jero-odoo
fc144a96fd
[IMP] CRM: merge leads improvements
...
closes odoo/documentation#9959
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2024-06-28 18:09:38 +00:00
jero-odoo
594f3573d9
[ADD] CRM: Resellers
...
closes odoo/documentation#9679
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>
2024-06-14 16:36:50 +00:00
jero-odoo
f6994a1047
[ADD] CRM: Forecast report
...
closes odoo/documentation#9582
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 14:54:43 +00:00
Parish Bracha
96f3a3e846
[IMP] crm: add equation explanation in leads doc
...
closes odoo/documentation#9631
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-06-06 17:28:51 +00:00
KC (ksc)
a99c1cd7e1
[FIX] crm: typo in gamification doc
...
closes odoo/documentation#9614
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
2024-06-03 21:00:51 +00:00
jero-odoo
e59188d85b
[REM] crm: generate leads
...
closes odoo/documentation#9510
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
2024-05-28 19:46:24 +00:00
jero-odoo
905914c939
[ADD] crm: email and manual leads
...
closes odoo/documentation#9345
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>
2024-05-24 19:12:57 +00:00
jero-odoo
430f7e2307
[IMP] CRM: lead mining 17
...
closes odoo/documentation#9315
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>
2024-05-17 20:00:58 +00:00
jero-odoo
50b3852bab
[ADD] CRM: contact form leads
...
jero edits
closes odoo/documentation#9318
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>
2024-05-16 20:44:10 +00:00
jero-odoo
2a9bd10799
[REM] CRM: multi teams
...
closes odoo/documentation#9254
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
2024-05-09 17:54:40 +00:00
jero-odoo
25f44f7ac2
[ADD] CRM: manage sales teams 17
...
closes odoo/documentation#9207
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 15:22:29 +00:00
jero-odoo
fd17dcef90
[IMP] CRM: rewrite gamification config section
...
closes odoo/documentation#9061
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-05-02 19:14:42 +00:00
jero-odoo
3179286430
[IMP] CRM: rewrite gamification
...
closes odoo/documentation#8908
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>
2024-04-26 22:37:46 +00:00
tiku-odoo
7fad040a46
[IMP] sales: partner autocomplete rewrite
...
closes odoo/documentation#9013
X-original-commit: 5bed8eb25b
2024-04-26 17:18:04 +00:00
tiku-odoo
102d9fc831
[ADD] sales: crm lead enrichment
...
closes odoo/documentation#8912
X-original-commit: 0bd590d4b9
2024-04-22 21:55:53 +00:00
jero-odoo
2c9457e573
[IMP] crm: utilize activities for sales teams 17
...
closes odoo/documentation#8777
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
2024-04-18 19:27:52 +00:00
jero-odoo
25009a9121
[IMP] CRM: utilize activities 16.0
...
closes odoo/documentation#8664
X-original-commit: 50a8171f02
2024-04-11 13:17:00 +00:00
jero-odoo
ccdad0eef1
[REM] crm: track prospects visits
...
closes odoo/documentation#8596
X-original-commit: 88e9b69855
2024-04-10 15:15:00 +00:00
jero-odoo
a17117047a
[ADD] crm: utilize activities for sales teams
...
closes odoo/documentation#8590
X-original-commit: d27def362b
2024-04-09 11:19:49 +00:00
jero-odoo
b28e3073d1
[IMP] CRM: update lost opps 17.0
...
closes odoo/documentation#8493
Signed-off-by: Samuel Lieber (sali) <sali@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 20:07:46 +00:00
jero-odoo
63636d0518
[IMP] CRM: Convert leads to opps
...
closes odoo/documentation#8476
Signed-off-by: Samuel Lieber (sali) <sali@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>
2024-04-04 17:03:01 +00:00
jero-odoo
83d105c067
[ADD] CRM: Merge Leads and Opps
...
closes odoo/documentation#8428
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>
2024-04-02 19:48:42 +00:00
Melanie Nguyen (meng)
e3eae6ac88
[IMP] crm: update webpage visits
...
closes odoo/documentation#7578
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
2024-03-28 23:14:54 +00:00
Jess Rogers (jero)
c63dda1e5f
[ADD] crm: quality leads report doc
...
closes odoo/documentation#7966
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>
Co-authored-by: Zachary Straub <zst@odoo.com>
Co-authored-by: Antoine Vandevenne (anv) <anv@odoo.com>
2024-03-22 21:45:16 +00:00
Jess Rogers (jero)
4a28f69400
[ADD] crm: expected revenue report doc
...
closes odoo/documentation#7980
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>
2024-03-22 04:33:40 +00:00
Zachary Straub (ZST)
d43cc3e466
[FIX] crm: unattended leads example
...
closes odoo/documentation#8200
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-03-18 19:04:01 +00:00
Jess Rogers (jero)
25f95ce12d
[ADD] crm: unattended leads report doc
...
closes odoo/documentation#7965
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>
2024-03-13 02:26:49 +00:00
Jonathan Castillo (jcs)
10cd2a061b
[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#8061
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
2024-03-11 15:03:04 +00:00
Luucwa
ca71dfa66a
Update send_quotes.rst
...
Removed "see also" links that lead nowhere
closes odoo/documentation#7599
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-02-14 02:16:55 +00:00
Jess Rogers (jero)
3411cdb2ae
[IMP] crm: update convert leads
...
closes odoo/documentation#7067
X-original-commit: 88a0b155e5
2023-12-22 01:22:14 +00:00
MaxKeilOdoo
554193a14b
[IMP] sales: update win loss report documentation for Odoo 17
...
closes odoo/documentation#6746
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 03:51:39 +00:00
Jess Rogers (jero)
5a298f09eb
[IMP] crm: create new quotation
...
closes odoo/documentation#6683
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>
2023-12-20 15:21:32 +00:00
Jess Rogers (jero)
11076c8cdd
[IMP] crm: update manage lost opps
...
closes odoo/documentation#6681
X-original-commit: 21f0ad60f8
2023-11-28 17:28:47 +00:00
Jess Rogers (jero)
2459ad79b9
[REM] crm: google spreadsheet integration
...
closes odoo/documentation#6537
X-original-commit: a11fa7e5b2
2023-11-22 00:46:20 +00:00
lman-odoo
d0fada27d6
[FIX] partner_autocomplete: fix a typo
...
closes odoo/documentation#6178
X-original-commit: e24e708a14
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
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
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
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
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: 2c17b6fb4aodoo/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
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
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
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
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
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
2021-10-07 20:08:48 +00:00
