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64 Commits

Author SHA1 Message Date
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
Jonathan Castillo (jcs)
06d0ff6ca8 [IMP] *: consistency for the use of "Odoo Online" (and SaaS) 
task-3034812

X-original-commit: 2c17b6fb4a
Part-of: odoo/documentation#2839
 2022-10-21 20:00:55 +02:00
Jonathan Quique (jqu)
455f4a9359 [FIX] sales/crm: fix menu path and RST formatting 
Cherry-pick of #2652:
>To view the Sales Team dashboard, go to `:menuselection:CRM --> Sales --> Teams.`

closes odoo/documentation#2739

X-original-commit: 1b7ec7ca20
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
 2022-09-20 22:50:55 +02:00
frin-odoo
1b7408bf19 [IMP] crm: grammar on google_spreadsheets 
closes odoo/documentation#2669

X-original-commit: f39a43f697
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2022-09-02 17:46:05 +02:00
Antoine Vandevenne (anv)
8722ea902e [MOV] content/*: move resource files into their related page's directory 
Since odoo/documentation#903, the guideline for the location of new
resource (images, downloadable files, RST includes...) files is to place
those inside the directory of the RST page that references them.

For example, if `doc1.rst` has a reference to `image.png` and to
`download.zip`, the file structure should look like this:

├── parent_doc/
│     └── doc1/
│     │     └── image.png
│     │     └── download.zip
│     └── doc1.rst
│     └── doc2.rst
├── parent_doc.rst

Before this commit, most of the resource files were still located inside
'media' directories holding all the resource files referenced by RST
pages located at the same level as these directories. In the example
above, a single 'media' directory would hold all the resource files
referenced by both `doc1.rst` and `doc2.rst`. Doing so prevented us from
figuring out easily which resource file was referenced by which RST page
and, thus, lead to unused resource files piling up in the repository. It
also made it more complicated to define codeowners regex rules because a
team could not simply be assigned to `/some_page.*` but needed to be
assigned to both `/some_page\.rst` and to the location of 'media'.

In order to help new content writers figure out the guideline when
taking examples from other RST pages, this commit retroactively applies
the guideline to existing resource files and 'media' directories. The
left-over resource files that are not referenced by any RST page are
removed.

task-2497965

Part-of: odoo/documentation#2068
 2022-05-20 14:18:54 +02:00
Tori (vpk)
79e3055ff4 [IMP] CRM: updated lead scoring with note about deprecation 
Task ID: 2496900

closes odoo/documentation#2031

X-original-commit: fca684e802
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
 2022-05-19 16:40:26 +02:00
Tori (vpk)
55a8c391c4 [IMP] CRM: updating flow and screenshots of generating leads 
closes odoo/documentation#2022

Task: 2540813
X-original-commit: 44129be225
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
 2022-05-19 12:28:30 +02:00
Tori (vpk)
a7a0db9ca3 [IMP] CRM: update multiple sales teams doc 
closes odoo/documentation#1964

Task: 2588786
X-original-commit: 98f306eca5
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
 2022-05-09 12:57:44 +02:00
MichaSi
7277af11d1 [FW][FIX] crm: fix typos and menuselection items 
closes odoo/documentation#1874

Forward-port-of: odoo/documentation#1183
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
 2022-04-27 09:00:28 +02:00
Xavier
b8ff49a6f1 [IMP] mail plugins: add gmail plugin + update and move outlook plugin 
Task ID: 2662764

closes odoo/documentation#1168

X-original-commit: debe8cb393
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
 2021-10-07 20:08:48 +00:00
Antoine Vandevenne (anv)
be1653cc51 [MERGE] Forward-port of branch 13.0 to 14.0 2021-07-07 15:39:35 +02:00
Fabien Pinckaers
16418c020b [IMP] *: introduce tables of contents in top-level app pages 2021-07-07 14:56:38 +02:00