Commit Graph
3 Commits
Author SHA1 Message Date
Pierre Rousseau 84dbcee915 [IMP] crm_iap_lead: use industry tags instead of technology tags
In order to be consistent with Lead Generation, we need to use Industry tags instead of technology tags.
In addition, we reduce the number of tags to keep only the relevant ones.

Task ID: 1941555

closes odoo/odoo#33434

Signed-off-by: pimodoo <pimodoo@users.noreply.github.com>
2019-06-03 06:20:25 +00:00
Pierre Masereel 7410de111f [ADD] reveal_service : allow user to generate leads based on filters
Purpose :

Allow the user to generate a certain number of leads based on certain criteria like localization, technologies used, or size.

Available filters are :

- company size
- localization (country and states)
- industries
- technologies

The user can also ask for a few contacts that can be filtered based on
their role or seniority.

Each company found generates a new lead/opportunity for which the sales
team, salesperson and tags can be preset from the lead mining request.

This commit includes the followings changes :

- New module crm_iap_lead
- New model crm.iap.lead.helpers which contains helper methods used by
both modules crm_iap_lead and crm_iap_lead_website
- New model crm.iap.lead.mining.request that holds the data of a lead
mining request
- An option in the CRM settings to install this feature
- New button 'Generate Leads' in the leads/opportunity ListView and
KanbanView that opens a modal allowing to create a lead mining request
- New section 'Lead Generation' in menuitem 'Configuration' of CRM

TaskID : 1902172

closes odoo/odoo#30189
2019-02-14 14:10:35 +00:00
Pierre Masereel 6703840062 [REF] crm_iap_lead: split crm_iap_lead into two modules 2019-02-12 11:00:18 +00:00