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

Task: 2540813

Author: vpk-odoo

content/applications/sales/crm/acquire_leads.rst

@@ -6,7 +6,6 @@ Acquire leads
    :titlesonly:
 
    acquire_leads/convert
-   acquire_leads/generate_from_email
    acquire_leads/generate_from_website
    acquire_leads/send_quotes
    acquire_leads/lead_mining

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

@@ -1,78 +1,105 @@
-===========================================================
-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@your_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 automatically filter generated
+leads/opportunities into their pipeline. This functionality can be useful when managing several
+sales teams with specific individual business processes. You can find Sales Team configurations
+under :menuselection:`CRM --> 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:: media/generate_from_website03.png
+.. image:: generate_from_website/sales-teams-config.png
    :align: center
+   :alt: Configuring Sales Teams
 
-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*.
+Using the Contact Us page on your website
+=========================================
 
-.. image:: media/generate_from_website04.png
-   :align: center
+By default, your website's *Contact Us* page displays both your stored company information and
+Odoo’s ready-to-use contact form to generate leads/opportunities.
 
-Create a custom contact form
-============================
+.. image:: generate_from_website/default-contact-us-page.png
+   :align: center
+   :alt: Default Contact Us page
 
-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.)
+This can be activated or deactivated at any time by going to :menuselection:`Website --> Go to
+Website --> Customize --> Contact Form` on your website and toggling the option on or off.
 
-Configuration
-=============
+.. image:: generate_from_website/contact-form-toggle.png
+   :align: center
+   :alt: Contact Form toggle
 
-You will need to install the free *Form Builder* module, only
-available in Odoo Enterprise.
+When the form is toggled off, the *Contact Us* page lets visitors know that they can contact your
+company by email contact and display a button to send one directly. Any emails sent this way will
+generates a lead/opportunity.
 
-.. image:: media/generate_from_website05.png
+.. image:: generate_from_website/default-contact-us-page-no-form.png
    :align: center
+   :alt: Contact Us Page using email
 
-Create 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.
+To change the form to a specific sales channel, go to :menuselection:`Website --> Configuration -->
+Settings.` Under *Communication,* you can change which *Sales Team* or *Salesperson* is assigned
+to any incoming leads or opportunities from your Contact Form.
 
-.. image:: media/generate_from_website06.png
+.. image:: generate_from_website/contact-form-settings.png
    :align: center
+   :alt: Contact Form settings
 
-By default, any new contact form will send an email. You can switch to
-lead/opportunity generation in *Change Form Parameters*.
+Creating a custom Contact Form
+==============================
 
-.. note::
-   If the same visitor uses the contact form twice, the second
-   entry will be added to the first lead/opportunity in the chatter.
+Wanting more info from visitors using the Contact Form? Contact Forms can be customized for the
+specific information your team needs. They can generate multiple types of records in the
+system, such as emails, leads/opportunities, project tasks, helpdesk tickets, and more.
+
+The free *Form Builder* module can be installed from either the apps page or automatically when
+adding a form 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-block.png
+   :align: center
+   :alt: Form Builder building blocks
+
+However, if the Contact Us Page's available predefined form options can work with some editing,
+editing these options is the fastest way to customize the form to fit your needs.
+
+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.
+- **Input Placeholder**: Type in an example to guide users how to input information where
+  formatting is important, such as a phone number or email address.
+- **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
 
-Generate leads instead of opportunities
-=======================================
+A completed form's default action is to send you the customer's inputted information by
+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.
 
-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`.
+.. tip::
+   If leads are activated in your CRM settings, selecting **Create an Opportunity** generates a
+   lead instead. To learn more about activating leads in the CRM settings, head over 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