Fabien Pinckaers
53e450e7ca
[fix] The sales stages without teams are not visible on opportunities [imp] In Scheduled Calls view, remove the filter by default on Today. [fix] In Sales Receipt, the column with the price is called "Allocation" instead of Price. But keep allocation for payments. [imp] Rename the menu "Attendance" by "Attendances" [imp] In Settings, the menu "Modules" must be the first one, above the configuration one [imp] In the search view of projects, add a button template to filter on templates. Otherwise, we have no way to find all templates of a project to duplicate them. Do that in extended view. bzr revid: fp@tinyerp.com-20111230101749-homjxrvj24jbp35h
39 lines
2.4 KiB
XML
39 lines
2.4 KiB
XML
<openerp>
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<data>
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<record model="ir.actions.act_window" id="crm_case_section_view_form_installer">
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<field name="name">Define Sales Team</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">crm.case.section</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form</field>
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<field name="view_id" ref="crm.crm_case_section_view_tree"/>
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<field name="help">Define sales teams to structure your sales organization and assign users to each team. You should also define the sales stage to each team. As an example, if you use Solutions Selling techniques to track your opportunities, you can assign the following stage to the team: Territory, Qualified, Qualified Sponsors, Proposition, Negociaton, Won/Lost.</field>
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</record>
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<record id="crm_case_section_installer_todo" model="ir.actions.todo">
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<field name="action_id" ref="crm_case_section_view_form_installer"/>
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<field name="category_id" ref="base.category_sales_management_config"/>
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<field name="sequence">10</field>
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<field name="groups_id" eval="[(6, 0, [ref('base.group_extended')])]" />
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</record>
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<record model="ir.actions.act_window" id="crm_case_stage_form_installer">
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<field name="name">Review Sales Stages</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">crm.case.stage</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form</field>
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<field name="context">{'default_case_default': 1}</field>
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<field name="view_id" ref="crm.crm_case_stage_tree"/>
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<field name="help">Stages will allow salesmen to easily track how a specific opportunity is positioned in the sales cycle. In order to efficiently manage your sales pipeline, it's important to define conditions to go to the next step. Example: to set an opportunity as 'Qualified', you must set the "Expected Revenue" and the "Expected Closing Date." You should also have a look at the tooltip of the field "Change Probability Automatically".</field>
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</record>
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<record id="crm_case_stage_installer_todo" model="ir.actions.todo">
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<field name="action_id" ref="crm_case_stage_form_installer"/>
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<field name="category_id" ref="base.category_sales_management_config"/>
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<field name="sequence">9</field>
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</record>
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</data>
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</openerp>
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