[ADD] Appointments: create opportunities

content/applications/productivity/appointments.rst

@@ -1,3 +1,6 @@
+:show-content:
+:hide-toc:
+
 ============
 Appointments
 ============
@@ -147,9 +150,9 @@ If this feature is enabled, the appointment time slot is still considered *reser
 confirmed or rejected. Leave this checkbox blank to automatically accept meetings created from this
 appointment.
 
-The :guilabel:`Create Opportunities` feature adds a lead or opportunity to the **CRM** app for each
-scheduled appointment, which is assigned to the responsible user. Tick the :guilabel:`Create
-Opportunities` checkbox to enable this option.
+The :doc:`Create Opportunities <appointments/create-opps>` feature adds an opportunity to the
+**CRM** app for each scheduled appointment, which is assigned to the responsible user. Tick the
+:guilabel:`Create Opportunities` checkbox to enable this option.
 
 .. important::
    This field is only visible if the **CRM** app is installed on the database.
@@ -161,6 +164,8 @@ and the time frame.
 Tick the :guilabel:`Allow Guests` checkbox to grant customers the ability to add additional guests
 when registering for an appointment.
 
+.. _appointments/questions:
+
 Questions tab
 -------------
 
@@ -197,3 +202,8 @@ Publishing an appointment
 When an appointment is ready to publish, click the :guilabel:`Go to Website` smart button at the top
 of the record. Then, slide the :icon:`fa-toggle-off` :guilabel:`Unpublished` icon to
 :icon:`fa-toggle-on` :guilabel:`Published`.
+
+.. toctree::
+   :titlesonly:
+
+   appointments/create-opps

content/applications/productivity/appointments/create-opps.rst

@@ -0,0 +1,70 @@
+======================================
+Create opportunities from appointments
+======================================
+
+When creating a new appointment type in the **Appointments** application, users have the option to
+create new *opportunities* with information from new bookings. This option captures information from
+scheduled appointments and creates opportunities in the **CRM** app.
+
+.. important::
+   This option is only available if the **CRM** application is installed on the database.
+
+Configuration
+=============
+
+Navigate to the **Appointments** app dashboard. Click :guilabel:`New` to :doc:`create a new
+appointment type <../appointments>`. To edit an existing appointment type, click
+:icon:`fa-cog` :guilabel:`Action` at the far-right of the appointment line, to open the drop-down
+menu, then click :icon:`fa-pencil` :guilabel:`Edit`.
+
+.. image:: create-opps/edit-appointment.png
+   :alt: The edit button on an appointment type record.
+
+On the appointment type record, click the :guilabel:`Options` tab, and tick the :guilabel:`Create
+Opportunities` checkbox.
+
+.. image:: create-opps/options-tab.png
+   :alt: The options tab on an appointment type form.
+
+Add questions
+-------------
+
+The :guilabel:`Questions` tab allows users to :ref:`add questions <appointments/questions>` to the
+appointment booking page. When customers are booking an appointment slot, they are prompted to
+answer these questions. The information provided by customers is available in the :ref:`new
+opportunity <appointments/new-opp>`. Adding questions to the appointment type is optional. However,
+the additional information captured by the questions can be useful later in the sales pipeline.
+
+.. example::
+   A furniture company creates a new appointment type for sales demos. Customers reserve time with
+   salespeople to discuss their furniture and design needs. However, because the time is limited to
+   only thirty minute increments, salespeople do not have the time to show all of the available
+   furniture styles in every call. They add questions to the appointment type to prompt customers to
+   provide additional information about the products and services they are interested in. Not only
+   does this help when preparing for the demo, it also provides clarity further along in the sales
+   process.
+
+   .. image:: create-opps/custom-questions.png
+      :alt: An appointment booking form with custom questions.
+
+.. _appointments/new-opp:
+
+Viewing the new opportunity
+===========================
+
+To view opportunities created from appointments, navigate to the :menuselection:`CRM` app dashboard.
+If necessary, remove any filters from the search bar. Then, click the Kanban card for the
+appropriate opportunity to open it.
+
+The contact information from the appointment is added to the opportunity record. The answers the
+customer provided to the optional questions are included in the :guilabel:`Internal Notes` tab. The
+scheduled appointment is listed in the *Chatter* of the record, and can be edited from there.
+
+.. image:: create-opps/opp-chatter.png
+   :alt: The chatter of an opportunity in the CRM with the scheduled appointment information.
+
+.. note::
+   If an opportunity is created from a :ref:`resource based <appointments/resources>` appointment
+   type, the user who created the appointment type is listed as the :guilabel:`Salesperson` for the
+   opportunity. If it is created from a user based appointment, the user the appointment is
+   scheduled with is assigned as the :guilabel:`Salesperson`.