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:
- introductory email
- call 10 days after
- 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 @@