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75 Commits

Author SHA1 Message Date
samueljlieber
9c7ef9b2cf [FIX] clean unused resource files 
Part-of: odoo/documentation#12063
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
 2025-02-14 00:18:15 +00:00
Donatienne (dopi)
795afbb728 [IMP] ecommerce: shipping 
taskid-4016678

closes odoo/documentation#11455

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 odoo/documentation#10913

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 odoo/documentation#10637

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 odoo/documentation#9935

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 odoo/documentation#9915

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 odoo/documentation#9566

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 odoo/documentation#10045

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 odoo/documentation#10065

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 odoo/documentation#9959

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 odoo/documentation#9679

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 odoo/documentation#9582

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 odoo/documentation#9631

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 odoo/documentation#9614

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 odoo/documentation#9510

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 odoo/documentation#9345

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 odoo/documentation#9315

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 odoo/documentation#9318

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 odoo/documentation#9254

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 odoo/documentation#9207

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 odoo/documentation#9061

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 odoo/documentation#8908

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 odoo/documentation#9013

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 odoo/documentation#8912

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 odoo/documentation#8777

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 odoo/documentation#8664

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 odoo/documentation#8596

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 odoo/documentation#8590

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 odoo/documentation#8493

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 odoo/documentation#8476

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 odoo/documentation#8428

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 odoo/documentation#7578

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 odoo/documentation#7966

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 odoo/documentation#7980

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 odoo/documentation#8200

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 odoo/documentation#7965

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 odoo/documentation#8061

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 odoo/documentation#7599

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 odoo/documentation#7067

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 odoo/documentation#6746

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 odoo/documentation#6683

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 odoo/documentation#6681

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 odoo/documentation#6537

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 odoo/documentation#6178

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 odoo/documentation#4030

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 odoo/documentation#3942

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 #998

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 #998 was outdated and no longer necessary.

What’s left over are the original proposed changes in #998, 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 odoo/documentation#3131

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: odoo/documentation#2984
 2022-11-18 18:04:50 +01:00
Victor Feyens
c60bc5f919 [FIX] *: enforce 1 newline on files end 
Part-of: odoo/documentation#2984
 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 odoo/documentation#2839

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