fix lead, customer, opportunity pages

erpnext/docs/user/manual/en/CRM/customer.md

@@ -11,7 +11,7 @@ You can either directly create your Customers via
 
 <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 @@ have multiple Contacts and Addresses.
 
 ### Contacts and Addresses
 
-Contacts and Addresses in ERPNext are stored separately so that you can
+[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.
+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.
-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)
 
 ### Integration with Accounts
 
@@ -39,10 +38,15 @@ Ledger for the Customer under “Accounts Receivable” in the Company set in th
 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
+By default, the system does not generate an account for every customer. All
-value and “Save” the Customer again.
+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
 

erpnext/docs/user/manual/en/CRM/lead.md

@@ -22,7 +22,7 @@ Leads are the  entities constituting a first contact. Leads can be created by a
 
 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 @@ has to contact the lead next.
 
 ### Difference between Lead, Contact and Customer
 
-The difference is that a Lead is a potential Customer, someone who can give
+A Lead is a potential Customer, someone who can give you business. A Customer is an
-you business. A Customer is an organization or individual who has given you
+organization or individual who has given you business before (and has an Account
-business before (and has an Account in your system). A Contact is a person who
+in your system). A Contact is a person who belongs to the Customer.
-belongs to the Customer.
 
-A Lead can be converted to a Customer by clicking on the “Create Customer”
+A Lead can be converted to a Customer by selecting “Customer” from the **Make**
-button. Once the Customer is created, the Lead becomes “Converted” and any
+dropdown. Once the Customer is created, the Lead becomes “Converted” and any
-further Opportunities from the same source can be created against the
+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

erpnext/docs/user/manual/en/CRM/opportunity.md

@@ -3,15 +3,13 @@ track that as an Opportunity. Also opportunity document helps user to collect th
 
 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
 
-<img class="screenshot" alt="Opportunity" src="{{docs_base_url}}/assets/img/crm/opportunity.png">
+<img class="screenshot" alt="Opportunity" src="{{docs_base_url}}/assets/img/crm/new-opportunity.gif">
 
-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 @@ You can also open a “Open” Lead and click on “Create Opportunity” button
 
 <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 @@ In some business, user collect the rates from their supplier against the custome
 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}