Commit Graph

9 Commits

Author SHA1 Message Date
Lau-Odoo
e6486dc4a9
[ADD] General: new doc about exporting data (#695) 2020-06-10 16:09:55 +02:00
KBR
92a323131d
[IMP] general: add_user.rst improved/updated (#659) 2020-05-25 20:30:16 +02:00
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- Fixed outdated links.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
Antoine Vandevenne (anv)
73fff57983 [IMP] *: fix display issues
- Several content blocks were either misaligned, using the wrong display directive or not showing at all.
- Some images were missings.
- Typos
2020-01-15 10:52:05 +01:00
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
187bdc4ec1 [FIX] general: typo 2017-01-04 13:59:17 +01:00
Yannick Tivisse
4a6fd8ba6c [ADD] general: How to add an user 2016-11-22 11:02:03 +01:00
Yannick Tivisse
94a6228174 [ADD] general: Manage Odoo in your own language 2016-11-17 10:42:42 +01:00