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18.0-employees-equipment-larm
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73 Commits

Author SHA1 Message Date
Parish Bracha
e2a99be2fa [FIX] CRM: Send quotes guilabel fix 
closes 

X-original-commit: 7473cded7f
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
 2024-09-08 07:40:23 +00:00
KC (ksc)
e092ca7e41 [IMP] crm: add sales/quotation admon 
closes 

X-original-commit: c987e2e98e
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
 2024-08-08 09:01:59 +00:00
bve-odoo
64f4e8d46c [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 

X-original-commit: a6a6fcf1e0
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2024-08-06 13:34:45 +00:00
Parish Bracha
99b06db261 [ADD] crm: new lead distribution report 
closes 

X-original-commit: b17e44ea59
Signed-off-by: Parish Bracha (pabr) <pabr@odoo.com>
 2024-08-02 02:40:11 +00:00
Parish Bracha
a1371aee87 [ADD] crm: add marketing attribution doc 
Apply suggestions from code review

closes 

X-original-commit: 53f8dcd991
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Parish Bracha (pabr) <pabr@odoo.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
 2024-07-23 16:22:49 +00:00
Parish Bracha
e6d68071fc [IMP] crm: add quotation product catalog 
closes 

X-original-commit: 9af6b453fe
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Parish Bracha (pabr) <pabr@odoo.com>
 2024-07-17 06:56:55 +00:00
Parish Bracha
bce2a875c5 [IMP] CRM: Inactive lost leads 
closes 

X-original-commit: 11ef368a58
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Parish Bracha (pabr) <pabr@odoo.com>
 2024-07-17 06:56:54 +00:00
jero-odoo
22c18c0165 [IMP] CRM: merge leads improvements 
closes 

X-original-commit: fc144a96fd
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
 2024-06-28 20:38:46 +00:00
jero-odoo
201c82d9c9 [ADD] CRM: Resellers 
closes 

X-original-commit: 594f3573d9
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>
 2024-06-17 14:46:19 +00:00
KC (ksc)
cd19ebd5ac [FIX] crm: typo in gamification doc 
closes 

X-original-commit: a99c1cd7e1
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
 2024-06-12 13:49:45 +00:00
jero-odoo
2e7f7b0dc5 [ADD] CRM: Forecast report 
closes 

X-original-commit: f6994a1047
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 22:04:00 +00:00
Parish Bracha
11b77ac549 [IMP] crm: add equation explanation in leads doc 
closes 

X-original-commit: 96f3a3e846
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Parish Bracha (pabr) <pabr@odoo.com>
 2024-06-06 20:21:55 +00:00
jero-odoo
2df60cb372 [REM] crm: generate leads 
closes 

X-original-commit: e59188d85b
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
 2024-05-29 23:43:21 +00:00
jero-odoo
fa6bc19ecb [ADD] crm: email and manual leads 
closes 

X-original-commit: 905914c939
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>
 2024-05-28 17:29:29 +00:00
jero-odoo
7fe5675144 [IMP] CRM: lead mining 17 
closes 

X-original-commit: 430f7e2307
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>
 2024-05-21 11:53:14 +00:00
jero-odoo
a28a65a373 [ADD] CRM: contact form leads 
jero edits

closes 

X-original-commit: 50b3852bab
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>
 2024-05-17 20:48:15 +00:00
jero-odoo
7524eccaef [REM] CRM: multi teams 
closes 

X-original-commit: 2a9bd10799
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
 2024-05-09 20:50:38 +00:00
jero-odoo
6f4f511b34 [ADD] CRM: manage sales teams 17 
closes 

X-original-commit: 25f44f7ac2
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 18:04:43 +00:00
jero-odoo
d4da0c2425 [IMP] CRM: rewrite gamification config section 
closes 

X-original-commit: fd17dcef90
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
 2024-05-03 16:25:46 +00:00
jero-odoo
8e3142bc37 [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>
 2024-05-02 16:34:06 +00:00
tiku-odoo
790b9c7fd9 [IMP] sales: partner autocomplete rewrite 
closes 

X-original-commit: 5bed8eb25b
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-04-26 13:26:54 +00:00
tiku-odoo
417867026e [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 19:22:50 +00:00
jero-odoo
15bdaa7bdb [IMP] crm: utilize activities for sales teams 17 
closes 

X-original-commit: 2c9457e573
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
 2024-04-19 17:48:20 +00:00
jero-odoo
257b86abb1 [REM] crm: track prospects visits 
closes 

X-original-commit: 1b4516057a
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
 2024-04-13 09:50:23 +00:00
jero-odoo
e4f81db89e [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>
 2024-04-12 05:43:43 +00:00
jero-odoo
3793e8cc37 [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 12:53:55 +00:00
jero-odoo
8cacfab918 [IMP] CRM: update lost opps 17.0 
closes 

X-original-commit: b28e3073d1
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@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>
 2024-04-09 02:09:50 +00:00
jero-odoo
0227f484f2 [IMP] CRM: Convert leads to opps 
closes 

X-original-commit: 63636d0518
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@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 19:15:15 +00:00
jero-odoo
34db98ad59 [ADD] CRM: Merge Leads and Opps 
closes 

X-original-commit: 83d105c067
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>
 2024-04-04 20:07:46 +00:00
Melanie Nguyen (meng)
b3f96a6168 [IMP] crm: update webpage visits 
closes 

X-original-commit: e3eae6ac88
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
 2024-03-31 18:53:54 +00:00
Jess Rogers (jero)
adf649f6e4 [ADD] crm: quality leads report doc 
closes 

X-original-commit: c63dda1e5f
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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>
Co-authored-by: Zachary Straub <zst@odoo.com>
Co-authored-by: Antoine Vandevenne (anv) <anv@odoo.com>
 2024-03-27 14:02:47 +00:00
Zachary Straub (ZST)
c2c47456c7 [FIX] crm: unattended leads example 
closes 

X-original-commit: d43cc3e466
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
 2024-03-23 17:16:39 +00:00
Jess Rogers (jero)
6a6077b306 [ADD] crm: expected revenue report doc 
closes 

X-original-commit: 4a28f69400
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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>
 2024-03-22 19:30:00 +00:00
Jess Rogers (jero)
65b28ce72e [ADD] crm: unattended leads report doc 
closes 

X-original-commit: 25f95ce12d
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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>
 2024-03-15 09:32:49 +00:00
Jonathan Castillo (jcs)
0249d9d0a6 [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>
 2024-03-12 07:08:34 +00:00
Luucwa
82a1564ab8 Update send_quotes.rst 
Removed "see also" links that lead nowhere

closes 

X-original-commit: ca71dfa66a
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
 2024-02-25 06:14:55 +00:00
Jess Rogers (jero)
5bd89e30b9 [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 01:53:09 +00:00
MaxKeilOdoo
35602b9f50 [IMP] sales: update win loss report documentation for Odoo 17 
closes 

X-original-commit: 554193a14b
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 07:57:52 +00:00
Jess Rogers (jero)
643ec40050 [IMP] crm: create new quotation 
closes 

X-original-commit: 5a298f09eb
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
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>
 2023-12-20 22:48:49 +00:00
Jess Rogers (jero)
38f66dd0f9 [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>
 2023-11-27 20:57:49 +00:00
Jess Rogers (jero)
ebbd736540 [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>
 2023-11-21 18:44:18 +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
Jonathan Quique (jqu)
455f4a9359 [FIX] sales/crm: fix menu path and RST formatting 
Cherry-pick of :
>To view the Sales Team dashboard, go to `:menuselection:CRM --> Sales --> Teams.`

closes 

X-original-commit: 1b7ec7ca20
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
 2022-09-20 22:50:55 +02:00