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75 Commits

Author SHA1 Message Date
samueljlieber
03db4e1132 [FIX] clean unused resource files 
X-original-commit: 9c7ef9b2cf
Part-of: odoo/documentation#12073
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
 2025-02-14 14:09:19 +00:00
Donatienne (dopi)
51fd568cb1 [IMP] ecommerce: shipping 
taskid-4016678

closes odoo/documentation#11599

X-original-commit: 795afbb728
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Donatienne Pirlot (dopi) <dopi@odoo.com>
 2024-12-19 07:53:31 +00:00
Parish Bracha
f5667702b8 [FIX] CRM: Send quotes guilabel fix 
closes odoo/documentation#10922

X-original-commit: 7473cded7f
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
 2024-09-08 08:50:08 +00:00
KC (ksc)
0d3f716bd8 [IMP] crm: add sales/quotation admon 
closes odoo/documentation#10648

X-original-commit: c987e2e98e
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
 2024-08-08 03:51:12 +00:00
bve-odoo
b9c91de6e9 [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 odoo/documentation#10607

X-original-commit: a6a6fcf1e0
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2024-08-06 09:28:41 +00:00
Parish Bracha
eb69d4fcee [ADD] crm: new lead distribution report 
closes odoo/documentation#10556

X-original-commit: b17e44ea59
Signed-off-by: Parish Bracha (pabr) <pabr@odoo.com>
 2024-08-02 06:11:40 +00:00
Parish Bracha
4dfd87bb49 [ADD] crm: add marketing attribution doc 
Apply suggestions from code review

closes odoo/documentation#10283

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 16:20:45 +00:00
Parish Bracha
8a6dbe56c3 [IMP] crm: add quotation product catalog 
closes odoo/documentation#10163

X-original-commit: 9af6b453fe
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Parish Bracha (pabr) <pabr@odoo.com>
 2024-07-16 19:19:38 +00:00
Parish Bracha
85c70cb544 [IMP] CRM: Inactive lost leads 
closes odoo/documentation#10165

X-original-commit: 11ef368a58
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Parish Bracha (pabr) <pabr@odoo.com>
 2024-07-16 17:24:42 +00:00
jero-odoo
22c18c0165 [IMP] CRM: merge leads improvements 
closes odoo/documentation#10014

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 odoo/documentation#9829

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 odoo/documentation#9625

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 odoo/documentation#9716

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 odoo/documentation#9690

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 odoo/documentation#9516

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 odoo/documentation#9483

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 odoo/documentation#9420

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 odoo/documentation#9386

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 odoo/documentation#9269

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 odoo/documentation#9250

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 odoo/documentation#9141

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 odoo/documentation#9040

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 odoo/documentation#9016

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 odoo/documentation#8915

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 odoo/documentation#8864

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 odoo/documentation#8687

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 odoo/documentation#8673

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 odoo/documentation#8594

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 odoo/documentation#8578

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 odoo/documentation#8545

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 odoo/documentation#8512

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 odoo/documentation#8437

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 odoo/documentation#8359

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 odoo/documentation#8228

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 odoo/documentation#8346

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 odoo/documentation#8128

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 odoo/documentation#8064

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 odoo/documentation#7736

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 odoo/documentation#7068

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 odoo/documentation#7060

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 odoo/documentation#7002

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 odoo/documentation#6682

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 odoo/documentation#6538

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 odoo/documentation#6178

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 odoo/documentation#4030

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 odoo/documentation#3942

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 #998

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 #998 was outdated and no longer necessary.

What’s left over are the original proposed changes in #998, 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 odoo/documentation#3131

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: odoo/documentation#2984
 2022-11-18 18:04:50 +01:00
Victor Feyens
c60bc5f919 [FIX] *: enforce 1 newline on files end 
Part-of: odoo/documentation#2984
 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 odoo/documentation#2839

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