[IMP] crm : re-organize crm settings
PURPOSE
Improve ui in CRM settings to ease user understanding and using settings.
SPECIFICATIONS
This commit re-organizes some crm related settings groups for better
usability by interchanging their positions and by putting related
groups together.
Crm PLS warning improvement: https://tinyurl.com/y67ug3fr
* Reword PLS explanation and button (followup of 9a57a7edfb)
Settings cleanup: https://tinyurl.com/y5lwqwe6
* Move "Leads" option on the right, next to Recurring revenues;
* Move "Incoming Emails" below "Leads";
* Switch "Visits to Leads" and "Outlook CRM Extension";
LINKS
TaskID - 2351582
closes odoo/odoo#60264
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
This commit is contained in:
Dharmraj Jhala
committed by
Thibault Delavallée
Thibault Delavallée
parent
01ceca36b2
commit
6d757f5a69
@@ -10,8 +10,23 @@
|
||||
<xpath expr="//div[hasclass('settings')]" position="inside">
|
||||
<div class="app_settings_block" data-string="CRM" string="CRM" data-key="crm" groups="sales_team.group_sale_manager">
|
||||
<h2>CRM</h2>
|
||||
<div class="row mt16 o_settings_container" name="qualification_setting_container">
|
||||
<div class="col-12 col-lg-6 o_setting_box" id="crm_lead"
|
||||
<div class="row mt16 o_settings_container">
|
||||
<div class="col-lg-6 o_setting_box">
|
||||
<div class="o_setting_left_pane">
|
||||
<field name="group_use_recurring_revenues"/>
|
||||
</div>
|
||||
<div class="o_setting_right_pane">
|
||||
<label for="group_use_recurring_revenues"/>
|
||||
<div class="text-muted">
|
||||
Define recurring plans and revenues on Opportunities
|
||||
</div>
|
||||
<div attrs="{'invisible': [('group_use_recurring_revenues', '=', False)]}">
|
||||
<button type="action" name="crm.crm_recurring_plan_action"
|
||||
string="Manage Recurring Plans" icon="fa-arrow-right" class="oe_link"/>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-lg-6 o_setting_box" id="crm_lead"
|
||||
title="Use leads if you need a qualification step before creating an opportunity or a customer. It can be a business card you received, a contact form filled in your website, or a file of unqualified prospects you import, etc. Once qualified, the lead can be converted into a business opportunity and/or a new customer in your address book.">
|
||||
<div class="o_setting_left_pane">
|
||||
<field name="group_use_lead"/>
|
||||
@@ -23,7 +38,35 @@
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-12 col-lg-6 o_setting_box" id="crm_lead"
|
||||
</div>
|
||||
<div class="row mt16 o_settings_container">
|
||||
<div class="col-lg-6 o_setting_box"
|
||||
title="This can be used to compute statistical probability to close a lead"
|
||||
name="predictive_lead_setting_container">
|
||||
<div class="o_setting_left_pane"></div>
|
||||
<div class="o_setting_right_pane">
|
||||
<b>Predictive Lead Scoring</b>
|
||||
<div class="text-muted">
|
||||
The success rate is computed based on the stage, but you can add more fields in the statistical analysis.
|
||||
</div>
|
||||
<div class="mt16">
|
||||
<field name="predictive_lead_scoring_fields" class="oe_inline" widget="many2many_tags" placeholder="Extra fields..."/>
|
||||
<field name="predictive_lead_scoring_fields_str" invisible="1"/>
|
||||
</div>
|
||||
<div class="mt16">
|
||||
Consider leads created as of the
|
||||
<field name="predictive_lead_scoring_start_date_str" invisible="1"/>
|
||||
<field name="predictive_lead_scoring_start_date" class="oe_inline" required="1"/>
|
||||
</div>
|
||||
<div class="mt16" groups="base.group_erp_manager">
|
||||
<div class="text-muted">
|
||||
Use this button to update the probabilities of all leads. This can take up to several minutes depending on how many there are.
|
||||
</div>
|
||||
<button name="action_reset_lead_probabilities" type="object" string="Update Probabilities" class="btn-primary"/>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-lg-6 o_setting_box" id="crm_lead"
|
||||
attrs="{'invisible': [('group_use_lead','=',False)]}"
|
||||
title="Emails received to that address generate new leads not assigned to any Sales Team yet. This can be made when converting them into opportunities. Incoming emails can be automatically assigned to specific Sales Teams. To do so, set an email alias on the Sales Team.">
|
||||
<div class="o_setting_left_pane">
|
||||
@@ -50,62 +93,18 @@
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="row mt16 o_settings_container">
|
||||
<div class="col-12 col-lg-6 o_setting_box">
|
||||
<div class="o_setting_left_pane">
|
||||
<field name="group_use_recurring_revenues"/>
|
||||
</div>
|
||||
<div class="o_setting_right_pane">
|
||||
<label for="group_use_recurring_revenues"/>
|
||||
<div class="text-muted">
|
||||
Define recurring plans and revenues on Opportunities
|
||||
</div>
|
||||
<div attrs="{'invisible': [('group_use_recurring_revenues', '=', False)]}">
|
||||
<button type="action" name="crm.crm_recurring_plan_action"
|
||||
string="Manage Recurring Plans" icon="fa-arrow-right" class="oe_link"/>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="row mt16 o_settings_container">
|
||||
<div class="col-12 col-lg-6 o_setting_box"
|
||||
title="This can be used to compute statistical probability to close a lead"
|
||||
name="predictive_lead_setting_container">
|
||||
<div class="o_setting_left_pane"></div>
|
||||
<div class="o_setting_right_pane">
|
||||
<b>Predictive Lead Scoring</b>
|
||||
<div class="text-muted">
|
||||
The success rate is computed based on the stage, but you can add more fields in the statistical analysis.
|
||||
</div>
|
||||
<div class="mt16">
|
||||
<field name="predictive_lead_scoring_fields" class="oe_inline" widget="many2many_tags" placeholder="Extra fields..."/>
|
||||
<field name="predictive_lead_scoring_fields_str" invisible="1"/>
|
||||
</div>
|
||||
<div class="mt16">
|
||||
Consider leads created as of the
|
||||
<field name="predictive_lead_scoring_start_date_str" invisible="1"/>
|
||||
<field name="predictive_lead_scoring_start_date" class="oe_inline" required="1"/>
|
||||
</div>
|
||||
<div class="mt16" groups="base.group_erp_manager">
|
||||
<div class="text-muted">
|
||||
Use this button to update the probabilities of all leads. This can take up to several minutes depending on how many there are.
|
||||
</div>
|
||||
<button name="action_reset_lead_probabilities" type="object" string="Update Probabilities" class="btn-primary"/>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<h2>Lead Generation</h2>
|
||||
<div class="row mt16 o_settings_container" name="convert_visitor_setting_container">
|
||||
<div class="col-lg-6 o_setting_box">
|
||||
<div class="o_setting_left_pane">
|
||||
<field name="module_crm_iap_lead_website"/>
|
||||
<field name="module_mail_client_extension"/>
|
||||
</div>
|
||||
|
||||
<div class="o_setting_right_pane" id="crm_iap_lead_website_settings">
|
||||
<label string="Visits to Leads" for="module_crm_iap_lead_website"/>
|
||||
<div class="o_setting_right_pane" id="mail_client_extension">
|
||||
<label string="Outlook CRM Extension" for="module_mail_client_extension"/>
|
||||
<a href="https://www.odoo.com/documentation/user/crm/optimize/outlook_extension.html" title="Documentation" class="o_doc_link" target="_blank"></a>
|
||||
<div class="text-muted">
|
||||
Convert visitors of your website into leads and perform data enrichment based on their IP address
|
||||
Turn emails received in your Outlook mailbox into leads and log their content as internal notes.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
@@ -143,14 +142,13 @@
|
||||
</div>
|
||||
<div class="col-lg-6 o_setting_box">
|
||||
<div class="o_setting_left_pane">
|
||||
<field name="module_mail_client_extension"/>
|
||||
<field name="module_crm_iap_lead_website"/>
|
||||
</div>
|
||||
|
||||
<div class="o_setting_right_pane" id="mail_client_extension">
|
||||
<label string="Outlook CRM Extension" for="module_mail_client_extension"/>
|
||||
<a href="https://www.odoo.com/documentation/user/crm/optimize/outlook_extension.html" title="Documentation" class="o_doc_link" target="_blank"></a>
|
||||
<div class="o_setting_right_pane" id="crm_iap_lead_website_settings">
|
||||
<label string="Visits to Leads" for="module_crm_iap_lead_website"/>
|
||||
<div class="text-muted">
|
||||
Turn emails received in your Outlook mailbox into leads and log their content as internal notes.
|
||||
Convert visitors of your website into leads and perform data enrichment based on their IP address
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
Reference in New Issue
Block a user