Mehdi Outagant
6efa2e23d3
In this commit we set tree view of leads (both as leads and opportunities)
as multi edit enabled. Onchanges has been removed in CRM application. We
can therefore allow multi edit as computed fields work as intended.
Add domain on user_id fields to prevent selecting portal users as Salesperson
or Team leader from list views.
In crm.lead, onchange is only used to get formatted phone numbers when their
values changed or when country_id & company_id updated. This behavior will
only work in form views. It is not blocking so multi edit is not an issue.
Do not allow multi edit on name as it makes no sense.
Specifications: Contact (res.partner): base.view_partner_tree
phone
email
company_id
city
state_id
country_id
category_id
date_review_next
grade_id
user_id (+ add a limitation to not share users)
Specifications: Opportunities (crm.lead) : crm.crm_case_tree_view_oppo
partner_id
email_from
phone
city
state_id
country_id
stage_id
probability
partner_assigned_id
user_id
team_id
planned_revenue
company_id
campaign_id
medium_id
source_id
tag_ids
priority
Specifications: Opportunities (crm.lead) : crm.crm_case_tree_view_leads
contact_name
partner_name
email_from
phone
city
state_id
country_id
partner_assigned_id
user_id
team_id
company_id
probability
campaign_id
medium_id
source_id
tag_ids
priority
Specifications: Sales Teams (crm.team) : crm.team.tree
user_id
company_id
Specifications: Stages (crm.stage) View : crm.crm_stage_tree
is_won
team_id
Task ID-2200674
PR #56378
closes odoo/odoo#56533
X-original-commit: 369375a69adc20a92075a89ef9557bf6b46cd605
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Odoo CRM
Boost sales productivity, improve win rates, grow revenue with the Odoo Open Source CRM.
Manage your sales funnel with no effort. Attract leads, follow-up on phone calls and meetings. Analyse the quality of your leads to make informed decisions and save time by integrating emails directly into the application.
Your Sales Funnel, The Way You Like It
Track your opportunities pipeline with the revolutionary kanban view. Work inside your sales funnel and get instant visual information about next actions, new messages, top opportunities and expected revenues.
Lead Management Made Easy
Create leads automatically from incoming emails. Analyse leads efficiency and compare performance by campaigns, channels or Sales Team.
Find duplicates, merge leads and assign them to the right salesperson in one operation. Spend less time on administration and more time on qualifying leads.
Organize Your Opportunities
Get your opportunities organized to stay focused on the best deals. Manage all your customer interactions from the opportunity like emails, phone calls, internal notes, meetings and quotations.
Follow opportunities that interest you to get notified upon specific events: deal won or lost, stage changed, new customer demand, etc.
Email Integration and Automation
Work with the email applications you already use every day. Whether your company uses Microsoft Outlook or Gmail, no one needs to change the way they work, so everyone stays productive.
Route, sort and filter incoming emails automatically. Odoo CRM handles incoming emails and route them to the right opportunities or Sales Team. New leads are created on the fly and interested salespersons are notified automatically.
Collaborative Agenda
Schedule your meetings and phone calls using the integrated calendar. You can see your agenda and your colleagues' in one view. As a manager, it's easy to see what your team is busy with.
Lead Automation and Marketing Campaigns
Drive performance by automating tasks with Odoo CRM.
Use our marketing campaigns to automate lead acquisition, follow ups and promotions. Define automated actions (e.g. ask a salesperson to call, send an email, ...) based on triggers (no activity since 20 days, answered a promotional email, etc.)
Optimize campaigns from lead to close, on every channel. Make smarter decisions about where to invest and show the impact of your marketing activities on your company's bottom line.
Customize Your Sales Cycle
Customize your sales cycle by configuring sales stages that perfectly fit your sales approach. Control statistics to get accurate forecasts to improve your sales performance at every stage of your customer relationship.
Drive Engagement with Gamification
Leverage your team's natural desire for competition
Reinforce good habits and improve win rates with real-time recognition and rewards inspired by game mechanics. Align Sales Teams around clear business objectives with challenges, personal objectives and team leader boards.
Leaderboards
Promote leaders and competition amongst Sales Team with performance ratios.
Personal Objectives
Assign clear goals to users to align them with the company objectives.
Team Targets
Compare revenues with forecasts and budgets in real time.