documentation/locale/ru/LC_MESSAGES/crm.po

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# Copyright (C) 2015-TODAY, Odoo S.A.
# This file is distributed under the same license as the Odoo Business package.
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msgid ""
msgstr ""
"Project-Id-Version: Odoo Business 10.0\n"
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"POT-Creation-Date: 2017-06-07 09:30+0200\n"
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#: ../../crm.rst:5
msgid "CRM"
msgstr ""

#: ../../crm/calendar.rst:3
msgid "Calendar"
msgstr ""

#: ../../crm/calendar/google_calendar_credentials.rst:3
msgid "How to synchronize your Odoo Calendar with Google Calendar"
msgstr ""

#: ../../crm/calendar/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/calendar/google_calendar_credentials.rst:10
msgid "Setup in Google"
msgstr ""

#: ../../crm/calendar/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/calendar/google_calendar_credentials.rst:14
msgid "Choose *Calendar API*."
msgstr ""

#: ../../crm/calendar/google_calendar_credentials.rst:19
msgid ""
"Create a new project and give it a name (e.g. Odoo). This project is needed "
"to store your API credentials."
msgstr ""

#: ../../crm/calendar/google_calendar_credentials.rst:25
msgid "Enable the API."
msgstr ""

#: ../../crm/calendar/google_calendar_credentials.rst:30
msgid "Create credentials to use in Odoo."
msgstr ""

#: ../../crm/calendar/google_calendar_credentials.rst:35
msgid ""
"Select *Web browser (Javascript)* as calling source and *User data* as kind "
"of data."
msgstr ""

#: ../../crm/calendar/google_calendar_credentials.rst:41
msgid ""
"Then you can create a Client ID. Enter the name of the application (e.g. "
"Odoo) 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/calendar/google_calendar_credentials.rst:50
msgid ""
"Go through the Consent Screen step by entering a product name (e.g. Odoo). "
"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/calendar/google_calendar_credentials.rst:55
msgid ""
"Finally you are provided with your **Client ID**. Go to *Credentials* to get"
" the **Client secret** as well. You will need both of them in Odoo."
msgstr ""

#: ../../crm/calendar/google_calendar_credentials.rst:62
msgid "Setup in Odoo"
msgstr ""

#: ../../crm/calendar/google_calendar_credentials.rst:64
msgid "Install **Google Calendar** app."
msgstr ""

#: ../../crm/calendar/google_calendar_credentials.rst:69
msgid ""
"Go to :menuselection:`Settings --> General Settings` and enter your "
"credentials in Google Calendar option."
msgstr ""

#: ../../crm/calendar/google_calendar_credentials.rst:75
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/calendar/google_calendar_credentials.rst:83
msgid "As of now you no longer have excuses to miss a meeting!"
msgstr ""

#: ../../crm/leads.rst:3
msgid "Leads"
msgstr ""

#: ../../crm/leads/generate.rst:3
msgid "Generate leads"
msgstr ""

#: ../../crm/leads/generate/emails.rst:3
msgid "How to generate leads from incoming emails?"
msgstr ""

#: ../../crm/leads/generate/emails.rst:5
msgid ""
"There are several ways for your company to :doc:`generate leads with Odoo "
"CRM <manual>`. One of them is using your company's generic email address as "
"a trigger to create a new lead in the system. In Odoo, each one of your "
"sales teams is linked to its own email address from which prospects can "
"reach them. For example, if the personal email address of your Direct team "
"is **direct@mycompany.example.com**, every email sent will automatically "
"create a new opportunity into the sales team."
msgstr ""

#: ../../crm/leads/generate/emails.rst:14
#: ../../crm/leads/generate/website.rst:73
#: ../../crm/leads/manage/automatic_assignation.rst:30
#: ../../crm/leads/manage/lead_scoring.rst:19
#: ../../crm/overview/started/setup.rst:10 ../../crm/reporting/review.rst:23
#: ../../crm/salesteam/manage/reward.rst:12
msgid "Configuration"
msgstr ""

#: ../../crm/leads/generate/emails.rst:16
msgid ""
"The first thing you need to do is to configure your **outgoing email "
"servers** and **incoming email gateway** from the :menuselection:`Settings "
"module --> General Settings`."
msgstr ""

#: ../../crm/leads/generate/emails.rst:19
msgid ""
"Then set up your alias domain from the field shown here below and click on "
"**Apply**."
msgstr ""

#: ../../crm/leads/generate/emails.rst:26
msgid "Set up team alias"
msgstr ""

#: ../../crm/leads/generate/emails.rst:28
msgid ""
"Go on the Sales module and click on **Dashboard**. You will see that the "
"activation of your domain alias has generated a default email alias for your"
" existing sales teams."
msgstr ""

#: ../../crm/leads/generate/emails.rst:35
msgid ""
"You can easily personalize your sales teams aliases. Click on the More "
"button from the sales team of your choice, then on **Settings** to access "
"the sales team form. Into the **Email Alias** field, enter your email alias "
"and click on **Save**. Make sure to allow receiving emails from everyone."
msgstr ""

#: ../../crm/leads/generate/emails.rst:41
msgid ""
"From there, each email sent to this email address will generate a new lead "
"into the related sales team."
msgstr ""

#: ../../crm/leads/generate/emails.rst:48
msgid "Set up catch-all email domain"
msgstr ""

#: ../../crm/leads/generate/emails.rst:50
msgid ""
"Additionally to your sales team aliases, you can also create a generic email"
" alias (e.g. *contact@* or *info@* ) that will also generate a new contact "
"in Odoo CRM. Still from the Sales module, go to "
":menuselection:`Configuration --> Settings` and set up your catch-all email "
"domain."
msgstr ""

#: ../../crm/leads/generate/emails.rst:57
msgid ""
"You can choose whether the contacts generated from your catch-all email "
"become leads or opportunities using the radio buttons that you see on the "
"screenshot here below. Note that, by default, the lead stage is not "
"activated in Odoo CRM."
msgstr ""

#: ../../crm/leads/generate/emails.rst:67
#: ../../crm/leads/generate/import.rst:89
#: ../../crm/leads/generate/website.rst:194
msgid ":doc:`manual`"
msgstr ""

#: ../../crm/leads/generate/emails.rst:68
#: ../../crm/leads/generate/manual.rst:69
#: ../../crm/leads/generate/website.rst:195
msgid ":doc:`import`"
msgstr ""

#: ../../crm/leads/generate/emails.rst:69
#: ../../crm/leads/generate/import.rst:91
#: ../../crm/leads/generate/manual.rst:73
msgid ":doc:`website`"
msgstr ""

#: ../../crm/leads/generate/import.rst:3
msgid "How to import contacts to the CRM?"
msgstr ""

#: ../../crm/leads/generate/import.rst:5
msgid ""
"In Odoo CRM, you can import a database of potential customers, for instance "
"for a cold emailing or cold calling campaign, through a CSV file. You may be"
" wondering if the best option is to import your contacts as leads or "
"opportunities. It depends on your business specificities and workflow:"
msgstr ""

#: ../../crm/leads/generate/import.rst:11
msgid ""
"Some companies may decide to not use leads, but instead to keep all "
"information directly in an opportunity. For some companies, leads are merely"
" an extra step in the sales process. You could call this extended (start "
"from lead) versus simplified (start from opportunity) customer relationship "
"management."
msgstr ""

#: ../../crm/leads/generate/import.rst:17
msgid ""
"Odoo perfectly allows for either one of these approaches to be chosen. If "
"your company handles its sales from a pre qualification step, feel free to "
"activate first the lead stage as described below in order to import your "
"database as leads"
msgstr ""

#: ../../crm/leads/generate/import.rst:23
#: ../../crm/leads/generate/manual.rst:9
#: ../../crm/leads/generate/website.rst:38
#: ../../crm/salesteam/setup/organize_pipeline.rst:62
msgid "Activate the lead stage"
msgstr ""

#: ../../crm/leads/generate/import.rst:25
msgid ""
"By default, the lead stage is not activated in Odoo CRM. If you want to "
"import your contacts as leads rather than opportunities, go to "
":menuselection:`Configuration --> Settings`, select the option **use leads "
"if…** as shown below and click on **Apply**."
msgstr ""

#: ../../crm/leads/generate/import.rst:33
msgid ""
"This activation will create a new submenu :menuselection:`Sales --> Leads` "
"from which you will be able to import your contacts from the **Import** "
"button (if you want to create a lead manually, :doc:`click here <manual>`)"
msgstr ""

#: ../../crm/leads/generate/import.rst:41
msgid "Import your CSV file"
msgstr ""

#: ../../crm/leads/generate/import.rst:43
msgid ""
"On the new submenu :menuselection:`Sales --> Leads`, click on **Import** and"
" select your Excel file to import from the **Choose File** button. Make sure"
" its extension is **.csv** and don't forget to set up the correct File "
"format options (**Encoding** and **Separator**) to match your local settings"
" and display your columns properly."
msgstr ""

#: ../../crm/leads/generate/import.rst:50
msgid ""
"If your prospects database is provided in another format than CSV, you can "
"easily convert it to the CSV format using Microsoft Excel, OpenOffice / "
"LibreOffice Calc, Google Docs, etc."
msgstr ""

#: ../../crm/leads/generate/import.rst:58
msgid "Select rows to import"
msgstr ""

#: ../../crm/leads/generate/import.rst:60
msgid ""
"Odoo will automatically map the column headers from your CSV file to the "
"corresponding fields if you tick *The first row of the file contains the "
"label of the column* option. This makes imports easier especially when the "
"file has many columns. Of course, you can remap the column headers to "
"describe the property you are importing data into (First Name, Last Name, "
"Email, etc.)."
msgstr ""

#: ../../crm/leads/generate/import.rst:72
msgid ""
"If you want to import your contacts as opportunities rather than leads, make"
" sure to add the *Type* column to your csv. This column is used to indicate "
"whether your import will be flagged as a Lead (type = Lead) or as an "
"opportunity (type = Opportunity)."
msgstr ""

#: ../../crm/leads/generate/import.rst:77
msgid ""
"Click the **Validate** button if you want to let Odoo verify that everything"
" seems okay before importing. Otherwise, you can directly click the Import "
"button: the same validations will be done."
msgstr ""

#: ../../crm/leads/generate/import.rst:83
msgid ""
"For additional technical information on how to import contacts into Odoo "
"CRM, read the **Frequently Asked Questions** section located below the "
"Import tool on the same window."
msgstr ""

#: ../../crm/leads/generate/import.rst:90
#: ../../crm/leads/generate/manual.rst:71
#: ../../crm/leads/generate/website.rst:196
msgid ":doc:`emails`"
msgstr ""

#: ../../crm/leads/generate/manual.rst:3
msgid "How to create a contact into Odoo CRM?"
msgstr ""

#: ../../crm/leads/generate/manual.rst:5
msgid ""
"Odoo CRM allows you to manually add contacts into your pipeline. It can be "
"either a lead or an opportunity."
msgstr ""

#: ../../crm/leads/generate/manual.rst:11
msgid ""
"By default, the lead stage is not activated in Odoo CRM. To activate it, go "
"to :menuselection:`Sales --> Configuration --> Settings`, select the option "
"\"\"use leads if…** as shown below and click on **Apply**."
msgstr ""

#: ../../crm/leads/generate/manual.rst:18
msgid ""
"This activation will create a new submenu **Leads** under **Sales** that "
"gives you access to a list of all your leads from which you will be able to "
"create a new contact."
msgstr ""

#: ../../crm/leads/generate/manual.rst:26
msgid "Create a new lead"
msgstr ""

#: ../../crm/leads/generate/manual.rst:28
msgid ""
"Go to :menuselection:`Sales --> Leads` and click the **Create** button."
msgstr ""

#: ../../crm/leads/generate/manual.rst:33
msgid ""
"From the contact form, provide all the details in your possession (contact "
"name, email, phone, address, etc.) as well as some additional information in"
" the **Internal notes** field."
msgstr ""

#: ../../crm/leads/generate/manual.rst:39
msgid ""
"your lead can be directly handed over to specific sales team and salesperson"
" by clicking on **Convert to Opportunity** on the upper left corner of the "
"screen."
msgstr ""

#: ../../crm/leads/generate/manual.rst:43
msgid "Create a new opportunity"
msgstr ""

#: ../../crm/leads/generate/manual.rst:45
msgid ""
"You can also directly add a contact into a specific sales team without "
"having to convert the lead first. On the Sales module, go to your dashboard "
"and click on the **Pipeline** button of the desired sales team. If you don't"
" have any sales team yet, :doc:`you need to create one first "
"<../../salesteam/setup/create_team>`. Then, click on **Create** and fill in "
"the contact details as shown here above. By default, the newly created "
"opportunity will appear on the first stage of your sales pipeline."
msgstr ""

#: ../../crm/leads/generate/manual.rst:53
msgid ""
"Another way to create an opportunity is by adding it directly on a specific "
"stage. For example, if you have have spoken to Mr. Smith at a meeting and "
"you want to send him a quotation right away, you can add his contact details"
" on the fly directly into the **Proposition** stage. From the Kanban view of"
" your sales team, just click on the **+** icon at the right of your stage to"
" create the contact. The new opportunity will then pop up into the "
"corresponding stage and you can then fill in the contact details by clicking"
" on it."
msgstr ""

#: ../../crm/leads/generate/website.rst:3
msgid "How to generate leads from my website?"
msgstr ""

#: ../../crm/leads/generate/website.rst:5
msgid ""
"Your website should be your company's first lead generation tool. With your "
"website being the central hub of your online marketing campaigns, you will "
"naturally drive qualified traffic to feed your pipeline. When a prospect "
"lands on your website, your objective is to capture his information in order"
" to be able to stay in touch with him and to push him further down the sales"
" funnel."
msgstr ""

#: ../../crm/leads/generate/website.rst:12
msgid "This is how a typical online lead generation process work :"
msgstr ""

#: ../../crm/leads/generate/website.rst:14
msgid ""
"Your website visitor clicks on a call-to action (CTA) from one of your "
"marketing materials (e.g. an email newsletter, a social media message or a "
"blog post)"
msgstr ""

#: ../../crm/leads/generate/website.rst:18
msgid ""
"The CTA leads your visitor to a landing page including a form used to "
"collect his personal information (e.g. his name, his email address, his "
"phone number)"
msgstr ""

#: ../../crm/leads/generate/website.rst:22
msgid ""
"The visitor submits the form and automatically generates a lead into Odoo "
"CRM"
msgstr ""

#: ../../crm/leads/generate/website.rst:27
msgid ""
"Your calls-to-action, landing pages and forms are the key pieces of the lead"
" generation process. With Odoo Website, you can easily create and optimize "
"those critical elements without having to code or to use third-party "
"applications. Learn more `here <https://www.odoo.com/page/website-"
"builder>`__."
msgstr ""

#: ../../crm/leads/generate/website.rst:32
msgid ""
"In Odoo, the Website and CRM modules are fully integrated, meaning that you "
"can easily generate leads from various ways through your website. However, "
"even if you are hosting your website on another CMS, it is still possible to"
" fill Odoo CRM with leads generated from your website."
msgstr ""

#: ../../crm/leads/generate/website.rst:40
msgid ""
"By default, the lead stage is not activated in Odoo CRM. Therefore, new "
"leads automatically become opportunities. You can easily activate the option"
" of adding the lead step. If you want to import your contacts as leads "
"rather than opportunities, from the Sales module go to "
":menuselection:`Configuration --> Settings`, select the option **use leads "
"if…** as shown below and click on **Apply**."
msgstr ""

#: ../../crm/leads/generate/website.rst:50
msgid ""
"Note that even without activating this step, the information that follows is"
" still applicable - the lead generated will land in the opportunities "
"dashboard."
msgstr ""

#: ../../crm/leads/generate/website.rst:55
msgid "From an Odoo Website"
msgstr ""

#: ../../crm/leads/generate/website.rst:57
msgid ""
"Let's assume that you want to get as much information as possible about your"
" website visitors. But how could you make sure that every person who wants "
"to know more about your company's products and services is actually leaving "
"his information somewhere? Thanks to Odoo's integration between its CRM and "
"Website modules, you can easily automate your lead acquisition process "
"thanks to the **contact form** and the **form builder** modules"
msgstr ""

#: ../../crm/leads/generate/website.rst:67
msgid ""
"another great way to generate leads from your Odoo Website is by collecting "
"your visitors email addresses thanks to the Newsletter or Newsletter Popup "
"CTAs. These snippets will create new contacts in your Email Marketing's "
"mailing list. Learn more `here <https://www.odoo.com/page/email-"
"marketing>`__."
msgstr ""

#: ../../crm/leads/generate/website.rst:75
msgid ""
"Start by installing the Website builder module. From the main dashboard, "
"click on **Apps**, enter \"**Website**\" in the search bar and click on "
"**Install**. You will be automatically redirected to the web interface."
msgstr ""

#: ../../crm/leads/generate/website.rst:84
msgid ""
"A tutorial popup will appear on your screen if this is the first time you "
"use Odoo Website. It will help you get started with the tool and you'll be "
"able to use it in minutes. Therefore, we strongly recommend you to use it."
msgstr ""

#: ../../crm/leads/generate/website.rst:89
msgid "Create a lead by using the Contact Form module"
msgstr ""

#: ../../crm/leads/generate/website.rst:91
msgid ""
"You can effortlessly generate leads via a contact form on your **Contact "
"us** page. To do so, you first need to install the Contact Form module. It "
"will add a contact form in your **Contact us** page and automatically "
"generate a lead from forms submissions."
msgstr ""

#: ../../crm/leads/generate/website.rst:96
msgid ""
"To install it, go back to the backend using the square icon on the upper-"
"left corner of your screen. Then, click on **Apps**, enter \"**Contact "
"Form**\" in the search bar (don't forget to remove the **Apps** tag "
"otherwise you will not see the module appearing) and click on **Install**."
msgstr ""

#: ../../crm/leads/generate/website.rst:104
msgid ""
"Once the module is installed, the below contact form will be integrated to "
"your \"Contact us\" page. This form is linked to Odoo CRM, meaning that all "
"data entered through the form will be captured by the CRM and will create a "
"new lead."
msgstr ""

#: ../../crm/leads/generate/website.rst:112
msgid ""
"Every lead created through the contact form is accessible in the Sales "
"module, by clicking on :menuselection:`Sales --> Leads`. The name of the "
"lead corresponds to the \"Subject\" field on the contact form and all the "
"other information is stored in the corresponding fields within the CRM. As a"
" salesperson, you can add additional information, convert the lead into an "
"opportunity or even directly mark it as Won or Lost."
msgstr ""

#: ../../crm/leads/generate/website.rst:123
msgid "Create a lead using the Form builder module"
msgstr ""

#: ../../crm/leads/generate/website.rst:125
msgid ""
"You can create fully-editable custom forms on any landing page on your "
"website with the Form Builder snippet. As for the Contact Form module, the "
"Form Builder will automatically generate a lead after the visitor has "
"completed the form and clicked on the button **Send**."
msgstr ""

#: ../../crm/leads/generate/website.rst:130
msgid ""
"From the backend, go to Settings and install the \"**Website Form "
"Builder**\" module (don't forget to remove the **Apps** tag otherwise you "
"will not see the modules appearing). Then, back on the website, go to your "
"desired landing page and click on Edit to access the available snippets. The"
" Form Builder snippet lays under the **Feature** section."
msgstr ""

#: ../../crm/leads/generate/website.rst:140
msgid ""
"As soon as you have dropped the snippet where you want the form to appear on"
" your page, a **Form Parameters** window will pop up. From the **Action** "
"drop-down list, select **Create a lead** to automatically create a lead in "
"Odoo CRM. On the **Thank You** field, select the URL of the page you want to"
" redirect your visitor after the form being submitted (if you don't add any "
"URL, the message \"The form has been sent successfully\" will confirm the "
"submission)."
msgstr ""

#: ../../crm/leads/generate/website.rst:151
msgid ""
"You can then start creating your custom form. To add new fields, click on "
"**Select container block** and then on the blue **Customize** button. 3 "
"options will appear:"
msgstr ""

#: ../../crm/leads/generate/website.rst:158
msgid ""
"**Change Form Parameters**: allows you to go back to the Form Parameters and"
" change the configuration"
msgstr ""

#: ../../crm/leads/generate/website.rst:161
msgid ""
"**Add a model field**: allows you to add a field already existing in Odoo "
"CRM from a drop-down list. For example, if you select the Field *Country*, "
"the value entered by the lead will appear under the *Country* field in the "
"CRM - even if you change the name of the field on the form."
msgstr ""

#: ../../crm/leads/generate/website.rst:167
msgid ""
"**Add a custom field**: allows you to add extra fields that don't exist by "
"default in Odoo CRM. The values entered will be added under \"Notes\" within"
" the CRM. You can create any field type : checkbox, radio button, text, "
"decimal number, etc."
msgstr ""

#: ../../crm/leads/generate/website.rst:172
msgid "Any submitted form will create a lead in the backend."
msgstr ""

#: ../../crm/leads/generate/website.rst:175
msgid "From another CMS"
msgstr ""

#: ../../crm/leads/generate/website.rst:177
msgid ""
"If you use Odoo CRM but not Odoo Website, you can still automate your online"
" lead generation process using email gateways by editing the \"Submit\" "
"button of any form and replacing the hyperlink by a mailto corresponding to "
"your email alias (learn how to create your sales alias :doc:`here "
"<emails>`)."
msgstr ""

#: ../../crm/leads/generate/website.rst:183
msgid ""
"For example if the alias of your company is **salesEMEA@mycompany.com**, add"
" ``mailto:salesEMEA@mycompany.com`` into the regular hyperlink code (CTRL+K)"
" to generate a lead into the related sales team in Odoo CRM."
msgstr ""

#: ../../crm/leads/manage.rst:3
msgid "Manage leads"
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:3
msgid "Automate lead assignation to specific sales teams or salespeople"
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:5
msgid ""
"Depending on your business workflow and needs, you may need to dispatch your"
" incoming leads to different sales team or even to specific salespeople. "
"Here are a few example:"
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:9
msgid ""
"Your company has several offices based on different geographical regions. "
"You will want to assign leads based on the region;"
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:12
msgid ""
"One of your sales teams is dedicated to treat opportunities from large "
"companies while another one is specialized for SMEs. You will want to assign"
" leads based on the company size;"
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:16
msgid ""
"One of your sales representatives is the only one to speak foreign languages"
" while the rest of the team speaks English only. Therefore you will want to "
"assign to that person all the leads from non-native English-speaking "
"countries."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:21
msgid ""
"As you can imagine, manually assigning new leads to specific individuals can"
" be tedious and time consuming - especially if your company generates a high"
" volume of leads every day. Fortunately, Odoo CRM allows you to automate the"
" process of lead assignation based on specific criteria such as location, "
"interests, company size, etc. With specific workflows and precise rules, you"
" will be able to distribute all your opportunities automatically to the "
"right sales teams and/or salesman."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:32
msgid ""
"If you have just started with Odoo CRM and haven't set up your sales team "
"nor registered your salespeople, :doc:`read this documentation first "
"<../../overview/started/setup>`."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:36
msgid ""
"You have to install the module **Lead Scoring**. Go to :menuselection:`Apps`"
" and install it if it's not the case already."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:40
msgid "Define rules for a sales team"
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:42
msgid ""
"From the sales module, go to your dashboard and click on the **More** button"
" of the desired sales team, then on **Settings**. If you don't have any "
"sales team yet, :doc:`you need to create one first "
"<../../salesteam/setup/create_team>`."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:50
msgid ""
"On your sales team menu, use in the **Domain** field a specific domain rule "
"(for technical details on the domain refer on the `Building a Module "
"tutorial "
"<https://www.odoo.com/documentation/9.0/howtos/backend.html#domains>`__ or "
"`Syntax reference guide "
"<https://www.odoo.com/documentation/9.0/reference/orm.html#reference-orm-"
"domains>`__) which will allow only the leads matching the team domain."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:56
msgid ""
"For example, if you want your *Direct Sales* team to only receive leads "
"coming from United States and Canada, your domain will be as following :"
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:59
msgid "``[[country_id, 'in', ['United States', 'Canada']]]``"
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:66
msgid ""
"you can also base your automatic assignment on the score attributed to your "
"leads. For example, we can imagine that you want all the leads with a score "
"under 100 to be assigned to a sales team trained for lighter projects and "
"the leads over 100 to a more experienced sales team. Read more on :doc:`how "
"to score leads here <lead_scoring>`."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:72
msgid "Define rules for a salesperson"
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:74
msgid ""
"You can go one step further in your assignment rules and decide to assign "
"leads within a sales team to a specific salesperson. For example, if I want "
"Toni Buchanan from the *Direct Sales* team to receive only leads coming from"
" Canada, I can create a rule that will automatically assign him leads from "
"that country."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:80
msgid ""
"Still from the sales team menu (see here above), click on the salesperson of"
" your choice under the assignment submenu. Then, enter your rule in the "
"*Domain* field."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:89
msgid ""
"In Odoo, a lead is always assigned to a sales team before to be assigned to "
"a salesperson. Therefore, you need to make sure that the assignment rule of "
"your salesperson is a child of the assignment rule of the sales team."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:95
#: ../../crm/salesteam/manage/create_salesperson.rst:67
msgid ":doc:`../../overview/started/setup`"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:3
msgid "How to do efficient Lead Scoring?"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:5
msgid ""
"Odoo's Lead Scoring module allows you to give a score to your leads based on"
" specific criteria - the higher the value, the more likely the prospect is "
"\"ready for sales\". Therefore, the best leads are automatically assigned to"
" your salespeople so their pipe are not polluted with poor-quality "
"opportunities."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:12
msgid ""
"Lead scoring is a critical component of an effective lead management "
"strategy. By helping your sales representative determine which leads to "
"engage with in order of priority, you will increase their overall conversion"
" rate and your sales team's efficiency."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:22
msgid "Install the Lead Scoring module"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:24
msgid "Start by installing the **Lead Scoring** module."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:26
msgid ""
"Once the module is installed, you should see a new menu "
":menuselection:`Sales --> Leads Management --> Scoring Rules`"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:33
msgid "Create scoring rules"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:35
msgid ""
"Leads scoring allows you to assign a positive or negative score to your "
"prospects based on any demographic or behavioral criteria that you have set "
"(country or origin, pages visited, type of industry, role, etc.). To do so "
"you'll first need to create rules that will assign a score to a given "
"criteria."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:43
msgid ""
"In order to assign the right score to your various rules, you can use these "
"two methods:"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:45
msgid ""
"Establish a list of assets that your ideal customer might possess to "
"interest your company. For example, if you run a local business in "
"California, a prospect coming from San Francisco should have a higher score "
"than a prospect coming from New York."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:49
msgid ""
"Dig into your data to uncover characteristics shared by your closed "
"opportunities and most important clients."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:52
msgid ""
"Please note that this is not an exact science, so you'll need time and "
"feedback from your sales teams to adapt and fine tune your rules until "
"getting the desired result."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:56
msgid ""
"In the **Scoring Rules** menu, click on **Create** to write your first rule."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:61
msgid ""
"First name your rule, then enter a value and a domain (refer on the "
"`official python documentation <https://docs.python.org/2/tutorial/>`__ for "
"more information). For example, if you want to assign 8 points to all the "
"leads coming from **Belgium**, you'll need to give ``8`` as a **value** and "
"``[['country\\_id',=,'Belgium']]`` as a domain."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:68
msgid "Here are some criteria you can use to build a scoring rule :"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:70
msgid "country of origin : ``'country_id'``"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:72
msgid "stage in the sales cycle : ``'stage_id'``"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:74
msgid ""
"email address (e.g. if you want to score the professional email addresses) :"
" ``'email_from'``"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:76
msgid "page visited : ``'score_pageview_ids.url'``"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:78
msgid "name of a marketing campaign : ``'campaign_id'``"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:80
msgid ""
"After having activated your rules, Odoo will give a value to all your new "
"incoming leads. This value can be found directly on your lead's form view."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:88
msgid "Assign high scoring leads to your sales teams"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:90
msgid ""
"The next step is now to automatically convert your best leads into "
"opportunities. In order to do so, you need to decide what is the minimum "
"score a lead should have to be handed over to a given sales team. Go to your"
" **sales dashboard** and click on the **More** button of your desired sales "
"team, then on **Settings**. Enter your value under the **Minimum score** "
"field."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:100
msgid ""
"From the example above, the **Direct Sales** team will only receive "
"opportunities with a minimum score of ``50``. The prospects with a lower "
"score can either stay in the lead stage or be assigned to another sales team"
" which has set up a different minimum score."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:106
msgid ""
"Organize a meeting between your **Marketing** and **Sales** teams in order "
"to align your objectives and agree on what minimum score makes a sales-ready"
" lead."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:110
msgid ":doc:`automatic_assignation`"
msgstr ""

#: ../../crm/leads/voip.rst:3
msgid "Odoo VOIP"
msgstr ""

#: ../../crm/leads/voip/setup.rst:3
msgid "Installation and Setup"
msgstr ""

#: ../../crm/leads/voip/setup.rst:6
msgid "Installing Asterisk server"
msgstr ""

#: ../../crm/leads/voip/setup.rst:9
msgid "Dependencies"
msgstr ""

#: ../../crm/leads/voip/setup.rst:11
msgid ""
"Before installing Asterisk you need to install the following dependencies:"
msgstr ""

#: ../../crm/leads/voip/setup.rst:13
msgid "wget"
msgstr ""

#: ../../crm/leads/voip/setup.rst:14
msgid "gcc"
msgstr ""

#: ../../crm/leads/voip/setup.rst:15
msgid "g++"
msgstr ""

#: ../../crm/leads/voip/setup.rst:16
msgid "ncurses-devel"
msgstr ""

#: ../../crm/leads/voip/setup.rst:17
msgid "libxml2-devel"
msgstr ""

#: ../../crm/leads/voip/setup.rst:18
msgid "sqlite-devel"
msgstr ""

#: ../../crm/leads/voip/setup.rst:19
msgid "libsrtp-devel"
msgstr ""

#: ../../crm/leads/voip/setup.rst:20
msgid "libuuid-devel"
msgstr ""

#: ../../crm/leads/voip/setup.rst:21
msgid "openssl-devel"
msgstr ""

#: ../../crm/leads/voip/setup.rst:22
msgid "pkg-config"
msgstr ""

#: ../../crm/leads/voip/setup.rst:24
msgid "In order to install libsrtp, follow the instructions below:"
msgstr ""

#: ../../crm/leads/voip/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/leads/voip/setup.rst:37
msgid "**Change to the pjproject source directory:**"
msgstr ""

#: ../../crm/leads/voip/setup.rst:43
msgid "**run:**"
msgstr ""

#: ../../crm/leads/voip/setup.rst:49
msgid "**Build and install pjproject:**"
msgstr ""

#: ../../crm/leads/voip/setup.rst:57
msgid "**Update shared library links:**"
msgstr ""

#: ../../crm/leads/voip/setup.rst:63
msgid "**Verify that pjproject is installed:**"
msgstr ""

#: ../../crm/leads/voip/setup.rst:69
msgid "**The result should be:**"
msgstr ""

#: ../../crm/leads/voip/setup.rst:86
msgid "Asterisk"
msgstr ""

#: ../../crm/leads/voip/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/leads/voip/setup.rst:90
msgid "Extract Asterisk:"
msgstr ""

#: ../../crm/leads/voip/setup.rst:96
msgid "Enter the Asterisk directory:"
msgstr ""

#: ../../crm/leads/voip/setup.rst:102
msgid "Run the Asterisk configure script:"
msgstr ""

#: ../../crm/leads/voip/setup.rst:108
msgid "Run the Asterisk menuselect tool:"
msgstr ""

#: ../../crm/leads/voip/setup.rst:114
msgid ""
"In the menuselect, go to the resources option and ensure that res_srtp is "
"enabled. If there are 3 x’s 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/leads/voip/setup.rst:116
msgid "Compile and install Asterisk:"
msgstr ""

#: ../../crm/leads/voip/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/leads/voip/setup.rst:125
msgid "DTLS Certificates"
msgstr ""

#: ../../crm/leads/voip/setup.rst:127
msgid "After you need to setup the DTLS certificates."
msgstr ""

#: ../../crm/leads/voip/setup.rst:133
msgid "Enter the Asterisk scripts directory:"
msgstr ""

#: ../../crm/leads/voip/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/leads/voip/setup.rst:146
msgid "Configure Asterisk server"
msgstr ""

#: ../../crm/leads/voip/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/leads/voip/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/leads/voip/setup.rst:186
msgid ""
"In the sip.conf and rtp.conf files you also need to add or uncomment the "
"lines:"
msgstr ""

#: ../../crm/leads/voip/setup.rst:193
msgid "Lastly, set up extensions.conf:"
msgstr ""

#: ../../crm/leads/voip/setup.rst:202
msgid "Configure Odoo VOIP"
msgstr ""

#: ../../crm/leads/voip/setup.rst:204
msgid "In Odoo, the configuration should be done in the user's preferences."
msgstr ""

#: ../../crm/leads/voip/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/leads/voip/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/overview.rst:3
msgid "Overview"
msgstr ""

#: ../../crm/overview/main_concepts.rst:3
msgid "Main Concepts"
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:3
msgid "Introduction to Odoo CRM"
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:11
msgid "Transcript"
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:13
msgid ""
"Hi, my name is Nicholas, I'm a business manager in the textile industry. I "
"sell accessories to retailers. Do you know the difference between a good "
"salesperson and an excellent salesperson? The key is to be productive and "
"organized to do the job. That's where Odoo comes in. Thanks to a well "
"structured organization you'll change a good team into an exceptional team."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:21
msgid ""
"With Odoo CRM, the job is much easier for me and my entire team. When I log "
"in into Odoo CRM, I have a direct overview of my ongoing performance. But "
"also the activity of the next 7 days and the performance of the last month. "
"I see that I overachieved last month when compared to my invoicing target of"
" $200,000. I have a structured approach of my performance."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:28
msgid ""
"If I want to have a deeper look into the details, I click on next actions "
"and I can see that today I have planned a call with Think Big Systems. Once "
"I have done my daily review, I usually go to my pipeline. The process is the"
" same for everyone in the team. Our job is to find resellers and before "
"closing any deal we have to go through different stages. We usually have a "
"first contact to qualify the opportunity, then move into offer & negotiation"
" stage, and closing by a 'won'..Well, that's if all goes well."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:38
msgid ""
"The user interface is really smooth, I can drag and drop any business "
"opportunity from one stage to another in just a few clicks."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:42
msgid ""
"Now I'd like to go further with an interesting contact: a department store. "
"I highlighted their file by changing the color. For each contact, I have a "
"form view where I can access to all necessary information about the contact."
" I see here my opportunity Macy's has an estimated revenue of $50,000 and a "
"success rate of 10%. I need to discuss about this partnership, so I will "
"schedule a meeting straight from the contact form: Macy's partnership "
"meeting. It's super easy to create a new meeting with any contact. I can as "
"well send an email straight from the opportunity form and the answer from "
"the prospect will simply pop up in the system too. Now, let's assume that "
"the meeting took place, therefore I can mark it as done. And the system "
"automatically suggests a next activity. Actually, we configured Odoo with a "
"set of typical activities we follow for every opportunity, and it's great to"
" have a thorough followup. The next activity will be a follow-up email. "
"Browsing from one screen to the other is really simple and adapting to the "
"view too! I can see my opportunitities as a to-do list of next activities "
"for example."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:62
msgid ""
"With Odoo CRM I have a sales management tool that is really efficient and me"
" and my team can be well organized. I have a clear overview of my sales "
"pipeline, meetings, revenues, and more."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:67
msgid ""
"I go back to my pipeline. Macy's got qualified successfully, which mean I "
"can move their file to the next step and I will dapt the expected revenue as"
" discussed. Once I have performed the qualification process, I will create a"
" new quotation based on the feedback I received from my contact. For my "
"existing customers, I can as well quickly discover the activity around them "
"for any Odoo module I use, and continue to discuss about them. It's that "
"simple."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:76
msgid ""
"We have seen how I can manage my daily job as business manager or "
"salesperson. At the end of the journey I would like to have a concrete view "
"of my customer relationships and expected revenues. If I go into the reports"
" in Odoo CRM, I have the possibility to know exactly what's the evolution of"
" the leads over the past months, or have a look at the potential revenues "
"and the performance of the different teams in terms of conversions from "
"leads to opportunities for instance. So with Odoo I can have a clear "
"reporting of every activity based on predefined metrics or favorites. I can "
"search for other filters too and adapt the view. If I want to go in the "
"details, I choose the list view and can click on any item"
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:90
msgid ""
"Odoo CRM is not only a powerful tool to achieve our sales goals with "
"structured activities, performance dashboard, next acitivities and more, but"
" also allows me to:"
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:94
msgid ""
"Use leads to get in the system unqualified but targeted contacts I may have "
"gathered in a conference or through a contact form on my website. Those "
"leads can then be converted into opportunities."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:99
msgid ""
"Manage phone calls from Odoo CRM by using the VoIP app. Call customers, "
"manage a call queue, log calls, schedule calls and next actions to perform."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:103
msgid ""
"Integrate with Odoo Sales to create beautiful online or PDF quotations and "
"turn them into sales orders."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:106
msgid ""
"Use email marketing for marketing campaigns to my customers and prospects."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:109
msgid ""
"Manage my business seamlessly, even on the go. Indeed, Odoo offers a mobile "
"app that lets every business organize key sales activities from leads to "
"quotes."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:113
msgid ""
"Odoo CRM is a powerful, yet easy-to-use app. I firstly used the sales "
"planner to clearly state my objectives and set up our CRM. It will help you "
"getting started quickly too."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:3
msgid "Odoo CRM Terminologies"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:10
msgid "**CRM (Customer relationship management)**:"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:6
msgid ""
"System for managing a company's interactions with current and future "
"customers. It often involves using technology to organize, automate, and "
"synchronize sales, marketing, customer service, and technical support."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:14
msgid "**Sales cycle** :"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:13
msgid ""
"Sequence of phases used by a company to convert a prospect into a customer."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:20
msgid "**Pipeline :**"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:17
msgid ""
"Visual representation of your sales process, from the first contact to the "
"final sale. It refers to the process by which you generate, qualify and "
"close leads through your sales cycle."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:24
msgid "**Sales stage** :"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:23
msgid ""
"In Odoo CRM, a stage defines where an opportunity is in your sales cycle and"
" its probability to close a sale."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:29
msgid "**Lead :**"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:27
msgid ""
"Someone who becomes aware of your company or someone who you decide to "
"pursue for a sale, even if they don't know about your company yet."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:34
msgid "**Opportunity :**"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:32
msgid ""
"A lead that has shown an interest in knowing more about your "
"products/services and therefore has been handed over to a sales "
"representative"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:39
msgid "**Customer :**"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:37
msgid ""
"In Odoo CRM, a customer refers to any contact within your database, whether "
"it is a lead, an opportunity, a client or a company."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:45
msgid "**Key Performance Indicator (KPI)** :"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:42
msgid ""
"A KPI is a measurable value that demonstrates how effectively a company is "
"achieving key business objectives. Organizations use KPIs to evaluate their "
"success at reaching targets."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:51
msgid "**Lead scoring** :"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:48
msgid ""
"System assigning a positive or negative score to prospects according to "
"their web activity and personal informations in order to determine whether "
"they are \"ready for sales\" or not."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:62
msgid "**Kanban view :**"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:54
msgid ""
"In Odoo, the Kanban view is a workflow visualisation tool halfway between a "
"`list view <https://www.odoo.com/documentation/8.0/reference/views.html"
"#reference-views-list>`__ and a non-editable `form view "
"<https://www.odoo.com/documentation/8.0/reference/views.html#reference-"
"views-form>`__ and displaying records as \"cards\". Records may be grouped "
"in columns for use in workflow visualisation or manipulation (e.g. tasks or "
"work-progress management), or ungrouped (used simply to visualize records)."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:66
msgid "**List view :**"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:65
msgid ""
"View allowing you to see your objects (contacts, companies, tasks, etc.) "
"listed in a table."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:71
msgid "**Lead generation:**"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:69
msgid ""
"Process by which a company collects relevant datas about potential customers"
" in order to enable a relationship and to push them further down the sales "
"cycle."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:76
msgid "**Campaign:**"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:74
msgid ""
"Coordinated set of actions sent via various channels to a target audience "
"and whose goal is to generate leads. In Odoo CRM, you can link a lead to the"
" campaign which he comes from in order to measure its efficiency."
msgstr ""

#: ../../crm/overview/process.rst:3
msgid "Process Overview"
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:3
msgid "Generating leads with Odoo CRM"
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:6
msgid "What is lead generation?"
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:8
msgid ""
"Lead generation is the process by which a company acquires leads and "
"collects relevant datas about potential customers in order to enable a "
"relationship and to turn them into customers."
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:12
msgid ""
"For example, a website visitor who fills in your contact form to know more "
"about your products and services becomes a lead for your company. Typically,"
" a Customer Relationship Management tool such as Odoo CRM is used to "
"centralize, track and manage leads."
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:18
msgid "Why is lead generation important for my business?"
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:20
msgid ""
"Generating a constant flow of high-quality leads is one of the most "
"important responsibility of a marketing team. Actually, a well-managed lead "
"generation process is like the fuel that will allow your company to deliver "
"great performances - leads bring meetings, meetings bring sales, sales bring"
" revenue and more work."
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:27
msgid "How to generate leads with Odoo CRM?"
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:29
msgid ""
"Leads can be captured through many sources - marketing campaigns, "
"exhibitions and trade shows, external databases, etc. The most common "
"challenge is to successfully gather all the data and to track any lead "
"activity. Storing leads information in a central place such as Odoo CRM will"
" release you of these worries and will help you to better automate your lead"
" generation process, share information with your teams and analyze your "
"sales processes easily."
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:37
msgid "Odoo CRM provides you with several methods to generate leads:"
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:39
msgid ":doc:`../../leads/generate/emails`"
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:41
msgid ""
"An inquiry email sent to one of your company's generic email addresses can "
"automatically generate a lead or an opportunity."
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:44
msgid ":doc:`../../leads/generate/manual`"
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:46
msgid ""
"You may want to follow up with a prospective customer met briefly at an "
"exhibition who gave you his business card. You can manually create a new "
"lead and enter all the needed information."
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:50
msgid ":doc:`../../leads/generate/website`"
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:52
msgid ""
"A website visitor who fills in a form automatically generates a lead or an "
"opportunity in Odoo CRM."
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:55
msgid ":doc:`../../leads/generate/import`"
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:57
msgid ""
"You can provide your salespeople lists of prospects - for example for a cold"
" emailing or a cold calling campaign - by importing them from any CSV file."
msgstr ""

#: ../../crm/overview/started.rst:3
msgid "Getting started"
msgstr ""

#: ../../crm/overview/started/setup.rst:3
msgid "How to setup your teams, sales process and objectives?"
msgstr ""

#: ../../crm/overview/started/setup.rst:5
msgid ""
"This quick step-by-step guide will lead you through Odoo CRM and help you "
"handle your sales funnel easily and constantly manage your sales funnel from"
" lead to customer."
msgstr ""

#: ../../crm/overview/started/setup.rst:12
msgid ""
"Create your database from `www.odoo.com/start "
"<http://www.odoo.com/start>`__, select the CRM icon as first app to install,"
" fill in the form and click on *Create now*. You will automatically be "
"directed to the module when the database is ready."
msgstr ""

#: ../../crm/overview/started/setup.rst:22
msgid ""
"You will notice that the installation of the CRM module has created the "
"submodules Chat, Calendar and Contacts. They are mandatory so that every "
"feature of the app is running smoothly."
msgstr ""

#: ../../crm/overview/started/setup.rst:27
msgid "Introduction to the Sales Planner"
msgstr ""

#: ../../crm/overview/started/setup.rst:29
msgid ""
"The Sales Planner is a useful step-by-step guide created to help you "
"implement your sales funnel and define your sales objectives easier. We "
"strongly recommend you to go through every step of the tool the first time "
"you use Odoo CRM and to follow the requirements. Your input are strictly "
"personal and intended as a personal guide and mentor into your work. As it "
"does not interact with the backend, you are free to adapt any detail "
"whenever you feel it is needed."
msgstr ""

#: ../../crm/overview/started/setup.rst:37
msgid ""
"You can reach the Sales Planner from anywhere within the CRM module by "
"clicking on the progress bar located on the upper-right side of your screen."
" It will show you how far you are in the use of the Sales Planner."
msgstr ""

#: ../../crm/overview/started/setup.rst:46
msgid "Set up your first sales team"
msgstr ""

#: ../../crm/overview/started/setup.rst:49
msgid "Create a new team"
msgstr ""

#: ../../crm/overview/started/setup.rst:51
msgid ""
"A Direct Sales team is created by default on your instance. You can either "
"use it or create a new one. Refer to the page "
":doc:`../../salesteam/setup/create_team` for more information."
msgstr ""

#: ../../crm/overview/started/setup.rst:56
msgid "Assign salespeople to your sales team"
msgstr ""

#: ../../crm/overview/started/setup.rst:58
msgid ""
"When your sales teams are created, the next step is to link your salespeople"
" to their team so they will be able to work on the opportunities they are "
"supposed to receive. For example, if within your company Tim is selling "
"products and John is selling maintenance contracts, they will be assigned to"
" different teams and will only receive opportunities that make sense to "
"them."
msgstr ""

#: ../../crm/overview/started/setup.rst:65
msgid ""
"In Odoo CRM, you can create a new user on the fly and assign it directly to "
"a sales team. From the **Dashboard**, click on the button **More** of your "
"selected sales team, then on **Settings**. Then, under the **Assignation** "
"section, click on **Create** to add a new salesperson to the team."
msgstr ""

#: ../../crm/overview/started/setup.rst:71
msgid ""
"From the **Create: salesman** pop up window (see screenshot below), you can "
"assign someone on your team:"
msgstr ""

#: ../../crm/overview/started/setup.rst:74
msgid ""
"Either your salesperson already exists in the system and you will just need "
"to click on it from the drop-down list and it will be assigned to the team"
msgstr ""

#: ../../crm/overview/started/setup.rst:77
msgid ""
"Or you want to assign a new salesperson that doesn't exist into the system "
"yet - you can do it by creating a new user on the fly from the sales team. "
"Just enter the name of your new salesperson and click on Create (see below) "
"to create a new user into the system and directly assign it to your team. "
"The new user will receive an invite email to set his password and log into "
"the system. Refer to :doc:`../../salesteam/manage/create_salesperson` for "
"more information about that process"
msgstr ""

#: ../../crm/overview/started/setup.rst:90
msgid "Set up your pipeline"
msgstr ""

#: ../../crm/overview/started/setup.rst:92
msgid ""
"Now that your sales team is created and your salespeople are linked to it, "
"you will need to set up your pipeline -create the process by which your team"
" will generate, qualify and close opportunities through your sales cycle. "
"Refer to the document :doc:`../../salesteam/setup/organize_pipeline` to "
"define the stages of your pipeline."
msgstr ""

#: ../../crm/overview/started/setup.rst:99
msgid "Set up incoming email to generate opportunities"
msgstr ""

#: ../../crm/overview/started/setup.rst:101
msgid ""
"In Odoo CRM, one way to generate opportunities into your sales team is to "
"create a generic email address as a trigger. For example, if the personal "
"email address of your Direct team is `direct@mycompany.example.com "
"<mailto:direct@mycompany.example.com>`__\\, every email sent will "
"automatically create a new opportunity into the sales team."
msgstr ""

#: ../../crm/overview/started/setup.rst:108
msgid "Refer to the page :doc:`../../leads/generate/emails` to set it up."
msgstr ""

#: ../../crm/overview/started/setup.rst:111
msgid "Automate lead assignation"
msgstr ""

#: ../../crm/overview/started/setup.rst:113
msgid ""
"If your company generates a high volume of leads every day, it could be "
"useful to automate the assignation so the system will distribute all your "
"opportunities automatically to the right department."
msgstr ""

#: ../../crm/overview/started/setup.rst:117
msgid ""
"Refer to the document :doc:`../../leads/manage/automatic_assignation` for "
"more information."
msgstr ""

#: ../../crm/reporting.rst:3
msgid "Reporting"
msgstr ""

#: ../../crm/reporting/analysis.rst:3
msgid ""
"How to analyze the sales performance of your team and get customize reports"
msgstr ""

#: ../../crm/reporting/analysis.rst:5
msgid ""
"As a manager, you need to constantly monitor your team's performance in "
"order to help you take accurate and relevant decisions for the company. "
"Therefore, the **Reporting** section of **Odoo Sales** represents a very "
"important tool that helps you get a better understanding of where your "
"company's strengths, weaknesses and opportunities are, showing you trends "
"and forecasts for key metrics such as the number of opportunities and their "
"expected revenue over time , the close rate by team or the length of sales "
"cycle for a given product or service."
msgstr ""

#: ../../crm/reporting/analysis.rst:14
msgid ""
"Beyond these obvious tracking sales funnel metrics, there are some other "
"KPIs that can be very valuable to your company when it comes to judging "
"sales funnel success."
msgstr ""

#: ../../crm/reporting/analysis.rst:19
msgid "Review pipelines"
msgstr ""

#: ../../crm/reporting/analysis.rst:21
msgid ""
"You will have access to your sales funnel performance from the **Sales** "
"module, by clicking on :menuselection:`Sales --> Reports --> Pipeline "
"analysis`. By default, the report groups all your opportunities by stage "
"(learn more on how to create and customize stage by reading "
":doc:`../salesteam/setup/organize_pipeline`) and expected revenues for the "
"current month. This report is perfect for the **Sales Manager** to "
"periodically review the sales pipeline with the relevant sales teams. Simply"
" by accessing this basic report, you can get a quick overview of your actual"
" sales performance."
msgstr ""

#: ../../crm/reporting/analysis.rst:30
msgid ""
"You can add a lot of extra data to your report by clicking on the "
"**measures** icon, such as :"
msgstr ""

#: ../../crm/reporting/analysis.rst:33
msgid "Expected revenue."
msgstr ""

#: ../../crm/reporting/analysis.rst:35
msgid "overpassed deadline."
msgstr ""

#: ../../crm/reporting/analysis.rst:37
msgid ""
"Delay to assign (the average time between lead creation and lead "
"assignment)."
msgstr ""

#: ../../crm/reporting/analysis.rst:40
msgid "Delay to close (average time between lead assignment and close)."
msgstr ""

#: ../../crm/reporting/analysis.rst:42
msgid "the number of interactions per opportunity."
msgstr ""

#: ../../crm/reporting/analysis.rst:44
msgid "etc."
msgstr ""

#: ../../crm/reporting/analysis.rst:50
msgid ""
"By clicking on the **+** and **-** icons, you can drill up and down your "
"report in order to change the way your information is displayed. For "
"example, if I want to see the expected revenues of my **Direct Sales** team,"
" I need to click on the **+** icon on the vertical axis then on **Sales "
"Team**."
msgstr ""

#: ../../crm/reporting/analysis.rst:55
msgid ""
"Depending on the data you want to highlight, you may need to display your "
"reports in a more visual view. Odoo **CRM** allows you to transform your "
"report in just a click thanks to 3 graph views : **Pie Chart**, **Bar "
"Chart** and **Line Chart**. These views are accessible through the icons "
"highlighted on the screenshot below."
msgstr ""

#: ../../crm/reporting/analysis.rst:65
msgid "Customize reports"
msgstr ""

#: ../../crm/reporting/analysis.rst:67
msgid ""
"You can easily customize your analysis reports depending on the **KPIs** "
"(see :doc:`../overview/main_concepts/terminologies`) you want to access. To "
"do so, use the **Advanced search view** located in the right hand side of "
"your screen, by clicking on the magnifying glass icon at the end of the "
"search bar button. This function allows you to highlight only selected data "
"on your report. The **filters** option is very useful in order to display "
"some categories of opportunities, while the **Group by** option improves the"
" readability of your reports according to your needs. Note that you can "
"filter and group by any existing field from your CRM, making your "
"customization very flexible and powerful."
msgstr ""

#: ../../crm/reporting/analysis.rst:82
msgid ""
"You can save and reuse any customized filter by clicking on **Favorites** "
"from the **Advanced search view** and then on **Save current search**. The "
"saved filter will then be accessible from the **Favorites** menu."
msgstr ""

#: ../../crm/reporting/analysis.rst:87
msgid ""
"Here are a few examples of customized reports that you can use to monitor "
"your sales' performances :"
msgstr ""

#: ../../crm/reporting/analysis.rst:91
msgid "Evaluate the current pipeline of each of your salespeople"
msgstr ""

#: ../../crm/reporting/analysis.rst:93
msgid ""
"From your pipeline analysis report, make sure first that the **Expected "
"revenue** option is selected under the **Measures** drop-down list. Then, "
"use the **+** and **-** icons and add **Salesperson** and **Stage** to your "
"vertical axis, and filter your desired salesperson. Then click on the "
"**graph view** icon to display a visual representation of your salespeople "
"by stage. This custom report allows you to easily overview the sales "
"activities of your salespeople."
msgstr ""

#: ../../crm/reporting/analysis.rst:105
msgid "Forecast monthly revenue by sales team"
msgstr ""

#: ../../crm/reporting/analysis.rst:107
msgid ""
"In order to predict monthly revenue and to estimate the short-term "
"performances of your teams, you need to play with two important metrics : "
"the **expected revenue** and the **expected closing**."
msgstr ""

#: ../../crm/reporting/analysis.rst:111
msgid ""
"From your pipeline analysis report, make sure first that the **Expected "
"revenue** option is selected under the **Measures** drop-down list. Then "
"click on the **+** icon from the vertical axis and select **Sales team**. "
"Then, on the horizontal axis, click on the **+** icon and select **Expected "
"closing.**"
msgstr ""

#: ../../crm/reporting/analysis.rst:121
msgid ""
"In order to keep your forecasts accurate and relevant, make sure your "
"salespeople correctly set up the expected closing and the expected revenue "
"for each one of their opportunities"
msgstr ""

#: ../../crm/reporting/analysis.rst:126
msgid ":doc:`../salesteam/setup/organize_pipeline`"
msgstr ""

#: ../../crm/reporting/review.rst:3
msgid "How to review my personal sales activities (new sales dashboard)"
msgstr ""

#: ../../crm/reporting/review.rst:5
msgid ""
"Sales professionals are struggling everyday to hit their target and follow "
"up on sales activities. They need to access anytime some important metrics "
"in order to know how they are performing and better organize their daily "
"work."
msgstr ""

#: ../../crm/reporting/review.rst:10
msgid ""
"Within the Odoo CRM module, every team member has access to a personalized "
"and individual dashboard with a real-time overview of:"
msgstr ""

#: ../../crm/reporting/review.rst:13
msgid ""
"Top priorities: they instantly see their scheduled meetings and next actions"
msgstr ""

#: ../../crm/reporting/review.rst:16
msgid ""
"Sales performances : they know exactly how they perform compared to their "
"monthly targets and last month activities."
msgstr ""

#: ../../crm/reporting/review.rst:26
msgid "Install the CRM application"
msgstr ""

#: ../../crm/reporting/review.rst:28
msgid ""
"In order to manage your sales funnel and track your opportunities, you need "
"to install the CRM module, from the **Apps** icon."
msgstr ""

#: ../../crm/reporting/review.rst:35
msgid "Create opportunities"
msgstr ""

#: ../../crm/reporting/review.rst:37
msgid ""
"If your pipeline is empty, your sales dashboard will look like the "
"screenshot below. You will need to create a few opportunities to activate "
"your dashboard (read the related documentation "
":doc:`../leads/generate/manual` to learn more)."
msgstr ""

#: ../../crm/reporting/review.rst:45
msgid ""
"Your dashboard will update in real-time based on the informations you will "
"log into the CRM."
msgstr ""

#: ../../crm/reporting/review.rst:49
msgid ""
"you can click anywhere on the dashboard to get a detailed analysis of your "
"activities. Then, you can easily create favourite reports and export to "
"excel."
msgstr ""

#: ../../crm/reporting/review.rst:54
msgid "Daily tasks to process"
msgstr ""

#: ../../crm/reporting/review.rst:56
msgid ""
"The left part of the sales dashboard (labelled **To Do**) displays the "
"number of meetings and next actions (for example if you need to call a "
"prospect or to follow-up by email) scheduled for the next 7 days."
msgstr ""

#: ../../crm/reporting/review.rst:64
msgid "Meetings"
msgstr ""

#: ../../crm/reporting/review.rst:66
msgid ""
"In the example here above, I see that I have no meeting scheduled for today "
"and 3 meeting scheduled for the next 7 days. I just have to click on the "
"**meeting** button to access my calendar and have a view on my upcoming "
"appointments."
msgstr ""

#: ../../crm/reporting/review.rst:75
msgid "Next actions"
msgstr ""

#: ../../crm/reporting/review.rst:77
msgid ""
"Back on the above example, I have 1 activity requiring an action from me. If"
" I click on the **Next action** green button, I will be redirected to the "
"contact form of the corresponding opportunity."
msgstr ""

#: ../../crm/reporting/review.rst:84
msgid ""
"Under the **next activity** field, I see that I had planned to send a "
"brochure by email today. As soon as the activity is completed, I can click "
"on **done** (or **cancel**) in order to remove this opportunity from my next"
" actions."
msgstr ""

#: ../../crm/reporting/review.rst:90
msgid ""
"When one of your next activities is overdue, it will appear in orange in "
"your dashboard."
msgstr ""

#: ../../crm/reporting/review.rst:94
msgid "Performances"
msgstr ""

#: ../../crm/reporting/review.rst:96
msgid ""
"The right part of your sales dashboard is about my sales performances. I "
"will be able to evaluate how I am performing compared to my targets (which "
"have been set up by my sales manager) and my activities of the last month."
msgstr ""

#: ../../crm/reporting/review.rst:105
msgid "Activities done"
msgstr ""

#: ../../crm/reporting/review.rst:107
msgid ""
"The **activities done** correspond to the next actions that have been "
"completed (meaning that you have clicked on **done** under the **next "
"activity** field). When I click on it, I will access a detailed reporting "
"regarding the activities that I have completed."
msgstr ""

#: ../../crm/reporting/review.rst:116
msgid "Won in opportunities"
msgstr ""

#: ../../crm/reporting/review.rst:118
msgid ""
"This section will sum up the expected revenue of all the opportunities "
"within my pipeline with a stage **Won**."
msgstr ""

#: ../../crm/reporting/review.rst:125
msgid "Quantity invoiced"
msgstr ""

#: ../../crm/reporting/review.rst:127
msgid ""
"This section will sum up the amount invoiced to my opportunities. For more "
"information about the invoicing process, refer to the related documentation:"
" :doc:`../../accounting/receivables/customer_invoices/overview`"
msgstr ""

#: ../../crm/reporting/review.rst:132
msgid ":doc:`analysis`"
msgstr ""

#: ../../crm/salesteam.rst:3 ../../crm/salesteam/setup.rst:3
msgid "Sales Team"
msgstr ""

#: ../../crm/salesteam/manage.rst:3
msgid "Manage salespeople"
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:3
msgid "How to create a new salesperson?"
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:6
msgid "Create a new user"
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:8
msgid ""
"From the Settings module, go to the submenu :menuselection:`Users --> Users`"
" and click on **Create**. Add first the name of your new salesperson and his"
" professional email address - the one he will use to log in to his Odoo "
"instance - and a picture."
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:16
msgid ""
"Under \"Access Rights\", you can choose which applications your user can "
"access and use. Different levels of rights are available depending on the "
"app. For the Sales application, you can choose between three levels:"
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:20
msgid "**See own leads**: the user will be able to access his own data only"
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:22
msgid ""
"**See all leads**: the user will be able to access all records of every "
"salesman in the sales module"
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:25
msgid ""
"**Manager**: the user will be able to access the sales configuration as well"
" as the statistics reports"
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:28
msgid ""
"When you're done editing the page and have clicked on **Save**, an "
"invitation email will automatically be sent to the user, from which he will "
"be able to log into his personal account."
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:36
msgid "Register your user into his sales team"
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:38
msgid ""
"Your user is now registered in Odoo and can log in to his own session. You "
"can also add him to the sales team of your choice. From the sales module, go"
" to your dashboard and click on the **More** button of the desired sales "
"team, then on **Settings**."
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:49
msgid ""
"If you need to create a new sales team first, refer to the page "
":doc:`../setup/create_team`"
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:51
msgid ""
"Then, under \"Team Members\", click on **Add** and select the name of your "
"salesman from the list. The salesperson is now successfully added to your "
"sales team."
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:60
msgid ""
"You can also add a new salesperson on the fly from your sales team even "
"before he is registered as an Odoo user. From the above screenshot, click on"
" \"Create\" to add your salesperson and enter his name and email address. "
"After saving, the salesperson will receive an invite containing a link to "
"set his password. You will then be able to define his accesses rights under "
"the :menuselection:`Settings --> Users` menu."
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:69
msgid ":doc:`../setup/create_team`"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:3
msgid "How to motivate and reward my salespeople?"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:5
msgid ""
"Challenging your employees to reach specific targets with goals and rewards "
"is an excellent way to reinforce good habits and improve your salespeople "
"productivity. The **Gamification** app of Odoo gives you simple and creative"
" ways to motivate and evaluate your employees with real-time recognition and"
" badges inspired by game mechanics."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:14
msgid ""
"From the **Apps** menu, search and install the **Gamification** module. You "
"can also install the **CRM gamification** app, which will add some useful "
"data (goals and challenges) that can be used related to the usage of the "
"**CRM/Sale** modules."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:23
msgid "Create a challenge"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:25
msgid ""
"You will now be able to create your first challenge from the menu "
":menuselection:`Settings --> Gamification Tools --> Challenges`."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:29
msgid ""
"As the gamification tool is a one-time technical setup, you will need to "
"activate the technical features in order to access the configuration. In "
"order to do so, click on the interrogation mark available from any app "
"(upper-right) and click on **About** and then **Activate the developer "
"mode**."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:38
msgid ""
"A challenge is a mission that you will send to your salespeople. It can "
"include one or several goals and is set up for a specific period of time. "
"Configure your challenge as follows:"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:42
msgid "Assign the salespeople to be challenged"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:44
msgid "Assign a responsible"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:46
msgid "Set up the periodicity along with the start and the end date"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:48
msgid "Select your goals"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:50
msgid "Set up your rewards (badges)"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:53
msgid ""
"Badges are granted when a challenge is finished. This is either at the end "
"of a running period (eg: end of the month for a monthly challenge), at the "
"end date of a challenge (if no periodicity is set) or when the challenge is "
"manually closed."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:58
msgid ""
"For example, on the screenshot below, I have challenged 2 employees with a "
"**Monthly Sales Target**. The challenge will be based on 2 goals: the total "
"amount invoiced and the number of new leads generated. At the end of the "
"month, the winner will be granted with a badge."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:67
msgid "Set up goals"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:69
msgid ""
"The users can be evaluated using goals and numerical objectives to reach. "
"**Goals** are assigned through **challenges** to evaluate (see here above) "
"and compare members of a team with each others and through time."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:74
msgid ""
"You can create a new goal on the fly from a **Challenge**, by clicking on "
"**Add new item** under **Goals**. You can select any business object as a "
"goal, according to your company's needs, such as :"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:78
msgid "number of new leads,"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:80
msgid "time to qualify a lead or"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:82
msgid ""
"total amount invoiced in a specific week, month or any other time frame "
"based on your management preferences."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:89
msgid ""
"Goals may include your database setup as well (e.g. set your company data "
"and a timezone, create new users, etc.)."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:93
msgid "Set up rewards"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:95
msgid ""
"For non-numerical achievements, **badges** can be granted to users. From a "
"simple *thank you* to an exceptional achievement, a badge is an easy way to "
"exprimate gratitude to a user for their good work."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:99
msgid ""
"You can easily create a grant badges to your employees based on their "
"performance under :menuselection:`Gamification Tools --> Badges`."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:106
msgid ":doc:`../../reporting/analysis`"
msgstr ""

#: ../../crm/salesteam/setup/create_team.rst:3
msgid "How to create a new team?"
msgstr ""

#: ../../crm/salesteam/setup/create_team.rst:5
msgid ""
"In the Sales module, your sales teams are accessible from the **Dashboard** "
"menu. If you start from a new instance, you will find a sales team installed"
" by default : Direct sales. You can either start using that default sales "
"team and edit it (refer to the section *Create and Organize your stages* "
"from the page :doc:`organize_pipeline`) or create a new one from scratch."
msgstr ""

#: ../../crm/salesteam/setup/create_team.rst:12
msgid ""
"To create a new team, go to :menuselection:`Configuration --> Sales Teams` "
"and click on **Create**."
msgstr ""

#: ../../crm/salesteam/setup/create_team.rst:18
msgid "Fill in the fields :"
msgstr ""

#: ../../crm/salesteam/setup/create_team.rst:20
msgid "Enter the name of your team"
msgstr ""

#: ../../crm/salesteam/setup/create_team.rst:22
msgid "Select your team leader"
msgstr ""

#: ../../crm/salesteam/setup/create_team.rst:24
msgid "Select your team members"
msgstr ""

#: ../../crm/salesteam/setup/create_team.rst:26
msgid ""
"Don't forget to tick the \"Opportunities\" box if you want to manage "
"opportunities from it and to click on SAVE when you're done. Your can now "
"access your new team from your Dashboard."
msgstr ""

#: ../../crm/salesteam/setup/create_team.rst:35
msgid ""
"If you started to work on an empty database and didn't create new users, "
"refer to the page :doc:`../manage/create_salesperson`."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:3
msgid "Set up and organize your sales pipeline"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:5
msgid ""
"A well structured sales pipeline is crucial in order to keep control of your"
" sales process and to have a 360-degrees view of your leads, opportunities "
"and customers."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:9
msgid ""
"The sales pipeline is a visual representation of your sales process, from "
"the first contact to the final sale. It refers to the process by which you "
"generate, qualify and close leads through your sales cycle. In Odoo CRM, "
"leads are brought in at the left end of the sales pipeline in the Kanban "
"view and then moved along to the right from one stage to another."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:16
msgid ""
"Each stage refers to a specific step in the sale cycle and specifically the "
"sale-readiness of your potential customer. The number of stages in the sales"
" funnel varies from one company to another. An example of a sales funnel "
"will contain the following stages: *Territory, Qualified, Qualified Sponsor,"
" Proposition, Negotiation, Won, Lost*."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:26
msgid ""
"Of course, each organization defines the sales funnel depending on their "
"processes and workflow, so more or fewer stages may exist."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:30
msgid "Create and organize your stages"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:33
msgid "Add/ rearrange stages"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:35
msgid ""
"From the sales module, go to your dashboard and click on the **PIPELINE** "
"button of the desired sales team. If you don't have any sales team yet, you "
"need to create one first."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:46
msgid ""
"From the Kanban view of your pipeline, you can add stages by clicking on "
"**Add new column.** When a column is created, Odoo will then automatically "
"propose you to add another column in order to complete your process. If you "
"want to rearrange the order of your stages, you can easily do so by dragging"
" and dropping the column you want to move to the desired location."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:58
msgid ""
"You can add as many stages as you wish, even if we advise you not having "
"more than 6 in order to keep a clear pipeline"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:64
msgid ""
"Some companies use a pre qualification step to manage their leads before to "
"convert them into opportunities. To activate the lead stage, go to "
":menuselection:`Configuration --> Settings` and select the radio button as "
"shown below. It will create a new submenu **Leads** under **Sales** that "
"gives you access to a listview of all your leads."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:74
msgid "Set up stage probabilities"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:77
msgid "What is a stage probability?"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:79
msgid ""
"To better understand what are the chances of closing a deal for a given "
"opportunity in your pipe, you have to set up a probability percentage for "
"each of your stages. That percentage refers to the success rate of closing "
"the deal."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:84
msgid ""
"Setting up stage probabilities is essential if you want to estimate the "
"expected revenues of your sales cycle"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:88
msgid ""
"For example, if your sales cycle contains the stages *Territory, Qualified, "
"Qualified Sponsor, Proposition, Negotiation, Won and Lost,* then your "
"workflow could look like this :"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:92
msgid ""
"**Territory** : opportunity just received from Leads Management or created "
"from a cold call campaign. Customer's Interest is not yet confirmed."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:96
msgid "*Success rate : 5%*"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:98
msgid ""
"**Qualified** : prospect's business and workflow are understood, pains are "
"identified and confirmed, budget and timing are known"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:101
msgid "*Success rate : 15%*"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:103
msgid ""
"**Qualified sponsor**: direct contact with decision maker has been done"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:106
msgid "*Success rate : 25%*"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:108
msgid "**Proposition** : the prospect received a quotation"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:110
msgid "*Success rate : 50%*"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:112
msgid "**Negotiation**: the prospect negotiates his quotation"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:114
msgid "*Success rate : 75%*"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:116
msgid ""
"**Won** : the prospect confirmed his quotation and received a sales order. "
"He is now a customer"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:119
msgid "*Success rate : 100%*"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:121
msgid "**Lost** : the prospect is no longer interested"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:123
msgid "*Success rate : 0%*"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:127
msgid ""
"Within your pipeline, each stage should correspond to a defined goal with a "
"corresponding probability. Every time you move your opportunity to the next "
"stage, your probability of closing the sale will automatically adapt."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:131
msgid ""
"You should consider using probability value as **100** when the deal is "
"closed-won and **0** for deal closed-lost."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:135
msgid "How to set up stage probabilities?"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:137
msgid ""
"To edit a stage, click on the **Settings** icon at the right of the desired "
"stage then on EDIT"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:143
msgid ""
"Select the Change probability automatically checkbox to let Odoo adapt the "
"probability of the opportunity to the probability defined in the stage. For "
"example, if you set a probability of 0% (Lost) or 100% (Won), Odoo will "
"assign the corresponding stage when the opportunity is marked as Lost or "
"Won."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:151
msgid ""
"Under the requirements field you can enter the internal requirements for "
"this stage. It will appear as a tooltip when you place your mouse over the "
"name of a stage."
msgstr ""