[IMP] crm: improves action helper messages
This commit improves action helper message for the crm menus for better onboarding. Menus 1) Activity Types(action -> mail_activity_type_action_config_sales) 2) Sales Teams(action -> crm_team_action_config) 3) Lost Reasons(action -> crm_lost_reason_action) Task-2584073 PR odoo/odoo#74082
This commit is contained in:
committed by
Thibault Delavallée
parent
a02a258451
commit
10c5feab12
@@ -60,11 +60,9 @@
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<field name="view_mode">tree,form</field>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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Define a new lost reason
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Create a Lost Reason
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</p><p>
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Use lost reasons to explain why an opportunity is lost.
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</p><p>
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Some examples of lost reasons: "We don't have people/skill", "Price too high"
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Use Lost Reasons to report on why opportunities are lost (e.g."Undercut by competitors").
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</p>
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</field>
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</record>
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@@ -257,10 +257,9 @@
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<field name="context">{}</field>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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Define a new sales team
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Create a Sales Team
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</p><p>
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Use Sales Teams to organize your sales departments.
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Each team will work with a separate pipeline.
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Use Sales Teams to organize your sales departments and draw up reports.
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</p>
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</field>
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</record>
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@@ -5,5 +5,12 @@
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<field name="res_model">mail.activity.type</field>
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<field name="view_mode">tree,form</field>
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<field name="domain">['|', ('res_model_id', '=', False), ('res_model_id.model', '=', 'res.partner')]</field>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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Create an Activity Type
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</p><p>
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Those represent the different categories of things you have to do (e.g. "Call" or "Prepare meeting").
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</p>
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</field>
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</record>
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</odoo>
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