David Beguin
75e9b2bff7
Purpose
=======
As a Lead Manager, I do not really care about what's in the "Lead Pipeline"
since this does not exist. Instead, I want to keep an eye on all the leads that
entered the CRM to see how well they are doing and how they are spread.
Specifications
==============
- Remove the group on the Reporting
> Leads menu item, this menu can be used with Opportunities only
- Move it below the Pipeline report
- By default, this menu shows all crm.lead :
- no matter the type (lead/opp) but with the filters in the search view
if needed
- no matter if won/active/lost (but again, filters allow me to change that
if needed)
- Default grouped by month creation date
- Filtered on records created this year to avoid displaying 10 years of CRM
usage - already done
=> The difference if I activate leads is that then I have the extra filters, ...
but this is already valid if I'm only working with opportunities
Also, on the report list view of the leads, this commit brings some small
modifications in order to have a better view of what kind of lead and 'where'
they are:
- Hide by default the "City" field
- Add "Type" field before "Probability" field (only if Leads are activated)
- Add "Stage_id" after "Type" field
Task-2671372
closes odoo/odoo#78748
Signed-off-by: Warnon Aurélien (awa) <awa@odoo.com>
351 lines
20 KiB
XML
351 lines
20 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- CRM lead search by Salesteams -->
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<record id="crm_case_form_view_salesteams_lead" model="ir.actions.act_window">
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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,form</field>
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<field name="domain">['|', ('type','=','lead'), ('type','=',False)]</field>
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<field name="view_ids"
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eval="[(5, 0, 0),
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(0, 0, {'view_mode': 'tree', 'view_id': ref('crm_case_tree_view_leads')}),
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(0, 0, {'view_mode': 'kanban', 'view_id': ref('view_crm_lead_kanban')})]"/>
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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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'search_default_team_id': [active_id],
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'default_team_id': active_id,
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'default_type': 'lead',
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}
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</field>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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Create a new lead
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</p><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>
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</field>
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</record>
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<!-- CRM opportunity search by Salesteams -->
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<record id="crm_case_form_view_salesteams_opportunity" model="ir.actions.act_window">
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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,form,calendar,pivot</field>
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<field name="domain">[('type','=','opportunity')]</field>
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<field name="view_id" ref="crm.crm_case_kanban_view_leads"/>
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<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
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<field name="context">{
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'search_default_team_id': [active_id],
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'default_team_id': active_id,
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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="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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Create a new lead
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</p><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="crm_lead_action_team_overdue_opportunity" model="ir.actions.act_window">
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<field name="name">Overdue Opportunities</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">kanban,tree,graph,form,calendar,pivot</field>
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<field name="domain">[('type','=','opportunity')]</field>
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<field name="view_id" ref="crm.crm_case_kanban_view_leads"/>
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<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
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<field name="context">{
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'search_default_team_id': [active_id],
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'search_default_overdue_opp': 1,
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'default_team_id': active_id,
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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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</record>
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<record id="action_report_crm_lead_salesteam" model="ir.actions.act_window">
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<field name="name">Leads Analysis</field>
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<field name="res_model">crm.lead</field>
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<field name="context">{'search_default_team_id': [active_id], 'search_default_filter_create_date': 1}}</field>
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<field name="domain">[]</field>
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<field name="view_mode">graph,pivot,tree,form</field>
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<field name="view_id" ref="crm_lead_view_graph"/>
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<field name="search_view_id" ref="crm.view_crm_case_leads_filter"/>
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<field name="help">Leads Analysis allows you to check different CRM related information like the treatment delays or number of leads per state. You can sort out your leads analysis by different groups to get accurate grained analysis.</field>
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</record>
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<record id="action_report_crm_lead_salesteam_view_graph" model="ir.actions.act_window.view">
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<field name="sequence">2</field>
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<field name="view_mode">graph</field>
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<field name="view_id" ref="crm_lead_view_graph"/>
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<field name="act_window_id" ref="action_report_crm_lead_salesteam"/>
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</record>
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<record id="action_report_crm_lead_salesteam_view_pivot" model="ir.actions.act_window.view">
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<field name="sequence">3</field>
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<field name="view_mode">pivot</field>
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<field name="view_id" ref="crm_lead_view_pivot"/>
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<field name="act_window_id" ref="action_report_crm_lead_salesteam"/>
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</record>
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<record id="action_report_crm_lead_salesteam_view_tree" model="ir.actions.act_window.view">
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<field name="sequence">4</field>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="crm_lead_view_tree_reporting"/>
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<field name="act_window_id" ref="action_report_crm_lead_salesteam"/>
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</record>
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<record id="action_report_crm_opportunity_salesteam" model="ir.actions.act_window">
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<field name="name">Pipeline Analysis</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">graph,pivot,tree,form</field>
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<field name="search_view_id" ref="crm.crm_opportunity_report_view_search"/>
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<field name="context">{
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'search_default_team_id': [active_id],
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'tree_view_ref': 'crm.crm_case_tree_view_oppor',
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'search_default_filter_opportunity': True,
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'search_default_filter_create_date': 1}</field>
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<field name="domain">[]</field>
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<field name="help">Opportunities Analysis gives you an instant access to your opportunities with information such as the expected revenue, planned cost, missed deadlines or the number of interactions per opportunity. This report is mainly used by the sales manager in order to do the periodic review with the channels of the sales pipeline.</field>
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</record>
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<record id="crm_team_view_tree" model="ir.ui.view">
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<field name="name">crm.team.tree.inherit.crm</field>
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<field name="model">crm.team</field>
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<field name="inherit_id" ref="sales_team.crm_team_view_tree"/>
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<field name="arch" type="xml">
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<field name="name" position="after">
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<field string="Alias" name="alias_id"/>
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</field>
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</field>
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</record>
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<record id="sales_team_form_view_in_crm" model="ir.ui.view">
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<field name="name">crm.team.form.inherit</field>
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<field name="model">crm.team</field>
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<field name="inherit_id" ref="sales_team.crm_team_view_form"/>
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<field name="priority">12</field>
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<field name="arch" type="xml">
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<xpath expr="//sheet" position="before">
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<header>
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<button name="action_assign_leads" type="object"
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string="Assign Leads"
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class="oe_highlight"
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confirm="This will assign leads to all members. Do you want to proceed?"
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attrs="{'invisible': ['|', '&', ('use_leads', '=', False), ('use_opportunities', '=', False), ('assignment_enabled', '=', False)]}"/>
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</header>
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</xpath>
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<xpath expr="//div[@name='options_active']" position="inside">
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<div class="o_row">
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<span name="opportunities">
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<field name="use_opportunities"/>
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<label for="use_opportunities"/>
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</span>
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<span class="o_row" groups="crm.group_use_lead">
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<field name="use_leads"/>
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<label for="use_leads" string="Leads"/>
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</span>
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</div>
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</xpath>
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<xpath expr="//field[@name='user_id']" position="after">
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<label for="alias_name" string="Email Alias"
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attrs="{'invisible': [('use_leads', '=', False),('use_opportunities', '=', False)]}"/>
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<div class="oe_inline" name="alias_def"
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attrs="{'invisible': [('use_leads', '=', False),('use_opportunities', '=', False)]}">
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<field name="alias_id" class="oe_read_only oe_inline"
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string="Email Alias" required="0"
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attrs="{'invisible': [('alias_domain', '=', False)]}"/>
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<div class="oe_inline" name="edit_alias" style="display: inline;" >
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<div class="oe_edit_only" attrs="{'invisible': [('alias_domain', '=', False)]}">
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<field name="alias_name" class="oe_inline"/>@<field name="alias_domain" class="oe_inline" readonly="1"/>
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</div>
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<button icon="fa-arrow-right" type="action" name="%(base_setup.action_general_configuration)d" string="Configure a custom domain" class="p-0 btn-link" attrs="{'invisible': [('alias_domain', '!=', False)]}"/>
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</div>
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</div>
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<field name="alias_contact"
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string="Accept Emails From"
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attrs="{'invisible': [('use_leads', '=', False), ('use_opportunities', '=', False)]}"/>
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</xpath>
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<xpath expr="//group[@name='right']" position="attributes">
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<attribute name="string">Assignment Rules</attribute>
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<attribute name="attrs">{'invisible': [('assignment_enabled', '=', False)]}</attribute>
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</xpath>
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<xpath expr="//group[@name='right']" position="inside">
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<field name="assignment_enabled" invisible="1"/>
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<field name="assignment_auto_enabled" invisible="1"/>
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<field name="assignment_domain" widget="domain" string="Domain"
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options="{'model': 'crm.lead', 'in_dialog': True}"
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attrs="{'invisible': [('assignment_enabled', '=', False)]}"/>
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<label for="lead_all_assigned_month_count" string="Assigned Leads Count"
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attrs="{'invisible': [('assignment_enabled', '=', False)]}"/>
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<div attrs="{'invisible': [('assignment_enabled', '=', False)]}">
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<field name="lead_all_assigned_month_count" class="oe_inline"/> /
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<field name="assignment_max" class="oe_inline"/>
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</div>
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<field name="assignment_optout" attrs="{'invisible': [('assignment_auto_enabled', '=', False)]}"/>
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</xpath>
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<xpath expr="//field[@name='member_ids']" position="attributes">
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<attribute name="attrs">{'invisible': [('assignment_enabled', '=', True)]}</attribute>
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</xpath>
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<xpath expr="//field[@name='crm_team_member_ids']" position="attributes">
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<attribute name="attrs">{'invisible': [('assignment_enabled', '=', False)]}</attribute>
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</xpath>
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</field>
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</record>
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<!-- Case Teams Action -->
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<record id="action_crm_tag_kanban_view_salesteams_oppor11" model="ir.actions.act_window.view">
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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_case_form_view_salesteams_opportunity"/>
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</record>
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<record id="action_crm_tag_tree_view_salesteams_oppor11" model="ir.actions.act_window.view">
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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_case_form_view_salesteams_opportunity"/>
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</record>
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<record id="action_opportunity_form" model="ir.actions.act_window">
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<field name="name">New Opportunity</field>
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<field name="res_model">crm.lead</field>
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<field name="type">ir.actions.act_window</field>
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<field name="view_mode">form</field>
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<field name="view_id" ref="crm_lead_view_form"/>
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<field name="domain">[('type','=','opportunity')]</field>
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<field name="context">{
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'search_default_team_id': [active_id],
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'default_team_id': active_id,
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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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</record>
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<record id="sales_team.crm_team_action_pipeline" model="ir.actions.act_window">
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<field name="domain">[('use_opportunities', '=', True)]</field>
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</record>
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<record id="crm_team_view_kanban_dashboard" model="ir.ui.view">
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<field name="name">crm.team.view.kanban.dashboard.inherit.crm</field>
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<field name="model">crm.team</field>
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<field name="inherit_id" ref="sales_team.crm_team_view_kanban_dashboard"/>
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<field name="arch" type="xml">
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<data>
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<xpath expr="//templates" position="before">
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<field name="alias_id"/>
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<field name="alias_name"/>
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<field name="alias_domain"/>
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<field name="use_opportunities"/>
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<field name="use_leads"/>
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</xpath>
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<xpath expr="//div[hasclass('o_primary')]" position="after">
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<div t-if="record.alias_name.value and record.alias_domain.value">
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<span t-translation="off"><i class="fa fa-envelope-o" aria-label="Leads" title="Leads" role="img"></i>&nbsp; <field name="alias_id"/></span>
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</div>
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</xpath>
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<xpath expr="//t[@name='first_options']" position="after">
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<div class="row" t-if="record.lead_unassigned_count.raw_value">
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<div class="col-8">
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<a name="%(crm_case_form_view_salesteams_lead)d" type="action" context="{'search_default_unassigned_leads': 1}">
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<field name="lead_unassigned_count"/>
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<t t-if="record.lead_unassigned_count.raw_value == 1">Unassigned Lead</t>
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<t t-else="">Unassigned Leads</t>
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</a>
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</div>
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</div>
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<div class="row" t-if="record.opportunities_count.raw_value">
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<div class="col-8">
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<a name="%(crm_case_form_view_salesteams_opportunity)d" type="action" context="{'search_default_open_opportunities': True}"> <!-- context="{'search_default_probability': NOT or < 100}" -->
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<field name="opportunities_count"/>
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<t t-if="record.opportunities_count.raw_value == 1">Open Opportunity</t>
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<t t-else="">Open Opportunities</t>
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</a>
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</div>
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<div class="col-4 text-right text-truncate">
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<field name="opportunities_amount" widget="monetary" options="{'currency_field': 'currency_id'}"/>
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</div>
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</div>
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<div class="row" t-if="record.opportunities_overdue_count.raw_value">
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<div class="col-8">
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<a name="%(crm_lead_action_team_overdue_opportunity)d" type="action">
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<field name="opportunities_overdue_count"/>
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<t t-if="record.opportunities_overdue_count.raw_value == 1">Overdue Opportunity</t>
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<t t-else="">Overdue Opportunities</t>
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</a>
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</div>
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<div class="col-4 text-right text-truncate">
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<field name="opportunities_overdue_amount" widget="monetary" options="{'currency_field': 'currency_id'}"/>
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</div>
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</div>
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</xpath>
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<xpath expr="//div[hasclass('o_kanban_manage_view')]/div[hasclass('o_kanban_card_manage_title')]" position="after">
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<div t-if="record.use_leads.raw_value" groups="crm.group_use_lead">
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<a name="%(crm_case_form_view_salesteams_lead)d" type="action">
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Leads
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</a>
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</div>
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<div t-if="record.use_opportunities.raw_value">
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<a name="%(crm_case_form_view_salesteams_opportunity)d" type="action">
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Opportunities
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</a>
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</div>
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</xpath>
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<xpath expr="//div[hasclass('o_kanban_manage_new')]/div[hasclass('o_kanban_card_manage_title')]" position="after">
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<div t-if="record.use_leads.raw_value" groups="crm.group_use_lead">
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<a name="%(crm_lead_action_open_lead_form)d" type="action">
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Leads
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</a>
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</div>
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<div t-if="record.use_opportunities.raw_value">
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<a name="%(action_opportunity_form)d" type="action">
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Opportunity
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</a>
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</div>
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</xpath>
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<xpath expr="//div[hasclass('o_kanban_manage_reports')]/div[hasclass('o_kanban_card_manage_title')]" position="after">
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<div t-if="record.use_leads.raw_value" groups="crm.group_use_lead">
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<a name="%(action_report_crm_lead_salesteam)d" type="action">
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Leads
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</a>
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</div>
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<div t-if="record.use_opportunities.raw_value">
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<a name="%(action_report_crm_opportunity_salesteam)d" type="action">
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Opportunities
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</a>
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</div>
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</xpath>
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<xpath expr="//div[hasclass('o_kanban_manage_reports')]/div[@name='o_team_kanban_report_separator']" position="after">
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<div name="activity_report">
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<div t-if="record.use_opportunities.raw_value">
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<a name="%(crm.crm_activity_report_action_team)d" type="action" style="color: #444B5A;">
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Activities
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</a>
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</div>
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</div>
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</xpath>
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</data>
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</field>
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</record>
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</odoo>
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