[IMP] crm: improve first steps onboarding copy writing

PURPOSE

Improve user experience by improving copy writing of tour steps and first
encountered screens.

SPECIFIFCATIONS

Improve Pipeline empty list help to be more catchy and help users doing their
first opportunity related steps.

Improve tour copy writing.

LINKS

Task ID-2316699
PR #55604
This commit is contained in:
Fabien Pinckaers
2020-08-10 08:20:17 +00:00
committed by Thibault Delavallée
parent e25604e597
commit f130bb90aa
2 changed files with 5 additions and 5 deletions
+3 -3
View File
@@ -1220,7 +1220,7 @@ class Lead(models.Model):
if self._context.get('default_type') == 'lead':
help_title = _('Create a new lead')
else:
help_title = _('Create opportunities to keep an eye on all your ongoing sales talks.')
help_title = _('Create an opportunity to start playing with your pipeline.')
alias_record = self.env['mail.alias'].search([
('alias_name', '!=', False),
('alias_name', '!=', ''),
@@ -1230,8 +1230,8 @@ class Lead(models.Model):
], limit=1)
if alias_record and alias_record.alias_domain and alias_record.alias_name:
email = '%s@%s' % (alias_record.alias_name, alias_record.alias_domain)
email_link = "<a href='mailto:%s'>%s</a>" % (email, email)
sub_title = _('Emails sent to %s automatically create opportunities.') % (email_link)
email_link = "<b><a href='mailto:%s'>%s</a></b>" % (email, email)
sub_title = _('Use the top left <i>Create</i> button, or send an email to %s to test the email gateway.') % (email_link)
return '<p class="o_view_nocontent_smiling_face">%s</p><p class="oe_view_nocontent_alias">%s</p>' % (help_title, sub_title)
# ------------------------------------------------------------
+2 -2
View File
@@ -26,8 +26,8 @@ tour.register('crm_tour', {
position: 'bottom',
}, {
trigger: ".o_kanban_quick_create .o_field_widget[name='partner_id']",
content: _t('Look for a Contact or create a new one.<br><i>Tip : Did you know you can search by VAT Number as well?</i>'),
position: "right",
content: _t('<b>Write a few letters</b> to look for a company, or create a new one.'),
position: "bottom",
run: function (actions) {
actions.text("Brandon Freeman", this.$anchor.find("input"));
},