odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/productivity.md

@@ -0,0 +1,23 @@
+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/productivity.html"
+---
+
+:nosearch:
+# 
+# Productivity
+
+
+.. toctree::
+
+    productivity/documents
+    productivity/sign
+    productivity/spreadsheet
+    productivity/knowledge
+    productivity/calendar
+    productivity/appointments
+    productivity/discuss
+    productivity/data_cleaning
+    productivity/whatsapp
+    productivity/voip
+    productivity/to_do

package/payload/skills/odoo18-docs/references/docs/applications/sales/crm/acquire_leads/convert.md

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+---
+title: "Convert leads into opportunities"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/crm/acquire_leads/convert.html"
+---
+
+================================
+# Convert leads into opportunities
+
+*Leads* act as a qualifying step before an opportunity is created. This provides additional time to
+review its potential, and gauge its viability, before the opportunity is assigned to a salesperson.
+
+# Configuration
+
+To activate the *Leads* setting, navigate to :menuselection:`CRM app --> Configuration --> Settings`
+and check the box labeled, :guilabel:`Leads`. Then, click :guilabel:`Save`.
+
+.. image:: convert/convert-leads-leads-setting.png
+   :align: center
+   :alt: Leads setting on CRM configuration page.
+
+Activating this feature adds a new menu option, :guilabel:`Leads`, to the header bar, located along
+the top of the screen.
+
+.. image:: convert/convert-leads-leads-menu.png
+   :align: center
+   :alt: Leads menu on CRM application.
+
+Once the *Leads* setting has been activated, it applies to all sales teams by default. To turn off
+leads for a specific team, navigate to :menuselection:`CRM app --> Configuration --> Sales Teams`.
+Then, select a team from the list to open that team's configuration page. Clear the
+:guilabel:`Leads` checkbox, located beneath the :guilabel:`Sales Team` field, then click
+:guilabel:`Save`.
+
+.. image:: convert/convert-leads-leads-button.png
+   :align: center
+   :alt: Leads menu on CRM application.
+
+# Convert a lead into an opportunity
+
+To convert a lead into an *opportunity*, navigate to :menuselection:`CRM app --> Leads`, and click
+on a lead from the list to open it.
+
+> **warning**:
+>    If a :guilabel:`Similar Leads` smart button appears at the top of the page for the lead, it
+   indicates a similar lead or opportunity already exists in the database. Before converting this
+   lead, click the smart button to confirm if the lead should be merged.
+
+   .. image:: convert/similar-leads-smart-button.png
+      :align: center
+      :alt: Close up of a lead with emphasis on the Similar Leads smart button.
+
+Click the :guilabel:`Convert to Opportunity` button, located at the top-left of the page.
+
+.. image:: convert/convert-leads-convert-opp-button.png
+   :align: center
+   :alt: Create opportunity button on a lead record.
+
+This opens a :guilabel:`Convert to opportunity` pop-up modal. Here, in the :guilabel:`Conversion
+Action` field, select the :guilabel:`Convert to opportunity` option.
+
+> **note**:
+>    To merge this lead with an existing similar lead or opportunity, select :guilabel:`Merge with
+   existing opportunities` in the :guilabel:`Conversion Action` field. This generates a list of the
+   similar leads/opportunities to be merged.
+
+   When merging, Odoo gives priority to whichever lead/opportunity was created in the system first,
+   merging the information into the first created lead/opportunity. However, if a lead and an
+   opportunity are being merged, the resulting record is referred to as an opportunity, regardless
+   of which record was created first.
+
+Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which the opportunity should
+be assigned. Neither field is required, though if a selection is made in the :guilabel:`Salesperson`
+field, the :guilabel:`Sales Team` field is populated automatically, based on the salesperson's team
+assignments.
+
+If the lead has already been assigned to a salesperson or a team, these fields automatically
+populate with that information.
+
+.. image:: convert/convert-leads-conversion-action.png
+   :align: center
+   :alt: Create opportunity pop-up.
+
+Under the :guilabel:`Customer` heading, choose from the following options:
+
+- :guilabel:`Create a new customer`: choose this option to use the information in the lead to create
+  a new customer record.
+- :guilabel:`Link to an existing customer`: choose this option, then select a customer from the
+  resulting drop-down menu, to link this opportunity to an existing customer record.
+- :guilabel:`Do not link to a customer`: choose this option to convert the lead, but not link it to
+  a new or existing customer.
+
+Lastly, when all configurations are complete, click :guilabel:`Create Opportunity`.
+
+To view the newly created opportunity, navigate to :menuselection:`CRM app --> My Pipeline`.
+
+> **note**:
+>    Some filters may need to be removed from the :guilabel:`Search...` bar on the top
+   :guilabel:`Pipeline` page to view all opportunities.
+

package/payload/skills/odoo18-docs/references/docs/applications/sales/crm/acquire_leads/email_manual.md

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+---
+title: "Create leads (from email or manually)"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/crm/acquire_leads/email_manual.html"
+---
+
+=====================================
+# 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`.
+
+.. _crm/configure_email_alias:
+
+# 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`
+
+# 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.

package/payload/skills/odoo18-docs/references/docs/applications/sales/crm/acquire_leads/lead_mining.md

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+---
+title: "Lead mining"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/crm/acquire_leads/lead_mining.html"
+---
+
+===========
+# Lead mining
+
+.. |IAP| replace:: :abbr:`IAP (In-App Purchase)`
+.. |CC| replace:: :guilabel:`Companies and their Contacts`
+
+*Lead mining* is a feature that allows *CRM* users to generate new leads directly into their Odoo
+database. To ensure lead qualification, lead mining output is determined by a variety of filtering
+criteria, such as the country, the company size, and the industry.
+
+# Configuration
+
+To get started, go to :menuselection:`CRM app --> Configuration --> Settings`, and tick the
+:guilabel:`Lead Mining` checkbox to activate the feature. Then, click :guilabel:`Save`.
+
+.. image:: lead_mining/activate-lead-mining.png
+   :align: center
+   :alt: Activate lead mining in Odoo CRM settings.
+
+# Generate leads
+
+After the *Lead Mining* setting is activated, a new button called *Generate Leads* is available to
+use in the upper-left corner of the *CRM* *Pipeline* (:menuselection:`CRM app --> Sales --> My
+Pipeline`).
+
+Lead mining requests are also available through :menuselection:`CRM app --> Configuration --> Lead
+Mining Requests`, or through :menuselection:`CRM app --> Leads --> Leads`, where the
+:guilabel:`Generate Leads` button is also available.
+
+.. image:: lead_mining/generate-leads-button.png
+   :align: center
+   :alt: The Generate Leads button to use the lead mining feature.
+
+Click the :guilabel:`Generate Leads` button, and a pop-up window appears, offering a variety of
+criteria by which to generate leads.
+
+.. image:: lead_mining/generate-leads-popup.png
+   :align: center
+   :alt: The pop-up window with the selection criteria in order to generate leads in Odoo.
+
+Choose to generate leads for :guilabel:`Companies` to get company information only, or choose
+|CC| to get company information and individual employee contact information.
+
+> **note**:
+>    When targeting |CC|, additional options are available to filter contacts based on
+   :guilabel:`Role` or :guilabel:`Seniority`.
+
+Additional filtering options include the following:
+
+- :guilabel:`Countries`: filter leads based on the country (or countries) they are located in.
+- :guilabel:`States`: further filter leads based on the state in which they are located, if
+  applicable.
+- :guilabel:`Industries`: filter leads based on the specific industry they work in.
+- :guilabel:`Filter on Size`: tick this checkbox to specify the number of employees at the company.
+  This generates a field labeled :guilabel:`Size`. Fill in the blanks to create a range for the
+  desired company size.
+- :guilabel:`Sales Team`: choose which Sales Team the leads will be assigned to.
+- :guilabel:`Salesperson`: choose which member of the Sales Team the leads will be assigned to.
+- :guilabel:`Default Tags`: choose which tags are applied directly to the leads once found.
+
+> **important**:
+>    Make sure to be aware of the latest EU regulations when receiving contact information. Get more
+   information about the General Data Protection Regulation on [Odoo GDPR ](http://odoo.com/gdpr).
+
+## View leads
+
+After leads are generated, they are assigned to the designated salesperson and team. To view
+additional information regarding the lead, select one from the list, and click to open it.
+
+In the chatter thread for the lead, additional information is provided. This can include the number
+of employees, the technology used by the company, the timezone, and direct contact information.
+
+.. image:: lead_mining/generated-lead.png
+   :align: center
+   :alt: The chatter thread of a newly generated lead.
+
+> **note**:
+>    If :guilabel:`Leads` are **not** enabled for the database, then leads are generated as
+   *opportunities*, and added to the pipeline for the designated salesperson.
+
+   To enable the :guilabel:`Leads` feature, navigate to :menuselection:`CRM app --> Configuration
+   --> Settings`, and tick the :guilabel:`Leads` checkbox. Then, click :guilabel:`Save`.
+
+# Pricing
+
+Lead mining is an *In-App Purchase* feature, and each generated lead costs one :ref:`credit
+<in_app_purchase/credits>`.
+
+> **important**:
+>    Generating |CC| costs one additional credit for each contact generated. See here for complete
+   pricing information: [Lead Generation by Odoo IAP
+   ](https://iap.odoo.com/iap/in-app-services/167?).
+
+To buy credits, navigate to :menuselection:`CRM app --> Configuration --> Settings`. In the
+:guilabel:`Lead Generation` section, under the :guilabel:`Lead Mining` feature, click :guilabel:`Buy
+Credits`.
+
+Credits may also be purchased by navigating to the :menuselection:`Settings app`. In the
+:guilabel:`Contacts` section, under the :guilabel:`Odoo IAP` feature, click :guilabel:`View My
+Services`.
+
+.. image:: lead_mining/view-my-services-setting.png
+   :align: center
+   :alt: Buy credits in the Odoo IAP settings.
+
+> **note**:
+>    Enterprise Odoo users with a valid subscription get free credits to test |IAP| features before
+   purchasing more credits for the database. This includes demo/training databases, educational
+   databases, and one-app-free databases.
+
+.. seealso::
+   :doc:`/applications/essentials/in_app_purchase`

package/payload/skills/odoo18-docs/references/docs/applications/sales/crm/acquire_leads/opportunities_form.md

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+---
+title: "Create opportunities from web contact forms"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/crm/acquire_leads/opportunities_form.html"
+---
+
+===========================================
+# Create opportunities from web contact forms
+
+Adding a contact form to a website makes it easy to convert visitors into leads and opportunities.
+After a visitor submits their information, an opportunity can be created automatically, and assigned
+to a designated sales team and salesperson.
+
+.. _crm/customize-contact-form:
+
+# Customize contact forms
+
+By default, the *Contact Us* page on an Odoo website displays a preconfigured contact form. This
+form can be customized, as needed, to suit the needs of a specific sales team.
+
+Navigate to :menuselection:`Website app --> Contact Us`, then click :guilabel:`Edit` in the
+top-right of the screen to open the web editor. Click on the form building block in the body of the
+webpage to open the form configuration settings on the right sidebar. The following options are
+available to customize the contact form from the :guilabel:`From` section of the right sidebar:
+
+.. image:: opportunities_form/form-customization.png
+   :align: center
+   :alt: The form configuration settings on an Odoo website.
+
+- :guilabel:`Action`: the default action for a contact form is :guilabel:`Send an Email`. Select
+  :guilabel:`Create an Opportunity` from the drop-down list to capture the information in the *CRM*
+  app.
+- :guilabel:`Sales Team`: choose a sales team from the drop-down menu that the opportunities from
+  this form should be assigned to. This field **only** appears if the :guilabel:`Action` field is
+  set to :guilabel:`Create an Opportunity`.
+- :guilabel:`Salesperson`: if the opportunities should be assigned to a specific salesperson, select
+  them from the drop-down menu. If no selection is made in this field, the opportunities are
+  assigned based on the team's existing rules.
+- :guilabel:`Marked Fields`: use this field to alter how the form handles marked fields. The default
+  option is to treat marked fields as :guilabel:`Required`, which is the recommended setting.
+- :guilabel:`Mark Text`: choose how :guilabel:`Marked Fields` should be identified. The default
+  character is an asterisk (`*`).
+- :guilabel:`Labels Width`: use this field to alter the pixel width of the labels, if desired.
+- :guilabel:`On Success`: select how the webpage reacts after a customer successfully submits a
+  form. :guilabel:`Nothing` keeps the customer on the same screen, with the addition of a
+  confirmation message that the form was submitted successfully. :guilabel:`Redirect` sends the
+  customer to a new webpage, based on the address provided in the :guilabel:`URL` field below.
+  :guilabel:`Show Message` replaces the form with a preconfigured message that informs the customer
+  someone should respond to them as soon as possible.
+- :guilabel:`URL`: if :guilabel:`Redirect` is selected in the :guilabel:`On Success` field, enter
+  the URL for the webpage, where customers should be directed after successfully submitting a form.
+- :guilabel:`Visibility`: use the drop-down menu to add any visibility conditions for this field, if
+  desired.
+
+> **important**:
+>    If *leads* are activated in *CRM* settings, selecting :guilabel:`Create an Opportunity` generates
+   a lead instead. To activate leads, navigate to :menuselection:`CRM app --> Configuration -->
+   Settings`, and tick the :guilabel:`Leads` checkbox. Then, click :guilabel:`Save`.
+
+## Customize contact form fields
+
+In addition to the settings for the form, the settings for each field can be customized, as well.
+With the web editor menu still open, click into a field to open the :guilabel:`Field` configuration
+settings section on the sidebar. The following options are available to customize a field:
+
+- :guilabel:`Type`: choose a custom field option or an existing field type.
+- :guilabel:`Input Type`: determine the type of information customers should input. Available
+  options are :guilabel:`Text`, :guilabel:`Email`, :guilabel:`Telephone`, or :guilabel:`Url`. The
+  selection made in this field limits the format that customers can use when entering information.
+- :guilabel:`Label`: enter the name for the field.
+- :guilabel:`Position`: choose the way the label is aligned with the rest of the form. The label can
+  be hidden, above the field, to the left of the field, or right adjusted and closer to the field.
+- :guilabel:`Description`: slide the toggle to add a description for the field, which can provide
+  additional instructions to customers. Click under the field on the form to add the description.
+- :guilabel:`Placeholder`: enter an example to help users know how to input information where
+  formatting is important, such as a phone number or email address.
+- :guilabel:`Default Value`: enter a value to include in the form, by default, if the customer does
+  not provide information in the field. *It is not recommended to include a default value for
+  required fields*.
+- :guilabel:`Required`: slide the toggle to mark this field as required if it **must** be filled in
+  for every submission.
+- :guilabel:`Visibility`: select when this field should be visible. Use the button on the left to
+  choose whether to show or hide this field on a desktop users. Use the button on the right to
+  choose whether to show or hide this field to mobile users.
+- :guilabel:`Animation`: select if this field should have any animation.
+
+.. image:: opportunities_form/field-customization.png
+   :align: center
+   :alt: The field configuration settings on an Odoo website.
+
+# View opportunities
+
+After a customer submits a contact form, and an opportunity is created, it is assigned based on the
+:ref:`form settings <crm/customize-contact-form>`. To view opportunities, navigate to
+:menuselection:`CRM app --> Sales --> My Pipeline`.
+
+> **note**:
+>    If leads are activated on the database, contact form submissions are generated as leads, not
+   opportunities. To activate leads, navigate to :menuselection:`CRM app --> Configuration -->
+   Settings`, and tick the :guilabel:`Leads` checkbox. Then, click :guilabel:`Save`.
+
+   Navigate to :menuselection:`CRM app --> Leads` to view the newly-created leads.
+
+On the :guilabel:`My Pipeline` dashboard, click on an opportunity card in the Kanban view to open
+the opportunity record. The information submitted by the customer is visible on the opportunity
+record.
+
+> **note**:
+>    As the contact form fields are customizable, the fields on the opportunity record, where the form
+   information is stored, varies accordingly.
+
+   If the preconfigured contact form is used, the *Subject* field is added to the :guilabel:`Title`
+   field, and the content in the :guilabel:`Notes` field, which is labeled as :guilabel:`Your
+   Question`, is added to the :guilabel:`Internal Notes` tab.
+
+.. seealso::
+   - :doc:`../pipeline/manage_sales_teams`
+   - :doc:`convert`
+   - :doc:`../track_leads/lead_scoring`
+   - :ref:`Website forms <website/dynamic_content/form>`