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56 Commits

Author SHA1 Message Date
KBR
3ebf1728f6
[ADD] crm: document about gamification (#687) 2020-06-11 17:26:54 +02:00
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
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
Martin Trigaux
6a04ec0076 [I18N] reexport terms 2015-11-10 08:55:31 +01:00
Martin Trigaux
b5ceada81f [IMP] inventory: clean TOC and titles 2015-11-05 15:48:02 +01:00
Yannick Tivisse
0e69c63dc2 [ADD] inventory: How to choose the right inventory flow to handle delivery orders? 
https://docs.google.com/document/d/1F8Qkdc5sf80kBEjpaTEA3rn1NXLBWglCWcmns-Vl5G4/edit#heading=h.1zfr3egfv9rc
PS : Fix typo
 2015-10-30 15:58:28 +01:00
Yannick Tivisse
961959d21f [ADD] crm: How to analyze the sales performance of your team and get customize reports 
https://docs.google.com/document/d/1zkdLhXXwx20LOk6ROtSohFp9jHl_3aaJAsihQ2U-Dig/edit#
 2015-10-29 15:16:28 +01:00
Yannick Tivisse
d823b73cd4 [ADD] crm: Odoo CRM Terminologies 
https://docs.google.com/document/d/1MIVVlzP7icYtgZtTzXi3lc_GV5sbwSFYeZyILdpdzJg/edit
 2015-10-29 11:44:17 +01:00
Yannick Tivisse
70992230df [ADD] crm: How to do efficient Lead Scoring? 
https://docs.google.com/document/d/18RhsuUFcbxXXKnQ4EQVdFS-5z5ZQjmLPKn9ceUieIM8/edit#
 2015-10-29 11:07:25 +01:00
Yannick Tivisse
3b063c65b9 [REM] accounting,crm,purchase : Remove credentials 2015-10-28 16:44:24 +01:00
Martin Trigaux
16ec76b0bc [FIX] replace special quotation marks 2015-10-20 15:11:49 +02:00
Martin Trigaux
a69a063c18 [ADD] crm: Automate lead assignation to specific sales teams or salespeople 
https://docs.google.com/document/d/1jHfJ0kQ41wGUai_uOSrwpGZoh896gFqfPLD4boxiby0/edit#
 2015-10-05 16:57:48 +02:00
Martin Trigaux
779afb6305 [ADD] crm: How to generate leads from my website? 
https://docs.google.com/document/d/1DmXfOGYFcYqRgqbaofPF1uVcJAGDn7UbfT0k8WHKdtY/edit#heading=h.eivkfpi4ao0k
 2015-10-05 15:01:16 +02:00
Martin Trigaux
eb62ba77c1 [ADD] crm: How to generate leads from incoming emails? 
https://docs.google.com/document/d/1BeWJmPYTD7YeKLKQO6MeG9EnVKHk4lodhixCOG8i1xM/edit#heading=h.ezp99r6ocsfe

Renamed 'from_emails.rst' to 'emails.rst' for consistency
 2015-10-05 14:22:48 +02:00
Martin Trigaux
051d086ce7 [FIX] crm: related topics menu 2015-10-05 12:33:12 +02:00
Martin Trigaux
70d2056935 [ADD] crm: How to import contacts to the CRM? 
https://docs.google.com/document/d/1JCb3U37sSFB33OGMHG9FLGmy3Pzmuue3ESgHwRHgUsE/edit#
 2015-10-05 12:32:05 +02:00
Martin Trigaux
5cfd0d47a0 [ADD] crm: How to create a contact into Odoo CRM? 
https://docs.google.com/document/d/1DQjMIBVkQUD-dE5zUpOtXTlRILJJP8te0uDWHGyhReU/edit#
 2015-09-29 17:31:16 +02:00
Martin Trigaux
e33cf18eb6 [ADD] crm: How to create a new salesperson? 
https://docs.google.com/document/d/1Dan_QsmVyeJ11qfuCDaOq9qDFM8d1cuQggKj8O9kZ5M/edit#heading=h.7r0zud43ac5s
 2015-09-29 16:56:18 +02:00