[IMP] CRM: Add information about user portal to Reseller page

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 <crm/partner-levels>` and :ref:`partner activations
-<crm/partner-activations>` configured.
+<crm/partner-activations>` 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`