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

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[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
======================
Assign and track leads
======================
.. toctree::
:titlesonly:
track_leads/lead_scoring
[ADD] crm: unattended leads report doc closes odoo/documentation#8128 X-original-commit: 25f95ce12d008beef08e45021092b433fb9a8c8c Signed-off-by: Zachary Straub (zst) <zst@odoo.com> Signed-off-by: Jessica Rogers (jero) <jero@odoo.com> Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com> Co-authored-by: Zachary Straub <zst@odoo.com>
2024-03-01 19:58:10 +07:00
track_leads/unattended_leads_report
[ADD] crm: quality leads report doc closes odoo/documentation#8359 X-original-commit: c63dda1e5fff28a6133567b95b97b8339e8332ff Signed-off-by: Zachary Straub (zst) <zst@odoo.com> Signed-off-by: Jessica Rogers (jero) <jero@odoo.com> Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com> Co-authored-by: Zachary Straub <zst@odoo.com> Co-authored-by: Zachary Straub <zst@odoo.com> Co-authored-by: Antoine Vandevenne (anv) <anv@odoo.com>
2024-03-01 20:50:51 +07:00
track_leads/quality_leads_report
[ADD] CRM: Resellers closes odoo/documentation#9829 X-original-commit: 594f3573d9bd59fcd3b1f25be343a90a12cfed9b Signed-off-by: Jessica Rogers (jero) <jero@odoo.com> Co-authored-by: Felicia Kuan <feku@odoo.com> Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com> Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com> Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2024-06-06 23:00:43 +07:00
track_leads/resellers
[ADD] crm: add marketing attribution doc Apply suggestions from code review closes odoo/documentation#10284 X-original-commit: 53f8dcd991df52fa9851ca76e4d2345ea728f7eb Signed-off-by: Zachary Straub (zst) <zst@odoo.com> Signed-off-by: Parish Bracha (pabr) <pabr@odoo.com> Co-authored-by: Zachary Straub <zst@odoo.com>
2024-05-31 05:54:41 +07:00
track_leads/marketing_attribution
[ADD] crm: new lead distribution report closes odoo/documentation#10561 X-original-commit: b17e44ea59bf5e60855f9f402169008a65f4ad8c Signed-off-by: Parish Bracha (pabr) <pabr@odoo.com>
2024-06-22 03:51:01 +07:00
track_leads/lead_distribution_report
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