documentation/content/applications/sales/crm/optimize.rst

:nosearch:

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Optimize your Day-to-Day work
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.. toctree::
   :titlesonly:

   optimize/partner_autocomplete
   optimize/gamification
   optimize/utilize_activities
   optimize/lead_enrichment
[IMP] *: exclude empty TOC pages from search results When searching for a string that can be found in a TOC page's content, that page is listed in the search results. This is not a wanted behavior because TOC pages without the 'show-content' metadata directive are not supposed to be accessible. This commit adds a 'nosearch' metadata directive to all TOC pages without a 'show-content' metadata directive, hence removing them from search results. task-2527419 2021-06-09 16:10:25 +07:00			`:nosearch:`

[IMP] crm: Whole documentation overhaul Organize the pipeline https://www.odoo.com/documentation/user/11.0/discuss/plan_activities.html (clone it here) Manage lost opportunities -> https://docs.google.com/document/d/1Uxr5L0tmNTv4cUiq948_8KgHMAgtB--Ib-h9K_XjYQM/edit Manage multiple sales teams -> https://docs.google.com/document/d/1xbQzJozfPyGJxtu1dlYaBvmtU4aZkkGnRT3jmdzp84s/edit Acquire leads Convert leads into opportunities -> https://docs.google.com/document/d/15huZHD7NLqUC-XyogT1cR_oBof-DlC6U-olfxJLuGfY/edit Generate leads from emails -> https://docs.google.com/document/d/1qt5LAyb7jjArZqFQbwHANKhkE1uifVuc0I2pnf9eF7k/edit Generate leads from your website contact page -> https://docs.google.com/document/d/1shcyTp4gMuekRMIbJqbHfFIIk10N0GHtHIQlPXuax-Q/edit Send quotations -> https://docs.google.com/document/d/1wYfImnN1XxxaPQMjTvvIDgMkhXE5ud1D-9pbkr0khsA/edit Assign and track leads Track your prospect visits -> https://docs.google.com/document/d/1wSoV9wgI6HwD7pogTbPuapIfxCgQ5fUWhZ3frU_iOTk/edit Assign leads automatically based on scoring -> https://docs.google.com/document/d/1cBc4XOTAnSjjfg3Q-BS14dB2lvv09NaUCEpIlMKyp6U/edit Analyze performance Check your Win/Loss ratio -> https://docs.google.com/document/d/1_-I50VbyWwSrp63pRYq7_Lo7QSr0b-0ru4FLQZv3C2k/edit Get an accurate probable turnover -> https://docs.google.com/document/d/1tfCntvywMehg9xVF5NsjA6-6m7QQ-FryfwGkPAOJPNE/edit Optimize your Day-to-Day work Synchronize Google Calendar with Odoo -> https://www.odoo.com/documentation/user/11.0/crm/calendar/google_calendar_credentials.html (Change name) Use VOIP services in Odoo with OnSIP -> https://www.odoo.com/documentation/user/11.0/crm/leads/voip/onsip.html (Change name) Configure your VOIP Asterisk server for Odoo -> https://www.odoo.com/documentation/user/11.0/crm/leads/voip/setup.html (Change name) 2018-04-04 18:01:23 +07:00			`=============================`
			`Optimize your Day-to-Day work`
			`=============================`

			`.. toctree::`
			`:titlesonly:`

[ADD] CRM: new documentation about Outlook Extension (#761) - This documentation describes how to install and use the new Outlook CRM Extension. - redirection: mail_client_extension.rst -> outlook_extension.rst - mail_client_extension.html is the first link provided as a tip in Odoo 14 but should be updated and point directly to outlook_extension.html 2020-10-07 21:38:54 +07:00			`optimize/partner_autocomplete`
[ADD] crm: document about gamification (#687) 2020-06-11 22:26:54 +07:00			`optimize/gamification`
[ADD] crm: utilize activities for sales teams closes odoo/documentation#8590 X-original-commit: d27def362bc34b1d8d18fd6011b2b5a7b68a0188 Signed-off-by: Zachary Straub (zst) <zst@odoo.com> Signed-off-by: Jessica Rogers (jero) <jero@odoo.com> 2024-03-15 03:06:30 +07:00			`optimize/utilize_activities`
[ADD] sales: crm lead enrichment closes odoo/documentation#8912 X-original-commit: 0bd590d4b9e929761222603fe159df8d599e283e Signed-off-by: Samuel Lieber (sali) <sali@odoo.com> Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com> 2024-04-18 22:22:56 +07:00			`optimize/lead_enrichment`