diff --git a/content/applications/sales/crm/track_leads/resellers.rst b/content/applications/sales/crm/track_leads/resellers.rst index 92d919ec628..add62033495 100644 --- a/content/applications/sales/crm/track_leads/resellers.rst +++ b/content/applications/sales/crm/track_leads/resellers.rst @@ -2,34 +2,33 @@ Resellers ========= -Within Odoo's *CRM* app, leads can be forwarded to resellers (or partners). Leads can be manually -assigned, or automatically assigned, based on the resellers' designated *level* and location. +Within Odoo's **CRM** app, leads can be forwarded to resellers (or partners). Leads can be manually +assigned or automatically assigned based on the resellers' designated *level* and location. Reseller +partners may also take assigned leads and convert them into opportunities in the user portal. Configuration ============= -To utilize the reseller features, the *Resellers* module first needs to be installed. Navigate to -the :menuselection:`Apps application`, and remove the :guilabel:`Apps` filter from the -:guilabel:`Search...` bar. Then, search for `Resellers`. +To use the reseller features, the **Resellers** module must be installed first. Navigate to the +:guilabel:`Apps` application, and remove the :guilabel:`Apps` filter from the search bar. Then, +search for `Resellers`. .. image:: resellers/resellers-module.png - :align: center :alt: The resellers module in Odoo. Click :guilabel:`Activate` on the :guilabel:`Resellers` module card that appears. Doing so installs -the module, and returns to the main Odoo dashboard. +the module and returns to the main Odoo dashboard. -After the module is installed, navigate to the :menuselection:`CRM app`. Under the -:menuselection:`Configuration` menu is a new section, titled :guilabel:`Resellers`, with three -options beneath it: :guilabel:`Partner Levels`, :guilabel:`Partner Activations`, and -:guilabel:`Commission Plans`. +After the module is installed, navigate to :menuselection:` CRM app --> Configuration`. There is +a new section, titled :guilabel:`Resellers`, with three options beneath it: :guilabel:`Partner +Levels`, :guilabel:`Partner Activations`, and :guilabel:`Commission Plans`. .. _crm/partner-levels: Partner levels ============== -Partner *levels* are used to differentiate between various resellers. To view the partner levels, +*Partner levels* are used to differentiate between various resellers. To view the partner levels, navigate to :menuselection:`CRM app --> Configuration --> Resellers: Partner Levels`. On the :guilabel:`Partner Levels` page that appears, there are three default levels: @@ -38,50 +37,50 @@ On the :guilabel:`Partner Levels` page that appears, there are three default lev - :guilabel:`Silver` - :guilabel:`Bronze` -New levels can be added, as needed, by clicking :guilabel:`New`, and filling out the resulting level +New levels can be added as needed by clicking :guilabel:`New` and filling out the resulting level form. -Existing levels can also be edited and renamed, if desired, as well. To modify a level, select it -from the list, and proceed to make any desired changes from the level form page that appears. +Existing levels can also be edited and renamed if desired. To modify a level, select it from the +list and make any desired changes on the level form page that appears. -Level weight is used to decide the probability a partner to be assigned a lead or opportunity. On +Level weight is used to decide the probability that a partner is assigned a lead or opportunity. On the level form, assign a numerical value (greater than zero) to the :guilabel:`Level Weight` field. If the weight is zero, no leads are assigned. .. tip:: - *Level Weight* can be assigned on an individual contact record. The weight assigned on the - individual record overwrites the default weight assigned on the level configuration form. + *Level Weight* can be assigned on an individual contact record. The weight assigned on the *Level + Weight* can be assigned to an individual contact record. The weight assigned to the individual + record overrides the default weight set in the level configuration form. .. _crm/partner-activations: Partner activations =================== -Partner *activations* are used to identify the status of a partner. Activations are assigned on an +Partner *activations* are used to determine a partner's status. Activations are assigned on an individual contact record, and can be used to group or filter the *Partnership Analysis* report (:menuselection:`CRM app --> Reporting --> Partnerships`). To view the partner levels, navigate to :menuselection:`CRM app --> Configuration --> Partner Activations`. -Three activation types are created by default in the *CRM* app: +Three activation types are created by default in the **CRM** app: - :guilabel:`Fully Operational` - :guilabel:`Ramp-up` - :guilabel:`First Contact` -New partner activations can be added, as needed, by clicking :guilabel:`New`, and entering a +New partner activations can be added, as needed, by clicking :guilabel:`New` and entering a :guilabel:`Name` on the new line that appears. Then, select the desired status in the :guilabel:`Active` column. Existing partner activations can also be edited and renamed, if desired. To rename a status, click -the :guilabel:`Name` field of a desired level, and enter a new name. +the :guilabel:`Name` field of a desired level and enter a new name. To change the active status of an activation, slide the toggle in the :guilabel:`Active` column of the desired activation to the *inactive* position. .. figure:: resellers/activations-toggle.png - :align: center :alt: The list of default partner activations in the CRM app. The list of default Partner Activations in the CRM app. The toggle for First Contact is in the @@ -91,7 +90,7 @@ Partner assignments =================== After :ref:`partner levels ` and :ref:`partner activations -` configured. +` are configured, partners may be assigned to handle specific customers. To update an individual partner record, navigate to :menuselection:`CRM app --> Sales --> Customers`, and click the Kanban card for the desired partner to open the customer record. @@ -106,16 +105,16 @@ level weight, if necessary. Publish partners ================ -With the Odoo *Website* and *Resellers* apps installed, a new webpage (`/partners`) is created to -display a list of all active partners from the *CRM* app. +With the Odoo **Website** app and **Resellers** module installed, a new webpage (`/partners`) is +created to display a list of all active partners from the **CRM** app. Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click the Kanban card for a partner. From that partner's contact form, click the :guilabel:`Go to Website` smart button at the top of the page to open that partner's webpage. Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and use the :doc:`building -blocks <../../../websites/website/web_design/building_blocks>` to add any additional design -elements, or information about the partner. +blocks <../../../websites/website/web_design/building_blocks>` to add any additional design elements +or information about the partner. .. tip:: A company summary is a useful addition to this page. @@ -126,5 +125,65 @@ slide the :guilabel:`Unpublished` toggle to the active, :guilabel:`Published` po Repeat these steps for all partners. .. image:: resellers/partners-webpage.png - :align: center :alt: An example of the partners webpage, displaying available partners by level and location. + +Partners and the user portal +============================ + +Reseller partners who have been assigned leads and opportunities can view them in their user +portals. Clicking either the :guilabel:`Leads` or :guilabel:`Opportunities` button brings up a list +of all leads or opportunities assigned to that partner. Individual leads and opportunities can be +clicked for more details. + +.. image:: resellers/lead-opportunity-buttons.png + :alt: An example of the partners' user portal and the lead and opportunity buttons. + +Partner leads +------------- + +Leads viewed through a partner's user portal contain the same information as the lead viewed through +the **CRM** app. Reseller partners may click either the :guilabel:`I'm interested` or :guilabel:`I'm +not interested` buttons. Clicking either button brings up the :guilabel:`Lead Feedback` form. + +.. image:: resellers/reseller-lead-page.png + :alt: The lead page as seen in a reseller's user portal. + +If the partner has expressed interest, the form prompts them to enter their next planned action and +expected revenue for the lead and to confirm that they have contacted the customer. Entering this +information and clicking the :guilabel:`Confirm` button converts the lead into an opportunity. +Failing to fill out the form **prevents** the lead from converting to an opportunity. + +.. image:: resellers/lead-feedback-popup.png + :alt: The Lead Feedback form brought up by clicking the "I'm interested" button. + +If the partner is not interested in the opportunity, the :guilabel:`Lead Feedback` form prompts the +partner to enter why they're not interested in the lead, whether they've contacted the customer, and +whether they think the lead is spam. This version of the :guilabel:`Lead Feedback` form does not +need to be completed by the partner to be confirmed. + +.. image:: resellers/lead-feedback-popup-not-interested.png + :alt: The Lead Feedback form brought up by clicking the "I'm not interested" button. + +Partner opportunities +--------------------- + +Leads accepted by the partner are converted into *opportunities*. Clicking an opportunity reveals +the same information displayed in the **CRM** app, but in a view designed for the user portal. From +an opportunity's page, the reseller may: + +- Change the opportunity's stage. +- Edit the opportunity's information, including priority, planned revenue, and pertinent dates. +- Update the contact information for the opportunity. +- Leave notes, messages, and more in the opportunity's chatter. + +.. note:: + The reseller's ability to change these settings depends on the access granted to them by a + database administrator. See the :doc:`access rights <../../../general/users/access_rights>` + documentation for more details. + +.. image:: resellers/reseller-opportunity-page.png + :alt: An opportunity's page as viewed within the user portal. + +.. seealso:: + - :doc:`../../../general/users/portal` + - :doc:`../acquire_leads/convert` diff --git a/content/applications/sales/crm/track_leads/resellers/lead-feedback-popup-not-interested.png b/content/applications/sales/crm/track_leads/resellers/lead-feedback-popup-not-interested.png new file mode 100644 index 00000000000..4067d53dee4 Binary files /dev/null and b/content/applications/sales/crm/track_leads/resellers/lead-feedback-popup-not-interested.png differ diff --git a/content/applications/sales/crm/track_leads/resellers/lead-feedback-popup.png b/content/applications/sales/crm/track_leads/resellers/lead-feedback-popup.png new file mode 100644 index 00000000000..2579246c896 Binary files /dev/null and b/content/applications/sales/crm/track_leads/resellers/lead-feedback-popup.png differ diff --git a/content/applications/sales/crm/track_leads/resellers/lead-opportunity-buttons.png b/content/applications/sales/crm/track_leads/resellers/lead-opportunity-buttons.png new file mode 100644 index 00000000000..58ec4935fcf Binary files /dev/null and b/content/applications/sales/crm/track_leads/resellers/lead-opportunity-buttons.png differ diff --git a/content/applications/sales/crm/track_leads/resellers/reseller-lead-page.png b/content/applications/sales/crm/track_leads/resellers/reseller-lead-page.png new file mode 100644 index 00000000000..687b5693d03 Binary files /dev/null and b/content/applications/sales/crm/track_leads/resellers/reseller-lead-page.png differ diff --git a/content/applications/sales/crm/track_leads/resellers/reseller-opportunity-page.png b/content/applications/sales/crm/track_leads/resellers/reseller-opportunity-page.png new file mode 100644 index 00000000000..603963de57e Binary files /dev/null and b/content/applications/sales/crm/track_leads/resellers/reseller-opportunity-page.png differ