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[IMP] CRM: Lead generation update#16803

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theRealThagomizer wants to merge 1 commit into19.0from
19.0-lead-mining-update-thjud
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[IMP] CRM: Lead generation update#16803
theRealThagomizer wants to merge 1 commit into19.0from
19.0-lead-mining-update-thjud

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@theRealThagomizer
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Hiya, @erjer-odoo! I've updated the lead mining documentation based on the language in 19.0. There weren't really any major changes, but I also reorganized the page and updated the photos. Should be a quick review. Thanks!

@robodoo
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robodoo commented Mar 11, 2026

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@C3POdoo C3POdoo requested a review from a team March 11, 2026 21:24
@theRealThagomizer theRealThagomizer added 3 and removed 2 labels Mar 11, 2026
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@erjer-odoo erjer-odoo left a comment

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Hi @theRealThagomizer ! Very minor edits here. Issues of style mostly. I also grabbed a missing blank line caught by the pre-publishing checks.

LGTM!

Comment on lines 21 to +23
Generate leads
==============
.. note::
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Generate leads
==============
.. note::
Generate leads
==============
.. note::

There was a build error that called out the lack of blank line after the heading -- grabbed it here for you.

Comment on lines 21 to +23
Generate leads
==============
.. note::
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Generate leads
==============
.. note::
Generate leads
==============
.. note::

You have a build error that called out the lack of blank line after this heading. I grabbed it for you here.

Configuration
=============

To get started, go to :menuselection:`CRM app --> Configuration --> Settings`, and tick the
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To get started, go to :menuselection:`CRM app --> Configuration --> Settings`, and select the

We want to try to use the word "select" instead of "tick": https://docs.google.com/document/d/1H0FDqprekFG7xei7vbDslOxvRJQCPaaMY4ykXj28ejw/edit?tab=t.0#heading=h.hnze395khxra

Comment on lines +24 to +26
If *Leads* has not been enabled on the CRM pipeline for the database, then lead generation will
instead create *opportunities* and add them to the pipeline for the designated sales team or
salesperson.
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Suggested change
If *Leads* has not been enabled on the CRM pipeline for the database, then lead generation will
instead create *opportunities* and add them to the pipeline for the designated sales team or
salesperson.
If *Leads* is not enabled on the CRM pipeline for the database, then lead generation
instead creates *opportunities* and adds them to the pipeline for the designated sales team or
salesperson.

Trying to avoid using "will" here.

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3 participants