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71 Commits

Author SHA1 Message Date
ILMIR
7c24b8e156
[FIX] crm, discuss: fix typos (#751) 2020-09-22 15:24:20 +02:00
Martin Trigaux
bd00839c8f [MERGE] Forward port 12.0 to 13.0 2020-06-25 08:55:05 +02:00
jgu-odoo
7d6191c005
[FIX] crm: add missing menuselection directive 2020-06-22 10:09:04 +02:00
KBR
3ebf1728f6
[ADD] crm: document about gamification (#687) 2020-06-11 17:26:54 +02:00
KBR
c71d623ef4
[IMP] discuss: documentation updated (#655) 
- monitoring.rst + mentions.rst = get_started.rst;
- mail_twitter.rst = deleted (functionality does not exist since V12)
- tracking.rst = project/tasks/collaborate.rst
 2020-06-04 08:45:29 +02:00
KBR
8e0fe0f879
[ADD] crm: doc about partner autocomplete 2020-03-01 22:25:12 +01:00
cop-odoo
d32d8dc2bb
[IMP] Sales: small fix generate from email 2020-02-11 14:04:21 +01:00
JOP
69c01d069b [REM] crm: remove documentation about probable turnover 
- With the new feature of automatic probability added in v13 you can no longer configure probability on stages.
- The "Overdue Opportunities" filter also no longer exists
- There is also no "Probable Turnover" measure on the Pipeline Analysis report
 2020-01-16 14:24:07 +01:00
Antoine Vandevenne (anv)
93e407da5c [REF] *: replace tabs by spaces 
This commits replaces all tabs by spaces to avoid further compilation issues.
 2020-01-15 10:52:05 +01:00
Antoine Vandevenne (anv)
f7bedfce2e [FIX] *: fix incorrect/unstable links 
- Removed the doc version and absolute path from all user doc redirections.
- Made developer doc redirections use 13.0 instead of online, master or earlier version string.
- Fixed outdated links.
- Enforced the use of :doc:, :ref: and :download: directives for redirections.
- Replaced google drive/docs links by doc redirections.
 2020-01-15 10:52:05 +01:00
Antoine Vandevenne (anv)
4bb2eeda11 [IMP] *: harmonize formatting 
- Removed the numbering from headings because it was either inconsistent, breaking the implicit hyperlink target or useless.
- Fixed incorrect heading formattings.
- Replaced hand-written flows by the :menuselection: directive
 2020-01-15 10:52:05 +01:00
Richard Mathot
0b4c41a0f3
[MERGE] Forward-port of branch 12.0 up to 6a5c652b8c 2020-01-14 10:41:23 +01:00
Alex Tuyls
1610fec9d5 [FIX] crm: Improve VOIP User Doc (#525) 
VOIP was refactored to move this in "Settings / General Settings" under
the "Integrations" subsection.
 2020-01-14 10:33:20 +01:00
Martin Trigaux
a9afbe2d9a [FIX] crm: use menuselection item 2019-11-22 08:59:30 +01:00
Martin Trigaux
66bbea9fbb [FIX] crm: typos in menus 2019-11-21 10:40:25 +01:00
ams-odoo
be7a6b7ed6 [add] crm: lead mining (#474) 2019-11-14 14:29:01 +01:00
Lau-Odoo
27d74b624a
[IMP] crm: add new feature to crm doc (#473) 2019-11-14 11:46:05 +01:00
nKlapatch
be47d7c8bd [FIX] *: typos, wording 2019-09-16 15:49:04 +02:00
Martin Trigaux
b394f31d4c [FIX] crm: English mistakes 2019-07-03 08:44:48 +02:00
Martin Trigaux
dff2ee559d [FIX] crm: the menus have been renamed 2019-07-03 08:39:54 +02:00
Julien B
2106ecf60f
[FIX] CRM: fixing sentence in acquire leads 
Just some quick sentence fix
 2018-12-04 11:27:11 +01:00
jubodoo
6afe4b9ba5 [FIX] crm: Fix typo in acquire_leads.rst 
Changing capital L into lower case l
 2018-04-10 11:00:51 +02:00
Yannick Tivisse
0c97b236c2 [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 13:10:59 +02:00
Fabrice Henrion
a7b4061e89
[IMP] onsip: replace Zoiper with Grandstream Wave 
Several issues found with Zoiper. All tests were successful with
Grandstream Wave.

Closes #268
 2018-03-15 15:06:41 -07:00
Martin Trigaux
9ac821ed68 [IMP] crm: pngquant the images 2017-12-21 09:42:07 +01:00
Frederic Gilson
2eebd407e9 [IMP] google calendar: update doc based on new Google Developer interface 2017-12-15 10:18:44 +01:00
Miquel Raïch
e2684993c8 [FIX] v11 urls 
Outdated references

Closes #252
 2017-12-13 13:31:12 +01:00
Fabrice Henrion
f1af16bb3a
[ADD] OnSIP doc 
Closes #247
 2017-11-07 18:16:07 -08:00
Tim Smolders
76cc06594a [FIX] crm: Rename 'Sales Team' into 'Sales Channel' 
Update create_team.rst

Sales Team seems renamed to Sales Channel
 2017-10-17 11:39:14 +02:00
Frédéric Gilson
af76d7dc63 [IMP] crm: remove customer field information from lead form doc (no longer visible) 2017-05-18 11:06:13 +02:00
Frédéric Gilson
a97b14e3d0 [IMP] crm: update doc to sync with Google Calendar + misc imp in similar doc for google analytics 2017-05-17 17:32:09 +02:00
Ludovic LAFFINEUR
a14d754049 [FIX] crm: fix layout issue due to typo 
ti before === breaking the layout
 2017-02-20 11:22:20 +01:00
Erick Birbe
ba5511d735 [FIX] Typo into "Set up stages probabilities" 
There is a typo in the **Won** stage description.
 2017-01-09 17:10:45 +01:00
Yannick Tivisse
b6214cf02b [FIX] crm: make link clickable 2017-01-03 14:02:51 +01:00
Yannick Tivisse
7f36557a4b [ADD] How to synchronize your calendar with Google Calendar 2017-01-03 13:45:05 +01:00
Yannick Tivisse
7da4a257ba [IMP] Remove unused files, inexistant references, fix the warnings on build 2016-10-14 14:55:14 +02:00
Luigi Sison
e9a11596a2 [FIX] crm: Update menu selection to activate the lead stage 
Menu is incomplete. Found in the Sales module, not the CRM module as hinted by the current text.
 2016-09-21 10:02:04 +02:00
fwi-odoo
f1da4e97ba [IMP] voip: change some command line 2016-06-02 09:22:52 +02:00
Yenthe
91f2cd2bb8 [IMP] crm: Improve VOIP information 
"The configuration needs also to be done" sounds very strange.
Changed it to "The configuration should also be done".

Closes #161
 2016-04-26 10:52:24 +02:00
Yannick Tivisse
8eddc08f6f [ADD] crm: How to install and setup Odoo VOIP 2016-03-18 14:26:23 +01:00
fwi-odoo
fb4b4a67f5 [FIX] sale_ebay: move doc to sale instead of crm 2016-02-25 10:27:29 +01:00
Yannick Tivisse
6c9e05622d [ADD] project: How to manage & collaborate on tasks? 
https://docs.google.com/document/d/1wK_yaHZ6SgnmvBTIwtYTlz7aic7L6eLe4MLGvExKt8M/edit
 2016-02-24 11:49:35 +01:00
Yenthe
93fc46a218 [FIX] crm: documentation typo 2016-01-16 09:21:15 +01:00
fwi-odoo
36a2128a1f [ADD] sale_ebay documentation 
opw 652029
 2016-01-04 14:40:29 +01:00
Martin Trigaux
d9bbc58d95 [FIX] crm: link to version 9 doc 2015-12-18 15:04:52 +01:00
Yannick Tivisse
c1ad8dac42 [ADD] crm: How to review my personal sales activities(new sales dashboard) 
https://docs.google.com/document/d/1lDqH7tYbPcEDjLS9hGXP8K2R4I4wJUvDfjPNA3KYFC4/edit#
 2015-12-03 13:44:26 +01:00
Yannick Tivisse
d1349ebe3b [FIX] crm: Missing configuration step on crm/leads/manage/automatic_assignation.rst 2015-11-26 14:05:14 +01:00
Yannick Tivisse
f71b6710ae [FIX] Rewrite the intro according to the standard code width 2015-11-20 12:32:17 +01:00
Yannick Tivisse
ed95385e50 [ADD] crm: How to motivate and reward my salespeople ? 
https://docs.google.com/document/d/1cAk2l0EhuWFXafAmYXTU8EQFhL6gsaHJw4Gqu4aXZjg/edit#
 2015-11-20 11:46:16 +01:00
Yannick Tivisse
997861fa51 [ADD] crm: Introduction to Odoo CRM 
https://www.youtube.com/watch?v=fgdz8MH2YHY
 2015-11-20 10:54:32 +01:00