Merge pull request #7893 from pratu16x7/crm-docs
CRM docs update
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diff --git a/erpnext/docs/user/manual/en/CRM/customer.md b/erpnext/docs/user/manual/en/CRM/customer.md
index 1e4e0b5..24971bf 100644
--- a/erpnext/docs/user/manual/en/CRM/customer.md
+++ b/erpnext/docs/user/manual/en/CRM/customer.md
@@ -11,7 +11,7 @@
<img class="screenshot" alt="Create Customer" src="{{docs_base_url}}/assets/img/crm/create-customer.gif">
-or upload it via the Data Import Tool.
+or upload it via the [Data Import Tool]({{docs_base_url}}/user/manual/en/setting-up/data/data-import-tool.html).
A Customer can avail the features (operations) in the selling process. The general flow can be summarised as:
@@ -22,12 +22,11 @@
### Contacts and Addresses
-Contacts and Addresses in ERPNext are stored separately so that you can
-attach multiple Contacts or Addresses to Customers and Suppliers.
+[Contacts and Addresses]({{docs_base_url}}/user/manual/en/CRM/contact.html) in ERPNext are stored separately so that you can
+attach multiple Contacts or Addresses to Customers and Suppliers
-Read [Contact]({{docs_base_url}}/user/manual/en/CRM/contact.html) to know more.
-
-Thus we may have identical Customer Names that are uniquely identified by the ID. Since the email address is not part of the customer information the linking of customer and User is through [Contacts]({{docs_base_url}}/user/manual/en/CRM/contact.html)
+Thus we may have identical Customer Names that are uniquely identified by the ID. Since the email address is not part of the
+customer information, the linking of Customer and User is through Contacts.
### Integration with Accounts
@@ -39,10 +38,15 @@
Customer record.
> Advanced Tip: If you want to change the Account Group under which the
-Customer Account is created, you can set it in the Company master.
+Customer Account is created, you can set it in the Company master. If you want
+to create an Account in another Company, just change the Company value and
+“Save” the Customer again.
-If you want to create an Account in another Company, just change the Company
-value and “Save” the Customer again.
+By default, the system does not generate an account for every customer. All
+Customers can be booked in one account called Debtors. In order to manage a
+separate account for each customer, you have to first create the account under
+Accounts Receivable in the [Chart of Accounts]({{docs_base_url}}/user/manual/en/accounts/chart-of-accounts.html) and then add it on the customer's
+form accounts table.
### Customer Settings
@@ -56,7 +60,7 @@
“Credit Limit”. You can also set a global “Credit Limit” in the Company
master. Classifying Customers
-ERPNext allows you to group your Customers using [Customer Group]({{docs_base_url}}/user/manual/en/CRM/setup/customer-group.html)
+ERPNext allows you to group your Customers using [Customer Group]({{docs_base_url}}/user/manual/en/CRM/setup/customer-group.html)
and also divide them into [Territories]({{docs_base_url}}/user/manual/en/setting-up/territory.html)
Grouping will help you get better analysis of your data and
identify which Customers are profitable and which are not. Territories will
diff --git a/erpnext/docs/user/manual/en/CRM/lead.md b/erpnext/docs/user/manual/en/CRM/lead.md
index 8bcbc05..52fa2cc 100644
--- a/erpnext/docs/user/manual/en/CRM/lead.md
+++ b/erpnext/docs/user/manual/en/CRM/lead.md
@@ -22,7 +22,7 @@
To create a Lead, go to:
-> Selling > Lead > New Lead
+> CRM > Lead > New Lead
<img class="screenshot" alt="Lead" src="{{docs_base_url}}/assets/img/crm/lead.png">
@@ -37,16 +37,17 @@
### Difference between Lead, Contact and Customer
-The difference is that a Lead is a potential Customer, someone who can give
-you business. A Customer is an organization or individual who has given you
-business before (and has an Account in your system). A Contact is a person who
-belongs to the Customer.
+A Lead is a potential Customer, someone who can give you business. A Customer is an
+organization or individual who has given you business before (and has an Account
+in your system). A Contact is a person who belongs to the Customer.
-A Lead can be converted to a Customer by clicking on the “Create Customer”
-button. Once the Customer is created, the Lead becomes “Converted” and any
-further Opportunities from the same source can be created against the
+A Lead can be converted to a Customer by selecting “Customer” from the **Make**
+dropdown. Once the Customer is created, the Lead becomes “Converted” and any
+further Opportunities from the same source can be created against this
Customer.
+<img class="screenshot" alt="Create Customer" src="{{docs_base_url}}/assets/img/crm/lead-to-customer.gif">
+
---
### Creation via Portal
diff --git a/erpnext/docs/user/manual/en/CRM/opportunity.md b/erpnext/docs/user/manual/en/CRM/opportunity.md
index 9248fb2..4651a75 100644
--- a/erpnext/docs/user/manual/en/CRM/opportunity.md
+++ b/erpnext/docs/user/manual/en/CRM/opportunity.md
@@ -3,15 +3,13 @@
You can create an Opportunity from:
-> Selling > Opportunity > New Opportunity
+> CRM > Opportunity > New Opportunity
-or open a “Open” Lead and click on “Create Opportunity” button.
+#### Figure 1: Create Opportunity
-#### Figure 1: Create Opportunity
+<img class="screenshot" alt="Opportunity" src="{{docs_base_url}}/assets/img/crm/new-opportunity.gif">
-<img class="screenshot" alt="Opportunity" src="{{docs_base_url}}/assets/img/crm/opportunity.png">
-
-You can also open a “Open” Lead and click on “Create Opportunity” button.
+You can also go to an “Open” Lead and select “Opportunity” from the **Make** dropdown.
#### Figure 2: Create Opportunity from an open Lead
@@ -21,14 +19,13 @@
<img class="screenshot" alt="Opportunity" src="{{docs_base_url}}/assets/img/crm/requirement-gathering.png">
-
An Opportunity can also come from an existing Customer. You can create
multiple Opportunities against the same Lead. In Opportunity, apart from the
Communication, you can also add the Items for which the Lead or Contact is
looking for.
#### Make Supplier Quotation
-In some business, user collect the rates from their supplier against the customer requirement and based on the supplier rates they prepare the quotation for the customer. In ERPNext user get an option to make supplier quotation from the opportunity.
+In some businesses, users collect the rates from their supplier against the customer requirement and based on the supplier rates they prepare the quotation for the customer. With ERPNext, you can make a supplier quotation from the opportunity itself.
<img class="screenshot" alt="Opportunity" src="{{docs_base_url}}/assets/img/crm/make-sq-from-opportunity.png">
@@ -36,5 +33,3 @@
Pipeline” this is what you need to track if you want to be able to predict how
much business you are going to get in the future. Its always a good idea to be
able to track what is coming in order to adjust your resources.
-
-{next}
