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."
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."
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."
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."
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`."
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."
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."
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*."
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.)"
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."
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`."
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."
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."
msgid "Odoo is perfectly integrated with Google Calendar so that you can see & manage your meetings from both platforms (updates go through both directions)."
msgid "Go to `Google APIs platform <https://console.developers.google.com>`__ to generate Google Calendar API credentials. Log in with your Google account."
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'."
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."
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."
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."
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."
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."
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."
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)."
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)."
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."
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:"
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>`_."
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."
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:"
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>`_."
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."
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'."
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:"
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:"
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."
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."
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."
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."
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."
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."
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."
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."
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."
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."
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*."
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."
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*."
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."
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*."
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."
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."
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."
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."
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."
