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72 Commits

Author SHA1 Message Date
KC (ksc)
56e9184664 [IMP] crm: add sales/quotation admon 
closes odoo/documentation#10645

X-original-commit: c987e2e98e
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
 2024-08-08 03:58:08 +00:00
bve-odoo
606b84fddf [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#10582

X-original-commit: 00077597d2
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2024-08-05 09:00:38 +00:00
Parish Bracha
92d04fc0bd [ADD] crm: new lead distribution report 
closes odoo/documentation#10546

X-original-commit: b17e44ea59
Signed-off-by: Parish Bracha (pabr) <pabr@odoo.com>
 2024-08-01 23:00:05 +00:00
Parish Bracha
9d2234a3d7 [ADD] crm: add marketing attribution doc 
Apply suggestions from code review

closes odoo/documentation#10278

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 17:23:44 +00:00
Parish Bracha
b6abc8a1dd [IMP] crm: add quotation product catalog 
closes odoo/documentation#10147

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 21:08:33 +00:00
Parish Bracha
fc69140aeb [IMP] CRM: Inactive lost leads 
closes odoo/documentation#10136

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 17:22:38 +00:00
jero-odoo
3f3b5db385 [IMP] CRM: merge leads improvements 
closes odoo/documentation#10005

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 23:17:51 +00:00
jero-odoo
fb51f5eb10 [ADD] CRM: Resellers 
closes odoo/documentation#9823

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>
 2024-06-15 03:55:40 +00:00
KC (ksc)
be378a0899 [FIX] crm: typo in gamification doc 
closes odoo/documentation#9622

X-original-commit: a99c1cd7e1
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
 2024-06-12 14:10:42 +00:00
jero-odoo
7eb9cb8c78 [ADD] CRM: Forecast report 
closes odoo/documentation#9711

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 19:23:22 +00:00
Parish Bracha
aefa77b49c [IMP] crm: add equation explanation in leads doc 
closes odoo/documentation#9687

X-original-commit: 96f3a3e846
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Parish Bracha (pabr) <pabr@odoo.com>
 2024-06-07 01:53:48 +00:00
jero-odoo
fcf9fa0c6b [REM] crm: generate leads 
closes odoo/documentation#9512

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 15:08:23 +00:00
jero-odoo
4e2a3f1599 [ADD] crm: email and manual leads 
closes odoo/documentation#9473

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 13:14:07 +00:00
jero-odoo
9b75c30758 [IMP] CRM: lead mining 17 
closes odoo/documentation#9412

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 13:05:50 +00:00
jero-odoo
429f384186 [ADD] CRM: contact form leads 
jero edits

closes odoo/documentation#9384

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 12:13:24 +00:00
jero-odoo
e0d8b5ca55 [REM] CRM: multi teams 
closes odoo/documentation#9264

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 20:16:38 +00:00
jero-odoo
06cbee8031 [ADD] CRM: manage sales teams 17 
closes odoo/documentation#9246

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 20:06:41 +00:00
jero-odoo
e98c036d4f [IMP] CRM: rewrite gamification config section 
closes odoo/documentation#9139

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 13:40:58 +00:00
jero-odoo
c28e354ac5 [IMP] CRM: rewrite gamification 
closes odoo/documentation#9038

X-original-commit: 3179286430
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>
 2024-04-30 20:36:48 +00:00
tiku-odoo
e9c484ba3d [IMP] sales: partner autocomplete rewrite 
closes odoo/documentation#9014

X-original-commit: 5bed8eb25b
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-04-26 13:24:40 +00:00
tiku-odoo
dd60e8f3bc [ADD] sales: crm lead enrichment 
closes odoo/documentation#8913

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 18:45:58 +00:00
jero-odoo
21ebf16f6b [IMP] crm: utilize activities for sales teams 17 
closes odoo/documentation#8860

X-original-commit: 2c9457e573
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
 2024-04-19 12:01:48 +00:00
jero-odoo
5b3529f6dd [IMP] CRM: utilize activities 16.0 
closes odoo/documentation#8668

X-original-commit: 50a8171f02
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
 2024-04-11 11:59:52 +00:00
jero-odoo
fb4c0f41eb [REM] crm: track prospects visits 
closes odoo/documentation#8644

X-original-commit: ccdad0eef1
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>
 2024-04-10 21:06:51 +00:00
jero-odoo
e5b2dee20e [ADD] crm: utilize activities for sales teams 
closes odoo/documentation#8591

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 14:10:59 +00:00
jero-odoo
acdcd76dcd [IMP] CRM: update lost opps 17.0 
closes odoo/documentation#8576

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>
 2024-04-08 13:00:00 +00:00
jero-odoo
db469703fb [IMP] CRM: Convert leads to opps 
closes odoo/documentation#8539

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>
 2024-04-04 19:49:05 +00:00
jero-odoo
ed9a0b23ec [ADD] CRM: Merge Leads and Opps 
closes odoo/documentation#8510

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>
 2024-04-03 12:52:21 +00:00
Melanie Nguyen (meng)
fc486a64a0 [IMP] crm: update webpage visits 
closes odoo/documentation#8435

X-original-commit: e3eae6ac88
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
 2024-03-29 13:17:37 +00:00
Jess Rogers (jero)
38e62298b8 [ADD] crm: quality leads report doc 
closes odoo/documentation#8355

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>
 2024-03-26 11:36:11 +00:00
Zachary Straub (ZST)
1c0e2ac60d [FIX] crm: unattended leads example 
closes odoo/documentation#8211

X-original-commit: d43cc3e466
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
 2024-03-23 16:52:10 +00:00
Jess Rogers (jero)
573ca77bb8 [ADD] crm: expected revenue report doc 
closes odoo/documentation#8344

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 12:36:47 +00:00
Jess Rogers (jero)
1078964cc1 [ADD] crm: unattended leads report doc 
closes odoo/documentation#8127

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>
 2024-03-13 11:45:33 +00:00
Jonathan Castillo (jcs)
bf7fa31503 [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#8063

Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
 2024-03-11 23:56:42 +00:00
Luucwa
b0854c9456 Update send_quotes.rst 
Removed "see also" links that lead nowhere

closes odoo/documentation#7735

X-original-commit: ca71dfa66a
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
 2024-02-25 06:15:11 +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