6 Commits

Author	SHA1	Message	Date
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