Commit Graph

55 Commits

Author SHA1 Message Date
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
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
Antoine Vandevenne (anv)
b30f28a3c4 [MERGE] Forward-port of branch 13.0 to 14.0 2021-06-09 12:22:50 +02:00
Antoine Vandevenne (anv)
251438d569 [MERGE] Forward-port of branch 12.0 to 13.0 2021-06-09 12:10:06 +02:00
Antoine Vandevenne (anv)
1d3375f1a8 [IMP] *: exclude empty TOC pages from search results
When searching for a string that can be found in a TOC page's content,
that page is listed in the search results. This is not a wanted behavior
because TOC pages without the 'show-content' metadata directive are not
supposed to be accessible.

This commit adds a 'nosearch' metadata directive to all TOC pages
without a 'show-content' metadata directive, hence removing them from
search results.

task-2527419
2021-06-09 11:55:34 +02:00
Jonathan Castillo
08f8a3d0c0 [REM] content/applications/*: delete unused images 2021-06-09 09:58:59 +02:00
Jonathan Castillo
193e22492c [MERGE] Forward-port of branch 13.0 to 14.0 2021-06-04 17:21:14 +02:00
Jonathan Castillo
6940f68cb5 [MOV] general: single docs content up to their parent pages
This commit is part of a larger work to improve the documentation's
structure. The toctree structure used to add levels to create categories
and make the structure visually more understandable.
With the new version of the documentation, plenty of these categories
are now redundant.

This commit improves the structure of the "general" section:
- it moves the content of the doc "in_app_purchase" to its parent page
  "multi_companies"
- it moves the content of the doc "tags/take_tags" to "odoo_basics/tags"
- it moves the content of the doc "manage_multi_companies" to its parent
  page "multi_companies"

task-2535899
2021-06-04 13:51:18 +02:00
Victor Feyens
a1e7024fa0 [MERGE] Forward-port of branch 13.0 to 14.0 2021-05-31 15:16:09 +02:00
Victor Feyens
40afc9d9f0 [MERGE] Forward-port of branch 12.0 to 13.0 2021-05-31 14:54:23 +02:00
Victor Feyens
becf7a207d [FIX] content/applications/*: typos
found with codespell
2021-05-31 14:44:18 +02:00