Jinal Patel
28b8645ad4
-By this commit, 'Buy credits' link should only be visible whenever 'Lead Enrichment' feature is enable in settings of CRM. task-2116040 closes odoo/odoo#39905 X-original-commit: 6a8e5f636be87596012be9ef96792a9b1881ff4a Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
136 lines
8.5 KiB
XML
136 lines
8.5 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
|
|
<odoo>
|
|
|
|
<record id="res_config_settings_view_form" model="ir.ui.view">
|
|
<field name="name">res.config.settings.view.form.inherit.crm</field>
|
|
<field name="model">res.config.settings</field>
|
|
<field name="priority" eval="5"/>
|
|
<field name="inherit_id" ref="base.res_config_settings_view_form"/>
|
|
<field name="arch" type="xml">
|
|
<xpath expr="//div[hasclass('settings')]" position="inside">
|
|
<div class="app_settings_block" data-string="CRM" string="CRM" data-key="crm" groups="sales_team.group_sale_manager">
|
|
<h2>CRM</h2>
|
|
<div class="row mt16 o_settings_container">
|
|
<div class="col-12 col-lg-6 o_setting_box" id="crm_lead"
|
|
title="Use leads if you need a qualification step before creating an opportunity or a customer. It can be a business card you received, a contact form filled in your website, or a file of unqualified prospects you import, etc. Once qualified, the lead can be converted into a business opportunity and/or a new customer in your address book.">
|
|
<div class="o_setting_left_pane">
|
|
<field name="group_use_lead"/>
|
|
</div>
|
|
<div class="o_setting_right_pane">
|
|
<label for="group_use_lead"/>
|
|
<div class="text-muted">
|
|
Add a qualification step before the creation of an opportunity
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="col-12 col-lg-6 o_setting_box" id="crm_lead"
|
|
attrs="{'invisible': [('group_use_lead','=',False)]}"
|
|
title="Emails received to that address generate new leads not assigned to any Sales Team yet. This can be made when converting them into opportunities. Incoming emails can be automatically assigned to specific Sales Teams. To do so, set an email alias on the Sales Team.">
|
|
<div class="o_setting_left_pane">
|
|
<field name="generate_lead_from_alias"/>
|
|
</div>
|
|
<div class="o_setting_right_pane">
|
|
<label for="generate_lead_from_alias" string="Incoming Emails"/>
|
|
<div class="text-muted">
|
|
Create leads from incoming emails
|
|
</div>
|
|
<div class="content-group" attrs="{'invisible': [('generate_lead_from_alias','=',False)]}">
|
|
<div class="mt16">
|
|
<field name="crm_alias_prefix" class="oe_inline"
|
|
attrs="{'required': [('generate_lead_from_alias', '=', True)]}"/>
|
|
<label for="alias_domain" string="@"/>
|
|
<field name="alias_domain" readonly="1" force_save="1" class="oe_inline"/>
|
|
</div>
|
|
<div attrs="{'invisible': [('alias_domain', 'not in', ['localhost', '', False])]}">
|
|
<button type="action"
|
|
name="base_setup.action_general_configuration"
|
|
string="Use an External Email Server" icon="fa-arrow-right" class="oe_link"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="row mt16 o_settings_container">
|
|
<div class="col-12 col-lg-6 o_setting_box" title="This can be used to compute statistical probability to close a lead">
|
|
<div class="o_setting_left_pane"></div>
|
|
<div class="o_setting_right_pane">
|
|
<b>Predictive Lead Scoring</b>
|
|
<div class="text-muted">
|
|
Let statistical analysis determine the probability to close a lead
|
|
</div>
|
|
<div class="mt16">
|
|
Fields used in probability computation:
|
|
<field name="predictive_lead_scoring_fields" class="oe_inline" widget="many2many_tags"/>
|
|
<field name="predictive_lead_scoring_fields_str" invisible="1"/>
|
|
</div>
|
|
<div class="mt16">
|
|
Consider leads created as of the
|
|
<field name="predictive_lead_scoring_start_date_str" invisible="1"/>
|
|
<field name="predictive_lead_scoring_start_date" required="1"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<h2>Lead Generation</h2>
|
|
<div class="row mt16 o_settings_container">
|
|
<div class="col-lg-6 o_setting_box">
|
|
<div class="o_setting_left_pane">
|
|
<field name="module_crm_iap_lead_website"/>
|
|
</div>
|
|
|
|
<div class="o_setting_right_pane" id="crm_iap_lead_website_settings">
|
|
<label string="Visits to Leads" for="module_crm_iap_lead_website"/>
|
|
<div class="text-muted">
|
|
Convert visitors of your website into leads and perform data enrichment based on their IP address
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="col-lg-6 o_setting_box">
|
|
<div class="o_setting_left_pane">
|
|
<field name="module_crm_iap_lead_enrich"/>
|
|
</div>
|
|
|
|
<div class="o_setting_right_pane" id="crm_iap_lead_enrich">
|
|
<label string="Lead Enrichment" for="module_crm_iap_lead_enrich"/>
|
|
<div class="text-muted">
|
|
Enrich your leads automatically with company data based on their email address
|
|
</div>
|
|
<div id="crm_iap_lead_enrich">
|
|
<div class="mt8" attrs="{'invisible': [('module_crm_iap_lead_enrich','=',False)]}">
|
|
<field name="lead_enrich_auto" class="o_light_label" widget="radio" required="True"/>
|
|
<widget name="iap_buy_more_credits" service_name="reveal"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="row mt16 o_settings_container">
|
|
<div class="col-lg-6 o_setting_box">
|
|
<div class="o_setting_left_pane">
|
|
<field name="module_crm_iap_lead"/>
|
|
</div>
|
|
|
|
<div class="o_setting_right_pane" id="crm_iap_lead_settings">
|
|
<label string="Lead Mining" for="module_crm_iap_lead"/>
|
|
<div class="text-muted">
|
|
Generate new leads based on their country, industry, size, etc.
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</xpath>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="crm_config_settings_action" model="ir.actions.act_window">
|
|
<field name="name">Settings</field>
|
|
<field name="type">ir.actions.act_window</field>
|
|
<field name="res_model">res.config.settings</field>
|
|
<field name="view_id" ref="res_config_settings_view_form"/>
|
|
<field name="view_mode">form</field>
|
|
<field name="target">inline</field>
|
|
<field name="context">{'module' : 'crm'}</field>
|
|
</record>
|
|
</odoo>
|