Commit Graph

74 Commits

Author SHA1 Message Date
Donatienne (dopi)
795afbb728 [IMP] ecommerce: shipping
taskid-4016678

closes 

Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
2024-12-17 14:59:30 +00:00
Parish Bracha
7473cded7f [FIX] CRM: Send quotes guilabel fix
closes 

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-09-04 05:04:44 +00:00
KC (ksc)
c987e2e98e [IMP] crm: add sales/quotation admon
closes 

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-08-07 23:00:53 +00:00
bve-odoo
00077597d2 [FIX] mail: 17.0 full rework of mail communication documentation
1/ Revamp of email_servers to be a introduction and allow correct redirection
+ redirection to other pages linked to mailing + ToC of email_communication folder

2/ Splitting inbound and outbound message into subfiles:
2.a/ email_servers_inbound: all documentation related to incoming emails
2.b/ email_servers_outbound: documentartion related to outgoing emails

3/ email_domain (as before) about authentication protocols to set on domains.

4/ faq: complete revamp to better match usual issues about mailings.

Also: removed unused images, adding anchors on other docs.

RST co-authored-by: jorv-odoo, jqu-odoo, xpl-odoo

doc writers:
- email_servers_inbound by qco-odoo
- email_servers_outbound by EMBR
- email_servers by abridbus
- email_domain by jqu-odoo
- faq by jorv-odoo

related documentation task-3875591

closes 

Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2024-08-02 19:28:24 +00:00
Parish Bracha
b17e44ea59 [ADD] crm: new lead distribution report
closes 

Signed-off-by: Parish Bracha (pabr) <pabr@odoo.com>
2024-08-01 19:09:43 +00:00
Parish Bracha
53f8dcd991 [ADD] crm: add marketing attribution doc
Apply suggestions from code review

closes 

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
2024-07-19 21:12:42 +00:00
Parish Bracha
9af6b453fe [IMP] crm: add quotation product catalog
closes 

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
2024-07-09 12:35:02 +00:00
Parish Bracha
11ef368a58 [IMP] CRM: Inactive lost leads
closes 

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
2024-07-08 22:13:37 +00:00
jero-odoo
fc144a96fd [IMP] CRM: merge leads improvements
closes 

Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2024-06-28 18:09:38 +00:00
jero-odoo
594f3573d9 [ADD] CRM: Resellers
closes 

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>
2024-06-14 16:36:50 +00:00
jero-odoo
f6994a1047 [ADD] CRM: Forecast report
closes 

Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: larm-odoo <121518652+larm-odoo@users.noreply.github.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>
2024-06-07 14:54:43 +00:00
Parish Bracha
96f3a3e846 [IMP] crm: add equation explanation in leads doc
closes 

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-06-06 17:28:51 +00:00
KC (ksc)
a99c1cd7e1 [FIX] crm: typo in gamification doc
closes 

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
2024-06-03 21:00:51 +00:00
jero-odoo
e59188d85b [REM] crm: generate leads
closes 

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
2024-05-28 19:46:24 +00:00
jero-odoo
905914c939 [ADD] crm: email and manual leads
closes 

Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: brse-odoo <brse@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>
2024-05-24 19:12:57 +00:00
jero-odoo
430f7e2307 [IMP] CRM: lead mining 17
closes 

Signed-off-by: Jessica Rogers (jero) <jero@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: Zachary Straub <zst@odoo.com>
2024-05-17 20:00:58 +00:00
jero-odoo
50b3852bab [ADD] CRM: contact form leads
jero edits

closes 

Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: larm-odoo <121518652+larm-odoo@users.noreply.github.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>
2024-05-16 20:44:10 +00:00
jero-odoo
2a9bd10799 [REM] CRM: multi teams
closes 

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
2024-05-09 17:54:40 +00:00
jero-odoo
25f44f7ac2 [ADD] CRM: manage sales teams 17
closes 

Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: brse-odoo <brse@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>
2024-05-08 15:22:29 +00:00
jero-odoo
fd17dcef90 [IMP] CRM: rewrite gamification config section
closes 

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-05-02 19:14:42 +00:00
jero-odoo
3179286430 [IMP] CRM: rewrite gamification
closes 

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: hojo-odoo <123424465+hojo-odoo@users.noreply.github.com>
Co-authored-by: StraubCreative <zst@odoo.com>
2024-04-26 22:37:46 +00:00
tiku-odoo
7fad040a46 [IMP] sales: partner autocomplete rewrite
closes 

X-original-commit: 5bed8eb25b
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
2024-04-26 17:18:04 +00:00
tiku-odoo
102d9fc831 [ADD] sales: crm lead enrichment
closes 

X-original-commit: 0bd590d4b9
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
2024-04-22 21:55:53 +00:00
jero-odoo
2c9457e573 [IMP] crm: utilize activities for sales teams 17
closes 

Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
2024-04-18 19:27:52 +00:00
jero-odoo
25009a9121 [IMP] CRM: utilize activities 16.0
closes 

X-original-commit: 50a8171f02
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
2024-04-11 13:17:00 +00:00
jero-odoo
ccdad0eef1 [REM] crm: track prospects visits
closes 

X-original-commit: 88e9b69855
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2024-04-10 15:15:00 +00:00
jero-odoo
a17117047a [ADD] crm: utilize activities for sales teams
closes 

X-original-commit: d27def362b
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
2024-04-09 11:19:49 +00:00
jero-odoo
b28e3073d1 [IMP] CRM: update lost opps 17.0
closes 

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
2024-04-05 20:07:46 +00:00
jero-odoo
63636d0518 [IMP] CRM: Convert leads to opps
closes 

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
2024-04-04 17:03:01 +00:00
jero-odoo
83d105c067 [ADD] CRM: Merge Leads and Opps
closes 

Signed-off-by: Jessica Rogers (jero) <jero@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>
2024-04-02 19:48:42 +00:00
Melanie Nguyen (meng)
e3eae6ac88 [IMP] crm: update webpage visits
closes 

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
2024-03-28 23:14:54 +00:00
Jess Rogers (jero)
c63dda1e5f [ADD] crm: quality leads report doc
closes 

Signed-off-by: Zachary Straub (zst) <zst@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>
2024-03-22 21:45:16 +00:00
Jess Rogers (jero)
4a28f69400 [ADD] crm: expected revenue report doc
closes 

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
2024-03-22 04:33:40 +00:00
Zachary Straub (ZST)
d43cc3e466 [FIX] crm: unattended leads example
closes 

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-03-18 19:04:01 +00:00
Jess Rogers (jero)
25f95ce12d [ADD] crm: unattended leads report doc
closes 

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
2024-03-13 02:26:49 +00:00
Jonathan Castillo (jcs)
10cd2a061b [MOV] documentation structure reorganization
This commit aims to improve the documentation's navigability by
redefining some categories' purposes and titles.

There is a redirection rule for each documentation page moved.
This ensures that users won't have a 404 error message.

task-3217827

closes 

Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
2024-03-11 15:03:04 +00:00
Luucwa
ca71dfa66a Update send_quotes.rst
Removed "see also" links that lead nowhere

closes 

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-02-14 02:16:55 +00:00
Jess Rogers (jero)
3411cdb2ae [IMP] crm: update convert leads
closes 

X-original-commit: 88a0b155e5
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: hojo-odoo <123424465+hojo-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2023-12-22 01:22:14 +00:00
MaxKeilOdoo
554193a14b [IMP] sales: update win loss report documentation for Odoo 17
closes 

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: Felicia Kuan <feku@odoo.com>
Co-authored-by: jero-odoo <104637850+jero-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
2023-12-21 03:51:39 +00:00
Jess Rogers (jero)
5a298f09eb [IMP] crm: create new quotation
closes 

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>
2023-12-20 15:21:32 +00:00
Jess Rogers (jero)
11076c8cdd [IMP] crm: update manage lost opps
closes 

X-original-commit: 21f0ad60f8
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: brse-odoo <brse@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2023-11-28 17:28:47 +00:00
Jess Rogers (jero)
2459ad79b9 [REM] crm: google spreadsheet integration
closes 

X-original-commit: a11fa7e5b2
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
2023-11-22 00:46:20 +00:00
lman-odoo
d0fada27d6 [FIX] partner_autocomplete: fix a typo
closes 

X-original-commit: e24e708a14
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2023-10-19 04:31:56 +00:00
Melanie Nguyen (meng)
5c2e78c8a5 [FIX] crm: replace old lead scoring content with predictive lead scoring
closes 

X-original-commit: 9f72036be8
Signed-off-by: Melanie Nguyen (meng) <meng@odoo.com>
2023-04-05 21:03:54 +02:00
Melanie Nguyen (meng)
b5de4f8bb5 [IMP] sales: menuselection fix
Fixed a menuselection error and deleted instances of second-person pov
Closes task 3116083

closes 

X-original-commit: f30f6d2003
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2023-03-29 04:35:00 +02:00
Zachary Straub (ZST)
2aa3b2d89a [IMP] CRM: updating flow and screenshots about lead mining
Task: 2543815
Cherry pick from 

Omitted changes proposed in the **track_leads** directory (e.g. `lead_scoring.rst` + image folder). Both the content and image updates were already pushed from another PR so what was proposed on  was outdated and no longer necessary.

What’s left over are the original proposed changes in , within the **acquire_leads** directory which include updates to `lead_mining.rst` and corresponding image files.

On top of these proposals, I went ahead and made the following changes:

- renamed the image files in the asset directory, since they were using outdated naming convention (e.g. LM1.png, LM6.png, LM7.png)
- cleaned up rst formatting issues (headings, line breaks, added guilabels, etc.)
- rewrote document so content was more concise + followed content guidelines. You can see the first version of proposals here to compare the changes made.

closes 

X-original-commit: 2416a2e5e9
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Zachary Straub <zst@odoo.com>
2022-12-07 18:29:20 +01:00
Victor Feyens
c2f8d4bd44 [FIX] *: remove trailing whitespaces
Part-of: 
2022-11-18 18:04:50 +01:00
Victor Feyens
c60bc5f919 [FIX] *: enforce 1 newline on files end
Part-of: 
2022-11-18 18:04:49 +01:00
Jonathan Castillo (jcs)
ab1a7d0a69 [IMP] *: Remove "SaaS" to keep only the "Odoo Online" appellation
task-3034812

closes 

X-original-commit: 9b69e0d77e
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-10-21 20:00:56 +02:00
Jonathan Castillo (jcs)
06d0ff6ca8 [IMP] *: consistency for the use of "Odoo Online" (and SaaS)
task-3034812

X-original-commit: 2c17b6fb4a
Part-of: 
2022-10-21 20:00:55 +02:00