From 3fc74de2511e45f6909ca08e52ca89f6e1751b6d Mon Sep 17 00:00:00 2001 From: Yannick Tivisse Date: Mon, 24 Aug 2015 16:50:28 +0200 Subject: [PATCH] [IMP] crm : Add an Opportunities menuitem --- .../report/account_asset_report_view.xml | 2 +- addons/crm/crm_lead_menu.xml | 25 +++++++++++++++++++ .../report/crm_partner_report_view.xml | 2 +- 3 files changed, 27 insertions(+), 2 deletions(-) diff --git a/addons/account_asset/report/account_asset_report_view.xml b/addons/account_asset/report/account_asset_report_view.xml index ba1e9d2b45f..028cf75d1dc 100644 --- a/addons/account_asset/report/account_asset_report_view.xml +++ b/addons/account_asset/report/account_asset_report_view.xml @@ -71,7 +71,7 @@ - diff --git a/addons/crm/crm_lead_menu.xml b/addons/crm/crm_lead_menu.xml index b7c124b0382..f1245382535 100644 --- a/addons/crm/crm_lead_menu.xml +++ b/addons/crm/crm_lead_menu.xml @@ -54,6 +54,30 @@ + + Pipeline + crm.lead + tree,graph,pivot,form,calendar + [('type','=','opportunity')] + { + 'stage_type': 'opportunity', + 'default_type': 'opportunity', + 'default_user_id': uid, + 'search_default_assigned_to_me': 1, + } + + + +

+ Odoo helps you keep track of your sales pipeline to follow + up potential sales and better forecast your future revenues. +

+ You will be able to plan meetings and phone calls from + opportunities, convert them into quotations, attach related + documents, track all discussions, and much more. +

+
+
kanban @@ -78,6 +102,7 @@ + Next Activities diff --git a/addons/crm_partner_assign/report/crm_partner_report_view.xml b/addons/crm_partner_assign/report/crm_partner_report_view.xml index 679fd3fc779..83ca4008b38 100644 --- a/addons/crm_partner_assign/report/crm_partner_report_view.xml +++ b/addons/crm_partner_assign/report/crm_partner_report_view.xml @@ -51,7 +51,7 @@ [('grade_id', '!=', False)] -