From 10c5feab12a98f5fda8b1e93e4b896acabab2f1b Mon Sep 17 00:00:00 2001 From: dht-odoo Date: Fri, 16 Jul 2021 06:38:23 +0000 Subject: [PATCH] [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 --- addons/crm/views/crm_lost_reason_views.xml | 6 ++---- addons/sales_team/views/crm_team_views.xml | 5 ++--- addons/sales_team/views/mail_activity_views.xml | 7 +++++++ 3 files changed, 11 insertions(+), 7 deletions(-) diff --git a/addons/crm/views/crm_lost_reason_views.xml b/addons/crm/views/crm_lost_reason_views.xml index 866896d50c0..5251f1ebf88 100644 --- a/addons/crm/views/crm_lost_reason_views.xml +++ b/addons/crm/views/crm_lost_reason_views.xml @@ -60,11 +60,9 @@ tree,form

- Define a new lost reason + Create a Lost Reason

- Use lost reasons to explain why an opportunity is lost. -

- Some examples of lost reasons: "We don't have people/skill", "Price too high" + Use Lost Reasons to report on why opportunities are lost (e.g."Undercut by competitors").

diff --git a/addons/sales_team/views/crm_team_views.xml b/addons/sales_team/views/crm_team_views.xml index 04d4df7841b..6ae22a6515c 100644 --- a/addons/sales_team/views/crm_team_views.xml +++ b/addons/sales_team/views/crm_team_views.xml @@ -257,10 +257,9 @@ {}

- Define a new sales team + Create a Sales Team

- Use Sales Teams to organize your sales departments. - Each team will work with a separate pipeline. + Use Sales Teams to organize your sales departments and draw up reports.

diff --git a/addons/sales_team/views/mail_activity_views.xml b/addons/sales_team/views/mail_activity_views.xml index da4be9ca227..06e31fe8ccf 100644 --- a/addons/sales_team/views/mail_activity_views.xml +++ b/addons/sales_team/views/mail_activity_views.xml @@ -5,5 +5,12 @@ mail.activity.type tree,form ['|', ('res_model_id', '=', False), ('res_model_id.model', '=', 'res.partner')] + +

+ Create an Activity Type +

+ Those represent the different categories of things you have to do (e.g. "Call" or "Prepare meeting"). +

+