Commit Graph

15 Commits

Author SHA1 Message Date
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
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
- 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- Fixed outdated links.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
- 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
Just some quick sentence fix
2018-12-04 11:27:11 +01:00
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