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[ADD] CRM: Membership/Partnership module page
closes odoo/documentation#15319 Signed-off-by: Thomas Jude Cavazos (thjud) <thjud@odoo.com> Co-authored-by: Felicia Kuan <feku@odoo.com>
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@@ -11,3 +11,4 @@ Optimize your Day-to-Day work
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optimize/gamification
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optimize/utilize_activities
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optimize/lead_enrichment
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optimize/member_partner_module
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@@ -0,0 +1,49 @@
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===============================
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Membership / Partnership module
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===============================
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The Membership / Partnership module allows for the creation and sale of memberships. Memberships can
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be sold through both sales orders and subscriptions products so that businesses can organize and
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interact with customers as members. This allows for:
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- measuring membership activity, inactivity, sign ups, and churn rates
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- viewing membership renewals and expirations
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- following up on membership dues and associated payments
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- communicating with members, including sending email blasts based on members' current status
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- assigning different membership levels to members
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- organizing members-only events
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- creating membership lists populated with contact info and other details about members.
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The Membership / Partnership module vs. the Membership app
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==========================================================
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Beginning with 19.0, the **Membership** app has been replaced by the Membership / Partnership
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module. This module captures all of the functionality of the **Membership** app, but in a module
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that is better integrated with other essential apps without requiring a specific **Accounting**
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module. This replacement does not break any existing membership information when upgrading to 19.0.
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App integrations with the Membership / Partnership module
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=========================================================
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Once activated, the Membership / Partnership module is fully integrated with both the **Sales** and
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**Subscriptions** apps. The module is also compatible with the **eCommerce** app, allowing customers
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to purchase memberships through business's websites.
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Finally, the Membership / Partnership module is compatible with pricelists both before and after
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sales. Price rules can be set before memberships are sold and applied after they are active.
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Activating the new module
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=========================
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The Memberships / Partnerships module can be activated within the **CRM** app. To activate the
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Memberships / Partnerships module, go to :menuselection:`CRM app --> Configuration --> Settings`. In
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the :guilabel:`CRM` section, check the :guilabel:`Membership / Partnership` box to activate the
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module. The name given to affiliates can also be customized. By default, it is set to `Members`.
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.. seealso::
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- :doc:`../../../sales/sales`
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- :doc:`../../../sales/subscriptions`
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- :doc:`../../../sales/crm`
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- :doc:`../../../essentials/contacts`
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- :doc:`../../../sales/sales/products_prices/prices/pricing`
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- :doc:`../../../websites/ecommerce`
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