ILMIR
7c24b8e156
[FIX] crm, discuss: fix typos ( #751 )
2020-09-22 15:24:20 +02:00
jgu-odoo
7d6191c005
[FIX] crm: add missing menuselection directive
2020-06-22 10:09:04 +02:00
cop-odoo
d32d8dc2bb
[IMP] Sales: small fix generate from email
2020-02-11 14:04:21 +01:00
Antoine Vandevenne (anv)
93e407da5c
[REF] *: replace tabs by spaces
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This commits replaces all tabs by spaces to avoid further compilation issues.
2020-01-15 10:52:05 +01:00
Antoine Vandevenne (anv)
f7bedfce2e
[FIX] *: fix incorrect/unstable links
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- 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- Fixed outdated links.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
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- 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
Martin Trigaux
a9afbe2d9a
[FIX] crm: use menuselection item
2019-11-22 08:59:30 +01:00
Martin Trigaux
66bbea9fbb
[FIX] crm: typos in menus
2019-11-21 10:40:25 +01:00
ams-odoo
be7a6b7ed6
[add] crm: lead mining ( #474 )
2019-11-14 14:29:01 +01:00
Lau-Odoo
27d74b624a
[IMP] crm: add new feature to crm doc ( #473 )
2019-11-14 11:46:05 +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
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Just some quick sentence fix
2018-12-04 11:27:11 +01:00
Yannick Tivisse
0c97b236c2
[IMP] crm: Whole documentation overhaul
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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
