Antoine Vandevenne (anv)
8f92fa4251
[MERGE] Forward-port of branch 13.0 to 14.0
2020-12-22 12:17:47 +01:00
Jonathan Castillo
2a1ff2a57c
[IMP] CRM: improve pricing section of the doc about Outlook Extension
2020-11-24 10:23:13 +01:00
Jonathan Castillo
c91b4a549b
[MOV] general: moving VoIP docs from "CRM" to "general"
...
- moving VoIP docs from "CRM" to "general"
- renaming "setup.rst" as "asterisk.rst" which is more accurate
- redirections:
* crm/optimize/onsip --> general/voip/onsip
* crm/optimize/setup --> general/voip/asterisk
2020-11-17 13:33:36 +01:00
KBR
41d2463ca9
[ADD] general: doc about the sync with outlook's calendar ( #765 )
...
- plus redirection of google_calendar_credential.rst from CRM to General > Calendars > Google
2020-11-13 15:46:04 +01:00
Jonathan
ae09e682d7
[ADD] CRM: new documentation about Outlook Extension ( #761 )
...
- This documentation describes how to install and use the new Outlook CRM Extension.
- redirection: mail_client_extension.rst -> outlook_extension.rst
- mail_client_extension.html is the first link provided as a tip in Odoo 14 but should be updated and point directly to outlook_extension.html
2020-10-07 16:38:54 +02:00
Martin Trigaux
bd00839c8f
[MERGE] Forward port 12.0 to 13.0
2020-06-25 08:55:05 +02:00
KBR
3ebf1728f6
[ADD] crm: document about gamification ( #687 )
2020-06-11 17:26:54 +02:00
KBR
8e0fe0f879
[ADD] crm: doc about partner autocomplete
2020-03-01 22:25:12 +01:00
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
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
