1300 lines
39 KiB
Plaintext
1300 lines
39 KiB
Plaintext
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# SOME DESCRIPTIVE TITLE.
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# Copyright (C) 2015-TODAY, Odoo S.A.
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# This file is distributed under the same license as the Odoo package.
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# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
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#
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 13.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2020-03-19 13:03+0100\n"
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"PO-Revision-Date: 2019-10-03 09:46+0000\n"
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"Language-Team: Thai (https://www.transifex.com/odoo/teams/41243/th/)\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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"Language: th\n"
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"Plural-Forms: nplurals=1; plural=0;\n"
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#: ../../crm.rst:5
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msgid "CRM"
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msgstr ""
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#: ../../crm/acquire_leads.rst:3
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msgid "Acquire leads"
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msgstr ""
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#: ../../crm/acquire_leads/convert.rst:3
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msgid "Convert leads into opportunities"
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msgstr ""
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#: ../../crm/acquire_leads/convert.rst:5
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msgid ""
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"The system can generate leads instead of opportunities, in order to add a "
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"qualification step before converting a *Lead* into an *Opportunity* and "
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"assigning to the right sales people."
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msgstr ""
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#: ../../crm/acquire_leads/convert.rst:9
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msgid ""
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"You can activate this mode from the CRM Settings. It applies to all your "
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"sales channels by default. But you can make it specific for specific "
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"channels from their configuration form."
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msgstr ""
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#: ../../crm/acquire_leads/convert.rst:14
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#: ../../crm/acquire_leads/generate_from_website.rst:41
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#: ../../crm/acquire_leads/lead_mining.rst:8 ../../crm/optimize/onsip.rst:13
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#: ../../crm/optimize/partner_autocomplete.rst:9
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#: ../../crm/track_leads/lead_scoring.rst:12
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#: ../../crm/track_leads/prospect_visits.rst:12
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msgid "Configuration"
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msgstr ""
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#: ../../crm/acquire_leads/convert.rst:16
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msgid ""
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"For this feature to work, go to :menuselection:`CRM --> Configuration --> "
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"Settings` and activate the *Leads* feature."
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msgstr ""
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#: ../../crm/acquire_leads/convert.rst:22
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msgid ""
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"You will now have a new submenu *Leads* under *Leads* where they will "
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"aggregate."
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msgstr ""
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#: ../../crm/acquire_leads/convert.rst:29
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msgid "Convert a lead into an opportunity"
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msgstr ""
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#: ../../crm/acquire_leads/convert.rst:31
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msgid ""
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"When you click on a *Lead* you will have the option to convert it to an "
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"opportunity and decide if it should still be assigned to the same "
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"channel/person and if you need to create a new customer."
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msgstr ""
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#: ../../crm/acquire_leads/convert.rst:38
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msgid ""
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"If you already have an opportunity with that customer Odoo will "
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"automatically offer you to merge with that opportunity. In the same manner, "
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"Odoo will automatically offer you to link to an existing customer if that "
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"customer already exists."
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msgstr ""
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#: ../../crm/acquire_leads/convert.rst:44
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msgid "Merge opportunities"
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msgstr ""
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#: ../../crm/acquire_leads/convert.rst:46
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msgid ""
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"Odoo will also automatically propose to merge opportunities if they have the"
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" same email address. When merging opportunities, Odoo merges the information"
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" into the opportunity which was created first, giving priority to the "
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"information present on the first opportunity."
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msgstr ""
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#: ../../crm/acquire_leads/convert.rst:51
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msgid ""
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"No information is lost: data from the other opportunity is logged in the "
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"chatter and the information fields for easy access."
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msgstr ""
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#: ../../crm/acquire_leads/convert.rst:57
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msgid ""
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"Would you find a duplicate yourself, ...you can also merge opportunities or "
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"leads even if the system doesn't propose it."
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msgstr ""
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#: ../../crm/acquire_leads/convert.rst:60
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msgid ""
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"Here’s how, from the list view. Select the opportunities or leads you want "
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"to merge and the action button will appear. Then, you can select merge."
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msgstr ""
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#: ../../crm/acquire_leads/convert.rst:67
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msgid "It is also possible to merge more than 2 opportunities or leads."
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_email.rst:3
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msgid "Generate leads/opportunities from emails"
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_email.rst:5
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msgid ""
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"Automating the lead/opportunity generation will considerably improve your "
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"efficiency. By default, any email sent to *sales@database\\_domain.ext* will"
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" create an opportunity in the pipeline of the default sales channel."
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_email.rst:11
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msgid "Configure email aliases"
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_email.rst:13
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msgid ""
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"Each sales teams can have its own email alias, to generate "
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"leads/opportunities automatically assigned to it. It is useful if you manage"
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" several sales teams with specific business processes. You will find the "
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"configuration of sales teams under :menuselection:`Configuration --> Sales "
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"Teams`."
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:3
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msgid "Generate leads/opportunities from your website contact page"
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:5
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msgid ""
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"Automating the lead/opportunity generation will considerably improve your "
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"efficiency. Any visitor using the contact form on your website will create a"
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" lead/opportunity in the pipeline."
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:10
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msgid "Use the contact us on your website"
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:12
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msgid "You should first go to your website app."
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:14
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msgid "|image0|\\ |image1|"
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:16
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msgid ""
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"With the CRM app installed, you benefit from a ready-to-use contact form on "
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"your Odoo website that will generate leads/opportunities automatically."
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:23
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msgid ""
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"To change to a specific sales channel, go to :menuselection:`Website --> "
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"Configuration --> Settings` under *Communication* you will find the Contact "
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"Form info and where to change the *Sales Channel* or *Salesperson*."
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:32
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#: ../../crm/acquire_leads/generate_from_website.rst:50
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msgid "Create a custom contact form"
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:34
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msgid ""
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"You may want to know more from your visitor when they use the contact form "
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"to you will need to build a custom contact form on your website. These "
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"contact forms can generate multiple types of records in the system (emails, "
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"leads/opportunities, project tasks, helpdesk tickets, etc.)"
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:43
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msgid ""
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"You will need to install the free *Form Builder* module, only available in "
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"Odoo Enterprise."
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:52
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msgid ""
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"First, go to the page where you want to put your contact form. In edit mode,"
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" drag the form builder onto the page, and you will be able to add all the "
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"fields you wish."
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:59
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msgid ""
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"By default, any new contact form will send an email. You can switch to "
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"lead/opportunity generation in *Change Form Parameters*."
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:63
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msgid ""
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"If the same visitor uses the contact form twice, the second entry will be "
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"added to the first lead/opportunity in the chatter."
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:67
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msgid "Generate leads instead of opportunities"
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:69
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msgid ""
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"When using a contact form, you should use a qualification step before "
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"assigning the form to the right sales people. To do so, activate *Leads* in "
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"CRM settings and refer to :doc:`convert`."
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msgstr ""
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#: ../../crm/acquire_leads/lead_mining.rst:3
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msgid "Lead mining"
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msgstr ""
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#: ../../crm/acquire_leads/lead_mining.rst:4
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msgid ""
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"In any business, getting quality leads is essential to keep the business "
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"growing. Lead mining allows you to generate leads from scratch directly from"
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" your database. Target your leads based on a set of criteria such as the "
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"country, the size of the company, the industry your leads are coming from to"
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" make them relevant to your business."
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msgstr ""
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#: ../../crm/acquire_leads/lead_mining.rst:10
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msgid ""
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"For this feature to work, go to :menuselection:`CRM --> Configuration --> "
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"Settings` and activate the **Lead Mining** feature."
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msgstr ""
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#: ../../crm/acquire_leads/lead_mining.rst:17
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msgid "Start generating leads"
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msgstr ""
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#: ../../crm/acquire_leads/lead_mining.rst:18
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msgid ""
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"You will now have a new button **Generate Leads** available in your "
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"pipeline. You are also able to create lead mining requests from the "
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":menuselection:`Configuration --> Lead Mining Requests` and trough "
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":menuselection:`Leads --> Leads` where you have the **Generate Leads** "
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"button."
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msgstr ""
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#: ../../crm/acquire_leads/lead_mining.rst:27
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msgid ""
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"From there, click on the **Generate Leads** button, a window where you will "
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"be able to pick your criteria will pop up."
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msgstr ""
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#: ../../crm/acquire_leads/lead_mining.rst:34
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msgid ""
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"When choosing to target Companied and their contacts you can choose the "
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"contacts you are getting based on Role or Seniority. When getting contact "
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"information make sure to be aware of the latest EU regulation, get more "
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"information about General Data Protection Regulation on `Odoo GDPR "
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"<http://odoo.com/gdpr>`__,"
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msgstr ""
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#: ../../crm/acquire_leads/lead_mining.rst:39
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msgid ""
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"You can decide to filter the leads you are getting depending on the size "
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"(number of employees) of the companies. You can pick the countries your "
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"leads are coming from. It is possible to pick multiple countries. You can "
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"pick the industries your leads are coming from. It is possible to pick "
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"multiple countries."
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msgstr ""
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#: ../../crm/acquire_leads/lead_mining.rst:43
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msgid ""
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"You can choose the salesperson and the Salesteam the lead will be assigned "
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"to. You can also add tags to track your generated leads."
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msgstr ""
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|
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#: ../../crm/acquire_leads/lead_mining.rst:47
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msgid "The generated leads will have the name of the company."
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msgstr ""
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#: ../../crm/acquire_leads/lead_mining.rst:50
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#: ../../crm/optimize/partner_autocomplete.rst:36
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msgid "Pricing"
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msgstr ""
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|||
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#: ../../crm/acquire_leads/lead_mining.rst:51
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msgid ""
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"This is an In-App Purchase feature, each generated lead will cost you one "
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"credit. If you choose to get contact information each contact will also cost"
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" us one additional credit. Here is the pricing for this `feature "
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"<https://iap.odoo.com/iap/in-app-services/167?>`__, To buy credits you can "
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"either go to :menuselection:`CRM --> Configuration --> Settings --> Buy "
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"Credits`; or go to `Settings --> In-App Purchases --> View my Services`."
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msgstr ""
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|||
|
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#: ../../crm/acquire_leads/lead_mining.rst:65
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msgid ""
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"The blue box will automatically tell you how many credits are going to be "
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"consumed."
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msgstr ""
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#: ../../crm/acquire_leads/lead_mining.rst:68
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msgid ""
|
|||
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"If you are on Odoo Online (SAAS) and have the Enterprise version, you "
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|||
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"benefit from free trial credits to test the feature."
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|||
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msgstr ""
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|||
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|||
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#: ../../crm/acquire_leads/lead_mining.rst:71
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msgid ""
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":doc:`In-App Purchases (IAP) "
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|||
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"<../../general/in_app_purchase/in_app_purchase>`"
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|||
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msgstr ""
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|||
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|
|||
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#: ../../crm/acquire_leads/send_quotes.rst:3
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msgid "Send quotations"
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msgstr ""
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#: ../../crm/acquire_leads/send_quotes.rst:5
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|||
|
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msgid ""
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|||
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|
"When you qualify a lead into an opportunity you will most likely need to "
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|||
|
|
"send them a quotation. You can directly do this in the CRM App with Odoo."
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|||
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msgstr ""
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|||
|
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|||
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#: ../../crm/acquire_leads/send_quotes.rst:12
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|||
|
|
msgid "Create a new quotation"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/acquire_leads/send_quotes.rst:14
|
|||
|
|
msgid ""
|
|||
|
|
"By clicking on any opportunity or lead, you will see a *New Quotation* "
|
|||
|
|
"button, it will bring you into a new menu where you can manage your quote."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/acquire_leads/send_quotes.rst:21
|
|||
|
|
msgid ""
|
|||
|
|
"You will find all your quotes to that specific opportunity under the "
|
|||
|
|
"*Quotations* menu on that page."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/acquire_leads/send_quotes.rst:28
|
|||
|
|
msgid "Mark them won/lost"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/acquire_leads/send_quotes.rst:30
|
|||
|
|
msgid ""
|
|||
|
|
"Now you will need to mark your opportunity as won or lost to move the "
|
|||
|
|
"process along."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/acquire_leads/send_quotes.rst:33
|
|||
|
|
msgid ""
|
|||
|
|
"If you mark them as won, they will move to your *Won* column in your Kanban "
|
|||
|
|
"view. If you however mark them as *Lost* they will be archived."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize.rst:3
|
|||
|
|
msgid "Optimize your Day-to-Day work"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/google_calendar_credentials.rst:3
|
|||
|
|
msgid "Synchronize Google Calendar with Odoo"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/google_calendar_credentials.rst:5
|
|||
|
|
msgid ""
|
|||
|
|
"Odoo is perfectly integrated with Google Calendar so that you can see & "
|
|||
|
|
"manage your meetings from both platforms (updates go through both "
|
|||
|
|
"directions)."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/google_calendar_credentials.rst:10
|
|||
|
|
msgid "Setup in Google"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/google_calendar_credentials.rst:11
|
|||
|
|
msgid ""
|
|||
|
|
"Go to `Google APIs platform <https://console.developers.google.com>`__ to "
|
|||
|
|
"generate Google Calendar API credentials. Log in with your Google account."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/google_calendar_credentials.rst:14
|
|||
|
|
msgid "Go to the API & Services page."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/google_calendar_credentials.rst:19
|
|||
|
|
msgid "Search for *Google Calendar API* and select it."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/google_calendar_credentials.rst:27
|
|||
|
|
msgid "Enable the API."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/google_calendar_credentials.rst:32
|
|||
|
|
msgid ""
|
|||
|
|
"Select or create an API project to store the credentials if not yet done "
|
|||
|
|
"before. Give it an explicit name (e.g. Odoo Sync)."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/google_calendar_credentials.rst:35
|
|||
|
|
msgid "Create credentials."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/google_calendar_credentials.rst:40
|
|||
|
|
msgid ""
|
|||
|
|
"Select *Web browser (Javascript)* as calling source and *User data* as kind "
|
|||
|
|
"of data."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/google_calendar_credentials.rst:46
|
|||
|
|
msgid ""
|
|||
|
|
"Then you can create a Client ID. Enter the name of the application (e.g. "
|
|||
|
|
"Odoo Calendar) and the allowed pages on which you will be redirected. The "
|
|||
|
|
"*Authorized JavaScript origin* is your Odoo's instance URL. The *Authorized "
|
|||
|
|
"redirect URI* is your Odoo's instance URL followed by "
|
|||
|
|
"'/google_account/authentication'."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/google_calendar_credentials.rst:55
|
|||
|
|
msgid ""
|
|||
|
|
"Go through the Consent Screen step by entering a product name (e.g. Odoo "
|
|||
|
|
"Calendar). Feel free to check the customizations options but this is not "
|
|||
|
|
"mandatory. The Consent Screen will only show up when you enter the Client ID"
|
|||
|
|
" in Odoo for the first time."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/google_calendar_credentials.rst:60
|
|||
|
|
msgid ""
|
|||
|
|
"Finally you are provided with your **Client ID**. Go to *Credentials* to get"
|
|||
|
|
" the **Client Secret** as well. Both of them are required in Odoo."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/google_calendar_credentials.rst:67
|
|||
|
|
msgid "Setup in Odoo"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/google_calendar_credentials.rst:69
|
|||
|
|
msgid ""
|
|||
|
|
"Install the **Google Calendar** App from the *Apps* menu or by checking the "
|
|||
|
|
"option in :menuselection:`Settings --> General Settings`."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/google_calendar_credentials.rst:75
|
|||
|
|
msgid ""
|
|||
|
|
"Go to :menuselection:`Settings --> General Settings` and enter your **Client"
|
|||
|
|
" ID** and **Client Secret** in Google Calendar option."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/google_calendar_credentials.rst:81
|
|||
|
|
msgid ""
|
|||
|
|
"The setup is now ready. Open your Odoo Calendar and sync with Google. The "
|
|||
|
|
"first time you do it you are redirected to Google to authorize the "
|
|||
|
|
"connection. Once back in Odoo, click the sync button again. You can click it"
|
|||
|
|
" whenever you want to synchronize your calendar."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/google_calendar_credentials.rst:89
|
|||
|
|
msgid "As of now you no longer have excuses to miss a meeting!"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/onsip.rst:3
|
|||
|
|
msgid "Use VOIP services in Odoo with OnSIP"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/onsip.rst:6
|
|||
|
|
msgid "Introduction"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/onsip.rst:8
|
|||
|
|
msgid ""
|
|||
|
|
"Odoo VoIP can be set up to work together with OnSIP (www.onsip.com). In that"
|
|||
|
|
" case, the installation and setup of an Asterisk server is not necessary as "
|
|||
|
|
"the whole infrastructure is hosted and managed by OnSIP."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/onsip.rst:10
|
|||
|
|
msgid ""
|
|||
|
|
"You will need to open an account with OnSIP to use this service. Before "
|
|||
|
|
"doing so, make sure that your area and the areas you wish to call are "
|
|||
|
|
"covered by the service. After opening an OnSIP account, follow the "
|
|||
|
|
"configuration procedure below."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/onsip.rst:15
|
|||
|
|
msgid "Go to Apps and install the module **VoIP OnSIP**."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/onsip.rst:20
|
|||
|
|
msgid ""
|
|||
|
|
"Go to Settings/General Settings. In the section Integrations/Asterisk "
|
|||
|
|
"(VoIP), fill in the 3 fields:"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/onsip.rst:22
|
|||
|
|
msgid ""
|
|||
|
|
"**OnSIP Domain** is the domain you chose when creating an account on "
|
|||
|
|
"www.onsip.com. If you don't know it, log in to https://admin.onsip.com/ and "
|
|||
|
|
"you will see it in the top right corner of the screen."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/onsip.rst:23
|
|||
|
|
msgid "**WebSocket** should contain wss://edge.sip.onsip.com"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/onsip.rst:24
|
|||
|
|
msgid "**Mode** should be Production"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/onsip.rst:29
|
|||
|
|
msgid ""
|
|||
|
|
"Go to **Settings/Users**. In the form view of each VoIP user, in the "
|
|||
|
|
"Preferences tab, fill in the section **PBX Configuration**:"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/onsip.rst:31
|
|||
|
|
msgid "**SIP Login / Browser's Extension**: the OnSIP 'Username'"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/onsip.rst:32
|
|||
|
|
msgid "**OnSIP authorization User**: the OnSIP 'Auth Username'"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/onsip.rst:33
|
|||
|
|
msgid "**SIP Password**: the OnSIP 'SIP Password'"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/onsip.rst:34
|
|||
|
|
msgid "**Handset Extension**: the OnSIP 'Extension'"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/onsip.rst:36
|
|||
|
|
msgid ""
|
|||
|
|
"You can find all this information by logging in at "
|
|||
|
|
"https://admin.onsip.com/users, then select the user you want to configure "
|
|||
|
|
"and refer to the fields as pictured below."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/onsip.rst:41
|
|||
|
|
msgid ""
|
|||
|
|
"You can now make phone calls by clicking the phone icon in the top right "
|
|||
|
|
"corner of Odoo (make sure you are logged in as a user properly configured in"
|
|||
|
|
" Odoo and in OnSIP)."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/onsip.rst:45
|
|||
|
|
msgid ""
|
|||
|
|
"If you see a *Missing Parameters* message in the Odoo softphone, make sure "
|
|||
|
|
"to refresh your Odoo window and try again."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/onsip.rst:52
|
|||
|
|
msgid ""
|
|||
|
|
"If you see an *Incorrect Number* message in the Odoo softphone, make sure to"
|
|||
|
|
" use the international format, leading with the plus (+) sign followed by "
|
|||
|
|
"the international country code. E.g.: +16506913277 (where +1 is the "
|
|||
|
|
"international prefix for the United States)."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/onsip.rst:57
|
|||
|
|
msgid ""
|
|||
|
|
"You can now also receive phone calls. Your number is the one provided by "
|
|||
|
|
"OnSIP. Odoo will ring and display a notification."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/onsip.rst:63
|
|||
|
|
msgid "OnSIP on Your Cell Phone"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/onsip.rst:65
|
|||
|
|
msgid ""
|
|||
|
|
"In order to make and receive phone calls when you are not in front of your "
|
|||
|
|
"computer, you can use a softphone app on your cell phone in parallel of Odoo"
|
|||
|
|
" VoIP. This is useful for on-the-go calls, but also to make sure to hear "
|
|||
|
|
"incoming calls, or simply for convenience. Any SIP softphone will work."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/onsip.rst:67
|
|||
|
|
msgid ""
|
|||
|
|
"On Android and iOS, OnSIP has been successfully tested with `Grandstream "
|
|||
|
|
"Wave <https://play.google.com/store/apps/details?id=com.grandstream.wave>`_."
|
|||
|
|
" When creating an account, select OnSIP in the list of carriers. You will "
|
|||
|
|
"then have to configure it as follows:"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/onsip.rst:69
|
|||
|
|
msgid "**Account name**: OnSIP"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/onsip.rst:70
|
|||
|
|
msgid "**SIP Server**: the OnSIP 'Domain'"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/onsip.rst:71
|
|||
|
|
msgid "**SIP User ID**: the OnSIP 'Username'"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/onsip.rst:72
|
|||
|
|
msgid "**SIP Authentication ID**: the OnSIP 'Auth Username'"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/onsip.rst:73
|
|||
|
|
msgid "**Password**: the OnSIP 'SIP Password'"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/onsip.rst:75
|
|||
|
|
msgid ""
|
|||
|
|
"Aside from initiating calls from Grandstream Wave on your phone, you can "
|
|||
|
|
"also initiate calls by clicking phone numbers in your browser on your PC. "
|
|||
|
|
"This will make Grandstream Wave ring and route the call via your phone to "
|
|||
|
|
"the other party. This approach is useful to avoid wasting time dialing phone"
|
|||
|
|
" numbers. In order to do so, you will need the Chrome extension `OnSIP Call "
|
|||
|
|
"Assistant <https://chrome.google.com/webstore/detail/onsip-call-"
|
|||
|
|
"assistant/pceelmncccldedfkcgjkpemakjbapnpg?hl=en>`_."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/onsip.rst:79
|
|||
|
|
msgid ""
|
|||
|
|
"The downside of using a softphone on your cell phone is that your calls will"
|
|||
|
|
" not be logged in Odoo as the softphone acts as an independent separate app."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/partner_autocomplete.rst:3
|
|||
|
|
msgid "Enrich your contacts base with Partner Autocomplete"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/partner_autocomplete.rst:5
|
|||
|
|
msgid ""
|
|||
|
|
"Parter Autocomplete helps you to enrich your contacts database with "
|
|||
|
|
"corporate data. Select one of the companies suggested in the dropdown, and "
|
|||
|
|
"quickly get all the information you need."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/partner_autocomplete.rst:11
|
|||
|
|
msgid ""
|
|||
|
|
"Go to :menuselection:`Settings --> Contacts` and activate the *Partner "
|
|||
|
|
"Autocomplete* feature."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/partner_autocomplete.rst:18
|
|||
|
|
msgid "Enrich your contacts with corporate data"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/partner_autocomplete.rst:22
|
|||
|
|
msgid ""
|
|||
|
|
"From any module, once you start to create a new contact typing the name of "
|
|||
|
|
"it, the system will suggest a potential match. If you select it, the contact"
|
|||
|
|
" will be populated with corporate data."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/partner_autocomplete.rst:23
|
|||
|
|
msgid ""
|
|||
|
|
"For example, after typing *Odoo*, you will get the following information:"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/partner_autocomplete.rst:33
|
|||
|
|
msgid ""
|
|||
|
|
"Partner Autocomplete also works if you enter a VAT number instead of a "
|
|||
|
|
"company name."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/partner_autocomplete.rst:39
|
|||
|
|
msgid ""
|
|||
|
|
"*Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires"
|
|||
|
|
" prepaid credits to be used. Each request will consume one credit."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/partner_autocomplete.rst:41
|
|||
|
|
msgid ""
|
|||
|
|
"To buy credits, go to :menuselection:`Settings --> Contacts --> Partner "
|
|||
|
|
"Autocomplete or Odoo IAP --> View My Services` and select a package."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/partner_autocomplete.rst:44
|
|||
|
|
msgid ""
|
|||
|
|
"If you run out of credits, the only information that will be populated when "
|
|||
|
|
"clicking on the suggested company will be the website link and the logo."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/partner_autocomplete.rst:46
|
|||
|
|
msgid ""
|
|||
|
|
"If you are on Odoo Online (SAAS) and you have the Enterprise version, you "
|
|||
|
|
"benefit from free trial credits to test the feature."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/partner_autocomplete.rst:48
|
|||
|
|
msgid ""
|
|||
|
|
"Learn about our *Privacy Policy* `here "
|
|||
|
|
"<https://iap.odoo.com/privacy#header_2>`_."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:3
|
|||
|
|
msgid "Configure your VOIP Asterisk server for Odoo"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:6
|
|||
|
|
msgid "Installing Asterisk server"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:9
|
|||
|
|
msgid "Dependencies"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:11
|
|||
|
|
msgid ""
|
|||
|
|
"Before installing Asterisk you need to install the following dependencies:"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:13
|
|||
|
|
msgid "wget"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:14
|
|||
|
|
msgid "gcc"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:15
|
|||
|
|
msgid "g++"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:16
|
|||
|
|
msgid "ncurses-devel"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:17
|
|||
|
|
msgid "libxml2-devel"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:18
|
|||
|
|
msgid "sqlite-devel"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:19
|
|||
|
|
msgid "libsrtp-devel"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:20
|
|||
|
|
msgid "libuuid-devel"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:21
|
|||
|
|
msgid "openssl-devel"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:22
|
|||
|
|
msgid "pkg-config"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:24
|
|||
|
|
msgid "In order to install libsrtp, follow the instructions below:"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:35
|
|||
|
|
msgid ""
|
|||
|
|
"You also need to install PJSIP, you can download the source `here "
|
|||
|
|
"<http://www.pjsip.org/download.htm>`_. Once the source directory is "
|
|||
|
|
"extracted:"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:37
|
|||
|
|
msgid "**Change to the pjproject source directory:**"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:43
|
|||
|
|
msgid "**run:**"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:49
|
|||
|
|
msgid "**Build and install pjproject:**"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:57
|
|||
|
|
msgid "**Update shared library links:**"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:63
|
|||
|
|
msgid "**Verify that pjproject is installed:**"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:69
|
|||
|
|
msgid "**The result should be:**"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:86
|
|||
|
|
msgid "Asterisk"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:88
|
|||
|
|
msgid ""
|
|||
|
|
"In order to install Asterisk 13.7.0, you can download the source directly "
|
|||
|
|
"`there <http://downloads.asterisk.org/pub/telephony/asterisk/old-"
|
|||
|
|
"releases/asterisk-13.7.0.tar.gz>`_."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:90
|
|||
|
|
msgid "Extract Asterisk:"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:96
|
|||
|
|
msgid "Enter the Asterisk directory:"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:102
|
|||
|
|
msgid "Run the Asterisk configure script:"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:108
|
|||
|
|
msgid "Run the Asterisk menuselect tool:"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:114
|
|||
|
|
msgid ""
|
|||
|
|
"In the menuselect, go to the resources option and ensure that res_srtp is "
|
|||
|
|
"enabled. If there are 3 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/optimize/setup.rst:116
|
|||
|
|
msgid "Compile and install Asterisk:"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:122
|
|||
|
|
msgid ""
|
|||
|
|
"If you need the sample configs you can run 'make samples' to install the "
|
|||
|
|
"sample configs. If you need to install the Asterisk startup script you can "
|
|||
|
|
"run 'make config'."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:125
|
|||
|
|
msgid "DTLS Certificates"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:127
|
|||
|
|
msgid "After you need to setup the DTLS certificates."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:133
|
|||
|
|
msgid "Enter the Asterisk scripts directory:"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:139
|
|||
|
|
msgid ""
|
|||
|
|
"Create the DTLS certificates (replace pbx.mycompany.com with your ip address"
|
|||
|
|
" or dns name, replace My Super Company with your company name):"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:146
|
|||
|
|
msgid "Configure Asterisk server"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:148
|
|||
|
|
msgid ""
|
|||
|
|
"For WebRTC, a lot of the settings that are needed MUST be in the peer "
|
|||
|
|
"settings. The global settings do not flow down into the peer settings very "
|
|||
|
|
"well. By default, Asterisk config files are located in /etc/asterisk/. Start"
|
|||
|
|
" by editing http.conf and make sure that the following lines are "
|
|||
|
|
"uncommented:"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:158
|
|||
|
|
msgid ""
|
|||
|
|
"Next, edit sip.conf. The WebRTC peer requires encryption, avpf, and "
|
|||
|
|
"icesupport to be enabled. In most cases, directmedia should be disabled. "
|
|||
|
|
"Also under the WebRTC client, the transport needs to be listed as ‘ws’ to "
|
|||
|
|
"allow websocket connections. All of these config lines should be under the "
|
|||
|
|
"peer itself; setting these config lines globally might not work:"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:186
|
|||
|
|
msgid ""
|
|||
|
|
"In the sip.conf and rtp.conf files you also need to add or uncomment the "
|
|||
|
|
"lines:"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:193
|
|||
|
|
msgid "Lastly, set up extensions.conf:"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:202
|
|||
|
|
msgid "Configure Odoo VOIP"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:204
|
|||
|
|
msgid "In Odoo, the configuration should be done in the user's preferences."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:210
|
|||
|
|
msgid ""
|
|||
|
|
"The SIP Login/Browser's Extension is the number you configured previously in"
|
|||
|
|
" the sip.conf file (in our example: 1060)."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:212
|
|||
|
|
msgid "The SIP Password is the secret you chose in the sip.conf file."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:214
|
|||
|
|
msgid ""
|
|||
|
|
"The extension of your office's phone is not a required field but it is used "
|
|||
|
|
"if you want to transfer your call from Odoo to an external phone also "
|
|||
|
|
"configured in the sip.conf file."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:217
|
|||
|
|
msgid ""
|
|||
|
|
"The configuration should also be done in the General Settings under the "
|
|||
|
|
"\"Integrations\" section."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:222
|
|||
|
|
msgid ""
|
|||
|
|
"The PBX Server IP should be the same as the IP you define in the http.conf "
|
|||
|
|
"file."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/optimize/setup.rst:224
|
|||
|
|
msgid ""
|
|||
|
|
"The WebSocket should be: ws://localhost:XXXX/ws where \"localhost\" needs to"
|
|||
|
|
" be the same as the IP defined previously and \"XXXX\" needs to be the port "
|
|||
|
|
"defined in the http.conf file."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/performance.rst:3
|
|||
|
|
msgid "Analyze performance"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/performance/win_loss.rst:3
|
|||
|
|
msgid "Check your Win/Loss Ratio"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/performance/win_loss.rst:5
|
|||
|
|
msgid ""
|
|||
|
|
"To see how well you are doing with your pipeline, take a look at the "
|
|||
|
|
"Win/Loss ratio."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/performance/win_loss.rst:8
|
|||
|
|
msgid ""
|
|||
|
|
"To access this report, go to your *Pipeline* view under the *Reporting* tab."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/performance/win_loss.rst:11
|
|||
|
|
msgid ""
|
|||
|
|
"From there you can filter to which opportunities you wish to see, yours, the"
|
|||
|
|
" ones from your sales channel, your whole company, etc. You can then click "
|
|||
|
|
"on filter and check Won/Lost."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/performance/win_loss.rst:18
|
|||
|
|
msgid "You can also change the *Measures* to *Total Revenue*."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/performance/win_loss.rst:23
|
|||
|
|
msgid "You also have the ability to switch to a pie chart view."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline.rst:3
|
|||
|
|
msgid "Organize the pipeline"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/lost_opportunities.rst:3
|
|||
|
|
msgid "Manage lost opportunities"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/lost_opportunities.rst:5
|
|||
|
|
msgid ""
|
|||
|
|
"While working with your opportunities, you might lose some of them. You will"
|
|||
|
|
" want to keep track of the reasons you lost them and also which ways Odoo "
|
|||
|
|
"can help you recover them in the future."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/lost_opportunities.rst:10
|
|||
|
|
msgid "Mark a lead as lost"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/lost_opportunities.rst:12
|
|||
|
|
msgid ""
|
|||
|
|
"While in your pipeline, select any opportunity you want and you will see a "
|
|||
|
|
"*Mark Lost* button."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/lost_opportunities.rst:15
|
|||
|
|
msgid ""
|
|||
|
|
"You can then select an existing *Lost Reason* or create a new one right "
|
|||
|
|
"there."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/lost_opportunities.rst:22
|
|||
|
|
msgid "Manage & create lost reasons"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/lost_opportunities.rst:24
|
|||
|
|
msgid ""
|
|||
|
|
"You will find your *Lost Reasons* under :menuselection:`Configuration --> "
|
|||
|
|
"Lost Reasons`."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/lost_opportunities.rst:26
|
|||
|
|
msgid ""
|
|||
|
|
"You can select & rename any of them as well as create a new one from there."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/lost_opportunities.rst:30
|
|||
|
|
msgid "Retrieve lost opportunities"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/lost_opportunities.rst:32
|
|||
|
|
msgid ""
|
|||
|
|
"To retrieve lost opportunities and do actions on them (send an email, make a"
|
|||
|
|
" feedback call, etc.), select the *Lost* filter in the search bar."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/lost_opportunities.rst:39
|
|||
|
|
msgid "You will then see all your lost opportunities."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/lost_opportunities.rst:41
|
|||
|
|
msgid ""
|
|||
|
|
"If you want to refine them further, you can add a filter on the *Lost "
|
|||
|
|
"Reason*."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/lost_opportunities.rst:44
|
|||
|
|
msgid "For Example, *Too Expensive*."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/lost_opportunities.rst:50
|
|||
|
|
msgid "Restore lost opportunities"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/lost_opportunities.rst:52
|
|||
|
|
msgid ""
|
|||
|
|
"From the Kanban view with the filter(s) in place, you can select any "
|
|||
|
|
"opportunity you wish and work on it as usual. You can also restore it by "
|
|||
|
|
"clicking on *Archived*."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/lost_opportunities.rst:59
|
|||
|
|
msgid ""
|
|||
|
|
"You can also restore items in batch from the Kanban view when they belong to"
|
|||
|
|
" the same stage. Select *Restore Records* in the column options. You can "
|
|||
|
|
"also archive the same way."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/lost_opportunities.rst:66
|
|||
|
|
msgid "To select specific opportunities, you should switch to the list view."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/lost_opportunities.rst:71
|
|||
|
|
msgid ""
|
|||
|
|
"Then you can select as many or all opportunities and select the actions you "
|
|||
|
|
"want to take."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/lost_opportunities.rst:78
|
|||
|
|
msgid ":doc:`../performance/win_loss`"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/multi_sales_team.rst:3
|
|||
|
|
msgid "Manage multiple sales teams"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/multi_sales_team.rst:5
|
|||
|
|
msgid ""
|
|||
|
|
"In Odoo, you can manage several sales teams, departments or channels with "
|
|||
|
|
"specific sales processes. To do so, we use the concept of *Sales Channel*."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/multi_sales_team.rst:10
|
|||
|
|
msgid "Create a new sales channel"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/multi_sales_team.rst:12
|
|||
|
|
msgid ""
|
|||
|
|
"To create a new *Sales Channel*, go to :menuselection:`Configuration --> "
|
|||
|
|
"Sales Channels`."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/multi_sales_team.rst:14
|
|||
|
|
msgid ""
|
|||
|
|
"There you can set an email alias to it. Every message sent to that email "
|
|||
|
|
"address will create a lead/opportunity."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/multi_sales_team.rst:21
|
|||
|
|
msgid "Add members to your sales channel"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/multi_sales_team.rst:23
|
|||
|
|
msgid ""
|
|||
|
|
"You can add members to any channel; that way those members will see the "
|
|||
|
|
"pipeline structure of the sales channel when opening it. Any "
|
|||
|
|
"lead/opportunity assigned to them will link to the sales channel. Therefore,"
|
|||
|
|
" you can only be a member of one channel."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/multi_sales_team.rst:28
|
|||
|
|
msgid "This will ease the process review of the team manager."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/multi_sales_team.rst:33
|
|||
|
|
msgid ""
|
|||
|
|
"If you now filter on this specific channel in your pipeline, you will find "
|
|||
|
|
"all of its opportunities."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/multi_sales_team.rst:40
|
|||
|
|
msgid "Sales channel dashboard"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/multi_sales_team.rst:42
|
|||
|
|
msgid ""
|
|||
|
|
"To see the operations and results of any sales channel at a glance, the "
|
|||
|
|
"sales manager also has access to the *Sales Channel Dashboard* under "
|
|||
|
|
"*Reporting*."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/pipeline/multi_sales_team.rst:46
|
|||
|
|
msgid ""
|
|||
|
|
"It is shared with the whole ecosystem so every revenue stream is included in"
|
|||
|
|
" it: Sales, eCommerce, PoS, etc."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads.rst:3
|
|||
|
|
msgid "Assign and track leads"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads/lead_scoring.rst:3
|
|||
|
|
msgid "Assign leads based on scoring"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads/lead_scoring.rst:5
|
|||
|
|
msgid ""
|
|||
|
|
"With *Leads Scoring* you can automatically rank your leads based on selected"
|
|||
|
|
" criterias."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads/lead_scoring.rst:8
|
|||
|
|
msgid ""
|
|||
|
|
"For example you could score customers from your country higher or the ones "
|
|||
|
|
"that visited specific pages on your website."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads/lead_scoring.rst:14
|
|||
|
|
msgid ""
|
|||
|
|
"To use scoring, install the free module *Lead Scoring* under your *Apps* "
|
|||
|
|
"page (only available in Odoo Enterprise)."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads/lead_scoring.rst:21
|
|||
|
|
msgid "Create scoring rules"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads/lead_scoring.rst:23
|
|||
|
|
msgid ""
|
|||
|
|
"You now have a new tab in your *CRM* app called *Leads Management* where you"
|
|||
|
|
" can manage your scoring rules."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads/lead_scoring.rst:26
|
|||
|
|
msgid ""
|
|||
|
|
"Here's an example for a Canadian lead, you can modify for whatever criteria "
|
|||
|
|
"you wish to score your leads on. You can add as many criterias as you wish."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads/lead_scoring.rst:33
|
|||
|
|
msgid ""
|
|||
|
|
"Every hour every lead without a score will be automatically scanned and "
|
|||
|
|
"assigned their right score according to your scoring rules."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads/lead_scoring.rst:40
|
|||
|
|
msgid "Assign leads"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads/lead_scoring.rst:42
|
|||
|
|
msgid ""
|
|||
|
|
"Once the scores computed, leads can be assigned to specific teams using the "
|
|||
|
|
"same domain mechanism. To do so go to :menuselection:`CRM --> Leads "
|
|||
|
|
"Management --> Team Assignation` and apply a specific domain on each team. "
|
|||
|
|
"This domain can include scores."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads/lead_scoring.rst:49
|
|||
|
|
msgid ""
|
|||
|
|
"Further on, you can assign to a specific vendor in the team with an even "
|
|||
|
|
"more refined domain."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads/lead_scoring.rst:52
|
|||
|
|
msgid ""
|
|||
|
|
"To do so go to :menuselection:`CRM --> Leads Management --> Leads "
|
|||
|
|
"Assignation`."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads/lead_scoring.rst:58
|
|||
|
|
msgid ""
|
|||
|
|
"The team & leads assignation will assign the unassigned leads once a day."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads/lead_scoring.rst:62
|
|||
|
|
msgid "Evaluate & use the unassigned leads"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads/lead_scoring.rst:64
|
|||
|
|
msgid ""
|
|||
|
|
"Once your scoring rules are in place you will most likely still have some "
|
|||
|
|
"unassigned leads. Some of them could still lead to an opportunity so it is "
|
|||
|
|
"useful to do something with them."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads/lead_scoring.rst:68
|
|||
|
|
msgid ""
|
|||
|
|
"In your leads page you can place a filter to find your unassigned leads."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads/lead_scoring.rst:73
|
|||
|
|
msgid ""
|
|||
|
|
"Why not using :menuselection:`Email Marketing` or :menuselection:`Marketing "
|
|||
|
|
"Automation` apps to send a mass email to them? You can also easily find such"
|
|||
|
|
" unassigned leads from there."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads/prospect_visits.rst:3
|
|||
|
|
msgid "Track your prospects visits"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads/prospect_visits.rst:5
|
|||
|
|
msgid ""
|
|||
|
|
"Tracking your website pages will give you much more information about the "
|
|||
|
|
"interests of your website visitors."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads/prospect_visits.rst:8
|
|||
|
|
msgid ""
|
|||
|
|
"Every tracked page they visit will be recorded on your lead/opportunity if "
|
|||
|
|
"they use the contact form on your website."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads/prospect_visits.rst:14
|
|||
|
|
msgid ""
|
|||
|
|
"To use this feature, install the free module *Lead Scoring* under your "
|
|||
|
|
"*Apps* page (only available in Odoo Enterprise)."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads/prospect_visits.rst:21
|
|||
|
|
msgid "Track a webpage"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads/prospect_visits.rst:23
|
|||
|
|
msgid ""
|
|||
|
|
"Go to any static page you want to track on your website and under the "
|
|||
|
|
"*Promote* tab you will find *Optimize SEO*"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads/prospect_visits.rst:29
|
|||
|
|
msgid "There you will see a *Track Page* checkbox to track this page."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads/prospect_visits.rst:35
|
|||
|
|
msgid "See visited pages in your leads/opportunities"
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads/prospect_visits.rst:37
|
|||
|
|
msgid ""
|
|||
|
|
"Now each time a lead is created from the contact form it will keep track of "
|
|||
|
|
"the pages visited by that visitor. You have two ways to see those pages, on "
|
|||
|
|
"the top right corner of your lead/opportunity you can see a *Page Views* "
|
|||
|
|
"button but also further down you will see them in the chatter."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads/prospect_visits.rst:43
|
|||
|
|
msgid ""
|
|||
|
|
"Both will update if the viewers comes back to your website and visits more "
|
|||
|
|
"pages."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads/prospect_visits.rst:52
|
|||
|
|
msgid ""
|
|||
|
|
"The feature will not repeat multiple viewings of the same pages in the "
|
|||
|
|
"chatter."
|
|||
|
|
msgstr ""
|
|||
|
|
|
|||
|
|
#: ../../crm/track_leads/prospect_visits.rst:55
|
|||
|
|
msgid "Your customers will no longer be able to keep any secrets from you!"
|
|||
|
|
msgstr ""
|