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."
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."
msgid "When you click on a *Lead* you will have the option to convert it to an opportunity and decide if it should still be assigned to the same channel/person and if you need to create a new customer."
msgid "If you already have an opportunity with that customer Odoo will automatically offer you to merge with that opportunity. In the same manner, Odoo will automatically offer you to link to an existing customer if that customer already exists."
msgid "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."
msgid "Automating the lead/opportunity generation will considerably improve your efficiency. By default, any email sent to *sales@database\\_domain.ext* will create an opportunity in the pipeline of the default sales channel."
msgid "Each sales 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`."
msgid "Automating the lead/opportunity generation will considerably improve your efficiency. Any visitor using the contact form on your website will create a lead/opportunity in the pipeline."
msgid "With the CRM app installed, you benefit from a ready-to-use contact form on your Odoo website that will generate leads/opportunities automatically."
msgid "To change to a specific sales channel, go to :menuselection:`Website --> Configuration --> Settings` under *Communication* you will find the Contact Form info and where to change the *Sales Channel* or *Salesperson*."
msgid "You may want to know more from your visitor when they use the contact form to you will need to build a custom contact form on your website. These contact forms can generate multiple types of records in the system (emails, leads/opportunities, project tasks, helpdesk tickets, etc.)"
msgid "First, go to the page where you want to put your contact form. In edit mode, drag the form builder onto the page, and you will be able to add all the fields you wish."
msgid "When using a contact form, you should use a qualification step before assigning the form to the right sales people. To do so, activate *Leads* in CRM settings and refer to :doc:`convert`."
msgid "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."
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."
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>`__,"
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."
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`."
msgid "When you qualify a lead into an opportunity you will most likely need to send them a quotation. You can directly do this in the CRM App with Odoo."
msgid "By clicking on any opportunity or lead, you will see a *New Quotation* button, it will bring you into a new menu where you can manage your quote."
msgid "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`."
msgid "Odoo is perfectly integrated with Google Calendar so that you can see & manage your meetings from both platforms (updates go through both directions)."
msgid "Go to `Google APIs platform <https://console.developers.google.com>`__ to generate Google Calendar API credentials. Log in with your Google account."
msgid "Then you can create a Client ID. Enter the name of the application (e.g. Odoo Calendar) and the allowed pages on which you will be redirected. The *Authorized JavaScript origin* is your Odoo's instance URL. The *Authorized redirect URI* is your Odoo's instance URL followed by '/google_account/authentication'."
msgid "Go through the Consent Screen step by entering a product name (e.g. Odoo Calendar). Feel free to check the customizations options but this is not mandatory. The Consent Screen will only show up when you enter the Client ID in Odoo for the first time."
msgid "The setup is now ready. Open your Odoo Calendar and sync with Google. The first time you do it you are redirected to Google to authorize the connection. Once back in Odoo, click the sync button again. You can click it whenever you want to synchronize your calendar."
msgid "Odoo VoIP can be set up to work together with OnSIP (www.onsip.com). In that case, the installation and setup of an Asterisk server is not necessary as the whole infrastructure is hosted and managed by OnSIP."
msgid "You will need to open an account with OnSIP to use this service. Before doing so, make sure that your area and the areas you wish to call are covered by the service. After opening an OnSIP account, follow the configuration procedure below."
msgid "**OnSIP Domain** is the domain you chose when creating an account on www.onsip.com. If you don't know it, log in to https://admin.onsip.com/ and you will see it in the top right corner of the screen."
msgid "You can find all this information by logging in at https://admin.onsip.com/users, then select the user you want to configure and refer to the fields as pictured below."
msgid "You can now make phone calls by clicking the phone icon in the top right corner of Odoo (make sure you are logged in as a user properly configured in Odoo and in OnSIP)."
msgid "If you see an *Incorrect Number* message in the Odoo softphone, make sure to use the international format, leading with the plus (+) sign followed by the international country code. E.g.: +16506913277 (where +1 is the international prefix for the United States)."
msgid "In order to make and receive phone calls when you are not in front of your computer, you can use a softphone app on your cell phone in parallel of Odoo VoIP. This is useful for on-the-go calls, but also to make sure to hear incoming calls, or simply for convenience. Any SIP softphone will work."
msgid "On Android and iOS, OnSIP has been successfully tested with `Grandstream Wave <https://play.google.com/store/apps/details?id=com.grandstream.wave>`_. When creating an account, select OnSIP in the list of carriers. You will then have to configure it as follows:"
msgid "Aside from initiating calls from Grandstream Wave on your phone, you can also initiate calls by clicking phone numbers in your browser on your PC. This will make Grandstream Wave ring and route the call via your phone to the other party. This approach is useful to avoid wasting time dialing phone numbers. In order to do so, you will need the Chrome extension `OnSIP Call Assistant <https://chrome.google.com/webstore/detail/onsip-call-assistant/pceelmncccldedfkcgjkpemakjbapnpg?hl=en>`_."
msgid "The downside of using a softphone on your cell phone is that your calls will not be logged in Odoo as the softphone acts as an independent separate app."
msgid "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>`_."
msgid "You also need to install PJSIP, you can download the source `here <http://www.pjsip.org/download.htm>`_. Once the source directory is extracted:"
msgid "In order to install Asterisk 13.7.0, you can download the source directly `there <http://downloads.asterisk.org/pub/telephony/asterisk/old-releases/asterisk-13.7.0.tar.gz>`_."
msgid "In the menuselect, go to the resources option and ensure that res_srtp is enabled. If there are 3 x’s next to res_srtp, there is a problem with the srtp library and you must reinstall it. Save the configuration (press x). You should also see stars in front of the res_pjsip lines."
msgid "If you need the sample configs you can run 'make samples' to install the sample configs. If you need to install the Asterisk startup script you can run 'make config'."
msgid "For WebRTC, a lot of the settings that are needed MUST be in the peer settings. The global settings do not flow down into the peer settings very well. By default, Asterisk config files are located in /etc/asterisk/. Start by editing http.conf and make sure that the following lines are uncommented:"
msgid "Next, edit sip.conf. The WebRTC peer requires encryption, avpf, and icesupport to be enabled. In most cases, directmedia should be disabled. Also under the WebRTC client, the transport needs to be listed as ‘ws’ to allow websocket connections. All of these config lines should be under the peer itself; setting these config lines globally might not work:"
msgid "The SIP 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."
msgid "From there you can filter to which opportunities you wish to see, yours, the ones from your sales channel, your whole company, etc. You can then click on filter and check Won/Lost."
msgid "While working with your opportunities, you might lose some of them. You will want to keep track of the reasons you lost them and also which ways Odoo can help you recover them in the future."
msgid "From the Kanban view with the filter(s) in place, you can select any opportunity you wish and work on it as usual. You can also restore it by clicking on *Archived*."
msgid "You can also restore items in batch from the Kanban view when they belong to the same stage. Select *Restore Records* in the column options. You can also archive the same way."
msgid "In Odoo, you can manage several sales teams, departments or channels with specific sales processes. To do so, we use the concept of *Sales Channel*."
msgid "You can add members to any channel; that way those members will see the pipeline structure of the sales channel when opening it. Any lead/opportunity assigned to them will link to the sales channel. Therefore, you can only be a member of one channel."
msgid "To see the operations and results of any sales channel at a glance, the sales manager also has access to the *Sales Channel Dashboard* under *Reporting*."
msgid "Here's an example for a Canadian lead, you can modify for whatever criteria you wish to score your leads on. You can add as many criterias as you wish."
msgid "Once the scores computed, leads can be assigned to specific teams using the same domain mechanism. To do so go to :menuselection:`CRM --> Leads Management --> Team Assignation` and apply a specific domain on each team. This domain can include scores."
msgid "Once your scoring rules are in place you will most likely still have some unassigned leads. Some of them could still lead to an opportunity so it is useful to do something with them."
msgid "Why not using :menuselection:`Email Marketing` or :menuselection:`Marketing Automation` apps to send a mass email to them? You can also easily find such unassigned leads from there."
msgid "Now each time a lead is created from the contact form it will keep track of the pages visited by that visitor. You have two ways to see those pages, on the top right corner of your lead/opportunity you can see a *Page Views* button but also further down you will see them in the chatter."
