183 lines
12 KiB
XML
183 lines
12 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-lg-6 o_setting_box">
|
|
<div class="o_setting_left_pane">
|
|
<field name="group_use_recurring_revenues"/>
|
|
</div>
|
|
<div class="o_setting_right_pane">
|
|
<label for="group_use_recurring_revenues"/>
|
|
<div class="text-muted">
|
|
Define recurring plans and revenues on Opportunities
|
|
</div>
|
|
<div attrs="{'invisible': [('group_use_recurring_revenues', '=', False)]}">
|
|
<button type="action" name="crm.crm_recurring_plan_action"
|
|
string="Manage Recurring Plans" icon="fa-arrow-right" class="oe_link"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="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>
|
|
<div class="row mt16 o_settings_container">
|
|
<div class="col-12 col-lg-6 o_setting_box">
|
|
<div class="o_setting_left_pane">
|
|
<field name="is_membership_multi"/>
|
|
</div>
|
|
<div class="o_setting_right_pane">
|
|
<label for="is_membership_multi"/>
|
|
<div class="text-muted">
|
|
Assign salespersons into multiple Sales Teams.
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="row mt16 o_settings_container">
|
|
<div class="col-lg-6 o_setting_box"
|
|
title="This can be used to compute statistical probability to close a lead"
|
|
name="predictive_lead_setting_container">
|
|
<field name="predictive_lead_scoring_fields_str" invisible="1"/>
|
|
<field name="predictive_lead_scoring_start_date_str" invisible="1"/>
|
|
<div class="o_setting_left_pane"></div>
|
|
<div class="o_setting_right_pane">
|
|
<b>Predictive Lead Scoring</b>
|
|
<div class="text-muted">
|
|
The success rate is computed based on <b>
|
|
<field name="predictive_lead_scoring_field_labels" class="d-inline"/>
|
|
</b>
|
|
for the leads created as of the
|
|
<b><field name="predictive_lead_scoring_start_date" class="oe_inline" readonly="1"/></b>.
|
|
</div>
|
|
<div class="mt16" groups="base.group_erp_manager">
|
|
<button name="%(crm_lead_pls_update_action)d" type="action"
|
|
string="Update Probabilities"
|
|
class="btn-primary"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="col-12 col-lg-6 o_setting_box"
|
|
title="This can be used to automatically assign leads to sales persons based on rules">
|
|
<div class="o_setting_left_pane">
|
|
<field name="crm_use_auto_assignment"/>
|
|
</div>
|
|
<div class="o_setting_right_pane">
|
|
<label for="crm_use_auto_assignment"/>
|
|
<a href="https://www.odoo.com/documentation/16.0/applications/sales/crm/track_leads/lead_scoring.html#assign-leads"
|
|
title="Assign Documentation" class="o_doc_link" target="_blank"></a>
|
|
<div class="text-muted">
|
|
<span>Periodically assign leads based on rules</span><br />
|
|
<span attrs="{'invisible': [('crm_use_auto_assignment', '=', False)]}">
|
|
All sales teams will use this setting by default unless
|
|
specified otherwise.
|
|
</span>
|
|
</div>
|
|
<div class="row flex-row flex-nowrap mt16" attrs="{'invisible': [('crm_use_auto_assignment', '=', False)]}">
|
|
<label string="Running" for="crm_auto_assignment_action" class="col-lg-3 o_light_label"/>
|
|
<field name="crm_auto_assignment_action"
|
|
attrs="{'required': [('crm_use_auto_assignment', '=', True)]}"/>
|
|
<button name="action_crm_assign_leads" type="object" class="btn-link w-auto">
|
|
<i title="Update now" role="img" aria-label="Update now" class="fa fa-fw fa-refresh"></i>
|
|
</button>
|
|
</div>
|
|
<div class="row mt16" attrs="{'invisible': ['|', ('crm_use_auto_assignment', '=', False), ('crm_auto_assignment_action', '=', 'manual')]}">
|
|
<label string="Repeat every" for="crm_auto_assignment_interval_type" class="col-lg-3 o_light_label"/>
|
|
<field name="crm_auto_assignment_interval_number"
|
|
class="oe_inline me-2"
|
|
attrs="{'required': [('crm_use_auto_assignment', '=', True), ('crm_auto_assignment_action', '=', 'auto')]}"/>
|
|
<field name="crm_auto_assignment_interval_type"
|
|
class="oe_inline"
|
|
attrs="{'required': [('crm_use_auto_assignment', '=', True), ('crm_auto_assignment_action', '=', 'auto')]}"/>
|
|
</div>
|
|
<div class="row" attrs="{'invisible': ['|', ('crm_use_auto_assignment', '=', False), ('crm_auto_assignment_action', '=', 'manual')]}">
|
|
<label string="Next Run" for="crm_auto_assignment_run_datetime" class="col-lg-3 o_light_label"/>
|
|
<field name="crm_auto_assignment_run_datetime"/>
|
|
</div>
|
|
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<h2>Lead Generation</h2>
|
|
<div class="row mt16 o_settings_container" name="convert_visitor_setting_container">
|
|
<div class="col-lg-6 o_setting_box">
|
|
<div class="o_setting_left_pane">
|
|
<field name="module_crm_iap_enrich"/>
|
|
</div>
|
|
|
|
<div class="o_setting_right_pane" id="crm_iap_enrich_settings">
|
|
<label string="Lead Enrichment" for="module_crm_iap_enrich"/>
|
|
<div class="text-muted">
|
|
Enrich your leads with company data based on their email addresses
|
|
</div>
|
|
<div class="mt8" attrs="{'invisible': [('module_crm_iap_enrich','=',False)]}">
|
|
<field name="lead_enrich_auto" class="o_light_label" widget="radio" required="True"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<div class="col-lg-6 o_setting_box">
|
|
<div class="o_setting_left_pane">
|
|
<field name="module_crm_iap_mine"/>
|
|
</div>
|
|
|
|
<div class="o_setting_right_pane" id="crm_iap_mine_settings">
|
|
<label string="Lead Mining" for="module_crm_iap_mine"/>
|
|
<a href="https://www.odoo.com/documentation/16.0/applications/sales/crm/acquire_leads/lead_mining.html" title="Documentation" class="o_doc_link" target="_blank"></a>
|
|
<div class="text-muted">
|
|
Generate new leads based on their country, industry, size, etc.
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
</div>
|
|
<div class="row mt16 o_settings_container" name="generate_lead_setting_container">
|
|
<div class="col-lg-6 o_setting_box">
|
|
<div class="o_setting_left_pane">
|
|
<field name="module_website_crm_iap_reveal"/>
|
|
</div>
|
|
|
|
<div class="o_setting_right_pane" id="website_crm_iap_reveal_settings">
|
|
<label string="Visits to Leads" for="module_website_crm_iap_reveal"/>
|
|
<div class="text-muted">
|
|
Convert visitors of your website into leads and perform data enrichment based on their IP address
|
|
</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', 'bin_size': False}</field>
|
|
</record>
|
|
|
|
</odoo>
|