From f130bb90aa59ec9dd62146289ca0e9442b43bda8 Mon Sep 17 00:00:00 2001
From: Fabien Pinckaers <fp@openerp.com>
Date: Fri, 7 Aug 2020 07:45:24 +0000
Subject: [PATCH] [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
---
 addons/crm/models/crm_lead.py         | 6 +++---
 addons/crm/static/src/js/tours/crm.js | 4 ++--
 2 files changed, 5 insertions(+), 5 deletions(-)

diff --git a/addons/crm/models/crm_lead.py b/addons/crm/models/crm_lead.py
index c68205db283..bc982eaf7fc 100644
--- a/addons/crm/models/crm_lead.py
+++ b/addons/crm/models/crm_lead.py
@@ -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)
 
     # ------------------------------------------------------------
diff --git a/addons/crm/static/src/js/tours/crm.js b/addons/crm/static/src/js/tours/crm.js
index f491f44b0f1..db1ff6d1e8e 100644
--- a/addons/crm/static/src/js/tours/crm.js
+++ b/addons/crm/static/src/js/tours/crm.js
@@ -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"));
     },