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# SOME DESCRIPTIVE TITLE.
# Copyright (C) 2015-TODAY, Odoo S.A.
# This file is distributed under the same license as the Odoo package.
# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
#
# Translators:
# Martin Trigaux, 2019
# Leon Grill <leg@odoo.com>, 2019
#
#, fuzzy
msgid ""
msgstr ""
"Project-Id-Version: Odoo 12.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2019-09-16 15:50+0200\n"
"PO-Revision-Date: 2018-10-19 08:14+0000\n"
"Last-Translator: Leon Grill <leg@odoo.com>, 2019\n"
"Language-Team: German (https://www.transifex.com/odoo/teams/41243/de/)\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: 8bit\n"
"Language: de\n"
"Plural-Forms: nplurals=2; plural=(n != 1);\n"
#: ../../crm.rst:5
msgid "CRM"
msgstr "Kundenverwaltung"
#: ../../crm/acquire_leads.rst:3
msgid "Acquire leads"
msgstr ""
#: ../../crm/acquire_leads/convert.rst:3
msgid "Convert leads into opportunities"
msgstr ""
#: ../../crm/acquire_leads/convert.rst:5
msgid ""
"The system can generate leads instead of opportunities, in order to add a "
"qualification step before converting a *Lead* into an *Opportunity* and "
"assigning to the right sales people. You can activate this mode from the CRM"
" Settings. It applies to all your sales channels by default. But you can "
"make it specific for specific channels from their configuration form."
msgstr ""
#: ../../crm/acquire_leads/convert.rst:13
#: ../../crm/acquire_leads/generate_from_website.rst:41
#: ../../crm/optimize/onsip.rst:13 ../../crm/track_leads/lead_scoring.rst:12
#: ../../crm/track_leads/prospect_visits.rst:12
msgid "Configuration"
msgstr "Konfiguration"
#: ../../crm/acquire_leads/convert.rst:15
msgid ""
"For this feature to work, go to :menuselection:`CRM --> Configuration --> "
"Settings` and activate the *Leads* feature."
msgstr ""
#: ../../crm/acquire_leads/convert.rst:21
msgid ""
"You will now have a new submenu *Leads* under *Leads* where they will "
"aggregate."
msgstr ""
#: ../../crm/acquire_leads/convert.rst:28
msgid "Convert a lead into an opportunity"
msgstr ""
#: ../../crm/acquire_leads/convert.rst:30
msgid ""
"When you click on a *Lead* you will have the option to convert it to an "
"opportunity and decide if it should still be assigned to the same "
"channel/person and if you need to create a new customer."
msgstr ""
#: ../../crm/acquire_leads/convert.rst:37
msgid ""
"If you already have an opportunity with that customer Odoo will "
"automatically offer you to merge with that opportunity. In the same manner, "
"Odoo will automatically offer you to link to an existing customer if that "
"customer already exists."
msgstr ""
#: ../../crm/acquire_leads/generate_from_email.rst:3
msgid "Generate leads/opportunities from emails"
msgstr ""
#: ../../crm/acquire_leads/generate_from_email.rst:5
msgid ""
"Automating the lead/opportunity generation will considerably improve your "
"efficiency. By default, any email sent to *sales@database\\_domain.ext* will"
" create an opportunity in the pipeline of the default sales channel."
msgstr ""
#: ../../crm/acquire_leads/generate_from_email.rst:11
msgid "Configure email aliases"
msgstr ""
#: ../../crm/acquire_leads/generate_from_email.rst:13
msgid ""
"Each sales channel can have its own email alias, to generate "
"leads/opportunities automatically assigned to it. It is useful if you manage"
" several sales teams with specific business processes. You will find the "
"configuration of sales channels under :menuselection:`Configuration --> "
"Sales Channels`."
msgstr ""
#: ../../crm/acquire_leads/generate_from_website.rst:3
msgid "Generate leads/opportunities from your website contact page"
msgstr ""
#: ../../crm/acquire_leads/generate_from_website.rst:5
msgid ""
"Automating the lead/opportunity generation will considerably improve your "
"efficiency. Any visitor using the contact form on your website will create a"
" lead/opportunity in the pipeline."
msgstr ""
#: ../../crm/acquire_leads/generate_from_website.rst:10
msgid "Use the contact us on your website"
msgstr ""
#: ../../crm/acquire_leads/generate_from_website.rst:12
msgid "You should first go to your website app."
msgstr ""
#: ../../crm/acquire_leads/generate_from_website.rst:14
msgid "|image0|\\ |image1|"
msgstr ""
#: ../../crm/acquire_leads/generate_from_website.rst:16
msgid ""
"With the CRM app installed, you benefit from a ready-to-use contact form on "
"your Odoo website that will generate leads/opportunities automatically."
msgstr ""
#: ../../crm/acquire_leads/generate_from_website.rst:23
msgid ""
"To change to a specific sales channel, go to :menuselection:`Website --> "
"Configuration --> Settings` under *Communication* you will find the Contact "
"Form info and where to change the *Sales Channel* or *Salesperson*."
msgstr ""
#: ../../crm/acquire_leads/generate_from_website.rst:32
#: ../../crm/acquire_leads/generate_from_website.rst:50
msgid "Create a custom contact form"
msgstr ""
#: ../../crm/acquire_leads/generate_from_website.rst:34
msgid ""
"You may want to know more from your visitor when they use the contact form "
"to you will need to build a custom contact form on your website. These "
"contact forms can generate multiple types of records in the system (emails, "
"leads/opportunities, project tasks, helpdesk tickets, etc.)"
msgstr ""
#: ../../crm/acquire_leads/generate_from_website.rst:43
msgid ""
"You will need to install the free *Form Builder* module, only available in "
"Odoo Enterprise."
msgstr ""
#: ../../crm/acquire_leads/generate_from_website.rst:52
msgid ""
"First, go to the page where you want to put your contact form. In edit mode,"
" drag the form builder onto the page, and you will be able to add all the "
"fields you wish."
msgstr ""
#: ../../crm/acquire_leads/generate_from_website.rst:59
msgid ""
"By default, any new contact form will send an email. You can switch to "
"lead/opportunity generation in *Change Form Parameters*."
msgstr ""
#: ../../crm/acquire_leads/generate_from_website.rst:63
msgid ""
"If the same visitor uses the contact form twice, the second entry will be "
"added to the first lead/opportunity in the chatter."
msgstr ""
#: ../../crm/acquire_leads/generate_from_website.rst:67
msgid "Generate leads instead of opportunities"
msgstr ""
#: ../../crm/acquire_leads/generate_from_website.rst:69
msgid ""
"When using a contact form, you should use a qualification step before "
"assigning the form to the right sales people. To do so, activate *Leads* in "
"CRM settings and refer to :doc:`convert`."
msgstr ""
#: ../../crm/acquire_leads/send_quotes.rst:3
msgid "Send quotations"
msgstr ""
#: ../../crm/acquire_leads/send_quotes.rst:5
msgid ""
"When you qualify a lead into an opportunity you will most likely need to "
"send them a quotation. You can directly do this in the CRM App with Odoo."
msgstr ""
#: ../../crm/acquire_leads/send_quotes.rst:12
msgid "Create a new quotation"
msgstr "Ein neues Angebot erstellen"
#: ../../crm/acquire_leads/send_quotes.rst:14
msgid ""
"By clicking on any opportunity or lead, you will see a *New Quotation* "
"button, it will bring you into a new menu where you can manage your quote."
msgstr ""
#: ../../crm/acquire_leads/send_quotes.rst:21
msgid ""
"You will find all your quotes to that specific opportunity under the "
"*Quotations* menu on that page."
msgstr ""
#: ../../crm/acquire_leads/send_quotes.rst:28
msgid "Mark them won/lost"
msgstr ""
#: ../../crm/acquire_leads/send_quotes.rst:30
msgid ""
"Now you will need to mark your opportunity as won or lost to move the "
"process along."
msgstr ""
#: ../../crm/acquire_leads/send_quotes.rst:33
msgid ""
"If you mark them as won, they will move to your *Won* column in your Kanban "
"view. If you however mark them as *Lost* they will be archived."
msgstr ""
#: ../../crm/optimize.rst:3
msgid "Optimize your Day-to-Day work"
msgstr ""
#: ../../crm/optimize/google_calendar_credentials.rst:3
msgid "Synchronize Google Calendar with Odoo"
msgstr ""
#: ../../crm/optimize/google_calendar_credentials.rst:5
msgid ""
"Odoo is perfectly integrated with Google Calendar so that you can see & "
"manage your meetings from both platforms (updates go through both "
"directions)."
msgstr ""
#: ../../crm/optimize/google_calendar_credentials.rst:10
msgid "Setup in Google"
msgstr ""
#: ../../crm/optimize/google_calendar_credentials.rst:11
msgid ""
"Go to `Google APIs platform <https://console.developers.google.com>`__ to "
"generate Google Calendar API credentials. Log in with your Google account."
msgstr ""
#: ../../crm/optimize/google_calendar_credentials.rst:14
msgid "Go to the API & Services page."
msgstr ""
#: ../../crm/optimize/google_calendar_credentials.rst:19
msgid "Search for *Google Calendar API* and select it."
msgstr ""
#: ../../crm/optimize/google_calendar_credentials.rst:27
msgid "Enable the API."
msgstr ""
#: ../../crm/optimize/google_calendar_credentials.rst:32
msgid ""
"Select or create an API project to store the credentials if not yet done "
"before. Give it an explicit name (e.g. Odoo Sync)."
msgstr ""
#: ../../crm/optimize/google_calendar_credentials.rst:35
msgid "Create credentials."
msgstr ""
#: ../../crm/optimize/google_calendar_credentials.rst:40
msgid ""
"Select *Web browser (Javascript)* as calling source and *User data* as kind "
"of data."
msgstr ""
#: ../../crm/optimize/google_calendar_credentials.rst:46
msgid ""
"Then you can create a Client ID. Enter the name of the application (e.g. "
"Odoo Calendar) and the allowed pages on which you will be redirected. The "
"*Authorized JavaScript origin* is your Odoo's instance URL. The *Authorized "
"redirect URI* is your Odoo's instance URL followed by "
"'/google_account/authentication'."
msgstr ""
#: ../../crm/optimize/google_calendar_credentials.rst:55
msgid ""
"Go through the Consent Screen step by entering a product name (e.g. Odoo "
"Calendar). Feel free to check the customizations options but this is not "
"mandatory. The Consent Screen will only show up when you enter the Client ID"
" in Odoo for the first time."
msgstr ""
#: ../../crm/optimize/google_calendar_credentials.rst:60
msgid ""
"Finally you are provided with your **Client ID**. Go to *Credentials* to get"
" the **Client Secret** as well. Both of them are required in Odoo."
msgstr ""
#: ../../crm/optimize/google_calendar_credentials.rst:67
msgid "Setup in Odoo"
msgstr ""
#: ../../crm/optimize/google_calendar_credentials.rst:69
msgid ""
"Install the **Google Calendar** App from the *Apps* menu or by checking the "
"option in :menuselection:`Settings --> General Settings`."
msgstr ""
#: ../../crm/optimize/google_calendar_credentials.rst:75
msgid ""
"Go to :menuselection:`Settings --> General Settings` and enter your **Client"
" ID** and **Client Secret** in Google Calendar option."
msgstr ""
#: ../../crm/optimize/google_calendar_credentials.rst:81
msgid ""
"The setup is now ready. Open your Odoo Calendar and sync with Google. The "
"first time you do it you are redirected to Google to authorize the "
"connection. Once back in Odoo, click the sync button again. You can click it"
" whenever you want to synchronize your calendar."
msgstr ""
#: ../../crm/optimize/google_calendar_credentials.rst:89
msgid "As of now you no longer have excuses to miss a meeting!"
msgstr ""
#: ../../crm/optimize/onsip.rst:3
msgid "Use VOIP services in Odoo with OnSIP"
msgstr ""
#: ../../crm/optimize/onsip.rst:6
msgid "Introduction"
msgstr "Überblick"
#: ../../crm/optimize/onsip.rst:8
msgid ""
"Odoo VoIP can be set up to work together with OnSIP (www.onsip.com). In that"
" case, the installation and setup of an Asterisk server is not necessary as "
"the whole infrastructure is hosted and managed by OnSIP."
msgstr ""
#: ../../crm/optimize/onsip.rst:10
msgid ""
"You will need to open an account with OnSIP to use this service. Before "
"doing so, make sure that your area and the areas you wish to call are "
"covered by the service. After opening an OnSIP account, follow the "
"configuration procedure below."
msgstr ""
#: ../../crm/optimize/onsip.rst:15
msgid "Go to Apps and install the module **VoIP OnSIP**."
msgstr ""
#: ../../crm/optimize/onsip.rst:20
msgid ""
"Go to Settings/General Settings. In the section Integrations/Asterisk "
"(VoIP), fill in the 3 fields:"
msgstr ""
#: ../../crm/optimize/onsip.rst:22
msgid ""
"**OnSIP Domain** is the domain you chose when creating an account on "
"www.onsip.com. If you don't know it, log in to https://admin.onsip.com/ and "
"you will see it in the top right corner of the screen."
msgstr ""
#: ../../crm/optimize/onsip.rst:23
msgid "**WebSocket** should contain wss://edge.sip.onsip.com"
msgstr ""
#: ../../crm/optimize/onsip.rst:24
msgid "**Mode** should be Production"
msgstr ""
#: ../../crm/optimize/onsip.rst:29
msgid ""
"Go to **Settings/Users**. In the form view of each VoIP user, in the "
"Preferences tab, fill in the section **PBX Configuration**:"
msgstr ""
#: ../../crm/optimize/onsip.rst:31
msgid "**SIP Login / Browser's Extension**: the OnSIP 'Username'"
msgstr ""
#: ../../crm/optimize/onsip.rst:32
msgid "**OnSIP authorization User**: the OnSIP 'Auth Username'"
msgstr ""
#: ../../crm/optimize/onsip.rst:33
msgid "**SIP Password**: the OnSIP 'SIP Password'"
msgstr ""
#: ../../crm/optimize/onsip.rst:34
msgid "**Handset Extension**: the OnSIP 'Extension'"
msgstr ""
#: ../../crm/optimize/onsip.rst:36
msgid ""
"You can find all this information by logging in at "
"https://admin.onsip.com/users, then select the user you want to configure "
"and refer to the fields as pictured below."
msgstr ""
#: ../../crm/optimize/onsip.rst:41
msgid ""
"You can now make phone calls by clicking the phone icon in the top right "
"corner of Odoo (make sure you are logged in as a user properly configured in"
" Odoo and in OnSIP)."
msgstr ""
#: ../../crm/optimize/onsip.rst:45
msgid ""
"If you see a *Missing Parameters* message in the Odoo softphone, make sure "
"to refresh your Odoo window and try again."
msgstr ""
#: ../../crm/optimize/onsip.rst:52
msgid ""
"If you see an *Incorrect Number* message in the Odoo softphone, make sure to"
" use the international format, leading with the plus (+) sign followed by "
"the international country code. E.g.: +16506913277 (where +1 is the "
"international prefix for the United States)."
msgstr ""
#: ../../crm/optimize/onsip.rst:57
msgid ""
"You can now also receive phone calls. Your number is the one provided by "
"OnSIP. Odoo will ring and display a notification."
msgstr ""
#: ../../crm/optimize/onsip.rst:63
msgid "OnSIP on Your Cell Phone"
msgstr ""
#: ../../crm/optimize/onsip.rst:65
msgid ""
"In order to make and receive phone calls when you are not in front of your "
"computer, you can use a softphone app on your cell phone in parallel of Odoo"
" VoIP. This is useful for on-the-go calls, but also to make sure to hear "
"incoming calls, or simply for convenience. Any SIP softphone will work."
msgstr ""
#: ../../crm/optimize/onsip.rst:67
msgid ""
"On Android and iOS, OnSIP has been successfully tested with `Grandstream "
"Wave <https://play.google.com/store/apps/details?id=com.grandstream.wave>`_."
" When creating an account, select OnSIP in the list of carriers. You will "
"then have to configure it as follows:"
msgstr ""
#: ../../crm/optimize/onsip.rst:69
msgid "**Account name**: OnSIP"
msgstr ""
#: ../../crm/optimize/onsip.rst:70
msgid "**SIP Server**: the OnSIP 'Domain'"
msgstr ""
#: ../../crm/optimize/onsip.rst:71
msgid "**SIP User ID**: the OnSIP 'Username'"
msgstr ""
#: ../../crm/optimize/onsip.rst:72
msgid "**SIP Authentication ID**: the OnSIP 'Auth Username'"
msgstr ""
#: ../../crm/optimize/onsip.rst:73
msgid "**Password**: the OnSIP 'SIP Password'"
msgstr ""
#: ../../crm/optimize/onsip.rst:75
msgid ""
"Aside from initiating calls from Grandstream Wave on your phone, you can "
"also initiate calls by clicking phone numbers in your browser on your PC. "
"This will make Grandstream Wave ring and route the call via your phone to "
"the other party. This approach is useful to avoid wasting time dialing phone"
" numbers. In order to do so, you will need the Chrome extension `OnSIP Call "
"Assistant <https://chrome.google.com/webstore/detail/onsip-call-"
"assistant/pceelmncccldedfkcgjkpemakjbapnpg?hl=en>`_."
msgstr ""
#: ../../crm/optimize/onsip.rst:79
msgid ""
"The downside of using a softphone on your cell phone is that your calls will"
" not be logged in Odoo as the softphone acts as an independent separate app."
msgstr ""
#: ../../crm/optimize/setup.rst:3
msgid "Configure your VOIP Asterisk server for Odoo"
msgstr ""
#: ../../crm/optimize/setup.rst:6
msgid "Installing Asterisk server"
msgstr ""
#: ../../crm/optimize/setup.rst:9
msgid "Dependencies"
msgstr "Abhängigkeiten"
#: ../../crm/optimize/setup.rst:11
msgid ""
"Before installing Asterisk you need to install the following dependencies:"
msgstr ""
#: ../../crm/optimize/setup.rst:13
msgid "wget"
msgstr ""
#: ../../crm/optimize/setup.rst:14
msgid "gcc"
msgstr ""
#: ../../crm/optimize/setup.rst:15
msgid "g++"
msgstr ""
#: ../../crm/optimize/setup.rst:16
msgid "ncurses-devel"
msgstr ""
#: ../../crm/optimize/setup.rst:17
msgid "libxml2-devel"
msgstr ""
#: ../../crm/optimize/setup.rst:18
msgid "sqlite-devel"
msgstr ""
#: ../../crm/optimize/setup.rst:19
msgid "libsrtp-devel"
msgstr ""
#: ../../crm/optimize/setup.rst:20
msgid "libuuid-devel"
msgstr ""
#: ../../crm/optimize/setup.rst:21
msgid "openssl-devel"
msgstr ""
#: ../../crm/optimize/setup.rst:22
msgid "pkg-config"
msgstr ""
#: ../../crm/optimize/setup.rst:24
msgid "In order to install libsrtp, follow the instructions below:"
msgstr ""
#: ../../crm/optimize/setup.rst:35
msgid ""
"You also need to install PJSIP, you can download the source `here "
"<http://www.pjsip.org/download.htm>`_. Once the source directory is "
"extracted:"
msgstr ""
#: ../../crm/optimize/setup.rst:37
msgid "**Change to the pjproject source directory:**"
msgstr ""
#: ../../crm/optimize/setup.rst:43
msgid "**run:**"
msgstr ""
#: ../../crm/optimize/setup.rst:49
msgid "**Build and install pjproject:**"
msgstr ""
#: ../../crm/optimize/setup.rst:57
msgid "**Update shared library links:**"
msgstr ""
#: ../../crm/optimize/setup.rst:63
msgid "**Verify that pjproject is installed:**"
msgstr ""
#: ../../crm/optimize/setup.rst:69
msgid "**The result should be:**"
msgstr ""
#: ../../crm/optimize/setup.rst:86
msgid "Asterisk"
msgstr ""
#: ../../crm/optimize/setup.rst:88
msgid ""
"In order to install Asterisk 13.7.0, you can download the source directly "
"`there <http://downloads.asterisk.org/pub/telephony/asterisk/old-"
"releases/asterisk-13.7.0.tar.gz>`_."
msgstr ""
#: ../../crm/optimize/setup.rst:90
msgid "Extract Asterisk:"
msgstr ""
#: ../../crm/optimize/setup.rst:96
msgid "Enter the Asterisk directory:"
msgstr ""
#: ../../crm/optimize/setup.rst:102
msgid "Run the Asterisk configure script:"
msgstr ""
#: ../../crm/optimize/setup.rst:108
msgid "Run the Asterisk menuselect tool:"
msgstr ""
#: ../../crm/optimize/setup.rst:114
msgid ""
"In the menuselect, go to the resources option and ensure that res_srtp is "
"enabled. If there are 3 xs next to res_srtp, there is a problem with the "
"srtp library and you must reinstall it. Save the configuration (press x). "
"You should also see stars in front of the res_pjsip lines."
msgstr ""
#: ../../crm/optimize/setup.rst:116
msgid "Compile and install Asterisk:"
msgstr ""
#: ../../crm/optimize/setup.rst:122
msgid ""
"If you need the sample configs you can run 'make samples' to install the "
"sample configs. If you need to install the Asterisk startup script you can "
"run 'make config'."
msgstr ""
#: ../../crm/optimize/setup.rst:125
msgid "DTLS Certificates"
msgstr ""
#: ../../crm/optimize/setup.rst:127
msgid "After you need to setup the DTLS certificates."
msgstr ""
#: ../../crm/optimize/setup.rst:133
msgid "Enter the Asterisk scripts directory:"
msgstr ""
#: ../../crm/optimize/setup.rst:139
msgid ""
"Create the DTLS certificates (replace pbx.mycompany.com with your ip address"
" or dns name, replace My Super Company with your company name):"
msgstr ""
#: ../../crm/optimize/setup.rst:146
msgid "Configure Asterisk server"
msgstr ""
#: ../../crm/optimize/setup.rst:148
msgid ""
"For WebRTC, a lot of the settings that are needed MUST be in the peer "
"settings. The global settings do not flow down into the peer settings very "
"well. By default, Asterisk config files are located in /etc/asterisk/. Start"
" by editing http.conf and make sure that the following lines are "
"uncommented:"
msgstr ""
#: ../../crm/optimize/setup.rst:158
msgid ""
"Next, edit sip.conf. The WebRTC peer requires encryption, avpf, and "
"icesupport to be enabled. In most cases, directmedia should be disabled. "
"Also under the WebRTC client, the transport needs to be listed as ws to "
"allow websocket connections. All of these config lines should be under the "
"peer itself; setting these config lines globally might not work:"
msgstr ""
#: ../../crm/optimize/setup.rst:186
msgid ""
"In the sip.conf and rtp.conf files you also need to add or uncomment the "
"lines:"
msgstr ""
#: ../../crm/optimize/setup.rst:193
msgid "Lastly, set up extensions.conf:"
msgstr ""
#: ../../crm/optimize/setup.rst:202
msgid "Configure Odoo VOIP"
msgstr ""
#: ../../crm/optimize/setup.rst:204
msgid "In Odoo, the configuration should be done in the user's preferences."
msgstr ""
#: ../../crm/optimize/setup.rst:206
msgid ""
"The SIP Login/Browser's Extension is the number you configured previously in"
" the sip.conf file. In our example, 1060. The SIP Password is the secret you"
" chose in the sip.conf file. The extension of your office's phone is not a "
"required field but it is used if you want to transfer your call from Odoo to"
" an external phone also configured in the sip.conf file."
msgstr ""
#: ../../crm/optimize/setup.rst:212
msgid ""
"The configuration should also be done in the sale settings under the title "
"\"PBX Configuration\". You need to put the IP you define in the http.conf "
"file and the WebSocket should be: ws://127.0.0.1:8088/ws. The part "
"\"127.0.0.1\" needs to be the same as the IP defined previously and the "
"\"8088\" is the port you defined in the http.conf file."
msgstr ""
#: ../../crm/performance.rst:3
msgid "Analyze performance"
msgstr ""
#: ../../crm/performance/turnover.rst:3
msgid "Get an accurate probable turnover"
msgstr ""
#: ../../crm/performance/turnover.rst:5
msgid ""
"As you progress in your sales cycle, and move from one stage to another, you"
" can expect to have more precise information about a given opportunity "
"giving you an better idea of the probability of closing it, this is "
"important to see your expected turnover in your various reports."
msgstr ""
#: ../../crm/performance/turnover.rst:11
msgid "Configure your kanban stages"
msgstr ""
#: ../../crm/performance/turnover.rst:13
msgid ""
"By default, Odoo Kanban view has four stages: New, Qualified, Proposition, "
"Won. Respectively with a 10, 30, 70 and 100% probability of success. You can"
" add stages as well as edit them. By refining default probability of success"
" for your business on stages, you can make your probable turnover more and "
"more accurate."
msgstr ""
#: ../../crm/performance/turnover.rst:25
msgid ""
"Every one of your opportunities will have the probability set by default but"
" you can modify them manually of course."
msgstr ""
#: ../../crm/performance/turnover.rst:29
msgid "Set your opportunity expected revenue & closing date"
msgstr ""
#: ../../crm/performance/turnover.rst:31
msgid ""
"When you get information on a prospect, it is important to set an expected "
"revenue and expected closing date. This will let you see your total expected"
" revenue by stage as well as give a more accurate probable turnover."
msgstr ""
#: ../../crm/performance/turnover.rst:40
msgid "See the overdue or closing soon opportunities"
msgstr ""
#: ../../crm/performance/turnover.rst:42
msgid ""
"In your pipeline, you can filter opportunities by how soon they will be "
"closing, letting you prioritize."
msgstr ""
#: ../../crm/performance/turnover.rst:48
msgid ""
"As a sales manager, this tool can also help you see potential ways to "
"improve your sale process, for example a lot of opportunities in early "
"stages but with near closing date might indicate an issue."
msgstr ""
#: ../../crm/performance/turnover.rst:53
msgid "View your total expected revenue and probable turnover"
msgstr ""
#: ../../crm/performance/turnover.rst:55
msgid ""
"While in your Kanban view you can see the expected revenue for each of your "
"stages. This is based on each opportunity expected revenue that you set."
msgstr ""
#: ../../crm/performance/turnover.rst:62
msgid ""
"As a manager you can go to :menuselection:`CRM --> Reporting --> Pipeline "
"Analysis` by default *Probable Turnover* is set as a measure. This report "
"will take into account the revenue you set on each opportunity but also the "
"probability they will close. This gives you a much better idea of your "
"expected revenue allowing you to make plans and set targets."
msgstr ""
#: ../../crm/performance/win_loss.rst:3
msgid "Check your Win/Loss Ratio"
msgstr ""
#: ../../crm/performance/win_loss.rst:5
msgid ""
"To see how well you are doing with your pipeline, take a look at the "
"Win/Loss ratio."
msgstr ""
#: ../../crm/performance/win_loss.rst:8
msgid ""
"To access this report, go to your *Pipeline* view under the *Reporting* tab."
msgstr ""
#: ../../crm/performance/win_loss.rst:11
msgid ""
"From there you can filter to which opportunities you wish to see, yours, the"
" ones from your sales channel, your whole company, etc. You can then click "
"on filter and check Won/Lost."
msgstr ""
#: ../../crm/performance/win_loss.rst:18
msgid "You can also change the *Measures* to *Total Revenue*."
msgstr ""
#: ../../crm/performance/win_loss.rst:23
msgid "You also have the ability to switch to a pie chart view."
msgstr ""
#: ../../crm/pipeline.rst:3
msgid "Organize the pipeline"
msgstr ""
#: ../../crm/pipeline/lost_opportunities.rst:3
msgid "Manage lost opportunities"
msgstr ""
#: ../../crm/pipeline/lost_opportunities.rst:5
msgid ""
"While working with your opportunities, you might lose some of them. You will"
" want to keep track of the reasons you lost them and also which ways Odoo "
"can help you recover them in the future."
msgstr ""
#: ../../crm/pipeline/lost_opportunities.rst:10
msgid "Mark a lead as lost"
msgstr ""
#: ../../crm/pipeline/lost_opportunities.rst:12
msgid ""
"While in your pipeline, select any opportunity you want and you will see a "
"*Mark Lost* button."
msgstr ""
#: ../../crm/pipeline/lost_opportunities.rst:15
msgid ""
"You can then select an existing *Lost Reason* or create a new one right "
"there."
msgstr ""
#: ../../crm/pipeline/lost_opportunities.rst:22
msgid "Manage & create lost reasons"
msgstr ""
#: ../../crm/pipeline/lost_opportunities.rst:24
msgid ""
"You will find your *Lost Reasons* under :menuselection:`Configuration --> "
"Lost Reasons`."
msgstr ""
#: ../../crm/pipeline/lost_opportunities.rst:26
msgid ""
"You can select & rename any of them as well as create a new one from there."
msgstr ""
#: ../../crm/pipeline/lost_opportunities.rst:30
msgid "Retrieve lost opportunities"
msgstr ""
#: ../../crm/pipeline/lost_opportunities.rst:32
msgid ""
"To retrieve lost opportunities and do actions on them (send an email, make a"
" feedback call, etc.), select the *Lost* filter in the search bar."
msgstr ""
#: ../../crm/pipeline/lost_opportunities.rst:39
msgid "You will then see all your lost opportunities."
msgstr ""
#: ../../crm/pipeline/lost_opportunities.rst:41
msgid ""
"If you want to refine them further, you can add a filter on the *Lost "
"Reason*."
msgstr ""
#: ../../crm/pipeline/lost_opportunities.rst:44
msgid "For Example, *Too Expensive*."
msgstr ""
#: ../../crm/pipeline/lost_opportunities.rst:50
msgid "Restore lost opportunities"
msgstr ""
#: ../../crm/pipeline/lost_opportunities.rst:52
msgid ""
"From the Kanban view with the filter(s) in place, you can select any "
"opportunity you wish and work on it as usual. You can also restore it by "
"clicking on *Archived*."
msgstr ""
#: ../../crm/pipeline/lost_opportunities.rst:59
msgid ""
"You can also restore items in batch from the Kanban view when they belong to"
" the same stage. Select *Restore Records* in the column options. You can "
"also archive the same way."
msgstr ""
#: ../../crm/pipeline/lost_opportunities.rst:66
msgid "To select specific opportunities, you should switch to the list view."
msgstr ""
#: ../../crm/pipeline/lost_opportunities.rst:71
msgid ""
"Then you can select as many or all opportunities and select the actions you "
"want to take."
msgstr ""
#: ../../crm/pipeline/lost_opportunities.rst:78
msgid ":doc:`../performance/win_loss`"
msgstr ""
#: ../../crm/pipeline/multi_sales_team.rst:3
msgid "Manage multiple sales teams"
msgstr ""
#: ../../crm/pipeline/multi_sales_team.rst:5
msgid ""
"In Odoo, you can manage several sales teams, departments or channels with "
"specific sales processes. To do so, we use the concept of *Sales Channel*."
msgstr ""
#: ../../crm/pipeline/multi_sales_team.rst:10
msgid "Create a new sales channel"
msgstr ""
#: ../../crm/pipeline/multi_sales_team.rst:12
msgid ""
"To create a new *Sales Channel*, go to :menuselection:`Configuration --> "
"Sales Channels`."
msgstr ""
#: ../../crm/pipeline/multi_sales_team.rst:14
msgid ""
"There you can set an email alias to it. Every message sent to that email "
"address will create a lead/opportunity."
msgstr ""
#: ../../crm/pipeline/multi_sales_team.rst:21
msgid "Add members to your sales channel"
msgstr ""
#: ../../crm/pipeline/multi_sales_team.rst:23
msgid ""
"You can add members to any channel; that way those members will see the "
"pipeline structure of the sales channel when opening it. Any "
"lead/opportunity assigned to them will link to the sales channel. Therefore,"
" you can only be a member of one channel."
msgstr ""
#: ../../crm/pipeline/multi_sales_team.rst:28
msgid "This will ease the process review of the team manager."
msgstr ""
#: ../../crm/pipeline/multi_sales_team.rst:33
msgid ""
"If you now filter on this specific channel in your pipeline, you will find "
"all of its opportunities."
msgstr ""
#: ../../crm/pipeline/multi_sales_team.rst:40
msgid "Sales channel dashboard"
msgstr ""
#: ../../crm/pipeline/multi_sales_team.rst:42
msgid ""
"To see the operations and results of any sales channel at a glance, the "
"sales manager also has access to the *Sales Channel Dashboard* under "
"*Reporting*."
msgstr ""
#: ../../crm/pipeline/multi_sales_team.rst:46
msgid ""
"It is shared with the whole ecosystem so every revenue stream is included in"
" it: Sales, eCommerce, PoS, etc."
msgstr ""
#: ../../crm/track_leads.rst:3
msgid "Assign and track leads"
msgstr ""
#: ../../crm/track_leads/lead_scoring.rst:3
msgid "Assign leads based on scoring"
msgstr ""
#: ../../crm/track_leads/lead_scoring.rst:5
msgid ""
"With *Leads Scoring* you can automatically rank your leads based on selected"
" criterias."
msgstr ""
#: ../../crm/track_leads/lead_scoring.rst:8
msgid ""
"For example you could score customers from your country higher or the ones "
"that visited specific pages on your website."
msgstr ""
#: ../../crm/track_leads/lead_scoring.rst:14
msgid ""
"To use scoring, install the free module *Lead Scoring* under your *Apps* "
"page (only available in Odoo Enterprise)."
msgstr ""
#: ../../crm/track_leads/lead_scoring.rst:21
msgid "Create scoring rules"
msgstr ""
#: ../../crm/track_leads/lead_scoring.rst:23
msgid ""
"You now have a new tab in your *CRM* app called *Leads Management* where you"
" can manage your scoring rules."
msgstr ""
#: ../../crm/track_leads/lead_scoring.rst:26
msgid ""
"Here's an example for a Canadian lead, you can modify for whatever criteria "
"you wish to score your leads on. You can add as many criterias as you wish."
msgstr ""
#: ../../crm/track_leads/lead_scoring.rst:33
msgid ""
"Every hour every lead without a score will be automatically scanned and "
"assigned their right score according to your scoring rules."
msgstr ""
#: ../../crm/track_leads/lead_scoring.rst:40
msgid "Assign leads"
msgstr ""
#: ../../crm/track_leads/lead_scoring.rst:42
msgid ""
"Once the scores computed, leads can be assigned to specific teams using the "
"same domain mechanism. To do so go to :menuselection:`CRM --> Leads "
"Management --> Team Assignation` and apply a specific domain on each team. "
"This domain can include scores."
msgstr ""
#: ../../crm/track_leads/lead_scoring.rst:49
msgid ""
"Further on, you can assign to a specific vendor in the team with an even "
"more refined domain."
msgstr ""
#: ../../crm/track_leads/lead_scoring.rst:52
msgid ""
"To do so go to :menuselection:`CRM --> Leads Management --> Leads "
"Assignation`."
msgstr ""
#: ../../crm/track_leads/lead_scoring.rst:58
msgid ""
"The team & leads assignation will assign the unassigned leads once a day."
msgstr ""
#: ../../crm/track_leads/lead_scoring.rst:62
msgid "Evaluate & use the unassigned leads"
msgstr ""
#: ../../crm/track_leads/lead_scoring.rst:64
msgid ""
"Once your scoring rules are in place you will most likely still have some "
"unassigned leads. Some of them could still lead to an opportunity so it is "
"useful to do something with them."
msgstr ""
#: ../../crm/track_leads/lead_scoring.rst:68
msgid ""
"In your leads page you can place a filter to find your unassigned leads."
msgstr ""
#: ../../crm/track_leads/lead_scoring.rst:73
msgid ""
"Why not using :menuselection:`Email Marketing` or :menuselection:`Marketing "
"Automation` apps to send a mass email to them? You can also easily find such"
" unassigned leads from there."
msgstr ""
#: ../../crm/track_leads/prospect_visits.rst:3
msgid "Track your prospects visits"
msgstr ""
#: ../../crm/track_leads/prospect_visits.rst:5
msgid ""
"Tracking your website pages will give you much more information about the "
"interests of your website visitors."
msgstr ""
#: ../../crm/track_leads/prospect_visits.rst:8
msgid ""
"Every tracked page they visit will be recorded on your lead/opportunity if "
"they use the contact form on your website."
msgstr ""
#: ../../crm/track_leads/prospect_visits.rst:14
msgid ""
"To use this feature, install the free module *Lead Scoring* under your "
"*Apps* page (only available in Odoo Enterprise)."
msgstr ""
#: ../../crm/track_leads/prospect_visits.rst:21
msgid "Track a webpage"
msgstr ""
#: ../../crm/track_leads/prospect_visits.rst:23
msgid ""
"Go to any static page you want to track on your website and under the "
"*Promote* tab you will find *Optimize SEO*"
msgstr ""
#: ../../crm/track_leads/prospect_visits.rst:29
msgid "There you will see a *Track Page* checkbox to track this page."
msgstr ""
#: ../../crm/track_leads/prospect_visits.rst:35
msgid "See visited pages in your leads/opportunities"
msgstr ""
#: ../../crm/track_leads/prospect_visits.rst:37
msgid ""
"Now each time a lead is created from the contact form it will keep track of "
"the pages visited by that visitor. You have two ways to see those pages, on "
"the top right corner of your lead/opportunity you can see a *Page Views* "
"button but also further down you will see them in the chatter."
msgstr ""
#: ../../crm/track_leads/prospect_visits.rst:43
msgid ""
"Both will update if the viewers comes back to your website and visits more "
"pages."
msgstr ""
#: ../../crm/track_leads/prospect_visits.rst:52
msgid ""
"The feature will not repeat multiple viewings of the same pages in the "
"chatter."
msgstr ""
#: ../../crm/track_leads/prospect_visits.rst:55
msgid "Your customers will no longer be able to keep any secrets from you!"
msgstr ""