[IMP] CRM: rule-based assignment -> lead clarification

closes #15403

Signed-off-by: Thomas Jude Cavazos (thjud) <thjud@odoo.com>
Co-authored-by: larm-odoo <larm@odoo.com>
Co-authored-by: StraubCreative <zst@odoo.com>

Author: 3 people

content/applications/sales/crm/track_leads/lead_scoring.rst

@@ -2,23 +2,23 @@
 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
-prioritize the leads that are more likely to result in successful deals by quickly assigning them
-to the appropriate salespeople.
+prioritize the leads that are more likely to result in successful deals by quickly assigning them to
+the appropriate salespeople.
 
 Odoo automatically calculates the probability of winning each lead using a method called *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.
 
 As a company processes opportunities through the CRM pipeline, Odoo collects data on which
-opportunities are won and lost. Predictive lead scoring uses this data to predict the probability
-of winning each new lead or opportunity.
+opportunities are won and lost. Predictive lead scoring uses this data to predict the probability of
+winning each new lead or opportunity.
 
 The more opportunities that are sent through the CRM pipeline, the more data Odoo collects,
 resulting in more accurate probabilities.
@@ -48,7 +48,6 @@ The probability of success of each opportunity is displayed on the opportunity f
 automatically as the opportunity progresses through the CRM pipeline.
 
 .. image:: lead_scoring/probability-opportunity-form.png
-   :align: center
    :alt: The probability of success displayed on the opportunity form.
 
 When an opportunity moves to the next stage, its probability of success automatically increases
@@ -59,18 +58,17 @@ according to the predictive lead scoring algorithm.
 Configuration
 -------------
 
-Predictive lead scoring is always active in Odoo *CRM*. However, the variables used to calculate the
-probability of success can be customized in the settings.
+Predictive lead scoring is always active in Odoo **CRM**. However, the variables used to calculate
+the probability of success can be customized in the settings.
 
 To customize the variables used by predictive lead scoring, go to :menuselection:`CRM -->
 Configuration --> Settings`. Under :guilabel:`Predictive Lead Scoring`, click on the
 :guilabel:`Update Probabilities` button.
 
 Then, click on the drop-down menu to choose which variables the predictive lead scoring feature
-will take into account.
+takes into account.
 
 .. image:: lead_scoring/update-probabilities.png
-   :align: center
    :alt: The Update Probabilities window in the Predictive Lead Scoring settings.
 
 Any number of the following variables can be activated:
@@ -90,7 +88,7 @@ Any number of the following variables can be activated:
    optional variables are selected.
 
 Next, click on the date field next to the option :guilabel:`Consider leads created as of the:` to
-select the date from which predictive lead scoring will begin its calculations.
+select the date from which predictive lead scoring begins its calculations.
 
 Lastly, click :guilabel:`Confirm` to save changes.
 
@@ -101,22 +99,21 @@ An opportunity's probability of success can be changed manually on the opportuni
 the probability number to edit it.
 
 .. important::
-   Manually changing the probability removes the automatic probability updates for that
-   opportunity. The probability will no longer update automatically as the opportunity moves
-   through each stage of the pipeline.
+   Manually changing the probability removes the automatic probability updates for that opportunity.
+   The probability no longer automatically updates as the opportunity moves through each stage of
+   the pipeline.
 
 To reactivate automatic probability, click on the gear icon next to the probability percentage.
 
 .. image:: lead_scoring/probability-gear-icon.png
-   :align: center
    :alt: The gear icon used to reactivate automatic probability on an opportunity form.
 
 Assign leads based on probability
 =================================
 
-Odoo *CRM* can assign leads/opportunities to sales teams and salespeople based on specified rules.
-Create assignment rules based on the leads' probability of success to prioritize those that are
-more likely to result in deals.
+Odoo **CRM** can assign leads/opportunities to sales teams and salespeople based on specified rules.
+Create assignment rules based on the leads' probability of success to prioritize those that are more
+likely to result in leads and opportunities.
 
 Configure rule-based assignment
 -------------------------------
@@ -125,40 +122,41 @@ To activate *rule-based assignment*, navigate to :menuselection:`CRM --> Configu
 Settings`, and activate :guilabel:`Rule-Based Assignment`.
 
 The rule-based assignment feature can be set to run :guilabel:`Manually`, meaning an Odoo user must
-manually trigger the assignment, or :guilabel:`Repeatedly`, meaning Odoo will automatically trigger
-the assignment according to the chosen time period.
+manually trigger the assignment, or :guilabel:`Repeatedly`, meaning Odoo automatically triggers the
+assignment according to the chosen time period.
 
 To configure automatic lead assignment, select :guilabel:`Repeatedly` for the :guilabel:`Running`
 section. The frequency of this automatic assignment is customized within the :guilabel:`Repeat
 every` section. Enter a specific number and select a corresponding time period to establish the
 desired interval. Time periods range from :guilabel:`Minutes` to :guilabel:`Weeks`.
 
 .. image:: lead_scoring/rule-based-assignment.png
-   :align: center
    :alt: The Rule-Based Assignment setting in CRM settings.
 
-If rule-based assignment is set to run :guilabel:`Repeatedly`, the assignment can still be
-triggered manually using the circular arrow icon in the :guilabel:`Rule-Based Assignment` settings
-(or using the :guilabel:`Assign Leads` button on the sales team configuration page).
+If :guilabel:`rule-based assignment` is set to run :guilabel:`Repeatedly`, the assignment can still
+be triggered manually using the circular arrow icon in the :guilabel:`Rule-Based Assignment`
+settings, or using the :guilabel:`Assign Leads` button on the sales team configuration page. Once a
+lead has been assigned to a salesperson via this rule, the leads are automatically converted into an
+opportunity by the system.
 
 Configure assignment rules
 --------------------------
 
-Next, configure the *assignment rules* for each sales team and/or salesperson. These rules
-determine which leads Odoo assigns to which people. To get started, navigate to :menuselection:`CRM
---> Configuration --> Sales Teams`, and select a sales team.
+Next, configure the *assignment rules* for each sales team or salesperson. These rules determine
+which leads Odoo assigns to which people. To get started, navigate to :menuselection:`CRM -->
+Configuration --> Sales Teams`, and select a sales team.
 
 On the sales team configuration form, under :guilabel:`Assignment Rules`, click on :guilabel:`Edit
 Domain` to configure the rules that Odoo uses to determine lead assignment for this sales team. The
 rules can include anything that may be relevant for this company or team, and any number of rules
 can be added.
 
-Click :guilabel:`Add Filter` to start creating assignment rules. Click on the :guilabel:`+` sign on
-the right of the assignment rule to add another line. Click on the :guilabel:`x` symbol to remove
-the line.
+Click :guilabel:`Add Filter` to start creating assignment rules. Click on the :icon:`fa-plus-circle`
+sign on the right of the assignment rule to add another line. Click on the :guilabel:`x` symbol to
+remove the line.
 
-To create an assignment rule based on an opportunity's probability of success, click on the far
-left drop-down menu of an assignment rule line, and select :guilabel:`Probability`.
+To create an assignment rule based on an opportunity's probability of success, click on the far left
+drop-down menu of an assignment rule line, and select :guilabel:`Probability`.
 
 From the middle drop-down menu, select the desired equation symbol—most likely the symbol for
 *greater than*, *less than*, *greater than or equal to*, or *less than or equal to*.
@@ -171,7 +169,6 @@ In the far right space, enter the desired number value of the probability. Final
    success of 20% or greater, create a :guilabel:`Domain` line that reads: `Probability >= 20`.
 
    .. image:: lead_scoring/probability-domain.png
-      :align: center
       :alt: Sales team domain set to probability greater than or equal to twenty percent.
 
 Separate assignment rules can also be configured for individual team members. From the sales team
@@ -184,6 +181,6 @@ sales team or salesperson from being assigned leads automatically by Odoo's rule
 feature. If :guilabel:`Skip auto assignment` is activated, the sales team or salesperson can still
 be assigned leads manually.
 
-To manually assign leads to this sales team, click on the :guilabel:`Assign Leads` button at the
-top of the sales team configuration page. This will assign any leads that are currently unassigned
-and match this team's specified domain.
+To manually assign leads to this sales team, click on the :guilabel:`Assign Leads` button at the top
+of the sales team configuration page. This assigns any leads that are currently unassigned and match
+this team's specified domain.