Parish Bracha
e6d68071fc
[IMP] crm: add quotation product catalog
...
closes odoo/documentation#10150
X-original-commit: 9af6b453fe
2024-07-17 06:56:55 +00:00
Parish Bracha
bce2a875c5
[IMP] CRM: Inactive lost leads
...
closes odoo/documentation#10139
X-original-commit: 11ef368a58
2024-07-17 06:56:54 +00:00
jero-odoo
22c18c0165
[IMP] CRM: merge leads improvements
...
closes odoo/documentation#10014
X-original-commit: fc144a96fd
2024-06-28 20:38:46 +00:00
jero-odoo
201c82d9c9
[ADD] CRM: Resellers
...
closes odoo/documentation#9829
X-original-commit: 594f3573d9
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
2024-06-12 13:49:45 +00:00
jero-odoo
2e7f7b0dc5
[ADD] CRM: Forecast report
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closes odoo/documentation#9716
X-original-commit: f6994a1047
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
2024-06-06 20:21:55 +00:00
jero-odoo
2df60cb372
[REM] crm: generate leads
...
closes odoo/documentation#9516
X-original-commit: e59188d85b
2024-05-29 23:43:21 +00:00
jero-odoo
fa6bc19ecb
[ADD] crm: email and manual leads
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closes odoo/documentation#9483
X-original-commit: 905914c939
2024-05-28 17:29:29 +00:00
jero-odoo
7fe5675144
[IMP] CRM: lead mining 17
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closes odoo/documentation#9420
X-original-commit: 430f7e2307
2024-05-21 11:53:14 +00:00
jero-odoo
a28a65a373
[ADD] CRM: contact form leads
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jero edits
closes odoo/documentation#9386
X-original-commit: 50b3852bab
2024-05-17 20:48:15 +00:00
jero-odoo
7524eccaef
[REM] CRM: multi teams
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closes odoo/documentation#9269
X-original-commit: 2a9bd10799
2024-05-09 20:50:38 +00:00
jero-odoo
6f4f511b34
[ADD] CRM: manage sales teams 17
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closes odoo/documentation#9250
X-original-commit: 25f44f7ac2
2024-05-08 18:04:43 +00:00
jero-odoo
d4da0c2425
[IMP] CRM: rewrite gamification config section
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closes odoo/documentation#9141
X-original-commit: fd17dcef90
2024-05-03 16:25:46 +00:00
jero-odoo
8e3142bc37
[IMP] CRM: rewrite gamification
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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
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closes odoo/documentation#9016
X-original-commit: 5bed8eb25b
2024-04-26 13:26:54 +00:00
tiku-odoo
417867026e
[ADD] sales: crm lead enrichment
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closes odoo/documentation#8915
X-original-commit: 0bd590d4b9
2024-04-22 19:22:50 +00:00
jero-odoo
15bdaa7bdb
[IMP] crm: utilize activities for sales teams 17
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closes odoo/documentation#8864
X-original-commit: 2c9457e573
2024-04-19 17:48:20 +00:00
jero-odoo
257b86abb1
[REM] crm: track prospects visits
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closes odoo/documentation#8687
X-original-commit: 1b4516057a
2024-04-13 09:50:23 +00:00
jero-odoo
e4f81db89e
[IMP] CRM: utilize activities 16.0
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closes odoo/documentation#8673
X-original-commit: 50a8171f02
2024-04-12 05:43:43 +00:00
jero-odoo
3793e8cc37
[ADD] crm: utilize activities for sales teams
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closes odoo/documentation#8594
X-original-commit: d27def362b
2024-04-09 12:53:55 +00:00
jero-odoo
8cacfab918
[IMP] CRM: update lost opps 17.0
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closes odoo/documentation#8578
X-original-commit: b28e3073d1
2024-04-09 02:09:50 +00:00
jero-odoo
0227f484f2
[IMP] CRM: Convert leads to opps
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closes odoo/documentation#8545
X-original-commit: 63636d0518
2024-04-05 19:15:15 +00:00
jero-odoo
34db98ad59
[ADD] CRM: Merge Leads and Opps
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closes odoo/documentation#8512
X-original-commit: 83d105c067
2024-04-04 20:07:46 +00:00
Melanie Nguyen (meng)
b3f96a6168
[IMP] crm: update webpage visits
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closes odoo/documentation#8437
X-original-commit: e3eae6ac88
2024-03-31 18:53:54 +00:00
Jess Rogers (jero)
adf649f6e4
[ADD] crm: quality leads report doc
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closes odoo/documentation#8359
X-original-commit: c63dda1e5f
2024-03-27 14:02:47 +00:00
Zachary Straub (ZST)
c2c47456c7
[FIX] crm: unattended leads example
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closes odoo/documentation#8228
X-original-commit: d43cc3e466
2024-03-23 17:16:39 +00:00
Jess Rogers (jero)
6a6077b306
[ADD] crm: expected revenue report doc
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closes odoo/documentation#8346
X-original-commit: 4a28f69400
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
2024-03-15 09:32:49 +00:00
Jonathan Castillo (jcs)
0249d9d0a6
[MOV] documentation structure reorganization
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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
2024-02-25 06:14:55 +00:00
Jess Rogers (jero)
5bd89e30b9
[IMP] crm: update convert leads
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closes odoo/documentation#7068
X-original-commit: 88a0b155e5
2023-12-22 01:53:09 +00:00
MaxKeilOdoo
35602b9f50
[IMP] sales: update win loss report documentation for Odoo 17
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closes odoo/documentation#7060
X-original-commit: 554193a14b
2023-12-21 07:57:52 +00:00
Jess Rogers (jero)
643ec40050
[IMP] crm: create new quotation
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closes odoo/documentation#7002
X-original-commit: 5a298f09eb
2023-12-20 22:48:49 +00:00
Jess Rogers (jero)
38f66dd0f9
[IMP] crm: update manage lost opps
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closes odoo/documentation#6682
X-original-commit: 21f0ad60f8
2023-11-27 20:57:49 +00:00
Jess Rogers (jero)
ebbd736540
[REM] crm: google spreadsheet integration
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closes odoo/documentation#6538
X-original-commit: a11fa7e5b2
2023-11-21 18:44:18 +00:00
lman-odoo
d0fada27d6
[FIX] partner_autocomplete: fix a typo
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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
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closes odoo/documentation#4030
X-original-commit: 9f72036be8
2023-04-05 21:03:54 +02:00
Melanie Nguyen (meng)
b5de4f8bb5
[IMP] sales: menuselection fix
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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
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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
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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
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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
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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
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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
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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
