+#. A message asks you if you want to let Outlook access your Odoo database. Click on *Allow* to
+   complete the connection.
+
+   .. important::
+      Make sure first to :ref:`enable the feature on your database
+      <outlook_extension/enable-feature>`. Failing to do so would result in an *error 404 message*.
+
+.. note::
+   The extension displays some information, even if you do not connect it to any Odoo database.
+   Note that only a limited amount of contact enrichment requests are available as a trial, as this
+   feature requires prepaid credits. See the :ref:`Pricing section <outlook_extension/pricing>`
+   below for more information.
+
+.. _outlook_extension/pricing:
+
+Pricing
+=======
+
+The extension is **free** and doesn't require any purchase to be installed and used.
+
+However, this extension provides you with *Lead Enrichment* in the **Company Insights** section.
+This service is part of a paid service known as **Lead Generation**.
+
+The extension allows you to test this service for free, whether you connect the extension to a
+database or not. After a while, the extension asks you to buy credits to keep using this additional
+service.
+
+.. image:: media/outlook-extension-credits-message.png
+   :align: center
+   :alt: "Could not auto-complete the company: not enough credits!" warning message in the Outlook
+         extension
+
+.. tip::
+   You can buy more *Lead Generation* credits to keep using this service or disregard this message
+   and keep using the extension for free without *Lead Enrichment*.
+
+In-App Purchase
+---------------
+
+| *Lead Generation* is an *In-App Purchase (IAP)* service, which requires prepaid credits to be
+  used. Each request consumes one credit.
+| To buy credits, go to :menuselection:`Settings --> Contacts --> Partner Autocomplete or Odoo IAP -->
+  View My Services` and select a package.
+
+.. note::
+   - If you run out of credits, the only information populated when clicking on the suggested
+     company is the website link and logo.
+   - If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free
+     trial credits to test the feature.
+   - Learn about our *Privacy Policy* `here <https://iap.odoo.com/privacy#header_2>`_.
+
+.. seealso::
+   - :doc:`../../../general/in_app_purchase/in_app_purchase`
+   - `Odoo Tutorials: Lead Enrichment <https://www.odoo.com/r/p73>`_

content/applications/sales/crm/optimize/partner_autocomplete.rst

@@ -0,0 +1,48 @@
+===================================================
+Enrich your contacts base with Partner Autocomplete
+===================================================
+
+Parter Autocomplete helps you to enrich your contacts database with corporate data. Select one of
+the companies suggested in the dropdown, and quickly get all the information you need.
+
+Configuration
+=============
+
+Go to :menuselection:`Settings --> Contacts` and activate the *Partner Autocomplete* feature.
+
+.. image:: media/settings_partner_autocomplete.png
+   :align: center
+   :alt: View of settings page and the activations of the feature in Odoo
+
+Enrich your contacts with corporate data
+========================================
+
+| From any module, once you start to create a new contact typing the name of it, the system
+  will suggest a potential match. If you select it, the contact will be populated with corporate
+  data.
+| For example, after typing *Odoo*, you will get the following information:
+
+.. image:: media/odoo_autocomplete.png
+   :align: center
+   :alt: Creating a new contact in Odoo
+
+.. image:: media/odoo_info_autocomplete.png
+   :align: center
+   :alt: View of the information being shown about odoo with the autocomplete option in Odoo
+
+.. tip:: Partner Autocomplete also works if you enter a VAT number instead of a company name.
+
+Pricing
+=======
+
+| *Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires prepaid credits to be
+  used. Each request will consume one credit.
+| To buy credits, go to :menuselection:`Settings --> Contacts --> Partner Autocomplete or Odoo IAP -->
+  View My Services` and select a package.
+
+.. note::
+   - If you run out of credits, the only information that will be populated when clicking on
+     the suggested company will be the website link and the logo.
+   - If you are on Odoo Online (SAAS) and you have the Enterprise version, you benefit from free
+     trial credits to test the feature.
+   - Learn about our *Privacy Policy* `here <https://iap.odoo.com/privacy#header_2>`_.

content/applications/sales/crm/performance.rst

@@ -0,0 +1,8 @@
+===================
+Analyze performance 
+===================
+
+.. toctree::
+   :titlesonly:
+
+   performance/win_loss

content/applications/sales/crm/performance/win_loss.rst

@@ -0,0 +1,26 @@
+=========================
+Check your Win/Loss Ratio
+=========================
+
+To see how well you are doing with your pipeline, take a look at
+the Win/Loss ratio.
+
+To access this report, go to your *Pipeline* view under the
+*Reporting* tab.
+
+From there you can filter to which opportunities you wish to see, yours,
+the ones from your sales channel, your whole company, etc. You can then
+click on filter and check Won/Lost.
+
+.. image:: media/win_loss01.png
+    :align: center
+
+You can also change the *Measures* to *Total Revenue*.
+
+.. image:: media/win_loss02.png
+    :align: center
+
+You also have the ability to switch to a pie chart view.
+
+.. image:: media/win_loss03.png
+    :align: center

content/applications/sales/crm/pipeline.rst

@@ -0,0 +1,10 @@
+=====================
+Organize the pipeline
+=====================
+
+.. toctree::
+   :titlesonly:
+
+   ../../productivity/discuss/overview/plan_activities
+   pipeline/lost_opportunities
+   pipeline/multi_sales_team

content/applications/sales/crm/pipeline/lost_opportunities.rst

@@ -0,0 +1,78 @@
+=========================
+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`

content/applications/sales/crm/pipeline/multi_sales_team.rst

@@ -0,0 +1,47 @@
+===========================
+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.

content/applications/sales/crm/track_leads.rst

@@ -0,0 +1,9 @@
+======================
+Assign and track leads
+======================
+
+.. toctree::
+   :titlesonly:
+
+   track_leads/prospect_visits
+   track_leads/lead_scoring

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

@@ -0,0 +1,78 @@
+=============================
+Assign leads based on scoring
+=============================
+
+With *Leads Scoring* you can automatically rank your leads based on
+selected criterias.
+
+For example you could score customers from your country higher or the
+ones that visited specific pages on your website.
+
+Configuration
+=============
+
+To use scoring, install the free module *Lead Scoring* under your
+*Apps* page (only available in Odoo Enterprise).
+
+.. image:: media/lead_scoring01.png
+   :align: center
+
+Create scoring rules
+====================
+
+You now have a new tab in your *CRM* app called *Leads Management*
+where you can manage your scoring rules.
+
+Here's an example for a Canadian lead, you can modify for whatever
+criteria you wish to score your leads on. You can add as many criterias
+as you wish.
+
+.. image:: media/lead_scoring02.png
+   :align: center
+
+Every hour every lead without a score will be automatically scanned and
+assigned their right score according to your scoring rules.
+
+.. image:: media/lead_scoring03.png
+   :align: center
+
+Assign leads
+============
+
+Once the scores computed, leads can be assigned to specific teams using
+the same domain mechanism. To do so go to :menuselection:`CRM --> Leads Management --> Team Assignation`
+and apply a specific domain on each team. This domain can include scores.
+
+.. image:: media/lead_scoring04.png
+   :align: center
+
+Further on, you can assign to a specific vendor in the team with an even
+more refined domain.
+
+To do so go to :menuselection:`CRM --> Leads Management --> Leads Assignation`.
+
+.. image:: media/lead_scoring05.png
+   :align: center
+
+.. note::
+   The team & leads assignation will assign the unassigned leads
+   once a day.
+
+Evaluate & use the unassigned leads
+===================================
+
+Once your scoring rules are in place you will most likely still have
+some unassigned leads. Some of them could still lead to an opportunity
+so it is useful to do something with them.
+
+In your leads page you can place a filter to find your unassigned leads.
+
+.. image:: media/lead_scoring06.png
+   :align: center
+
+Why not using :menuselection:`Email Marketing` or
+:menuselection:`Marketing Automation` apps to send a mass email to
+them? You can also easily find such unassigned leads from there.
+
+.. image:: media/lead_scoring07.png
+   :align: center

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

@@ -0,0 +1,55 @@
+===========================
+Track your prospects visits
+===========================
+
+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 free module *Lead Scoring* under your
+*Apps* page (only available in Odoo Enterprise).
+
+.. image:: media/prospect_visits01.png
+   :align: center
+
+Track a webpage
+===============
+
+Go to any static page you want to track on your website and under the
+*Promote* tab you will find *Optimize SEO*
+
+.. image:: media/prospect_visits02.png
+   :align: center
+
+There you will see a *Track Page* checkbox to track this page.
+
+.. image:: media/prospect_visits03.png
+   :align: center
+
+See visited pages in your leads/opportunities
+=============================================
+
+Now each time a lead is created from the contact form 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.
+
+Both will update if the viewers comes back to your website and visits
+more pages.
+
+.. image:: media/prospect_visits04.png
+   :align: center
+
+.. image:: media/prospect_visits05.png
+   :align: center
+
+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!