144 lines
6.6 KiB
XML
144 lines
6.6 KiB
XML
<?xml version="1.0"?>
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<openerp>
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<data>
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<record model="ir.actions.act_window" id="crm_lead_all_leads">
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<field name="name">Leads</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">tree,kanban,graph,pivot,calendar,form</field>
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<field name="domain">['|', ('type','=','lead'), ('type','=',False)]</field>
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<field name="view_id" ref="crm_case_tree_view_leads"/>
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<field name="search_view_id" ref="crm.view_crm_case_leads_filter"/>
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<field name="context">{
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'default_type':'lead',
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'search_default_type': 'lead',
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'stage_type':'lead',
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'needaction_menu_ref': 'crm.menu_crm_opportunities',
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'search_default_to_process':1,
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}
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</field>
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<field name="help" type="html">
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<p>
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Use leads if you need a qualification step before creating an
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opportunity or a customer. It can be a business card you received,
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a contact form filled in your website, or a file of unqualified
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prospects you import, etc.
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</p><p>
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Once qualified, the lead can be converted into a business
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opportunity and/or a new customer in your address book.
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</p>
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</field>
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</record>
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<record model="ir.actions.act_window" id="crm_lead_opportunities">
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<field name="name">Opportunities</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">kanban,tree,graph,pivot,form,calendar</field>
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<field name="domain">[('type','=','opportunity')]</field>
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<field name="context">{
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'stage_type': 'opportunity',
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'default_type': 'opportunity',
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'default_user_id': uid
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}
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</field>
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<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
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<field name="help" type="html">
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<p>
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Odoo helps you keep track of your sales pipeline to follow
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up potential sales and better forecast your future revenues.
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</p><p>
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You will be able to plan meetings and phone calls from
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opportunities, convert them into quotations, attach related
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documents, track all discussions, and much more.
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</p>
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</field>
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</record>
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<record id="action_your_pipeline" model="ir.actions.server">
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<field name="name">Your Pipeline</field>
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<field name="model_id" ref="crm.model_crm_team"/>
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<field name="state">code</field>
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<field name="code">action = self.action_your_pipeline(cr, uid, context=context)</field>
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<field eval="True" name="condition"/>
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</record>
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<record model="ir.actions.act_window" id="crm_lead_opportunities_tree_view">
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<field name="name">Your Pipeline</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">kanban,tree,graph,pivot,form,calendar</field>
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<field name="domain">[('type','=','opportunity')]</field>
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<field name="context">{
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'stage_type': 'opportunity',
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'default_type': 'opportunity',
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'default_user_id': uid,
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'search_default_assigned_to_me': 1,
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}</field>
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<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
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<field name="help" type="html">
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<p>
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Odoo helps you keep track of your sales pipeline to follow
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up potential sales and better forecast your future revenues.
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</p><p>
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You will be able to plan meetings and phone calls from
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opportunities, convert them into quotations, attach related
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documents, track all discussions, and much more.
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</p>
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</field>
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</record>
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<record model="ir.actions.act_window.view" id="action_crm_tag_kanban_view_oppor11">
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<field name="sequence" eval="0"/>
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<field name="view_mode">kanban</field>
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<field name="view_id" ref="crm_case_kanban_view_leads"/>
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<field name="act_window_id" ref="crm_lead_opportunities"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_oppor11">
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<field name="sequence" eval="1"/>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="crm_case_tree_view_oppor"/>
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<field name="act_window_id" ref="crm_lead_opportunities"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_oppor11">
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<field name="sequence" eval="2"/>
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<field name="view_mode">form</field>
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<field name="view_id" ref="crm_case_form_view_oppor"/>
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<field name="act_window_id" ref="crm_lead_opportunities"/>
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</record>
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<menuitem id="base.menu_sales" name="Sales" parent="base.menu_base_partner" sequence="5"/>
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<menuitem name="Leads" id="menu_crm_leads" parent="base.menu_sales" sequence="1"
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action="crm_lead_all_leads" groups="crm.group_use_lead"/>
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<menuitem id="menu_crm_opportunities" action="action_your_pipeline" parent="base.menu_sales" sequence="4"/>
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<record id="crm_lead_action_activities" model="ir.actions.act_window">
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<field name="name">Next Activities</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">tree,form,kanban,calendar,pivot,graph</field>
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<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
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<field name="view_ids"
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eval="[(5, 0, 0), (0, 0, {'view_mode': 'tree', 'view_id': ref('crm_lead_view_tree_activity')}),
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(0, 0, {'view_mode': 'form', 'view_id': ref('crm_case_form_view_oppor')}),
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(0, 0, {'view_mode': 'kanban'}), (0, 0, {'view_mode': 'calendar'}), (0, 0, {'view_mode': 'pivot'}), (0, 0, {'view_mode': 'graph'})]"/>
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<field name="domain">[('type','=','opportunity')]</field>
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<field name="context">{
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'default_type': 'opportunity',
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'default_user_id': uid,
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'search_default_assigned_to_me': 1
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}
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</field>
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<field name="help" type="html">
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<p>
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Here is the list of your next activities. Those are linked to your opportunities.
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To set a next activity, go on an opportunity and add one. It will then appear in this list.
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</p>
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</field>
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</record>
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<menuitem id="crm_lead_menu_activities" name="Next Activities" sequence="5"
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parent="base.menu_sales" action="crm_lead_action_activities" />
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</data>
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</openerp>
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