documentation/locale/de/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 package.
# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
# 
#, fuzzy
msgid ""
msgstr ""
"Project-Id-Version: Odoo 14.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2021-02-04 11:02+0100\n"
"PO-Revision-Date: 2020-09-22 14:40+0000\n"
"Language-Team: German (https://www.transifex.com/odoo/teams/41243/de/)\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: 8bit\n"
"Language: de\n"
"Plural-Forms: nplurals=2; plural=(n != 1);\n"

#: ../../crm.rst:5
msgid "CRM"
msgstr ""

#: ../../crm/acquire_leads.rst:3
msgid "Acquire leads"
msgstr ""

#: ../../crm/acquire_leads/convert.rst:3
msgid "Convert leads into opportunities"
msgstr ""

#: ../../crm/acquire_leads/convert.rst:5
msgid ""
"The system can generate leads instead of opportunities, in order to add a "
"qualification step before converting a *Lead* into an *Opportunity* and "
"assigning to the right sales people."
msgstr ""

#: ../../crm/acquire_leads/convert.rst:9
msgid ""
"You can activate this mode from the CRM Settings. It applies to all your "
"sales channels by default. But you can make it specific for specific "
"channels from their configuration form."
msgstr ""

#: ../../crm/acquire_leads/convert.rst:14
#: ../../crm/acquire_leads/generate_from_website.rst:41
#: ../../crm/acquire_leads/lead_mining.rst:8
#: ../../crm/optimize/gamification.rst:11
#: ../../crm/optimize/outlook_extension.rst:27
#: ../../crm/optimize/partner_autocomplete.rst:9
#: ../../crm/track_leads/lead_scoring.rst:12
#: ../../crm/track_leads/prospect_visits.rst:12
msgid "Configuration"
msgstr ""

#: ../../crm/acquire_leads/convert.rst:16
msgid ""
"For this feature to work, go to :menuselection:`CRM --> Configuration --> "
"Settings` and activate the *Leads* feature."
msgstr ""

#: ../../crm/acquire_leads/convert.rst:22
msgid ""
"You will now have a new submenu *Leads* under *Leads* where they will "
"aggregate."
msgstr ""

#: ../../crm/acquire_leads/convert.rst:29
msgid "Convert a lead into an opportunity"
msgstr ""

#: ../../crm/acquire_leads/convert.rst:31
msgid ""
"When you click on a *Lead* you will have the option to convert it to an "
"opportunity and decide if it should still be assigned to the same "
"channel/person and if you need to create a new customer."
msgstr ""

#: ../../crm/acquire_leads/convert.rst:38
msgid ""
"If you already have an opportunity with that customer Odoo will "
"automatically offer you to merge with that opportunity. In the same manner, "
"Odoo will automatically offer you to link to an existing customer if that "
"customer already exists."
msgstr ""

#: ../../crm/acquire_leads/convert.rst:44
msgid "Merge opportunities"
msgstr ""

#: ../../crm/acquire_leads/convert.rst:46
msgid ""
"Odoo will also automatically propose to merge opportunities if they have the"
" same email address. When merging opportunities, Odoo merges the information"
" into the opportunity which was created first, giving priority to the "
"information present on the first opportunity."
msgstr ""

#: ../../crm/acquire_leads/convert.rst:51
msgid ""
"No information is lost: data from the other opportunity is logged in the "
"chatter and the information fields for easy access."
msgstr ""

#: ../../crm/acquire_leads/convert.rst:57
msgid ""
"Would you find a duplicate yourself, ...you can also merge opportunities or "
"leads even if the system doesn't propose it."
msgstr ""

#: ../../crm/acquire_leads/convert.rst:60
msgid ""
"Here’s how, from the list view. Select the opportunities or leads you want "
"to merge and the action button will appear. Then, you can select merge."
msgstr ""

#: ../../crm/acquire_leads/convert.rst:67
msgid "It is also possible to merge more than 2 opportunities or leads."
msgstr ""

#: ../../crm/acquire_leads/generate_from_email.rst:3
msgid "Generate leads/opportunities from emails"
msgstr ""

#: ../../crm/acquire_leads/generate_from_email.rst:5
msgid ""
"Automating the lead/opportunity generation will considerably improve your "
"efficiency. By default, any email sent to *sales@database\\_domain.ext* will"
" create an opportunity in the pipeline of the default sales channel."
msgstr ""

#: ../../crm/acquire_leads/generate_from_email.rst:11
msgid "Configure email aliases"
msgstr ""

#: ../../crm/acquire_leads/generate_from_email.rst:13
msgid ""
"Each sales teams 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 teams under :menuselection:`Configuration --> Sales "
"Teams`."
msgstr ""

#: ../../crm/acquire_leads/generate_from_website.rst:3
msgid "Generate leads/opportunities from your website contact page"
msgstr ""

#: ../../crm/acquire_leads/generate_from_website.rst:5
msgid ""
"Automating the lead/opportunity generation will considerably improve your "
"efficiency. Any visitor using the contact form on your website will create a"
" lead/opportunity in the pipeline."
msgstr ""

#: ../../crm/acquire_leads/generate_from_website.rst:10
msgid "Use the contact us on your website"
msgstr ""

#: ../../crm/acquire_leads/generate_from_website.rst:12
msgid "You should first go to your website app."
msgstr ""

#: ../../crm/acquire_leads/generate_from_website.rst:14
msgid "|image0|\\ |image1|"
msgstr ""

#: ../../crm/acquire_leads/generate_from_website.rst:16
msgid ""
"With the CRM app installed, you benefit from a ready-to-use contact form on "
"your Odoo website that will generate leads/opportunities automatically."
msgstr ""

#: ../../crm/acquire_leads/generate_from_website.rst:23
msgid ""
"To change to a specific sales channel, go to :menuselection:`Website --> "
"Configuration --> Settings` under *Communication* you will find the Contact "
"Form info and where to change the *Sales Channel* or *Salesperson*."
msgstr ""

#: ../../crm/acquire_leads/generate_from_website.rst:32
#: ../../crm/acquire_leads/generate_from_website.rst:50
msgid "Create a custom contact form"
msgstr ""

#: ../../crm/acquire_leads/generate_from_website.rst:34
msgid ""
"You may want to know more from your visitor when they use the contact form "
"to you will need to build a custom contact form on your website. These "
"contact forms can generate multiple types of records in the system (emails, "
"leads/opportunities, project tasks, helpdesk tickets, etc.)"
msgstr ""

#: ../../crm/acquire_leads/generate_from_website.rst:43
msgid ""
"You will need to install the free *Form Builder* module, only available in "
"Odoo Enterprise."
msgstr ""

#: ../../crm/acquire_leads/generate_from_website.rst:52
msgid ""
"First, go to the page where you want to put your contact form. In edit mode,"
" drag the form builder onto the page, and you will be able to add all the "
"fields you wish."
msgstr ""

#: ../../crm/acquire_leads/generate_from_website.rst:59
msgid ""
"By default, any new contact form will send an email. You can switch to "
"lead/opportunity generation in *Change Form Parameters*."
msgstr ""

#: ../../crm/acquire_leads/generate_from_website.rst:63
msgid ""
"If the same visitor uses the contact form twice, the second entry will be "
"added to the first lead/opportunity in the chatter."
msgstr ""

#: ../../crm/acquire_leads/generate_from_website.rst:67
msgid "Generate leads instead of opportunities"
msgstr ""

#: ../../crm/acquire_leads/generate_from_website.rst:69
msgid ""
"When using a contact form, you should use a qualification step before "
"assigning the form to the right sales people. To do so, activate *Leads* in "
"CRM settings and refer to :doc:`convert`."
msgstr ""

#: ../../crm/acquire_leads/lead_mining.rst:3
msgid "Lead mining"
msgstr ""

#: ../../crm/acquire_leads/lead_mining.rst:4
msgid ""
"In any business, getting quality leads is essential to keep the business "
"growing. Lead mining allows you to generate leads from scratch directly from"
" your database. Target your leads based on a set of criteria such as the "
"country, the size of the company, the industry your leads are coming from to"
" make them relevant to your business."
msgstr ""

#: ../../crm/acquire_leads/lead_mining.rst:10
msgid ""
"For this feature to work, go to :menuselection:`CRM --> Configuration --> "
"Settings` and activate the **Lead Mining** feature."
msgstr ""

#: ../../crm/acquire_leads/lead_mining.rst:17
msgid "Start generating leads"
msgstr ""

#: ../../crm/acquire_leads/lead_mining.rst:18
msgid ""
"You will now have a new button **Generate Leads** available in your "
"pipeline. You are also able to create lead mining requests from the "
":menuselection:`Configuration --> Lead Mining Requests` and trough "
":menuselection:`Leads --> Leads` where you have the **Generate Leads** "
"button."
msgstr ""

#: ../../crm/acquire_leads/lead_mining.rst:27
msgid ""
"From there, click on the **Generate Leads** button, a window where you will "
"be able to pick your criteria will pop up."
msgstr ""

#: ../../crm/acquire_leads/lead_mining.rst:34
msgid ""
"When choosing to target Companied and their contacts you can choose the "
"contacts you are getting based on Role or Seniority. When getting contact "
"information make sure to be aware of the latest EU regulation, get more "
"information about General Data Protection Regulation on `Odoo GDPR "
"<http://odoo.com/gdpr>`__,"
msgstr ""

#: ../../crm/acquire_leads/lead_mining.rst:39
msgid ""
"You can decide to filter the leads you are getting depending on the size "
"(number of employees) of the companies. You can pick the countries your "
"leads are coming from. It is possible to pick multiple countries. You can "
"pick the industries your leads are coming from. It is possible to pick "
"multiple industries."
msgstr ""

#: ../../crm/acquire_leads/lead_mining.rst:43
msgid ""
"You can choose the salesperson and the Salesteam the lead will be assigned "
"to. You can also add tags to track your generated leads."
msgstr ""

#: ../../crm/acquire_leads/lead_mining.rst:47
msgid "The generated leads will have the name of the company."
msgstr ""

#: ../../crm/acquire_leads/lead_mining.rst:50
#: ../../crm/optimize/outlook_extension.rst:138
#: ../../crm/optimize/partner_autocomplete.rst:36
msgid "Pricing"
msgstr ""

#: ../../crm/acquire_leads/lead_mining.rst:51
msgid ""
"This is an In-App Purchase feature, each generated lead will cost you one "
"credit. If you choose to get contact information each contact will also cost"
" us one additional credit. Here is the pricing for this `feature "
"<https://iap.odoo.com/iap/in-app-services/167?>`__, To buy credits you can "
"either go to :menuselection:`CRM --> Configuration --> Settings --> Buy "
"Credits`; or go to :menuselection:`Settings --> In-App Purchases --> View my"
" Services`."
msgstr ""

#: ../../crm/acquire_leads/lead_mining.rst:65
msgid ""
"The blue box will automatically tell you how many credits are going to be "
"consumed."
msgstr ""

#: ../../crm/acquire_leads/lead_mining.rst:68
#: ../../crm/optimize/outlook_extension.rst:169
msgid ""
"If you are on Odoo Online (SAAS) and have the Enterprise version, you "
"benefit from free trial credits to test the feature."
msgstr ""

#: ../../crm/acquire_leads/lead_mining.rst:71
msgid ""
":doc:`In-App Purchases (IAP) "
"<../../general/in_app_purchase/in_app_purchase>`"
msgstr ""

#: ../../crm/acquire_leads/send_quotes.rst:3
msgid "Send quotations"
msgstr ""

#: ../../crm/acquire_leads/send_quotes.rst:5
msgid ""
"When you qualify a lead into an opportunity you will most likely need to "
"send them a quotation. You can directly do this in the CRM App with Odoo."
msgstr ""

#: ../../crm/acquire_leads/send_quotes.rst:12
msgid "Create a new quotation"
msgstr ""

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

#: ../../crm/optimize/gamification.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 module gives you simple and creative ways to "
"motivate and evaluate your employees with real-time recognition and badges "
"inspired by game mechanics."
msgstr ""

#: ../../crm/optimize/gamification.rst:13
msgid ""
"Install the *Gamification* module, or the *CRM gamification* one, which adds"
" some useful data (goals and challenges) that can be used on *CRM/Sale*."
msgstr ""

#: ../../crm/optimize/gamification.rst:21
msgid "Create a challenge"
msgstr ""

#: ../../crm/optimize/gamification.rst:23
msgid ""
"Now, create your first challenge by going to :menuselection:`Settings --> "
"Gamification Tools --> Challenges`."
msgstr ""

#: ../../crm/optimize/gamification.rst:27
msgid ""
"As the gamification tool is a one-time technical setup, you need to activate"
" the technical features in order to access the configuration. To do so, go "
"to *Settings* and *Activate the developer mode*."
msgstr ""

#: ../../crm/optimize/gamification.rst:35
msgid ""
"A challenge is a mission that you send to your sales team. It can include "
"one or several goals, set for a specific period of time. Configure your "
"challenge as follows:"
msgstr ""

#: ../../crm/optimize/gamification.rst:38
msgid "Assign the salespeople to be challenged;"
msgstr ""

#: ../../crm/optimize/gamification.rst:39
msgid "Assign a responsible;"
msgstr ""

#: ../../crm/optimize/gamification.rst:40
msgid "Set up the periodicity along with the start and the end date;"
msgstr ""

#: ../../crm/optimize/gamification.rst:41
msgid "Select your goals;"
msgstr ""

#: ../../crm/optimize/gamification.rst:42
msgid "Set up your rewards (badges)."
msgstr ""

#: ../../crm/optimize/gamification.rst:45
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/optimize/gamification.rst:49
msgid ""
"In the example below, 2 employees are being challenged with a *Monthly Sales"
" Target*. The challenge is based on 2 goals: the total amount invoiced and "
"number of new leads generated. At the end of the month, the winner will be "
"granted with a badge."
msgstr ""

#: ../../crm/optimize/gamification.rst:58
msgid "Set up goals"
msgstr ""

#: ../../crm/optimize/gamification.rst:60
msgid ""
"The users can be evaluated using goals and numerical objectives to reach."
msgstr ""

#: ../../crm/optimize/gamification.rst:62
msgid ""
"**Goals** are assigned through *challenges* that evaluate (see image above) "
"and compare members of a team throughout time."
msgstr ""

#: ../../crm/optimize/gamification.rst:66
msgid ""
"You can create a new goal on the fly from a *Challenge* by clicking on *Add "
"new item*, under *Goals*. Select the business object according to your "
"company's needs. Examples: number of new leads, time to qualify a lead, "
"total amount invoiced in a specific week, month or any other time frame "
"based on your management preferences, etc."
msgstr ""

#: ../../crm/optimize/gamification.rst:73
msgid ""
"Goals may include your database setup as well (e.g. set your company data "
"and a timezone, create new users, etc.)."
msgstr ""

#: ../../crm/optimize/gamification.rst:77
msgid "Set up rewards"
msgstr ""

#: ../../crm/optimize/gamification.rst:79
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 "
"express gratitude to a user for their good work. To create and grant badges "
"to your employees based on their performance, go to :menuselection:`Settings"
" --> Gamification Tools --> Badges`."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:3
msgid "Outlook Extension"
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:5
msgid ""
"The **Odoo CRM Extension** is a connector that bridges your Outlook mailbox "
"with your Odoo database. This extension allows you to:"
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:8
msgid "Create leads from emails sent to your mailbox."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:9
msgid "Centralize Prospects' emails into a CRM."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:10
msgid "Search and store insights on your contacts."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:17
msgid ""
"This extension is compatible with the Web version of Outlook as well as the "
"desktop apps."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:20
msgid ""
"The Outlook Extension uses *Partner Autocomplete IAP credits* to search and "
"store insights on your contacts. See the :ref:`Pricing section "
"<outlook_extension/pricing>` below for more information."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:29
msgid ""
"The Outlook Extension requires to be configured both in Odoo and in Outlook."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:34
msgid "Enable the feature on your database"
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:36
msgid ""
"To enable this feature on your Odoo database, go to :menuselection:`CRM --> "
"Configuration --> Lead Generation`, enable **Outlook CRM Extension**, and "
"click on *Save*."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:42
msgid "Install the add-in on Outlook"
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:44
msgid ""
"You can install the Outlook Extension as a **Custom Add-in**. To do so, "
"follow these steps:"
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:0
msgid "URL of the **Odoo for Outlook** add-in's manifest file:"
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:0
#: ../../crm/optimize/outlook_extension.rst:0
msgid "``https://download.odoo.com/plugins/outlook/manifest.xml``"
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:50
msgid "Todo"
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:50
msgid "add copy button when the feature is added to the doc"
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:52
msgid ""
"Connect to your Outlook mailbox, open any email, and click on the *More "
"actions* button, displayed as three little dots."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:59
msgid "Click on *Get add-ins*."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:65
msgid ""
"In the new window, select the tab named *My add-ins*, click on *+ Add a "
"custom add-in*, and then on *Add from URL...*"
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:0
msgid ""
"Outlook prompts you to **enter the URL of the add-in's manifest file**. To "
"do so, copy the following URL, paste it in the box, and click on *OK*."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:80
msgid ""
"Outlook warns you that Microsoft hasn’t verified the add-in. Click on "
"*Install* to complete the installation."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:84
msgid ""
"The *Odoo for Outlook* add-in is not listed yet on Outlook's add-ins list. "
"This is why it is currently necessary to install it as a *custom add-in*."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:90
msgid "Add a shortcut to open the extension"
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:92
msgid ""
"By default, you can open the **Odoo for Outlook** extension from the *More "
"actions* menu. This section explains how to move the launcher next to the "
"other default actions."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:99
msgid ""
"In your Outlook mailbox, click on *Settings*, then on *View all Outlook "
"settings*."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:100
msgid ""
"Go to :menuselection:`Settings --> Mail --> Customize actions --> Message "
"surface`, select *Odoo for Outlook*, and click on *Save*."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:109
msgid "Connect to your database"
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:111
msgid ""
"Open **Odoo for Outlook** from any email. This opens the extension as a "
"panel on the right side of your screen."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:113
msgid "Click on *login* at the bottom of the extension."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:114
msgid "Insert your database's URL then click on *Login*."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:120
msgid ""
"Log into your database by entering your credentials. Skip this step if you "
"are already logged in with this browser."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:122
msgid ""
"A message asks you if you want to let Outlook access your Odoo database. "
"Click on *Allow* to complete the connection."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:126
msgid ""
"Make sure first to :ref:`enable the feature on your database "
"<outlook_extension/enable-feature>`. Failing to do so would result in an "
"*error 404 message*."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:130
msgid ""
"The extension displays some information, even if you do not connect it to "
"any Odoo database. Note that only a limited amount of contact enrichment "
"requests are available as a trial, as this feature requires prepaid credits."
" See the :ref:`Pricing section <outlook_extension/pricing>` below for more "
"information."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:140
msgid ""
"The extension is **free** and doesn't require any purchase to be installed "
"and used."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:142
msgid ""
"However, this extension provides you with *Lead Enrichment* in the **Company"
" Insights** section. This service is part of a paid service known as **Lead "
"Generation**."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:145
msgid ""
"The extension allows you to test this service for free, whether you connect "
"the extension to a database or not. After a while, the extension asks you to"
" buy credits to keep using this additional service."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:155
msgid ""
"You can buy more *Lead Generation* credits to keep using this service or "
"disregard this message and keep using the extension for free without *Lead "
"Enrichment*."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:159
msgid "In-App Purchase"
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:162
msgid ""
"*Lead Generation* is an *In-App Purchase (IAP)* service, which requires "
"prepaid credits to be used. Each request consumes one credit."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:164
#: ../../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/outlook_extension.rst:167
msgid ""
"If you run out of credits, the only information populated when clicking on "
"the suggested company is the website link and logo."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:171
#: ../../crm/optimize/partner_autocomplete.rst:48
msgid ""
"Learn about our *Privacy Policy* `here "
"<https://iap.odoo.com/privacy#header_2>`_."
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:174
msgid ":doc:`../../general/in_app_purchase/in_app_purchase`"
msgstr ""

#: ../../crm/optimize/outlook_extension.rst:175
msgid "`Odoo Learn: Lead Enrichment <https://www.odoo.com/r/p73>`_"
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: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/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 ""