diff --git a/addons/crm/web_planner_data.xml b/addons/crm/web_planner_data.xml index 74341ea180e..15c887cd729 100644 --- a/addons/crm/web_planner_data.xml +++ b/addons/crm/web_planner_data.xml @@ -135,7 +135,7 @@
Review the top 5 opportunities
Once the big picture is clear, focus on the best opportunities. Start from stages on the right (negotiation, proposal, etc) and review the biggest opportunities one by one with the team.
@@ -762,7 +762,7 @@
Forecast future revenues
You can assess the maturity of a sales team by its ability to forecasts future revenues
diff --git a/addons/project/web_planner_data.xml b/addons/project/web_planner_data.xml
index 769d21d15e8..756676d9ff0 100644
--- a/addons/project/web_planner_data.xml
+++ b/addons/project/web_planner_data.xml
@@ -258,9 +258,8 @@
Managing notifications is essential: too few and you risk missing critical information, too many and you will be overloaded with unnecessary information. The trick is to find the right balance between the projects, stages and tasks you want to be informed about. Fortunately, Odoo Project has many levels of notifications and messages you can choose from.
Follow only what you need
The simplest way to use notifications is to follow a whole Project: you will then receive all the selected notifications for all the Project's new and existing and new Tasks or Issues.
@@ -814,13 +815,13 @@
Another good way to limit the number of notifications you receive is to only follow your Project's 'Task Assigned' events. Then you'll be notified when a Task or Issue is created, and can manually decide if you want to be notified for its other events too.
Rely on the chatter
Below every Task and Issue (or more generally, below every Document in Odoo) is an area called Chatter.
@@ -830,8 +831,8 @@
Be careful about the messages you send
Sending a message through Odoo will automatically send an email containing your message to all the followers including internal employees, external users or customers.
@@ -839,13 +840,14 @@
An internal message will not send any email notification, but your message will still be displayed to every user that has access to the page.
If you want to limit access for certain users or customers, simply use the Privacy / Visibility settings in the Project Settings.
+
-
Create tasks and issues by email
In Odoo, every project has an email alias. If you send an email to this alias, it will automatically create a task or issue in the first stage of the project, with all the email recipients as its default followers.
+