[REF] crm: port to new web_planner
This commit is contained in:
Joren Van Onder
committed by
Simon Lejeune
Simon Lejeune
parent
05dfa34870
commit
73aac228ef
+272
-412
@@ -3,204 +3,46 @@
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<odoo>
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<template id="crm_planner">
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<!--CRM Planner Page-->
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<div class="row o_planner o_planner_crm">
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<!--Mobile Planner Menu-->
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<div class="visible-xs-block col-xs-4">
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<div class="dropdown mobile">
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<a class="col-xs-12 btn btn-default" data-toggle="dropdown" href="#">Steps  <span class="caret"></span></a>
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<ul class="dropdown-menu" role="menu" aria-labelledby="dLabel">
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<li class="active">
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<a href="#planner_page1">
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<span class="fa fa-fw"/>Welcome
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</a>
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</li>
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<h4>Goals</h4>
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<li>
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<a href="#planner_page2">
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<span class="fa fa-fw"/>Your Expectations
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</a>
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</li>
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<li>
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<a href="#planner_page3">
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<span class="fa fa-fw"/>Your KPIs
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</a>
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</li>
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<h4>Sale Flow</h4>
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<li>
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<a href="#planner_page4">
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<span class="fa fa-fw"/>Your Pipeline
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</a>
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</li>
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<li>
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<a href="#planner_page5">
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<span class="fa fa-fw"/>Your Customization
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</a>
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</li>
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<li>
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<a href="#planner_page6">
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<span class="fa fa-fw"/>Your Proposals
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</a>
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</li>
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<li>
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<a href="#planner_page7">
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<span class="fa fa-fw"/>Import Products
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</a>
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</li>
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<h4>Acquire Leads</h4>
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<li>
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<a href="#planner_page8">
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<span class="fa fa-fw"/>Incoming Emails
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</a>
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</li>
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<h4>Launch</h4>
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<li>
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<a href="#planner_page10">
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<span class="fa fa-fw"/>Reporting
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</a>
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</li>
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<li>
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<a href="#planner_page11">
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<span class="fa fa-fw"/>Your Users
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</a>
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</li>
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<h4>Grow Revenues</h4>
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<li>
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<a href="#planner_page12">
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<span class="fa fa-fw"/>Weekly Meeting
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</a>
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</li>
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<li>
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<a href="#planner_page13">
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<span class="fa fa-fw"/>Sales Tools
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</a>
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</li>
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<li>
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<a href="#planner_page15">
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<span class="fa fa-fw"/>Boost Leads
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</a>
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</li>
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</ul>
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<t t-call="web_planner.pages">
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<t t-call="web_planner.page">
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<t t-set="page_title" t-value="'Welcome'"/>
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<t t-set="hide_mark_as_done" t-value="True"/>
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<i><p>
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Congratulations on taking the leap to boost your sales
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activities!
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</p><p>
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Odoo CRM will help you handle your sales funnel, bringing
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your sales vision to life in a simple and seamless way.
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</p><p>
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Configuring Odoo CRM is easy. But you'll have bigger
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challenges like; structuring your sales process, building
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sales tools and training your teams. That's why we developed
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this tool. We want you to succeed boosting your sales
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performance.
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</p><p>
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If you get stuck, get in touch with our CRM experts, using
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the "Help" button on the top menu. Every Odoo Enterprise
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customer benefit from an unlimited support, don't hesitate
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to abuse it. We are here to help you.
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</p>
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<p>
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We wish you a fun time,
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</p></i>
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<img src="/web_planner/static/src/img/fabien_pinckaers.jpg" class="pull-left mb32"/>
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<div class="pull-left" style="margin-left: 10px">
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<img class="signature mb8" src="/web_planner/static/src/img/fabien_signature.png"/>
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<address>
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For the Odoo Team,<br/>
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Fabien Pinckaers, Founder
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</address>
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</div>
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</div>
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</t>
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<div class="col-sm-4 col-md-3 hidden-xs o_planner_sidebar">
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<!--Planner Menu-->
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<ul class="nav nav-pills nav-stacked">
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<li class="active">
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<a href="#planner_page1">
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<span class="fa fa-fw"/>Welcome
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</a>
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</li>
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<h4><i class="fa fa-trophy"></i>Goals</h4>
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<li>
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<a href="#planner_page2">
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<span class="fa fa-fw"/>Your Expectations
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</a>
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</li>
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<li>
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<a href="#planner_page3">
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<span class="fa fa-fw"/>Your KPIs
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</a>
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</li>
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<h4><i class="fa fa-tag"></i>Sale Flow</h4>
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<li>
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<a href="#planner_page4">
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<span class="fa fa-fw"/>Your Pipeline
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</a>
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</li>
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<li>
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<a href="#planner_page5">
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<span class="fa fa-fw"/>Your Customization
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</a>
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</li>
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<li>
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<a href="#planner_page6">
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<span class="fa fa-fw"/>Your Proposals
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</a>
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</li>
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<li>
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<a href="#planner_page7">
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<span class="fa fa-fw"/>Import Products
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</a>
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</li>
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<h4><i class="fa fa-magnet"></i>Lead acquisition</h4>
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<li>
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<a href="#planner_page8">
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<span class="fa fa-fw"/>Incoming Emails
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</a>
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</li>
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<h4><i class="fa fa-magic"></i>Deployment</h4>
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<li>
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<a href="#planner_page10">
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<span class="fa fa-fw"/>Reporting
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</a>
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</li>
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<li>
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<a href="#planner_page11">
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<span class="fa fa-fw"/>Your Users
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</a>
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</li>
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<h4><i class="fa fa-bolt"></i>Grow Revenues</h4>
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<li>
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<a href="#planner_page12">
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<span class="fa fa-fw"/>Weekly Meeting
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</a>
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</li>
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<li>
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<a href="#planner_page13">
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<span class="fa fa-fw"/>Sales Tools
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</a>
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</li>
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<li>
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<a href="#planner_page15">
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<span class="fa fa-fw"/>Boost Leads
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</a>
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</li>
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</ul>
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</div>
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<!--Planner Pages-->
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<div class="o_planner_pages col-sm-8 col-md-9 col-xs-12">
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<div id="planner_page1" class="o_planner_page show">
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<h1>Welcome.</h1>
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<i><p>
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Congratulations on taking the leap to boost your sales
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activities!
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</p><p>
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Odoo CRM will help you handle your sales funnel, bringing
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your sales vision to life in a simple and seamless way.
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</p><p>
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Configuring Odoo CRM is easy. But you'll have bigger
|
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challenges like; structuring your sales process, building
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sales tools and training your teams. That's why we developed
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this tool. We want you to succeed boosting your sales
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performance.
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</p><p>
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If you get stuck, get in touch with our CRM experts, using
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the "Help" button on the top menu. Every Odoo Enterprise
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customer benefit from an unlimited support, don't hesitate
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to abuse it. We are here to help you.
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</p>
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<p>
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We wish you a fun time,
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</p></i>
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<img src="/web_planner/static/src/img/fabien_pinckaers.jpg" class="pull-left mb32"/>
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<div class="pull-left" style="margin-left: 10px">
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<img class="signature mb8" src="/web_planner/static/src/img/fabien_signature.png"/>
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<address>
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For the Odoo Team,<br/>
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Fabien Pinckaers, Founder
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</address>
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</div>
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</div>
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<div id="planner_page2" class="o_planner_page">
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<h1>Your expectations</h1>
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<t t-call="web_planner.category">
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<t t-set="menu_categorytitle" t-value="'Goals'"/>
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<t t-set="menu_categoryclasses" t-value="'fa-trophy'"/>
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<t t-call="web_planner.page">
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<t t-set="page_title" t-value="'Your expectations'"/>
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<p class="text-muted">
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What are your sales objectives? What challenges are you
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dealing with? Being clear on your expectations is the first step
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@@ -239,12 +81,13 @@
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<div class="alert alert-info info_icon" role="alert">
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<span class="fa fa-lightbulb-o fa-lg"/>
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<p>Once you have finished the implementation, your expectations should be met.<br />
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If not, our CRM experts are available to help you achieve your goals.</p>
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If not, our CRM experts are available to help you achieve your goals.</p>
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</div>
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</div>
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</t>
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<div id="planner_page3" class="o_planner_page">
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<h1>Your KPIs</h1>
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<t t-call="web_planner.page">
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<t t-set="page_title" t-value="'Your KPIs'"/>
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<p class="text-muted">
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What are the main KPIs you need to track the sales
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actities? You may take a look at the examples using the
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@@ -279,15 +122,19 @@
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</ul>
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</div>
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</div>
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</div>
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</t>
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</t>
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<div id="planner_page4" class="o_planner_page">
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<h1>Your Pipeline</h1>
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<t t-call="web_planner.category">
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<t t-set="menu_categorytitle" t-value="'Sale Flow'"/>
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<t t-set="menu_categoryclasses" t-value="'fa-tag'"/>
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<t t-call="web_planner.page">
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<t t-set="page_title" t-value="'Your pipeline'"/>
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<p class="text-muted">
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Systematic organization is what makes the difference
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between good and great salespeople! Let's setup the
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stages of your sales pipeline.
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</p><p class="text-muted">
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</p><p class="text-muted">
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Aligning your sales organization along a common process
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will allow you to continuously improve your sales
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performance.
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@@ -307,12 +154,12 @@
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<h5 class="col-xs-12 col-md-8 col-md-pull-4"><strong>Stages</strong> from the initial contact to won deals:</h5>
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</li>
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<li class="row"><span>#1</span>
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<div class="col-md-6">
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<input id="input_element_stage_0" type="text" value="New"/>
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</div>
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<div class="col-md-6">
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<textarea id="input_element_stage_7" type="text"/>
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</div>
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<div class="col-md-6">
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<input id="input_element_stage_0" type="text" value="New"/>
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</div>
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<div class="col-md-6">
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<textarea id="input_element_stage_7" type="text"/>
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</div>
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</li>
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<li class="row">
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<span>#2</span>
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@@ -372,7 +219,6 @@
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</ul>
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</div>
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</div>
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<div class="alert alert-info info_icon" role="alert">
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<span class="fa fa-lightbulb-o fa-lg"/>
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<li>A good pipeline should have between 5 and 7 stages</li>
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@@ -407,13 +253,13 @@
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<strong>Recommended actions:</strong>
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<li>
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<a t-att-href="prepare_backend_url(
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'crm.crm_lead_opportunities', 'kanban')">
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Configure the stages of your sales pipeline</a>
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'crm.crm_lead_opportunities', 'kanban')">
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Configure the stages of your sales pipeline</a>
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</li>
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<li>
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<a t-att-href="prepare_backend_url(
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'crm.crm_lead_opportunities', 'kanban')">
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Create the three firsts opportunities</a>
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'crm.crm_lead_opportunities', 'kanban')">
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Create the three firsts opportunities</a>
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</li>
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</div>
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</div>
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@@ -425,15 +271,15 @@
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</div>
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</div>
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</div>
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</div>
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</t>
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<div id="planner_page5" class="o_planner_page">
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<h1>Customizations</h1>
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<t t-call="web_planner.page">
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<t t-set="page_title" t-value="'Your customizations'"/>
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<p class="text-muted">
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Every business is different. Fortunatelly, Odoo allows
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to tailor-make every screen or report to perfectly fit
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your sales process.
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</p><p class="text-muted">
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</p><p class="text-muted">
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Contact our experts if you need specific customizations.
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Here is what we can do for you:
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</p>
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@@ -446,10 +292,10 @@
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<span class="fa fa-laptop"/>
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<strong> Screen Customization</strong>
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</span>
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</div>
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<div class="panel-body">
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</div>
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<div class="panel-body">
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<p>
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We can add fields related to your business on any screen, for example
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We can add fields related to your business on any screen, for example
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</p>
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<li>Number of Rooms</li>
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<li>Existing Tools</li>
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@@ -485,7 +331,7 @@
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</div>
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<div class="panel-body">
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<p>
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We can implement custom reports for you based on your Word templates, for example:
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We can implement custom reports for you based on your Word templates, for example:
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</p>
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<li> Attach a qualification form to every house opportunity</li>
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<li> Change the layout of a quotation</li>
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@@ -510,46 +356,82 @@
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</div>
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</div>
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</section>
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</div>
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</t>
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<div id="planner_page6" class="o_planner_page">
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<h1>Your Proposal</h1>
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<p class="text-muted">
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Odoo will help you create polished, professional quotations and contracts in minutes.
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Tell us how you sell and we will tell you what
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configuration will best fit your quotation process.
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</p>
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<t t-if="not is_module_installed('sale')">
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<span class="text-muted">Note: To use those features, you need to install the <a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'sale')">Sales Management module.</a></span>
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</t>
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<h4>What <strong>kind of proposals</strong> do you usually send to your customers ?</h4>
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<section>
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<div class="row">
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<div class="col-xs-6">
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<h4 class="text-center"><b>Fixed price offers</b></h4>
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<div class="well well-sm">
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<h4><b>Standard quotation</b> <span class="small">(products or services)</span></h4>
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<span>
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<li>This is the default configuration, there is nothing to setup.</li>
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</span>
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<br/>
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<h4><b>Quote template</b> <span class="small">(packaged services)</span></h4>
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<span>
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<li>Read the <a href="https://www.odoo.com/blog/business-hacks-1/post/how-to-build-your-quotes-for-success-173" target="_blank">blog post on the Quote Builder</a></li>
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<li>Activate quotation templates in <a t-att-href="prepare_backend_url(
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'base_setup.action_sale_config')">Sales Settings</a></li>
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<li>Create your templates of offers</li>
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</span>
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</div>
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<t t-call="web_planner.page">
|
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<t t-set="page_title" t-value="'Your proposal'"/>
|
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<p class="text-muted">
|
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Odoo will help you create polished, professional quotations and contracts in minutes.
|
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Tell us how you sell and we will tell you what
|
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configuration will best fit your quotation process.
|
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</p>
|
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<t t-if="not is_module_installed('sale')">
|
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<span class="text-muted">Note: To use those features, you need to install the <a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'sale')">Sales Management module.</a></span>
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</t>
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<h4>What <strong>kind of proposals</strong> do you usually send to your customers ?</h4>
|
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<section>
|
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<div class="row">
|
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<div class="col-xs-6">
|
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<h4 class="text-center"><b>Fixed price offers</b></h4>
|
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<div class="well well-sm">
|
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<h4><b>Standard quotation</b> <span class="small">(products or services)</span></h4>
|
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<span>
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<li>This is the default configuration, there is nothing to setup.</li>
|
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</span>
|
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<br/>
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<h4><b>Quote template</b> <span class="small">(packaged services)</span></h4>
|
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<span>
|
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<li>Read the <a href="https://www.odoo.com/blog/business-hacks-1/post/how-to-build-your-quotes-for-success-173" target="_blank">blog post on the Quote Builder</a></li>
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<li>Activate quotation templates in <a t-att-href="prepare_backend_url(
|
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'base_setup.action_sale_config')">Sales Settings</a></li>
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<li>Create your templates of offers</li>
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</span>
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</div>
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<div class="col-xs-6">
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<h4 class="text-center"><b>Contracts</b></h4>
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<div class="well well-sm">
|
||||
<t t-if="not is_module_installed('account_analytic_analysis')"><span class="text-muted">To activate the Contracts, check 'Use contracts management' <a t-att-href="prepare_backend_url(
|
||||
'base_setup.action_sale_config')">in the Sales Settings.</a> </span></t>
|
||||
<h4><b>Fixed price</b> <span class="small">(ex: monthly subscription)</span></h4>
|
||||
<span>
|
||||
<li>Create contracts template</li>
|
||||
</div>
|
||||
<div class="col-xs-6">
|
||||
<h4 class="text-center"><b>Contracts</b></h4>
|
||||
<div class="well well-sm">
|
||||
<t t-if="not is_module_installed('account_analytic_analysis')"><span class="text-muted">To activate the Contracts, check 'Use contracts management' <a t-att-href="prepare_backend_url(
|
||||
'base_setup.action_sale_config')">in the Sales Settings.</a> </span></t>
|
||||
<h4><b>Fixed price</b> <span class="small">(ex: monthly subscription)</span></h4>
|
||||
<span>
|
||||
<li>Create contracts template</li>
|
||||
</span>
|
||||
<br/>
|
||||
<h4><b>Time & material</b> <span class="small">(ex: consulting mission)</span></h4>
|
||||
<span>
|
||||
<li><a t-att-href="prepare_backend_url('account_analytic_analysis.action_account_analytic_overdue_all', 'list', 'sale')">Create your contracts</a> and configure your prices</li>
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="alert alert-info info_icon" role="alert">
|
||||
<span class="fa fa-lightbulb-o fa-lg"/>
|
||||
<strong>Note:</strong>
|
||||
Using templates can boost the quality of your
|
||||
quotations and their success rate. However,
|
||||
creating such templates can be a huge effort.
|
||||
You may start with simple quotes and upgrade
|
||||
later.
|
||||
</div>
|
||||
</section>
|
||||
</t>
|
||||
|
||||
<t t-call="web_planner.page">
|
||||
<t t-set="page_title" t-value="'Import products'"/>
|
||||
<t t-if="not is_module_installed('product')">
|
||||
<span class="text-muted">Note: To use these features, you need to install the <a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'sale')">Sales Management.</a></span>
|
||||
</t>
|
||||
<p>How do you want to <strong>import your products?</strong></p>
|
||||
<div class="container-fluid">
|
||||
<div class="row">
|
||||
<div class="col-md-4 col-xs-12">
|
||||
<div class="panel panel-success">
|
||||
<div class="panel-heading">
|
||||
<span class="panel-title">
|
||||
<span class="fa" data-icon=""/>
|
||||
<strong> Create manually</strong><br/>
|
||||
<span class="small">Best for less than 100 products</span>
|
||||
</span>
|
||||
<br/>
|
||||
<h4><b>Time & material</b> <span class="small">(ex: consulting mission)</span></h4>
|
||||
@@ -559,105 +441,72 @@
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="alert alert-info info_icon" role="alert">
|
||||
<span class="fa fa-lightbulb-o fa-lg"/>
|
||||
<strong>Note:</strong>
|
||||
Using templates can boost the quality of your
|
||||
quotations and their success rate. However,
|
||||
creating such templates can be a huge effort.
|
||||
You may start with simple quotes and upgrade
|
||||
later.
|
||||
</div>
|
||||
</section>
|
||||
</div>
|
||||
|
||||
<div id="planner_page7" class="o_planner_page">
|
||||
<h1>Import Products</h1>
|
||||
<t t-if="not is_module_installed('product')">
|
||||
<span class="text-muted">Note: To use those features, you need to install the <a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'sale')">Sales Management.</a></span>
|
||||
</t>
|
||||
<p>How do you want to <strong>import your products?</strong></p>
|
||||
<div class="container-fluid">
|
||||
<div class="row">
|
||||
<div class="col-md-4 col-xs-12">
|
||||
<div class="panel panel-success">
|
||||
<div class="panel-heading">
|
||||
<span class="panel-title">
|
||||
<span class="fa" data-icon=""/>
|
||||
<strong> Create manually</strong><br/>
|
||||
<span class="small">Best for less than 100 products</span>
|
||||
</span>
|
||||
</div>
|
||||
<div class="panel-body">
|
||||
<span>Each product, one by one<br/>
|
||||
<a t-att-href="prepare_backend_url(
|
||||
'product.product_template_action', 'from', 'sale')">Create a product</a>
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-4 col-xs-12">
|
||||
<div class="panel panel-success">
|
||||
<div class="panel-heading">
|
||||
<span class="panel-title">
|
||||
<span class="fa" data-icon=""/>
|
||||
<strong> Importation</strong><br/>
|
||||
<span class="small">By using CSV file</span>
|
||||
</span>
|
||||
</div>
|
||||
<div class="panel-body">
|
||||
<p>
|
||||
<a t-att-href="prepare_backend_url(
|
||||
'product.product_template_action', 'list', 'sale')">Create 3 products</a> manually
|
||||
</p>
|
||||
<p>Export these 3 products by selecting them and chosing 'Export' from the 'More' menu</p>
|
||||
<p>Add your existing products to this CSV file</p>
|
||||
<p>Import the file</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-4 col-xs-12">
|
||||
<div class="panel panel-success">
|
||||
<div class="panel-heading">
|
||||
<span class="panel-title">
|
||||
<span class="fa flip" data-icon="" />
|
||||
<strong> Web Services</strong><br/>
|
||||
<span class="small">Developments of scripts</span>
|
||||
</span>
|
||||
</div>
|
||||
<div class="panel-body">
|
||||
<p>Odoo's web-services allows developers to create scripts that load data automatically into the system.</p>
|
||||
<p>Read the <a href="https://www.odoo.com/documentation/8.0/" target="_blank">technical documentation</a></p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<div class="row">
|
||||
<div class="col-md-8 col-xs-12">
|
||||
<div class="well well-lg">
|
||||
<span><strong>Need help to import your data ?</strong><br/>
|
||||
Odoo's importation service can handle the whole process for you.
|
||||
<div class="col-md-4 col-xs-12">
|
||||
<div class="panel panel-success">
|
||||
<div class="panel-heading">
|
||||
<span class="panel-title">
|
||||
<span class="fa" data-icon=""/>
|
||||
<strong> Importation</strong><br/>
|
||||
<span class="small">By using CSV file</span>
|
||||
</span>
|
||||
</div>
|
||||
<div class="panel-body">
|
||||
<p>
|
||||
<a t-att-href="prepare_backend_url(
|
||||
'product.product_template_action', 'list', 'sale')">Create 3 products</a> manually
|
||||
</p>
|
||||
<p>Export these 3 products by selecting them and chosing 'Export' from the 'More' menu</p>
|
||||
<p>Add your existing products to this CSV file</p>
|
||||
<p>Import the file</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-4 col-xs-12">
|
||||
<div class="well well-lg">
|
||||
<strong>Contact us now:</strong><br/>
|
||||
<a href="https://www.odoo.com/page/live-chat" target="_blank" style="margin-right:10px">
|
||||
<span class="fa fa-comment-o"/> Live Chat on</a><br/>
|
||||
<a href="mailto:info@odoo.com?subject=Sales%20Planner" target="_blank">
|
||||
<span class="fa fa-envelope-o"/> Email Our CRM Expert</a>
|
||||
</div>
|
||||
<div class="col-md-4 col-xs-12">
|
||||
<div class="panel panel-success">
|
||||
<div class="panel-heading">
|
||||
<span class="panel-title">
|
||||
<span class="fa flip" data-icon="" />
|
||||
<strong> Web Services</strong><br/>
|
||||
<span class="small">Developments of scripts</span>
|
||||
</span>
|
||||
</div>
|
||||
<div class="panel-body">
|
||||
<p>Odoo's web-services allows developers to create scripts that load data automatically into the system.</p>
|
||||
<p>Read the <a href="https://www.odoo.com/documentation/8.0/" target="_blank">technical documentation</a></p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div id="planner_page8" class="o_planner_page">
|
||||
<h1>Incoming Emails</h1>
|
||||
<div>
|
||||
<div class="row">
|
||||
<div class="col-md-8 col-xs-12">
|
||||
<div class="well well-lg">
|
||||
<span><strong>Need help to import your data ?</strong><br/>
|
||||
Odoo's importation service can handle the whole process for you.
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-4 col-xs-12">
|
||||
<div class="well well-lg">
|
||||
<strong>Contact us now:</strong><br/>
|
||||
<a href="https://www.odoo.com/page/live-chat" target="_blank" style="margin-right:10px">
|
||||
<span class="fa fa-comment-o"/> Live Chat on</a><br/>
|
||||
<a href="mailto:info@odoo.com?subject=Sales%20Planner" target="_blank">
|
||||
<span class="fa fa-envelope-o"/> Email Our CRM Expert</a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</t>
|
||||
</t>
|
||||
|
||||
<t t-call="web_planner.category">
|
||||
<t t-set="menu_categorytitle" t-value="'Lead acquisition'"/>
|
||||
<t t-set="menu_categoryclasses" t-value="'fa-magnet'"/>
|
||||
<t t-call="web_planner.page">
|
||||
<t t-set="page_title" t-value="'Incoming emails'"/>
|
||||
<p class="text-muted">
|
||||
Incoming email create leads automatically when a new prospect contacts you.
|
||||
That's the easiest way to integrate Odoo with third party apps.
|
||||
@@ -685,7 +534,7 @@
|
||||
This email address has been preconfigured as the default
|
||||
for your sales department.<br/>
|
||||
<a t-att-href="prepare_backend_url(
|
||||
'base_setup.action_sale_config')">(you can change it here)</a>
|
||||
'base_setup.action_sale_config')">(you can change it here)</a>
|
||||
</p>
|
||||
<span class="arrow-down"></span>
|
||||
</div>
|
||||
@@ -710,10 +559,14 @@
|
||||
</div>
|
||||
</section>
|
||||
<br/>
|
||||
</div>
|
||||
</t>
|
||||
</t>
|
||||
|
||||
<div id="planner_page10" class="o_planner_page">
|
||||
<h1>Reporting</h1>
|
||||
<t t-call="web_planner.category">
|
||||
<t t-set="menu_categorytitle" t-value="'Deployment'"/>
|
||||
<t t-set="menu_categoryclasses" t-value="'fa-magic'"/>
|
||||
<t t-call="web_planner.page">
|
||||
<t t-set="page_title" t-value="'Reporting'"/>
|
||||
<h4><strong>Click on 'Reporting' in the main menu </strong>and generate statistics relevent to each profiles:</h4>
|
||||
<section class="container-fluid">
|
||||
<div class="row">
|
||||
@@ -724,13 +577,13 @@
|
||||
<span>(Lead Manager)</span>
|
||||
</div>
|
||||
<div class="panel-body">
|
||||
<p>
|
||||
<strong>Exercise:</strong> Try to get the number of leads per salesperson and by creation date
|
||||
</p>
|
||||
<p>
|
||||
<a t-att-href="prepare_backend_url(
|
||||
'crm.action_report_crm_lead', 'graph')">Leads analysis</a>
|
||||
</p>
|
||||
<p>
|
||||
<strong>Exercise:</strong> Try to get the number of leads per salesperson and by creation date
|
||||
</p>
|
||||
<p>
|
||||
<a t-att-href="prepare_backend_url(
|
||||
'crm.action_report_crm_lead', 'graph')">Leads analysis</a>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
@@ -745,11 +598,11 @@
|
||||
A sales manager will mostly use these two reports:
|
||||
<li>
|
||||
<a t-att-href="prepare_backend_url(
|
||||
'crm.action_report_crm_opportunity', 'graph')">Opportunities Analysis</a>
|
||||
'crm.action_report_crm_opportunity', 'graph')">Opportunities Analysis</a>
|
||||
</li>
|
||||
<li>
|
||||
<a t-att-href="prepare_backend_url(
|
||||
'account.action_account_invoice_report_all', 'graph', 'account')">Invoice Analysis</a>
|
||||
'account.action_account_invoice_report_all', 'graph', 'account')">Invoice Analysis</a>
|
||||
</li>
|
||||
</p>
|
||||
<p>
|
||||
@@ -772,7 +625,7 @@
|
||||
<p><strong>Exercise: </strong>Try to switch the kanban to graph view</p>
|
||||
<p>
|
||||
<a t-att-href="prepare_backend_url(
|
||||
'crm.crm_lead_opportunities', 'kanban')">Opportunities pipeline</a>
|
||||
'crm.crm_lead_opportunities', 'kanban')">Opportunities pipeline</a>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
@@ -804,10 +657,10 @@
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</t>
|
||||
|
||||
<div id="planner_page11" class="o_planner_page">
|
||||
<h1>Your users</h1>
|
||||
<t t-call="web_planner.page">
|
||||
<t t-set="page_title" t-value="'Your users'"/>
|
||||
<h4 class="text-muted text-center">You're almost finished !</h4>
|
||||
<section>
|
||||
<div class="col-md-4 col-md-offset-2 col-xs-12 text-center o_planner_white_box">
|
||||
@@ -825,10 +678,14 @@
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
</div>
|
||||
</t>
|
||||
</t>
|
||||
|
||||
<div id="planner_page12" class="o_planner_page">
|
||||
<h1>Weekly meetings</h1>
|
||||
<t t-call="web_planner.category">
|
||||
<t t-set="menu_categorytitle" t-value="'Grow revenues'"/>
|
||||
<t t-set="menu_categoryclasses" t-value="'fa-bolt'"/>
|
||||
<t t-call="web_planner.page">
|
||||
<t t-set="page_title" t-value="'Weekly meetings'"/>
|
||||
<p class="text-muted">
|
||||
Once your CRM is up and running, it’s time to boost your sales performance.
|
||||
Start by focusing on continuous improvement.
|
||||
@@ -858,7 +715,7 @@
|
||||
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.
|
||||
</p><p>
|
||||
</p><p>
|
||||
For every deal, review the next action, the expected closing, the pain points,
|
||||
the expected revenues, the buying process, etc.
|
||||
</p>
|
||||
@@ -873,22 +730,22 @@
|
||||
an up-to-date pipeline of opportunities.
|
||||
After a few month, set the real success rate according to the stages, to have
|
||||
accurate expected revenues by closing date.
|
||||
</p><p>
|
||||
</p><p>
|
||||
Depending on how complex your business is, it may take between 6 months and 18 months for a new
|
||||
sales team to efficiently forecasts future revenues.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</t>
|
||||
|
||||
<div id="planner_page13" class="o_planner_page">
|
||||
<h1>Develop Sales Tools</h1>
|
||||
<t t-call="web_planner.page">
|
||||
<t t-set="page_title" t-value="'Develop sales tools'"/>
|
||||
<p>
|
||||
The three main practices to develop a sales force are
|
||||
<strong>methodical organization</strong>, <strong>trainings</strong> and
|
||||
<strong>good sales tools</strong>.
|
||||
</p><p>
|
||||
</p><p>
|
||||
If you followed the preceeding steps, you already setup
|
||||
the foundations to a strong process leading to
|
||||
continuous improvements of your sales teams.
|
||||
@@ -899,21 +756,21 @@
|
||||
<div class="col-sm-1 col-md-2 icon"><span data-icon="" /></div>
|
||||
<div class="col-sm-11 col-md-10">
|
||||
<p><strong>Trainings</strong><br/>
|
||||
To build a strong sales training program, you can use the following
|
||||
apps of Odoo:
|
||||
<ul>
|
||||
<li>Use <i>survey</i> to create tests and certifications.</li>
|
||||
<li>Use Slides to organize all your documents like: customer presentations, product sheets, comparisons with competitors, pain points sheets, training materials, etc.</li>
|
||||
</ul>
|
||||
To build a strong sales training program, you can use the following
|
||||
apps of Odoo:
|
||||
<ul>
|
||||
<li>Use <i>survey</i> to create tests and certifications.</li>
|
||||
<li>Use Slides to organize all your documents like: customer presentations, product sheets, comparisons with competitors, pain points sheets, training materials, etc.</li>
|
||||
</ul>
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div class="col-sm-1 col-md-2 icon"><span data-icon="" /></div>
|
||||
<div class="col-sm-11 col-md-10">
|
||||
<p><strong>Sales tools</strong><br/>
|
||||
Efficiently following up the pipeline will lead to great improvements. But to achieve excellence
|
||||
in your sales organization, you need to provide your team with sales tools. For every stage of
|
||||
the opportunities pipeline, identify the blocking points and create documents to train the team.
|
||||
Efficiently following up the pipeline will lead to great improvements. But to achieve excellence
|
||||
in your sales organization, you need to provide your team with sales tools. For every stage of
|
||||
the opportunities pipeline, identify the blocking points and create documents to train the team.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
@@ -955,10 +812,10 @@
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
</div>
|
||||
</t>
|
||||
|
||||
<div id="planner_page15" class="o_planner_page">
|
||||
<h1>Boost Lead</h1>
|
||||
<t t-call="web_planner.page">
|
||||
<t t-set="page_title" t-value="'Boost leads'"/>
|
||||
<p class="text-muted">
|
||||
Odoo is the only software in the world to fully integrate marketing with the whole of your sales
|
||||
channel (insight sales, point of sale, ecommerce).
|
||||
@@ -973,66 +830,69 @@
|
||||
<h3><strong>Mass mailing</strong></h3>
|
||||
<p>Design efficient email campaigns. Send, convert and track your success</p>
|
||||
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'mass_mailing')" class="btn odoo_purple">
|
||||
<span class="fa fa-arrow-circle-o-down"/> Install Mailing</a>
|
||||
<span class="fa fa-arrow-circle-o-down"/> Install Mailing</a>
|
||||
</div>
|
||||
<div class="text-center col-md-4 col-xs-6">
|
||||
<span class="fa fa-comments-o fa-4x"></span>
|
||||
<h3><strong>Live Chat</strong></h3>
|
||||
<p>Engage directly with your website visitors to attract leads and boost online sales.</p>
|
||||
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'im_livechat')"
|
||||
class="btn odoo_purple">
|
||||
<span class="fa fa-arrow-circle-o-down"/> Install Live Chat</a>
|
||||
class="btn odoo_purple">
|
||||
<span class="fa fa-arrow-circle-o-down"/> Install Live Chat</a>
|
||||
</div>
|
||||
<div class="text-center col-md-4 col-xs-6">
|
||||
<span class="fa fa-check-square-o fa-4x"></span>
|
||||
<h3><strong>Survey</strong></h3>
|
||||
<p>Gain high quality insight from surveys, a great way to engage with prospects</p>
|
||||
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'survey')"
|
||||
class="btn odoo_purple">
|
||||
<span class="fa fa-arrow-circle-o-down"/> Install Surveys</a>
|
||||
class="btn odoo_purple">
|
||||
<span class="fa fa-arrow-circle-o-down"/> Install Surveys</a>
|
||||
</div>
|
||||
<div class="text-center col-md-4 col-xs-6">
|
||||
<span class="fa fa-home fa-4x"></span>
|
||||
<h3><strong>Website Builder</strong></h3>
|
||||
<p>Get an awesome website for your business. Fully customizable and SEO friendly.</p>
|
||||
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'website')"
|
||||
class="btn odoo_purple">
|
||||
<span class="fa fa-arrow-circle-o-down"/> Install Website Builder</a>
|
||||
class="btn odoo_purple">
|
||||
<span class="fa fa-arrow-circle-o-down"/> Install Website Builder</a>
|
||||
</div>
|
||||
<div class="text-center col-md-4 col-xs-6">
|
||||
<span class="fa fa-calendar-o fa-4x"></span>
|
||||
<h3><strong>Events</strong></h3>
|
||||
<p>Create sleek and attractive event pages. Sell online and organize on site.</p>
|
||||
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'event')"
|
||||
class="btn odoo_purple">
|
||||
<span class="fa fa-arrow-circle-o-down"/> Install Events</a>
|
||||
class="btn odoo_purple">
|
||||
<span class="fa fa-arrow-circle-o-down"/> Install Events</a>
|
||||
</div>
|
||||
<div class="text-center col-md-4 col-xs-6">
|
||||
<span class="fa fa-credit-card fa-4x"></span>
|
||||
<h3><strong>e-Commerce</strong></h3>
|
||||
<p>Boost your online sales with sleek product pages.</p>
|
||||
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'website_sale')"
|
||||
class="btn odoo_purple">
|
||||
<span class="fa fa-arrow-circle-o-down"/> Install e-Commerce</a>
|
||||
class="btn odoo_purple">
|
||||
<span class="fa fa-arrow-circle-o-down"/> Install e-Commerce</a>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
</section>
|
||||
</div>
|
||||
</t>
|
||||
</t>
|
||||
|
||||
<div id="planner_page16" class="o_planner_page text-centered">
|
||||
<h1 class="text-center o_planner_trophy" data-icon="" />
|
||||
<div class="text-center">
|
||||
<h1>Congratulations, you're done !</h1>
|
||||
<h3>We hope this process helped you improve your sales strategy.</h3>
|
||||
<h4>Don't hesitate to <a href="mailto:info@odoo.com?subject=Sales%20Planner" target="_blank">send us an email</a> to describe<br/> your experience or to suggest improvements !</h4>
|
||||
<t t-call="web_planner.page">
|
||||
<t t-set="page_title" t-value="'End'"/>
|
||||
<t t-set="hide_from_menu" t-value="True"/>
|
||||
<t t-set="hide_mark_as_done" t-value="True"/>
|
||||
<h1 class="text-center o_planner_trophy" data-icon="" />
|
||||
<div class="text-center">
|
||||
<h1>Congratulations, you're done !</h1>
|
||||
<h3>We hope this process helped you improve your sales strategy.</h3>
|
||||
<h4>Don't hesitate to <a href="mailto:info@odoo.com?subject=Sales%20Planner" target="_blank">send us an email</a> to describe<br/> your experience or to suggest improvements !</h4>
|
||||
|
||||
<p>Happy Selling!<br/>- The Odoo Team</p>
|
||||
<img src="/web_planner/static/src/img/odoo_logo.png"/>
|
||||
</div>
|
||||
<p>Happy Selling!<br/>- The Odoo Team</p>
|
||||
<img src="/web_planner/static/src/img/odoo_logo.png"/>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</t>
|
||||
</t>
|
||||
</template>
|
||||
|
||||
<!--Planner Data-->
|
||||
|
||||
Reference in New Issue
Block a user