[MERGE] Forward-port of branch 12.0 to 13.0

2021-05-04 16:31:06 +02:00
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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.