[MERGE] Forward-port of branch 12.0 to 13.0

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

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+================================
+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

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+========================================
+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

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+===========================================================
+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

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+=======================
+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

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+===============
+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.