[IMP] crm: usability improvements
Purpose : Various relabelling and design improvements in crm: - opportunity, lost reason, lead, team, tag forms - hide "convert to opportunity" button for inactive/lost leads (actually nothing happened when clicked anyway) - Checkbox in crm.team to hide all alias related fields - New many2one field appearing in crm.team form to select the user to whom lead created by alias will be assigned. - Set the admin as leader of the initial crm.team closes odoo/odoo#28851
This commit is contained in:
Geoffroy Larue
@@ -7,6 +7,7 @@
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<field name="alias_name">sales</field>
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<field name="dashboard_graph_model">crm.lead</field>
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<field name="company_id" eval="False"/>
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<field name="alias_user_id" ref="base.user_admin"/>
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</record>
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<!--default alias for leads-->
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@@ -78,7 +78,7 @@ class Lead(models.Model):
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description = fields.Text('Notes', track_visibility='onchange', track_sequence=6)
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tag_ids = fields.Many2many('crm.lead.tag', 'crm_lead_tag_rel', 'lead_id', 'tag_id', string='Tags', help="Classify and analyze your lead/opportunity categories like: Training, Service")
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contact_name = fields.Char('Contact Name', track_visibility='onchange', track_sequence=3)
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partner_name = fields.Char("Customer Name", track_visibility='onchange', track_sequence=2, index=True, help='The name of the future partner company that will be created while converting the lead into opportunity')
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partner_name = fields.Char("Company Name", track_visibility='onchange', track_sequence=2, index=True, help='The name of the future partner company that will be created while converting the lead into opportunity')
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type = fields.Selection([('lead', 'Lead'), ('opportunity', 'Opportunity')], index=True, required=True,
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default=lambda self: 'lead' if self.env['res.users'].has_group('crm.group_use_lead') else 'opportunity',
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help="Type is used to separate Leads and Opportunities")
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@@ -937,7 +937,7 @@ class Lead(models.Model):
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def get_empty_list_help(self, help):
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help_title, sub_title = "", ""
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if self._context.get('default_type') == 'lead':
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help_title = _('Add a new lead')
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help_title = _('Create a new lead')
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else:
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help_title = _('Create an opportunity in your pipeline')
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alias_record = self.env['mail.alias'].search([
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@@ -1189,7 +1189,8 @@ class Lead(models.Model):
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# do not want to explicitly set user_id to False; however we do not
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# want the gateway user to be responsible if no other responsible is
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# found.
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self = self.with_context(default_user_id=False)
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if self._uid == self.env.ref('base.user_root').id:
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self = self.with_context(default_user_id=False)
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if custom_values is None:
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custom_values = {}
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@@ -40,6 +40,9 @@ class Team(models.Model):
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('stage', 'Stage'),
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], string='Grouping Method', default='day', help="How this channel's dashboard graph will group the results.")
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alias_user_id = fields.Many2one(domain=lambda self: [
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('groups_id', 'in', self.env.ref('sales_team.group_sale_salesman_all_leads').id)])
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def _compute_unassigned_leads_count(self):
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leads_data = self.env['crm.lead'].read_group([
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('team_id', 'in', self.ids),
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@@ -49,7 +49,7 @@ tour.register('crm_tour', {
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}, {
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trigger: '.modal-body .o_field_many2one',
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extra_trigger: ".o_opportunity_kanban",
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content: _t("<p>You will be able to customize your followup activities. Examples:</p><ol><li>introductory email</li><li>call 10 days after</li><li>second call 3 days after, ...</li></ol><p class='mb0'><i>Select a standard activity for now.</i></p>"),
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content: _t("Choose an activity type.<br/>You can customize them in the general settings."),
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position: "bottom",
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run: function (actions) {
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actions.auto('.modal-footer button[special=cancel]');
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@@ -9,9 +9,18 @@
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<field name="arch" type="xml">
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<form string="Lead Tags">
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<sheet>
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<div class="oe_title">
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<div class="oe_edit_only">
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<label for="name"/>
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</div>
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<h1>
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<field name="name"/>
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</h1>
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</div>
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<group>
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<field name="name"/>
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<field name="color" groups="base.group_no_one"/>
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<group>
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<field name="color" required="True"/>
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</group>
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</group>
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</sheet>
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</form>
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@@ -46,7 +55,7 @@
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<form string="Leads Form">
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<header>
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<button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
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help="Convert to Opportunity" class="oe_highlight" attrs="{'invisible': [('type', '=', 'opportunity')]}"/>
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help="Convert to Opportunity" class="oe_highlight" attrs="{'invisible': ['|', ('type', '=', 'opportunity'), ('active', '=', False)]}"/>
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<button name="toggle_active"
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string="Restore"
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type="object"
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@@ -69,11 +78,11 @@
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<group>
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<group>
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<!-- Preload all the partner's information -->
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<field name="partner_id" string="Customer"
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<field name="partner_id"
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widget="res_partner_many2one"
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context="{'default_name': contact_name, 'default_street': street, 'default_city': city, 'default_state_id': state_id, 'default_zip': zip, 'default_country_id': country_id, 'default_function': function, 'default_phone': phone, 'default_mobile': mobile, 'default_email': email_from, 'default_user_id': user_id, 'default_team_id': team_id, 'default_website': website, 'show_vat': True}"
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groups="base.group_no_one"/>
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<field name="partner_name" string="Company Name"/>
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<field name="partner_name"/>
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<label for="street" string="Address"/>
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<div class="o_address_format">
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<field name="street" placeholder="Street..." class="o_address_street"/>
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@@ -120,9 +129,9 @@
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<page name="extra" string="Extra Info">
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<group>
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<group string="Email">
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<field name="message_bounce" readonly="1" groups="base.group_no_one"/>
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<field name="message_bounce" readonly="1"/>
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</group>
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<group string="Tracking" groups="base.group_multi_company,base.group_no_one" name="categorization">
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<group string="Tracking" groups="base.group_multi_company" name="categorization">
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<field name="company_id"
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groups="base.group_multi_company"
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options="{'no_create': True}"/>
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@@ -131,7 +140,7 @@
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<field name="source_id"/>
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<field name="referred"/>
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</group>
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<group string="Analysis" groups="base.group_no_one">
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<group string="Analysis">
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<field name="date_open"/>
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<field name="date_closed"/>
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<field name="probability"/>
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@@ -492,10 +501,10 @@
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<h2 class="o_row row no-gutters d-flex">
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<div class="col">
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<label for="planned_revenue" class="oe_edit_only" />
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<div class="o_row">
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<div>
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<field name="company_currency" invisible="1"/>
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<field name="planned_revenue" class="oe_inline" widget='monetary' options="{'currency_field': 'company_currency'}"/>
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<span class="oe_grey"> at </span>
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<span class="oe_grey p-2"> at </span>
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</div>
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</div>
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<div class="col">
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@@ -552,6 +561,8 @@
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<group>
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<field name="date_deadline"/>
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<field name="priority" widget="priority"/>
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<field name="tag_ids" widget="many2many_tags" options="{'color_field': 'color', 'no_create_edit': True}"/>
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</group>
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<group>
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@@ -559,8 +570,6 @@
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<field name="team_id" widget="selection"/>
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</group>
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<group>
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<field name="priority" widget="priority"/>
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<field name="tag_ids" widget="many2many_tags" options="{'color_field': 'color', 'no_create_edit': True}"/>
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<field name="lost_reason" attrs="{'invisible': [('active', '=', True)]}"/>
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<field name="date_conversion" invisible="1"/>
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</group>
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@@ -568,11 +577,11 @@
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<notebook colspan="4">
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<page string="Internal Notes">
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<field name="description"/>
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<field name="description" placeholder="Add a description..."/>
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</page>
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<page name="lead" string="Followup">
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<group>
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<group string="Initial Contact Information">
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<group string="Contact Information">
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<field name="partner_name"/>
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<label for="street" string="Address"/>
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<div class="o_address_format">
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@@ -778,10 +787,19 @@
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<field name="arch" type="xml">
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<form string="Channel">
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<sheet>
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<group>
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<field name="name"/>
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<field name="active"/>
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</group>
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<div class="oe_button_box" name="button_box">
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<button name="toggle_active" type="object" class="oe_stat_button" icon="fa-archive">
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<field name="active" widget="boolean_button" options='{"terminology": "archive"}'/>
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</button>
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</div>
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<div class="oe_title">
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<div class="oe_edit_only">
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<label for="name"/>
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</div>
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<h1>
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<field name="name"/>
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</h1>
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</div>
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</sheet>
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</form>
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</field>
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@@ -1108,9 +1126,9 @@ for rec in records:
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<field name="view_id" ref="crm_lead_tag_tree"/>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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Create a new tag for your opportunities
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Create new tags for your opportunities
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</p><p>
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Create tags that fit your business (product structure, sales type, etc.) to better manage and tack your opportunities.
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Create tags that fit your business (product structure, sales type, etc.) to better manage and track your opportunities.
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</p>
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</field>
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</record>
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@@ -34,17 +34,24 @@
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<field name="arch" type="xml">
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<form string="Stage">
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<sheet>
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<group>
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<field name="team_count" invisible="1"/>
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<group>
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<div class="oe_title">
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<div class="oe_edit_only">
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<label for="name"/>
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</div>
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<h1>
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<field name="name"/>
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<field name="team_id" options='{"no_open": True, "no_create": True}' attrs="{'invisible': [('team_count', '<=', 1)]}"/>
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<field name="fold"/>
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</group>
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</h1>
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</div>
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<group>
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<group>
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<field name="on_change"/>
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<field name="probability" attrs="{'invisible': [('on_change', '=', False)]}"/>
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</group>
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<field name="team_count" invisible="1"/>
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<group>
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<field name="fold"/>
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<field name="team_id" options='{"no_open": True, "no_create": True}' attrs="{'invisible': [('team_count', '<=', 1)]}"/>
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</group>
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</group>
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<separator string="Requirements"/>
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<field name="requirements" nolabel="1" placeholder="Give your team the requirements to move an opportunity to this stage."/>
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@@ -97,7 +97,7 @@
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<xpath expr="//field[@name='user_id']" position="after">
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<label for="alias_name" string="Email Alias"
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attrs="{'invisible': [('use_leads', '=', False), ('use_opportunities', '=', False)]}"/>
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<div name="alias_def"
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<div class="oe_inline" name="alias_def"
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attrs="{'invisible': [('use_leads', '=', False), ('use_opportunities', '=', False)]}">
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<field name="alias_id" class="oe_read_only oe_inline"
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string="Email Alias" required="0"/>
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@@ -109,6 +109,7 @@
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groups="base.group_no_one"
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string="Accept Emails From"
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attrs="{'invisible': [('use_leads', '=', False), ('use_opportunities', '=', False)]}"/>
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<field name="alias_user_id" string="Assign to"/>
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</xpath>
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<field name="dashboard_graph_period" position="attributes">
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<attribute name="attrs">{'invisible': [('dashboard_graph_model', '=', 'crm.lead')]}</attribute>
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@@ -61,7 +61,7 @@
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<div class="o_setting_right_pane crm_reveal_settings">
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<label string="Website Lead Generation" for="module_crm_reveal"/>
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<div class="text-muted">
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Convert visitors of your website into leads in the CRM. We do data enrichment based on their IP address.
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Convert visitors of your website into leads and perform data enrichment based on their IP address.
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</div>
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</div>
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</div>
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