[IMP] CRM: updating flow and screenshots of generating leads

Task: 2540813

Author: vpk-odoo

content/applications/sales/crm/acquire_leads/generate_from_email.rst

@@ -1,78 +1,106 @@
-===========================================================
-Generate leads/opportunities from your website contact page
-===========================================================
+==============================
+Generating leads/opportunities
+==============================
 
-Automating the lead/opportunity generation will considerably improve
-your efficiency. Any visitor using the contact form on your website will
-create a lead/opportunity in the pipeline.
+Automating the lead/opportunity generation will considerably improve your team's efficiency.
+Utilizing email aliases and a contact form in your database can aid in that improvement.
 
-Use the contact us on your website
-==================================
+By default, any email sent to *sales@database\_domain.ext* will create an opportunity in the
+default sales channel's pipeline associated with that particular email.
 
-You should first go to your website app.
+Configuring email aliases
+=========================
 
-|image0|\ |image1|
+Each sales team can use their own email alias to filter generated leads/opportunities automatically
+into their pipeline. This functionality can be useful when managing several sales teams with
+specific individual business processes. You will find Sales Team configurations under
+:menuselection:`Configuration --> Sales Teams`.
 
-With the CRM app installed, you benefit from a ready-to-use contact form
-on your Odoo website that will generate leads/opportunities
-automatically.
+.. image:: generate_from_website/sales-teams-configuration.png
+    :align: center
+    :alt: Configuring Sales Teams
 
-.. image:: media/generate_from_website03.png
-   :align: center
+Use the contact us on your website
+==================================
 
-To change to a specific sales channel, go to :menuselection:`Website
---> Configuration --> Settings` under *Communication* you will find the
-Contact Form info and where to change the *Sales Channel* or
-*Salesperson*.
+By default, the *Contact Us* page will have both the stored company information and Odoo’s
+ready-to-use contact form on your website to automatically generate leads/opportunities.
 
-.. image:: media/generate_from_website04.png
+.. image:: generate_from_website/default-contact-us-page.png
    :align: center
+   :alt: Default Contact Us form
 
-Create a custom contact form
-============================
+This can be activated or deactivated at any time by going to :menuselection:`Customize -->
+Contact Form` on your website and toggling the option on or off.
 
-You may want to know more from your visitor when they use the contact form to
-you will need to build a custom contact form on your
-website. These contact forms can generate multiple types of records in
-the system (emails, leads/opportunities, project tasks, helpdesk
-tickets, etc.)
+.. image:: generate_from_website/contact-form-toggle.png
+   :align: center
+   :alt: Contact Form toggle
+
+When the form is toggled off, the *Contact Us* page will have a message letting customers know
+that your company accepts email contact and a send now button.
 
-Configuration
-=============
+.. image:: generate_from_website/default-contact-us-page-no-form.png
+   :align: center
+   :alt: Contact Us Page using email
 
-You will need to install the free *Form Builder* module, only
-available in Odoo Enterprise.
+To change the form to a specific sales channel, go to :menuselection:`Website --> Configuration -->
+Settings.` Under *Communication,** you will find where to change which *Sales Team* or
+*Salesperson* will be assigned to any incoming leads or opportunities from your Contact Form.
 
-.. image:: media/generate_from_website05.png
+.. image:: generate_from_website/contact-form-settings.png
    :align: center
+   :alt: Contact Form Settings
 
-Create a custom contact form
-----------------------------
+Creating a custom contact form
+==============================
 
-First, go to the page where you want to put your contact form. In edit mode, drag
-the form builder onto the page, and you will be able to add all the fields
-you wish.
+Wanting more info from visitors using the contact form? Contact forms can be customized for the
+specific information your team needs because they can generate multiple types of records in the
+system, such as emails, leads/opportunities, project tasks, helpdesk tickets, and more.
 
-.. image:: media/generate_from_website06.png
+The free *Form Builder* module can be installed from either the apps page or automatically when
+added to a page in the Website Builder. Adding a whole new form can be great if you are
+soliciting certain information that needs filtering, such as suggestions, bug reports, etc.
+
+.. image:: generate_from_website/form-building-blocks.png
+   :align: center
+   :alt: Form Builder building blocks
+
+However, if editing the available predefined options is all that’s necessary, editing the Contact
+Form itself is the best option.
+
+Editing contact form fields
+---------------------------
+In edit mode, click on the field to change, and you can edit any of the following information for
+the specific field:
+
+- **Type**: Choose a custom field option or an existing field. Examples include phone, file
+  upload, language, etc.
+- **Input Type**: This determines the type of entry customers should input. Available options are
+  text, email, telephone, and URL.
+- **Label Name**: Type in the display name to show users what information is needed from them.
+- **Label Position**: Choose the way the label is aligned with the rest of the form. The label
+  can be hidden, above the field, to the far left of the field, or right adjusted and closer to the
+  field.
+- **Required**: Toggleable option for information that you absolutely need entered
+- **Hidden**: Toggleable option to hide the given field for this form or not
+- **Shown on Mobile**: Toggleable option to show the field to users on mobile devices.
+
+.. image:: generate_from_website/editable-field-options.png
    :align: center
+   :alt: Editable field options
 
-By default, any new contact form will send an email. You can switch to
-lead/opportunity generation in *Change Form Parameters*.
+By default, any new contact form will send an email. You can change this to lead/opportunity
+generation in edit mode by clicking any of the form’s fields, and under the form options,
+selecting **Create an Opportunity** as the action.
 
-.. note::
-   If the same visitor uses the contact form twice, the second
-   entry will be added to the first lead/opportunity in the chatter.
+.. tip::
+    If leads are activated in your CRM settings, selecting **Create an Opportunity** will generate
+    a lead.
 
 Generate leads instead of opportunities
 =======================================
 
 When using a contact form, you should use a qualification step
-before assigning the form to the right sales people. To do so, activate *Leads*
-in CRM settings and refer to :doc:`convert`.
-
-.. |image0| image:: ./media/generate_from_website01.png
-   :width: 1.04401in
-   :height: 1.16146in
-.. |image1| image:: ./media/generate_from_website02.png
-   :width: 1.43229in
-   :height: 1.16244in
+by activating *Leads* in CRM settings and refer to :doc:`../sales/crm/acquire_leads/convert`.