diff --git a/addons/crm/data/crm_data.xml b/addons/crm/data/crm_data.xml index ff26900a16e..a2e1f84498a 100644 --- a/addons/crm/data/crm_data.xml +++ b/addons/crm/data/crm_data.xml @@ -7,6 +7,7 @@ sales crm.lead + diff --git a/addons/crm/models/crm_lead.py b/addons/crm/models/crm_lead.py index 0f6766b99f8..a22b07d49a4 100644 --- a/addons/crm/models/crm_lead.py +++ b/addons/crm/models/crm_lead.py @@ -78,7 +78,7 @@ class Lead(models.Model): description = fields.Text('Notes', track_visibility='onchange', track_sequence=6) 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") contact_name = fields.Char('Contact Name', track_visibility='onchange', track_sequence=3) - 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') + 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') type = fields.Selection([('lead', 'Lead'), ('opportunity', 'Opportunity')], index=True, required=True, default=lambda self: 'lead' if self.env['res.users'].has_group('crm.group_use_lead') else 'opportunity', help="Type is used to separate Leads and Opportunities") @@ -937,7 +937,7 @@ class Lead(models.Model): def get_empty_list_help(self, help): help_title, sub_title = "", "" if self._context.get('default_type') == 'lead': - help_title = _('Add a new lead') + help_title = _('Create a new lead') else: help_title = _('Create an opportunity in your pipeline') alias_record = self.env['mail.alias'].search([ @@ -1189,7 +1189,8 @@ class Lead(models.Model): # do not want to explicitly set user_id to False; however we do not # want the gateway user to be responsible if no other responsible is # found. - self = self.with_context(default_user_id=False) + if self._uid == self.env.ref('base.user_root').id: + self = self.with_context(default_user_id=False) if custom_values is None: custom_values = {} diff --git a/addons/crm/models/crm_team.py b/addons/crm/models/crm_team.py index 2aa3802cdcd..622afc23a9a 100644 --- a/addons/crm/models/crm_team.py +++ b/addons/crm/models/crm_team.py @@ -40,6 +40,9 @@ class Team(models.Model): ('stage', 'Stage'), ], string='Grouping Method', default='day', help="How this channel's dashboard graph will group the results.") + alias_user_id = fields.Many2one(domain=lambda self: [ + ('groups_id', 'in', self.env.ref('sales_team.group_sale_salesman_all_leads').id)]) + def _compute_unassigned_leads_count(self): leads_data = self.env['crm.lead'].read_group([ ('team_id', 'in', self.ids), diff --git a/addons/crm/static/src/js/tour.js b/addons/crm/static/src/js/tour.js index a60b2484439..7c7f7da66cf 100644 --- a/addons/crm/static/src/js/tour.js +++ b/addons/crm/static/src/js/tour.js @@ -49,7 +49,7 @@ tour.register('crm_tour', { }, { trigger: '.modal-body .o_field_many2one', extra_trigger: ".o_opportunity_kanban", - content: _t("

You will be able to customize your followup activities. Examples:

  1. introductory email
  2. call 10 days after
  3. second call 3 days after, ...

Select a standard activity for now.

"), + content: _t("Choose an activity type.
You can customize them in the general settings."), position: "bottom", run: function (actions) { actions.auto('.modal-footer button[special=cancel]'); diff --git a/addons/crm/views/crm_lead_views.xml b/addons/crm/views/crm_lead_views.xml index 7905bff1ce5..99413f9eae3 100644 --- a/addons/crm/views/crm_lead_views.xml +++ b/addons/crm/views/crm_lead_views.xml @@ -9,9 +9,18 @@
+
+
+
+

+ +

+
- - + + +
@@ -46,7 +55,7 @@
+ +
+
+
+

+ +

+
@@ -1108,9 +1126,9 @@ for rec in records:

- Create a new tag for your opportunities + Create new tags for your opportunities

- Create tags that fit your business (product structure, sales type, etc.) to better manage and tack your opportunities. + Create tags that fit your business (product structure, sales type, etc.) to better manage and track your opportunities.

diff --git a/addons/crm/views/crm_stage_views.xml b/addons/crm/views/crm_stage_views.xml index 5f911780f51..667b50637f8 100644 --- a/addons/crm/views/crm_stage_views.xml +++ b/addons/crm/views/crm_stage_views.xml @@ -34,17 +34,24 @@
- - - +
+
+
+

- - - +

+
+ + + + + + diff --git a/addons/crm/views/crm_team_views.xml b/addons/crm/views/crm_team_views.xml index 091b20733a5..30c7a299b4d 100644 --- a/addons/crm/views/crm_team_views.xml +++ b/addons/crm/views/crm_team_views.xml @@ -97,7 +97,7 @@