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[IMP] crm: partner level GUI update

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closes odoo/documentation#15348

Signed-off-by: Megan Valenzuela (meval) <meval@odoo.com>
This commit is contained in:
meval1006​
2025-11-18 11:33:02 -08:00
parent 587b441a2d
commit 1ec08c7ad9
2 changed files with 21 additions and 28 deletions
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8
content/applications/sales/crm/track_leads/lead_scoring.rst
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@@ -2,10 +2,10 @@
Assign leads with predictive lead scoring Assign leads with predictive lead scoring
========================================= =========================================
The Odoo *CRM* app can automatically assign leads/opportunities to sales teams and salespeople. A The Odoo **CRM** app can automatically assign leads/opportunities to sales teams and salespeople. A
standard practice is to assign leads based on the probability of winning each lead. Companies can standard practice is to assign leads based on the probability of winning each lead. Companies can
prioritize the leads that are more likely to result in successful deals by quickly assigning them prioritize the leads that are more likely to result in successful deals by assigning them to the
to the appropriate salespeople. appropriate salespeople.
Odoo automatically calculates the probability of winning each lead using a method called *predictive Odoo automatically calculates the probability of winning each lead using a method called *predictive
lead scoring*. lead scoring*.
@@ -13,7 +13,7 @@ lead scoring*.
Predictive lead scoring Predictive lead scoring
======================= =======================
Predictive lead scoring is a machine-learning model that uses historical data from Odoo *CRM* to Predictive lead scoring is a machine-learning model that uses historical data from Odoo **CRM** to
score open leads/opportunities. score open leads/opportunities.
As a company processes opportunities through the CRM pipeline, Odoo collects data on which As a company processes opportunities through the CRM pipeline, Odoo collects data on which

41
content/applications/sales/crm/track_leads/resellers.rst
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@@ -2,7 +2,7 @@
Resellers Resellers
========= =========
Within Odoo's *CRM* app, leads can be forwarded to resellers (or partners). Leads can be manually 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. assigned, or automatically assigned, based on the resellers' designated *level* and location.
Configuration Configuration
@@ -13,26 +13,24 @@ the :menuselection:`Apps application`, and remove the :guilabel:`Apps` filter fr
:guilabel:`Search...` bar. Then, search for `Resellers`. :guilabel:`Search...` bar. Then, search for `Resellers`.
.. image:: resellers/resellers-module.png .. image:: resellers/resellers-module.png
:align: center
:alt: The resellers module in Odoo. :alt: The resellers module in Odoo.
Click :guilabel:`Activate` on the :guilabel:`Resellers` module card that appears. Doing so installs Click :guilabel:`Install` 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 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 :menuselection:`Configuration` menu is a new section, titled :guilabel:`Members`, with three options
options beneath it: :guilabel:`Partner Levels`, :guilabel:`Partner Activations`, and beneath it: :guilabel:`Levels`, :guilabel:`Partner Activations`, and :guilabel:`Commission Plans`.
:guilabel:`Commission Plans`.
.. _crm/partner-levels: .. _crm/partner-levels:
Partner levels 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 levels, navigate
navigate to :menuselection:`CRM app --> Configuration --> Resellers: Partner Levels`. to :menuselection:`CRM app --> Configuration --> Levels`.
On the :guilabel:`Partner Levels` page that appears, there are three default levels: On the :guilabel:`Levels` page that appears, there are three default levels:
- :guilabel:`Gold` - :guilabel:`Gold`
- :guilabel:`Silver` - :guilabel:`Silver`
@@ -44,9 +42,9 @@ form.
Existing levels can also be edited and renamed, if desired, as well. To modify a level, select it 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. from the list, and proceed to make any desired changes from the level form page that appears.
Level weight is used to decide the probability a partner to be assigned a lead or opportunity. On :guilabel:`Level Weight` is used to decide the probability a partner to be assigned a lead or
the level form, assign a numerical value (greater than zero) to the :guilabel:`Level Weight` field. opportunity. On the level form, assign a numerical value (greater than zero) to the :guilabel:`Level
If the weight is zero, no leads are assigned. Weight` field. If the weight is zero, no leads are assigned.
.. tip:: .. tip::
*Level Weight* can be assigned on an individual contact record. The weight assigned on the *Level Weight* can be assigned on an individual contact record. The weight assigned on the
@@ -64,7 +62,7 @@ individual contact record, and can be used to group or filter the *Partnership A
To view the partner levels, navigate to :menuselection:`CRM app --> Configuration --> Partner To view the partner levels, navigate to :menuselection:`CRM app --> Configuration --> Partner
Activations`. 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:`Fully Operational`
- :guilabel:`Ramp-up` - :guilabel:`Ramp-up`
@@ -81,17 +79,13 @@ To change the active status of an activation, slide the toggle in the :guilabel:
the desired activation to the *inactive* position. the desired activation to the *inactive* position.
.. figure:: resellers/activations-toggle.png .. figure:: resellers/activations-toggle.png
:align: center
:alt: The list of default partner activations in the CRM app. :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
inactive position, while the rest are active.
Partner assignments Partner assignments
=================== ===================
After :ref:`partner levels <crm/partner-levels>` and :ref:`partner activations After :ref:`levels <crm/partner-levels>` and :ref:`partner activations <crm/partner-activations>`
<crm/partner-activations>` configured. configured.
To update an individual partner record, navigate to :menuselection:`CRM app --> Sales --> 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. Customers`, and click the Kanban card for the desired partner to open the customer record.
@@ -106,8 +100,8 @@ level weight, if necessary.
Publish partners Publish partners
================ ================
With the Odoo *Website* and *Resellers* apps installed, a new webpage (`/partners`) is created to With the Odoo **Website** and **Resellers** apps installed, a new webpage (`/partners`) is created
display a list of all active partners from the *CRM* app. 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 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 partner. From that partner's contact form, click the :guilabel:`Go to Website` smart button at the
@@ -126,5 +120,4 @@ slide the :guilabel:`Unpublished` toggle to the active, :guilabel:`Published` po
Repeat these steps for all partners. Repeat these steps for all partners.
.. image:: resellers/partners-webpage.png .. image:: resellers/partners-webpage.png
:align: center
:alt: An example of the partners webpage, displaying available partners by level and location. :alt: An example of the partners webpage, displaying available partners by level and location.