# SOME DESCRIPTIVE TITLE. # Copyright (C) 2015-TODAY, Odoo S.A. # This file is distributed under the same license as the Odoo Business package. # FIRST AUTHOR , YEAR. # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo Business 10.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2017-12-13 13:35+0100\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: Murat Kaplan , 2017\n" "Language-Team: Turkish (https://www.transifex.com/odoo/teams/41243/tr/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" "Language: tr\n" "Plural-Forms: nplurals=2; plural=(n > 1);\n" #: ../../crm.rst:5 msgid "CRM" msgstr "CRM" #: ../../crm/calendar.rst:3 msgid "Calendar" msgstr "Takvim" #: ../../crm/calendar/google_calendar_credentials.rst:3 msgid "How to synchronize your Odoo Calendar with Google Calendar" msgstr "" #: ../../crm/calendar/google_calendar_credentials.rst:5 msgid "" "Odoo is perfectly integrated with Google Calendar so that you can see & " "manage your meetings from both platforms (updates go through both " "directions)." msgstr "" #: ../../crm/calendar/google_calendar_credentials.rst:10 msgid "Setup in Google" msgstr "" #: ../../crm/calendar/google_calendar_credentials.rst:11 msgid "" "Go to `Google APIs platform `__ to " "generate Google Calendar API credentials. Log in with your Google account." msgstr "" #: ../../crm/calendar/google_calendar_credentials.rst:14 msgid "Choose *Calendar API*." msgstr "'Takvim API' Seç" #: ../../crm/calendar/google_calendar_credentials.rst:19 msgid "" "Create a new project and give it a name (e.g. Odoo). This project is needed " "to store your API credentials." msgstr "" #: ../../crm/calendar/google_calendar_credentials.rst:25 msgid "Enable the API." msgstr "" #: ../../crm/calendar/google_calendar_credentials.rst:30 msgid "Create credentials to use in Odoo." msgstr "" #: ../../crm/calendar/google_calendar_credentials.rst:35 msgid "" "Select *Web browser (Javascript)* as calling source and *User data* as kind " "of data." msgstr "" #: ../../crm/calendar/google_calendar_credentials.rst:41 msgid "" "Then you can create a Client ID. Enter the name of the application (e.g. " "Odoo) and the allowed pages on which you will be redirected. The *Authorized" " JavaScript origin* is your Odoo's instance URL. The *Authorized redirect " "URI* is your Odoo's instance URL followed by " "'/google_account/authentication'." msgstr "" #: ../../crm/calendar/google_calendar_credentials.rst:50 msgid "" "Go through the Consent Screen step by entering a product name (e.g. Odoo). " "Feel free to check the customizations options but this is not mandatory. The" " Consent Screen will only show up when you enter the Client ID in Odoo for " "the first time." msgstr "" #: ../../crm/calendar/google_calendar_credentials.rst:55 msgid "" "Finally you are provided with your **Client ID**. Go to *Credentials* to get" " the **Client secret** as well. You will need both of them in Odoo." msgstr "" #: ../../crm/calendar/google_calendar_credentials.rst:62 msgid "Setup in Odoo" msgstr "" #: ../../crm/calendar/google_calendar_credentials.rst:64 msgid "Install **Google Calendar** app." msgstr "" #: ../../crm/calendar/google_calendar_credentials.rst:69 msgid "" "Go to :menuselection:`Settings --> General Settings` and enter your " "credentials in Google Calendar option." msgstr "" #: ../../crm/calendar/google_calendar_credentials.rst:75 msgid "" "The setup is now ready. Open your Odoo Calendar and sync with Google. The " "first time you do it you are redirected to Google to authorize the " "connection. Once back in Odoo, click the sync button again. You can click it" " whenever you want to synchronize your calendar." msgstr "" #: ../../crm/calendar/google_calendar_credentials.rst:83 msgid "As of now you no longer have excuses to miss a meeting!" msgstr "" #: ../../crm/leads.rst:3 msgid "Leads" msgstr "Adaylar" #: ../../crm/leads/generate.rst:3 msgid "Generate leads" msgstr "" #: ../../crm/leads/generate/emails.rst:3 msgid "How to generate leads from incoming emails?" msgstr "" #: ../../crm/leads/generate/emails.rst:5 msgid "" "There are several ways for your company to :doc:`generate leads with Odoo " "CRM `. One of them is using your company's generic email address as " "a trigger to create a new lead in the system. In Odoo, each one of your " "sales teams is linked to its own email address from which prospects can " "reach them. For example, if the personal email address of your Direct team " "is **direct@mycompany.example.com**, every email sent will automatically " "create a new opportunity into the sales team." msgstr "" #: ../../crm/leads/generate/emails.rst:14 #: ../../crm/leads/generate/website.rst:73 #: ../../crm/leads/manage/automatic_assignation.rst:30 #: ../../crm/leads/manage/lead_scoring.rst:19 #: ../../crm/overview/started/setup.rst:10 ../../crm/reporting/review.rst:23 #: ../../crm/salesteam/manage/reward.rst:12 msgid "Configuration" msgstr "Yapılandırma" #: ../../crm/leads/generate/emails.rst:16 msgid "" "The first thing you need to do is to configure your **outgoing email " "servers** and **incoming email gateway** from the :menuselection:`Settings " "module --> General Settings`." msgstr "" #: ../../crm/leads/generate/emails.rst:19 msgid "" "Then set up your alias domain from the field shown here below and click on " "**Apply**." msgstr "" #: ../../crm/leads/generate/emails.rst:26 msgid "Set up team alias" msgstr "" #: ../../crm/leads/generate/emails.rst:28 msgid "" "Go on the Sales module and click on **Dashboard**. You will see that the " "activation of your domain alias has generated a default email alias for your" " existing sales teams." msgstr "" #: ../../crm/leads/generate/emails.rst:35 msgid "" "You can easily personalize your sales teams aliases. Click on the More " "button from the sales team of your choice, then on **Settings** to access " "the sales team form. Into the **Email Alias** field, enter your email alias " "and click on **Save**. Make sure to allow receiving emails from everyone." msgstr "" #: ../../crm/leads/generate/emails.rst:41 msgid "" "From there, each email sent to this email address will generate a new lead " "into the related sales team." msgstr "" #: ../../crm/leads/generate/emails.rst:48 msgid "Set up catch-all email domain" msgstr "" #: ../../crm/leads/generate/emails.rst:50 msgid "" "Additionally to your sales team aliases, you can also create a generic email" " alias (e.g. *contact@* or *info@* ) that will also generate a new contact " "in Odoo CRM. Still from the Sales module, go to " ":menuselection:`Configuration --> Settings` and set up your catch-all email " "domain." msgstr "" #: ../../crm/leads/generate/emails.rst:57 msgid "" "You can choose whether the contacts generated from your catch-all email " "become leads or opportunities using the radio buttons that you see on the " "screenshot here below. Note that, by default, the lead stage is not " "activated in Odoo CRM." msgstr "" #: ../../crm/leads/generate/emails.rst:67 #: ../../crm/leads/generate/import.rst:89 #: ../../crm/leads/generate/website.rst:194 msgid ":doc:`manual`" msgstr "" #: ../../crm/leads/generate/emails.rst:68 #: ../../crm/leads/generate/manual.rst:67 #: ../../crm/leads/generate/website.rst:195 msgid ":doc:`import`" msgstr "" #: ../../crm/leads/generate/emails.rst:69 #: ../../crm/leads/generate/import.rst:91 #: ../../crm/leads/generate/manual.rst:71 msgid ":doc:`website`" msgstr "" #: ../../crm/leads/generate/import.rst:3 msgid "How to import contacts to the CRM?" msgstr "" #: ../../crm/leads/generate/import.rst:5 msgid "" "In Odoo CRM, you can import a database of potential customers, for instance " "for a cold emailing or cold calling campaign, through a CSV file. You may be" " wondering if the best option is to import your contacts as leads or " "opportunities. It depends on your business specificities and workflow:" msgstr "" #: ../../crm/leads/generate/import.rst:11 msgid "" "Some companies may decide to not use leads, but instead to keep all " "information directly in an opportunity. For some companies, leads are merely" " an extra step in the sales process. You could call this extended (start " "from lead) versus simplified (start from opportunity) customer relationship " "management." msgstr "" #: ../../crm/leads/generate/import.rst:17 msgid "" "Odoo perfectly allows for either one of these approaches to be chosen. If " "your company handles its sales from a pre qualification step, feel free to " "activate first the lead stage as described below in order to import your " "database as leads" msgstr "" #: ../../crm/leads/generate/import.rst:23 #: ../../crm/leads/generate/manual.rst:9 #: ../../crm/leads/generate/website.rst:38 #: ../../crm/salesteam/setup/organize_pipeline.rst:62 msgid "Activate the lead stage" msgstr "" #: ../../crm/leads/generate/import.rst:25 msgid "" "By default, the lead stage is not activated in Odoo CRM. If you want to " "import your contacts as leads rather than opportunities, go to " ":menuselection:`Configuration --> Settings`, select the option **use leads " "if…** as shown below and click on **Apply**." msgstr "" #: ../../crm/leads/generate/import.rst:33 msgid "" "This activation will create a new submenu :menuselection:`Sales --> Leads` " "from which you will be able to import your contacts from the **Import** " "button (if you want to create a lead manually, :doc:`click here `)" msgstr "" #: ../../crm/leads/generate/import.rst:41 msgid "Import your CSV file" msgstr "" #: ../../crm/leads/generate/import.rst:43 msgid "" "On the new submenu :menuselection:`Sales --> Leads`, click on **Import** and" " select your Excel file to import from the **Choose File** button. Make sure" " its extension is **.csv** and don't forget to set up the correct File " "format options (**Encoding** and **Separator**) to match your local settings" " and display your columns properly." msgstr "" #: ../../crm/leads/generate/import.rst:50 msgid "" "If your prospects database is provided in another format than CSV, you can " "easily convert it to the CSV format using Microsoft Excel, OpenOffice / " "LibreOffice Calc, Google Docs, etc." msgstr "" #: ../../crm/leads/generate/import.rst:58 msgid "Select rows to import" msgstr "" #: ../../crm/leads/generate/import.rst:60 msgid "" "Odoo will automatically map the column headers from your CSV file to the " "corresponding fields if you tick *The first row of the file contains the " "label of the column* option. This makes imports easier especially when the " "file has many columns. Of course, you can remap the column headers to " "describe the property you are importing data into (First Name, Last Name, " "Email, etc.)." msgstr "" #: ../../crm/leads/generate/import.rst:72 msgid "" "If you want to import your contacts as opportunities rather than leads, make" " sure to add the *Type* column to your csv. This column is used to indicate " "whether your import will be flagged as a Lead (type = Lead) or as an " "opportunity (type = Opportunity)." msgstr "" #: ../../crm/leads/generate/import.rst:77 msgid "" "Click the **Validate** button if you want to let Odoo verify that everything" " seems okay before importing. Otherwise, you can directly click the Import " "button: the same validations will be done." msgstr "" #: ../../crm/leads/generate/import.rst:83 msgid "" "For additional technical information on how to import contacts into Odoo " "CRM, read the **Frequently Asked Questions** section located below the " "Import tool on the same window." msgstr "" #: ../../crm/leads/generate/import.rst:90 #: ../../crm/leads/generate/manual.rst:69 #: ../../crm/leads/generate/website.rst:196 msgid ":doc:`emails`" msgstr "" #: ../../crm/leads/generate/manual.rst:3 msgid "How to create a contact into Odoo CRM?" msgstr "" #: ../../crm/leads/generate/manual.rst:5 msgid "" "Odoo CRM allows you to manually add contacts into your pipeline. It can be " "either a lead or an opportunity." msgstr "" #: ../../crm/leads/generate/manual.rst:11 msgid "" "By default, the lead stage is not activated in Odoo CRM. To activate it, go " "to :menuselection:`Sales --> Configuration --> Settings`, select the option " "\"\"use leads if…** as shown below and click on **Apply**." msgstr "" #: ../../crm/leads/generate/manual.rst:18 msgid "" "This activation will create a new submenu **Leads** under **Sales** that " "gives you access to a list of all your leads from which you will be able to " "create a new contact." msgstr "" #: ../../crm/leads/generate/manual.rst:26 msgid "Create a new lead" msgstr "" #: ../../crm/leads/generate/manual.rst:28 msgid "" "Go to :menuselection:`Sales --> Leads` and click the **Create** button." msgstr "" #: ../../crm/leads/generate/manual.rst:33 msgid "" "From the contact form, provide all the details in your possession (contact " "name, email, phone, address, etc.) as well as some additional information in" " the **Internal notes** field." msgstr "" #: ../../crm/leads/generate/manual.rst:39 msgid "" "your lead can be directly handed over to specific sales team and salesperson" " by clicking on **Convert to Opportunity** on the upper left corner of the " "screen." msgstr "" #: ../../crm/leads/generate/manual.rst:43 msgid "Create a new opportunity" msgstr "" #: ../../crm/leads/generate/manual.rst:45 msgid "" "You can also directly add a contact into a specific sales team without " "having to convert the lead first. On the Sales module, go to your dashboard " "and click on the **Pipeline** button of the desired sales team. If you don't" " have any sales team yet, :doc:`you need to create one first " "<../../salesteam/setup/create_team>`. Then, click on **Create** and fill in " "the contact details as shown here above. By default, the newly created " "opportunity will appear on the first stage of your sales pipeline." msgstr "" #: ../../crm/leads/generate/manual.rst:53 msgid "" "Another way to create an opportunity is by adding it directly on a specific " "stage. For example, if you have have spoken to Mr. Smith at a meeting and " "you want to send him a quotation right away, you can add his contact details" " on the fly directly into the **Proposition** stage. From the Kanban view of" " your sales team, just click on the **+** icon at the right of your stage to" " create the contact. The new opportunity will then pop up into the " "corresponding stage and you can then fill in the contact details by clicking" " on it." msgstr "" #: ../../crm/leads/generate/website.rst:3 msgid "How to generate leads from my website?" msgstr "" #: ../../crm/leads/generate/website.rst:5 msgid "" "Your website should be your company's first lead generation tool. With your " "website being the central hub of your online marketing campaigns, you will " "naturally drive qualified traffic to feed your pipeline. When a prospect " "lands on your website, your objective is to capture his information in order" " to be able to stay in touch with him and to push him further down the sales" " funnel." msgstr "" #: ../../crm/leads/generate/website.rst:12 msgid "This is how a typical online lead generation process work :" msgstr "" #: ../../crm/leads/generate/website.rst:14 msgid "" "Your website visitor clicks on a call-to action (CTA) from one of your " "marketing materials (e.g. an email newsletter, a social media message or a " "blog post)" msgstr "" #: ../../crm/leads/generate/website.rst:18 msgid "" "The CTA leads your visitor to a landing page including a form used to " "collect his personal information (e.g. his name, his email address, his " "phone number)" msgstr "" #: ../../crm/leads/generate/website.rst:22 msgid "" "The visitor submits the form and automatically generates a lead into Odoo " "CRM" msgstr "" #: ../../crm/leads/generate/website.rst:27 msgid "" "Your calls-to-action, landing pages and forms are the key pieces of the lead" " generation process. With Odoo Website, you can easily create and optimize " "those critical elements without having to code or to use third-party " "applications. Learn more `here `__." msgstr "" #: ../../crm/leads/generate/website.rst:32 msgid "" "In Odoo, the Website and CRM modules are fully integrated, meaning that you " "can easily generate leads from various ways through your website. However, " "even if you are hosting your website on another CMS, it is still possible to" " fill Odoo CRM with leads generated from your website." msgstr "" #: ../../crm/leads/generate/website.rst:40 msgid "" "By default, the lead stage is not activated in Odoo CRM. Therefore, new " "leads automatically become opportunities. You can easily activate the option" " of adding the lead step. If you want to import your contacts as leads " "rather than opportunities, from the Sales module go to " ":menuselection:`Configuration --> Settings`, select the option **use leads " "if…** as shown below and click on **Apply**." msgstr "" #: ../../crm/leads/generate/website.rst:50 msgid "" "Note that even without activating this step, the information that follows is" " still applicable - the lead generated will land in the opportunities " "dashboard." msgstr "" #: ../../crm/leads/generate/website.rst:55 msgid "From an Odoo Website" msgstr "" #: ../../crm/leads/generate/website.rst:57 msgid "" "Let's assume that you want to get as much information as possible about your" " website visitors. But how could you make sure that every person who wants " "to know more about your company's products and services is actually leaving " "his information somewhere? Thanks to Odoo's integration between its CRM and " "Website modules, you can easily automate your lead acquisition process " "thanks to the **contact form** and the **form builder** modules" msgstr "" #: ../../crm/leads/generate/website.rst:67 msgid "" "another great way to generate leads from your Odoo Website is by collecting " "your visitors email addresses thanks to the Newsletter or Newsletter Popup " "CTAs. These snippets will create new contacts in your Email Marketing's " "mailing list. Learn more `here `__." msgstr "" #: ../../crm/leads/generate/website.rst:75 msgid "" "Start by installing the Website builder module. From the main dashboard, " "click on **Apps**, enter \"**Website**\" in the search bar and click on " "**Install**. You will be automatically redirected to the web interface." msgstr "" #: ../../crm/leads/generate/website.rst:84 msgid "" "A tutorial popup will appear on your screen if this is the first time you " "use Odoo Website. It will help you get started with the tool and you'll be " "able to use it in minutes. Therefore, we strongly recommend you to use it." msgstr "" #: ../../crm/leads/generate/website.rst:89 msgid "Create a lead by using the Contact Form module" msgstr "" #: ../../crm/leads/generate/website.rst:91 msgid "" "You can effortlessly generate leads via a contact form on your **Contact " "us** page. To do so, you first need to install the Contact Form module. It " "will add a contact form in your **Contact us** page and automatically " "generate a lead from forms submissions." msgstr "" #: ../../crm/leads/generate/website.rst:96 msgid "" "To install it, go back to the backend using the square icon on the upper-" "left corner of your screen. Then, click on **Apps**, enter \"**Contact " "Form**\" in the search bar (don't forget to remove the **Apps** tag " "otherwise you will not see the module appearing) and click on **Install**." msgstr "" #: ../../crm/leads/generate/website.rst:104 msgid "" "Once the module is installed, the below contact form will be integrated to " "your \"Contact us\" page. This form is linked to Odoo CRM, meaning that all " "data entered through the form will be captured by the CRM and will create a " "new lead." msgstr "" #: ../../crm/leads/generate/website.rst:112 msgid "" "Every lead created through the contact form is accessible in the Sales " "module, by clicking on :menuselection:`Sales --> Leads`. The name of the " "lead corresponds to the \"Subject\" field on the contact form and all the " "other information is stored in the corresponding fields within the CRM. As a" " salesperson, you can add additional information, convert the lead into an " "opportunity or even directly mark it as Won or Lost." msgstr "" #: ../../crm/leads/generate/website.rst:123 msgid "Create a lead using the Form builder module" msgstr "" #: ../../crm/leads/generate/website.rst:125 msgid "" "You can create fully-editable custom forms on any landing page on your " "website with the Form Builder snippet. As for the Contact Form module, the " "Form Builder will automatically generate a lead after the visitor has " "completed the form and clicked on the button **Send**." msgstr "" #: ../../crm/leads/generate/website.rst:130 msgid "" "From the backend, go to Settings and install the \"**Website Form " "Builder**\" module (don't forget to remove the **Apps** tag otherwise you " "will not see the modules appearing). Then, back on the website, go to your " "desired landing page and click on Edit to access the available snippets. The" " Form Builder snippet lays under the **Feature** section." msgstr "" #: ../../crm/leads/generate/website.rst:140 msgid "" "As soon as you have dropped the snippet where you want the form to appear on" " your page, a **Form Parameters** window will pop up. From the **Action** " "drop-down list, select **Create a lead** to automatically create a lead in " "Odoo CRM. On the **Thank You** field, select the URL of the page you want to" " redirect your visitor after the form being submitted (if you don't add any " "URL, the message \"The form has been sent successfully\" will confirm the " "submission)." msgstr "" #: ../../crm/leads/generate/website.rst:151 msgid "" "You can then start creating your custom form. To add new fields, click on " "**Select container block** and then on the blue **Customize** button. 3 " "options will appear:" msgstr "" #: ../../crm/leads/generate/website.rst:158 msgid "" "**Change Form Parameters**: allows you to go back to the Form Parameters and" " change the configuration" msgstr "" #: ../../crm/leads/generate/website.rst:161 msgid "" "**Add a model field**: allows you to add a field already existing in Odoo " "CRM from a drop-down list. For example, if you select the Field *Country*, " "the value entered by the lead will appear under the *Country* field in the " "CRM - even if you change the name of the field on the form." msgstr "" #: ../../crm/leads/generate/website.rst:167 msgid "" "**Add a custom field**: allows you to add extra fields that don't exist by " "default in Odoo CRM. The values entered will be added under \"Notes\" within" " the CRM. You can create any field type : checkbox, radio button, text, " "decimal number, etc." msgstr "" #: ../../crm/leads/generate/website.rst:172 msgid "Any submitted form will create a lead in the backend." msgstr "" #: ../../crm/leads/generate/website.rst:175 msgid "From another CMS" msgstr "" #: ../../crm/leads/generate/website.rst:177 msgid "" "If you use Odoo CRM but not Odoo Website, you can still automate your online" " lead generation process using email gateways by editing the \"Submit\" " "button of any form and replacing the hyperlink by a mailto corresponding to " "your email alias (learn how to create your sales alias :doc:`here " "`)." msgstr "" #: ../../crm/leads/generate/website.rst:183 msgid "" "For example if the alias of your company is **salesEMEA@mycompany.com**, add" " ``mailto:salesEMEA@mycompany.com`` into the regular hyperlink code (CTRL+K)" " to generate a lead into the related sales team in Odoo CRM." msgstr "" #: ../../crm/leads/manage.rst:3 msgid "Manage leads" msgstr "" #: ../../crm/leads/manage/automatic_assignation.rst:3 msgid "Automate lead assignation to specific sales teams or salespeople" msgstr "" #: ../../crm/leads/manage/automatic_assignation.rst:5 msgid "" "Depending on your business workflow and needs, you may need to dispatch your" " incoming leads to different sales team or even to specific salespeople. " "Here are a few example:" msgstr "" #: ../../crm/leads/manage/automatic_assignation.rst:9 msgid "" "Your company has several offices based on different geographical regions. " "You will want to assign leads based on the region;" msgstr "" #: ../../crm/leads/manage/automatic_assignation.rst:12 msgid "" "One of your sales teams is dedicated to treat opportunities from large " "companies while another one is specialized for SMEs. You will want to assign" " leads based on the company size;" msgstr "" #: ../../crm/leads/manage/automatic_assignation.rst:16 msgid "" "One of your sales representatives is the only one to speak foreign languages" " while the rest of the team speaks English only. Therefore you will want to " "assign to that person all the leads from non-native English-speaking " "countries." msgstr "" #: ../../crm/leads/manage/automatic_assignation.rst:21 msgid "" "As you can imagine, manually assigning new leads to specific individuals can" " be tedious and time consuming - especially if your company generates a high" " volume of leads every day. Fortunately, Odoo CRM allows you to automate the" " process of lead assignation based on specific criteria such as location, " "interests, company size, etc. With specific workflows and precise rules, you" " will be able to distribute all your opportunities automatically to the " "right sales teams and/or salesman." msgstr "" #: ../../crm/leads/manage/automatic_assignation.rst:32 msgid "" "If you have just started with Odoo CRM and haven't set up your sales team " "nor registered your salespeople, :doc:`read this documentation first " "<../../overview/started/setup>`." msgstr "" #: ../../crm/leads/manage/automatic_assignation.rst:36 msgid "" "You have to install the module **Lead Scoring**. Go to :menuselection:`Apps`" " and install it if it's not the case already." msgstr "" #: ../../crm/leads/manage/automatic_assignation.rst:40 msgid "Define rules for a sales team" msgstr "" #: ../../crm/leads/manage/automatic_assignation.rst:42 msgid "" "From the sales module, go to your dashboard and click on the **More** button" " of the desired sales team, then on **Settings**. If you don't have any " "sales team yet, :doc:`you need to create one first " "<../../salesteam/setup/create_team>`." msgstr "" #: ../../crm/leads/manage/automatic_assignation.rst:50 msgid "" "On your sales team menu, use in the **Domain** field a specific domain rule " "(for technical details on the domain refer on the `Building a Module " "tutorial " "`__ or " "`Syntax reference guide " "`__) which will allow only the leads matching the team domain." msgstr "" #: ../../crm/leads/manage/automatic_assignation.rst:56 msgid "" "For example, if you want your *Direct Sales* team to only receive leads " "coming from United States and Canada, your domain will be as following :" msgstr "" #: ../../crm/leads/manage/automatic_assignation.rst:59 msgid "``[[country_id, 'in', ['United States', 'Canada']]]``" msgstr "" #: ../../crm/leads/manage/automatic_assignation.rst:66 msgid "" "you can also base your automatic assignment on the score attributed to your " "leads. For example, we can imagine that you want all the leads with a score " "under 100 to be assigned to a sales team trained for lighter projects and " "the leads over 100 to a more experienced sales team. Read more on :doc:`how " "to score leads here `." msgstr "" #: ../../crm/leads/manage/automatic_assignation.rst:72 msgid "Define rules for a salesperson" msgstr "" #: ../../crm/leads/manage/automatic_assignation.rst:74 msgid "" "You can go one step further in your assignment rules and decide to assign " "leads within a sales team to a specific salesperson. For example, if I want " "Toni Buchanan from the *Direct Sales* team to receive only leads coming from" " Canada, I can create a rule that will automatically assign him leads from " "that country." msgstr "" #: ../../crm/leads/manage/automatic_assignation.rst:80 msgid "" "Still from the sales team menu (see here above), click on the salesperson of" " your choice under the assignment submenu. Then, enter your rule in the " "*Domain* field." msgstr "" #: ../../crm/leads/manage/automatic_assignation.rst:89 msgid "" "In Odoo, a lead is always assigned to a sales team before to be assigned to " "a salesperson. Therefore, you need to make sure that the assignment rule of " "your salesperson is a child of the assignment rule of the sales team." msgstr "" #: ../../crm/leads/manage/automatic_assignation.rst:95 #: ../../crm/salesteam/manage/create_salesperson.rst:67 msgid ":doc:`../../overview/started/setup`" msgstr "" #: ../../crm/leads/manage/lead_scoring.rst:3 msgid "How to do efficient Lead Scoring?" msgstr "" #: ../../crm/leads/manage/lead_scoring.rst:5 msgid "" "Odoo's Lead Scoring module allows you to give a score to your leads based on" " specific criteria - the higher the value, the more likely the prospect is " "\"ready for sales\". Therefore, the best leads are automatically assigned to" " your salespeople so their pipe are not polluted with poor-quality " "opportunities." msgstr "" #: ../../crm/leads/manage/lead_scoring.rst:12 msgid "" "Lead scoring is a critical component of an effective lead management " "strategy. By helping your sales representative determine which leads to " "engage with in order of priority, you will increase their overall conversion" " rate and your sales team's efficiency." msgstr "" #: ../../crm/leads/manage/lead_scoring.rst:22 msgid "Install the Lead Scoring module" msgstr "" #: ../../crm/leads/manage/lead_scoring.rst:24 msgid "Start by installing the **Lead Scoring** module." msgstr "" #: ../../crm/leads/manage/lead_scoring.rst:26 msgid "" "Once the module is installed, you should see a new menu " ":menuselection:`Sales --> Leads Management --> Scoring Rules`" msgstr "" #: ../../crm/leads/manage/lead_scoring.rst:33 msgid "Create scoring rules" msgstr "" #: ../../crm/leads/manage/lead_scoring.rst:35 msgid "" "Leads scoring allows you to assign a positive or negative score to your " "prospects based on any demographic or behavioral criteria that you have set " "(country or origin, pages visited, type of industry, role, etc.). To do so " "you'll first need to create rules that will assign a score to a given " "criteria." msgstr "" #: ../../crm/leads/manage/lead_scoring.rst:43 msgid "" "In order to assign the right score to your various rules, you can use these " "two methods:" msgstr "" #: ../../crm/leads/manage/lead_scoring.rst:45 msgid "" "Establish a list of assets that your ideal customer might possess to " "interest your company. For example, if you run a local business in " "California, a prospect coming from San Francisco should have a higher score " "than a prospect coming from New York." msgstr "" #: ../../crm/leads/manage/lead_scoring.rst:49 msgid "" "Dig into your data to uncover characteristics shared by your closed " "opportunities and most important clients." msgstr "" #: ../../crm/leads/manage/lead_scoring.rst:52 msgid "" "Please note that this is not an exact science, so you'll need time and " "feedback from your sales teams to adapt and fine tune your rules until " "getting the desired result." msgstr "" #: ../../crm/leads/manage/lead_scoring.rst:56 msgid "" "In the **Scoring Rules** menu, click on **Create** to write your first rule." msgstr "" #: ../../crm/leads/manage/lead_scoring.rst:61 msgid "" "First name your rule, then enter a value and a domain (refer on the " "`official python documentation `__ for " "more information). For example, if you want to assign 8 points to all the " "leads coming from **Belgium**, you'll need to give ``8`` as a **value** and " "``[['country\\_id',=,'Belgium']]`` as a domain." msgstr "" #: ../../crm/leads/manage/lead_scoring.rst:68 msgid "Here are some criteria you can use to build a scoring rule :" msgstr "" #: ../../crm/leads/manage/lead_scoring.rst:70 msgid "country of origin : ``'country_id'``" msgstr "" #: ../../crm/leads/manage/lead_scoring.rst:72 msgid "stage in the sales cycle : ``'stage_id'``" msgstr "" #: ../../crm/leads/manage/lead_scoring.rst:74 msgid "" "email address (e.g. if you want to score the professional email addresses) :" " ``'email_from'``" msgstr "" #: ../../crm/leads/manage/lead_scoring.rst:76 msgid "page visited : ``'score_pageview_ids.url'``" msgstr "" #: ../../crm/leads/manage/lead_scoring.rst:78 msgid "name of a marketing campaign : ``'campaign_id'``" msgstr "" #: ../../crm/leads/manage/lead_scoring.rst:80 msgid "" "After having activated your rules, Odoo will give a value to all your new " "incoming leads. This value can be found directly on your lead's form view." msgstr "" #: ../../crm/leads/manage/lead_scoring.rst:88 msgid "Assign high scoring leads to your sales teams" msgstr "" #: ../../crm/leads/manage/lead_scoring.rst:90 msgid "" "The next step is now to automatically convert your best leads into " "opportunities. In order to do so, you need to decide what is the minimum " "score a lead should have to be handed over to a given sales team. Go to your" " **sales dashboard** and click on the **More** button of your desired sales " "team, then on **Settings**. Enter your value under the **Minimum score** " "field." msgstr "" #: ../../crm/leads/manage/lead_scoring.rst:100 msgid "" "From the example above, the **Direct Sales** team will only receive " "opportunities with a minimum score of ``50``. The prospects with a lower " "score can either stay in the lead stage or be assigned to another sales team" " which has set up a different minimum score." msgstr "" #: ../../crm/leads/manage/lead_scoring.rst:106 msgid "" "Organize a meeting between your **Marketing** and **Sales** teams in order " "to align your objectives and agree on what minimum score makes a sales-ready" " lead." msgstr "" #: ../../crm/leads/manage/lead_scoring.rst:110 msgid ":doc:`automatic_assignation`" msgstr "" #: ../../crm/leads/voip.rst:3 msgid "Odoo VOIP" msgstr "" #: ../../crm/leads/voip/setup.rst:3 msgid "Installation and Setup" msgstr "" #: ../../crm/leads/voip/setup.rst:6 msgid "Installing Asterisk server" msgstr "" #: ../../crm/leads/voip/setup.rst:9 msgid "Dependencies" msgstr "" #: ../../crm/leads/voip/setup.rst:11 msgid "" "Before installing Asterisk you need to install the following dependencies:" msgstr "" #: ../../crm/leads/voip/setup.rst:13 msgid "wget" msgstr "" #: ../../crm/leads/voip/setup.rst:14 msgid "gcc" msgstr "" #: ../../crm/leads/voip/setup.rst:15 msgid "g++" msgstr "" #: ../../crm/leads/voip/setup.rst:16 msgid "ncurses-devel" msgstr "" #: ../../crm/leads/voip/setup.rst:17 msgid "libxml2-devel" msgstr "" #: ../../crm/leads/voip/setup.rst:18 msgid "sqlite-devel" msgstr "" #: ../../crm/leads/voip/setup.rst:19 msgid "libsrtp-devel" msgstr "" #: ../../crm/leads/voip/setup.rst:20 msgid "libuuid-devel" msgstr "" #: ../../crm/leads/voip/setup.rst:21 msgid "openssl-devel" msgstr "" #: ../../crm/leads/voip/setup.rst:22 msgid "pkg-config" msgstr "" #: ../../crm/leads/voip/setup.rst:24 msgid "In order to install libsrtp, follow the instructions below:" msgstr "" #: ../../crm/leads/voip/setup.rst:35 msgid "" "You also need to install PJSIP, you can download the source `here " "`_. Once the source directory is " "extracted:" msgstr "" #: ../../crm/leads/voip/setup.rst:37 msgid "**Change to the pjproject source directory:**" msgstr "" #: ../../crm/leads/voip/setup.rst:43 msgid "**run:**" msgstr "" #: ../../crm/leads/voip/setup.rst:49 msgid "**Build and install pjproject:**" msgstr "" #: ../../crm/leads/voip/setup.rst:57 msgid "**Update shared library links:**" msgstr "" #: ../../crm/leads/voip/setup.rst:63 msgid "**Verify that pjproject is installed:**" msgstr "" #: ../../crm/leads/voip/setup.rst:69 msgid "**The result should be:**" msgstr "" #: ../../crm/leads/voip/setup.rst:86 msgid "Asterisk" msgstr "" #: ../../crm/leads/voip/setup.rst:88 msgid "" "In order to install Asterisk 13.7.0, you can download the source directly " "`there `_." msgstr "" #: ../../crm/leads/voip/setup.rst:90 msgid "Extract Asterisk:" msgstr "" #: ../../crm/leads/voip/setup.rst:96 msgid "Enter the Asterisk directory:" msgstr "" #: ../../crm/leads/voip/setup.rst:102 msgid "Run the Asterisk configure script:" msgstr "" #: ../../crm/leads/voip/setup.rst:108 msgid "Run the Asterisk menuselect tool:" msgstr "" #: ../../crm/leads/voip/setup.rst:114 msgid "" "In the menuselect, go to the resources option and ensure that res_srtp is " "enabled. If there are 3 x’s next to res_srtp, there is a problem with the " "srtp library and you must reinstall it. Save the configuration (press x). " "You should also see stars in front of the res_pjsip lines." msgstr "" #: ../../crm/leads/voip/setup.rst:116 msgid "Compile and install Asterisk:" msgstr "" #: ../../crm/leads/voip/setup.rst:122 msgid "" "If you need the sample configs you can run 'make samples' to install the " "sample configs. If you need to install the Asterisk startup script you can " "run 'make config'." msgstr "" #: ../../crm/leads/voip/setup.rst:125 msgid "DTLS Certificates" msgstr "" #: ../../crm/leads/voip/setup.rst:127 msgid "After you need to setup the DTLS certificates." msgstr "" #: ../../crm/leads/voip/setup.rst:133 msgid "Enter the Asterisk scripts directory:" msgstr "" #: ../../crm/leads/voip/setup.rst:139 msgid "" "Create the DTLS certificates (replace pbx.mycompany.com with your ip address" " or dns name, replace My Super Company with your company name):" msgstr "" #: ../../crm/leads/voip/setup.rst:146 msgid "Configure Asterisk server" msgstr "" #: ../../crm/leads/voip/setup.rst:148 msgid "" "For WebRTC, a lot of the settings that are needed MUST be in the peer " "settings. The global settings do not flow down into the peer settings very " "well. By default, Asterisk config files are located in /etc/asterisk/. Start" " by editing http.conf and make sure that the following lines are " "uncommented:" msgstr "" #: ../../crm/leads/voip/setup.rst:158 msgid "" "Next, edit sip.conf. The WebRTC peer requires encryption, avpf, and " "icesupport to be enabled. In most cases, directmedia should be disabled. " "Also under the WebRTC client, the transport needs to be listed as ‘ws’ to " "allow websocket connections. All of these config lines should be under the " "peer itself; setting these config lines globally might not work:" msgstr "" #: ../../crm/leads/voip/setup.rst:186 msgid "" "In the sip.conf and rtp.conf files you also need to add or uncomment the " "lines:" msgstr "" #: ../../crm/leads/voip/setup.rst:193 msgid "Lastly, set up extensions.conf:" msgstr "" #: ../../crm/leads/voip/setup.rst:202 msgid "Configure Odoo VOIP" msgstr "" #: ../../crm/leads/voip/setup.rst:204 msgid "In Odoo, the configuration should be done in the user's preferences." msgstr "" #: ../../crm/leads/voip/setup.rst:206 msgid "" "The SIP Login/Browser's Extension is the number you configured previously in" " the sip.conf file. In our example, 1060. The SIP Password is the secret you" " chose in the sip.conf file. The extension of your office's phone is not a " "required field but it is used if you want to transfer your call from Odoo to" " an external phone also configured in the sip.conf file." msgstr "" #: ../../crm/leads/voip/setup.rst:212 msgid "" "The configuration should also be done in the sale settings under the title " "\"PBX Configuration\". You need to put the IP you define in the http.conf " "file and the WebSocket should be: ws://127.0.0.1:8088/ws. The part " "\"127.0.0.1\" needs to be the same as the IP defined previously and the " "\"8088\" is the port you defined in the http.conf file." msgstr "" #: ../../crm/overview.rst:3 msgid "Overview" msgstr "Genel Bakış" #: ../../crm/overview/main_concepts.rst:3 msgid "Main Concepts" msgstr "" #: ../../crm/overview/main_concepts/introduction.rst:3 msgid "Introduction to Odoo CRM" msgstr "" #: ../../crm/overview/main_concepts/introduction.rst:11 msgid "Transcript" msgstr "" #: ../../crm/overview/main_concepts/introduction.rst:13 msgid "" "Hi, my name is Nicholas, I'm a business manager in the textile industry. I " "sell accessories to retailers. Do you know the difference between a good " "salesperson and an excellent salesperson? The key is to be productive and " "organized to do the job. That's where Odoo comes in. Thanks to a well " "structured organization you'll change a good team into an exceptional team." msgstr "" #: ../../crm/overview/main_concepts/introduction.rst:21 msgid "" "With Odoo CRM, the job is much easier for me and my entire team. When I log " "in into Odoo CRM, I have a direct overview of my ongoing performance. But " "also the activity of the next 7 days and the performance of the last month. " "I see that I overachieved last month when compared to my invoicing target of" " $200,000. I have a structured approach of my performance." msgstr "" #: ../../crm/overview/main_concepts/introduction.rst:28 msgid "" "If I want to have a deeper look into the details, I click on next actions " "and I can see that today I have planned a call with Think Big Systems. Once " "I have done my daily review, I usually go to my pipeline. The process is the" " same for everyone in the team. Our job is to find resellers and before " "closing any deal we have to go through different stages. We usually have a " "first contact to qualify the opportunity, then move into offer & negotiation" " stage, and closing by a 'won'..Well, that's if all goes well." msgstr "" #: ../../crm/overview/main_concepts/introduction.rst:38 msgid "" "The user interface is really smooth, I can drag and drop any business " "opportunity from one stage to another in just a few clicks." msgstr "" #: ../../crm/overview/main_concepts/introduction.rst:42 msgid "" "Now I'd like to go further with an interesting contact: a department store. " "I highlighted their file by changing the color. For each contact, I have a " "form view where I can access to all necessary information about the contact." " I see here my opportunity Macy's has an estimated revenue of $50,000 and a " "success rate of 10%. I need to discuss about this partnership, so I will " "schedule a meeting straight from the contact form: Macy's partnership " "meeting. It's super easy to create a new meeting with any contact. I can as " "well send an email straight from the opportunity form and the answer from " "the prospect will simply pop up in the system too. Now, let's assume that " "the meeting took place, therefore I can mark it as done. And the system " "automatically suggests a next activity. Actually, we configured Odoo with a " "set of typical activities we follow for every opportunity, and it's great to" " have a thorough followup. The next activity will be a follow-up email. " "Browsing from one screen to the other is really simple and adapting to the " "view too! I can see my opportunitities as a to-do list of next activities " "for example." msgstr "" #: ../../crm/overview/main_concepts/introduction.rst:62 msgid "" "With Odoo CRM I have a sales management tool that is really efficient and me" " and my team can be well organized. I have a clear overview of my sales " "pipeline, meetings, revenues, and more." msgstr "" #: ../../crm/overview/main_concepts/introduction.rst:67 msgid "" "I go back to my pipeline. Macy's got qualified successfully, which mean I " "can move their file to the next step and I will dapt the expected revenue as" " discussed. Once I have performed the qualification process, I will create a" " new quotation based on the feedback I received from my contact. For my " "existing customers, I can as well quickly discover the activity around them " "for any Odoo module I use, and continue to discuss about them. It's that " "simple." msgstr "" #: ../../crm/overview/main_concepts/introduction.rst:76 msgid "" "We have seen how I can manage my daily job as business manager or " "salesperson. At the end of the journey I would like to have a concrete view " "of my customer relationships and expected revenues. If I go into the reports" " in Odoo CRM, I have the possibility to know exactly what's the evolution of" " the leads over the past months, or have a look at the potential revenues " "and the performance of the different teams in terms of conversions from " "leads to opportunities for instance. So with Odoo I can have a clear " "reporting of every activity based on predefined metrics or favorites. I can " "search for other filters too and adapt the view. If I want to go in the " "details, I choose the list view and can click on any item" msgstr "" #: ../../crm/overview/main_concepts/introduction.rst:90 msgid "" "Odoo CRM is not only a powerful tool to achieve our sales goals with " "structured activities, performance dashboard, next acitivities and more, but" " also allows me to:" msgstr "" #: ../../crm/overview/main_concepts/introduction.rst:94 msgid "" "Use leads to get in the system unqualified but targeted contacts I may have " "gathered in a conference or through a contact form on my website. Those " "leads can then be converted into opportunities." msgstr "" #: ../../crm/overview/main_concepts/introduction.rst:99 msgid "" "Manage phone calls from Odoo CRM by using the VoIP app. Call customers, " "manage a call queue, log calls, schedule calls and next actions to perform." msgstr "" #: ../../crm/overview/main_concepts/introduction.rst:103 msgid "" "Integrate with Odoo Sales to create beautiful online or PDF quotations and " "turn them into sales orders." msgstr "" #: ../../crm/overview/main_concepts/introduction.rst:106 msgid "" "Use email marketing for marketing campaigns to my customers and prospects." msgstr "" #: ../../crm/overview/main_concepts/introduction.rst:109 msgid "" "Manage my business seamlessly, even on the go. Indeed, Odoo offers a mobile " "app that lets every business organize key sales activities from leads to " "quotes." msgstr "" #: ../../crm/overview/main_concepts/introduction.rst:113 msgid "" "Odoo CRM is a powerful, yet easy-to-use app. I firstly used the sales " "planner to clearly state my objectives and set up our CRM. It will help you " "getting started quickly too." msgstr "" #: ../../crm/overview/main_concepts/terminologies.rst:3 msgid "Odoo CRM Terminologies" msgstr "" #: ../../crm/overview/main_concepts/terminologies.rst:10 msgid "**CRM (Customer relationship management)**:" msgstr "" #: ../../crm/overview/main_concepts/terminologies.rst:6 msgid "" "System for managing a company's interactions with current and future " "customers. It often involves using technology to organize, automate, and " "synchronize sales, marketing, customer service, and technical support." msgstr "" #: ../../crm/overview/main_concepts/terminologies.rst:14 msgid "**Sales cycle** :" msgstr "" #: ../../crm/overview/main_concepts/terminologies.rst:13 msgid "" "Sequence of phases used by a company to convert a prospect into a customer." msgstr "" #: ../../crm/overview/main_concepts/terminologies.rst:20 msgid "**Pipeline :**" msgstr "" #: ../../crm/overview/main_concepts/terminologies.rst:17 msgid "" "Visual representation of your sales process, from the first contact to the " "final sale. It refers to the process by which you generate, qualify and " "close leads through your sales cycle." msgstr "" #: ../../crm/overview/main_concepts/terminologies.rst:24 msgid "**Sales stage** :" msgstr "" #: ../../crm/overview/main_concepts/terminologies.rst:23 msgid "" "In Odoo CRM, a stage defines where an opportunity is in your sales cycle and" " its probability to close a sale." msgstr "" #: ../../crm/overview/main_concepts/terminologies.rst:29 msgid "**Lead :**" msgstr "" #: ../../crm/overview/main_concepts/terminologies.rst:27 msgid "" "Someone who becomes aware of your company or someone who you decide to " "pursue for a sale, even if they don't know about your company yet." msgstr "" #: ../../crm/overview/main_concepts/terminologies.rst:34 msgid "**Opportunity :**" msgstr "" #: ../../crm/overview/main_concepts/terminologies.rst:32 msgid "" "A lead that has shown an interest in knowing more about your " "products/services and therefore has been handed over to a sales " "representative" msgstr "" #: ../../crm/overview/main_concepts/terminologies.rst:39 msgid "**Customer :**" msgstr "" #: ../../crm/overview/main_concepts/terminologies.rst:37 msgid "" "In Odoo CRM, a customer refers to any contact within your database, whether " "it is a lead, an opportunity, a client or a company." msgstr "" #: ../../crm/overview/main_concepts/terminologies.rst:45 msgid "**Key Performance Indicator (KPI)** :" msgstr "" #: ../../crm/overview/main_concepts/terminologies.rst:42 msgid "" "A KPI is a measurable value that demonstrates how effectively a company is " "achieving key business objectives. Organizations use KPIs to evaluate their " "success at reaching targets." msgstr "" #: ../../crm/overview/main_concepts/terminologies.rst:51 msgid "**Lead scoring** :" msgstr "" #: ../../crm/overview/main_concepts/terminologies.rst:48 msgid "" "System assigning a positive or negative score to prospects according to " "their web activity and personal informations in order to determine whether " "they are \"ready for sales\" or not." msgstr "" #: ../../crm/overview/main_concepts/terminologies.rst:62 msgid "**Kanban view :**" msgstr "" #: ../../crm/overview/main_concepts/terminologies.rst:54 msgid "" "In Odoo, the Kanban view is a workflow visualisation tool halfway between a " "`list view `__ and a non-editable `form view " "`__ and displaying records as \"cards\". Records may be grouped " "in columns for use in workflow visualisation or manipulation (e.g. tasks or " "work-progress management), or ungrouped (used simply to visualize records)." msgstr "" #: ../../crm/overview/main_concepts/terminologies.rst:66 msgid "**List view :**" msgstr "" #: ../../crm/overview/main_concepts/terminologies.rst:65 msgid "" "View allowing you to see your objects (contacts, companies, tasks, etc.) " "listed in a table." msgstr "" #: ../../crm/overview/main_concepts/terminologies.rst:71 msgid "**Lead generation:**" msgstr "" #: ../../crm/overview/main_concepts/terminologies.rst:69 msgid "" "Process by which a company collects relevant datas about potential customers" " in order to enable a relationship and to push them further down the sales " "cycle." msgstr "" #: ../../crm/overview/main_concepts/terminologies.rst:76 msgid "**Campaign:**" msgstr "" #: ../../crm/overview/main_concepts/terminologies.rst:74 msgid "" "Coordinated set of actions sent via various channels to a target audience " "and whose goal is to generate leads. In Odoo CRM, you can link a lead to the" " campaign which he comes from in order to measure its efficiency." msgstr "" #: ../../crm/overview/process.rst:3 msgid "Process Overview" msgstr "Genel Bakış" #: ../../crm/overview/process/generate_leads.rst:3 msgid "Generating leads with Odoo CRM" msgstr "" #: ../../crm/overview/process/generate_leads.rst:6 msgid "What is lead generation?" msgstr "" #: ../../crm/overview/process/generate_leads.rst:8 msgid "" "Lead generation is the process by which a company acquires leads and " "collects relevant datas about potential customers in order to enable a " "relationship and to turn them into customers." msgstr "" #: ../../crm/overview/process/generate_leads.rst:12 msgid "" "For example, a website visitor who fills in your contact form to know more " "about your products and services becomes a lead for your company. Typically," " a Customer Relationship Management tool such as Odoo CRM is used to " "centralize, track and manage leads." msgstr "" #: ../../crm/overview/process/generate_leads.rst:18 msgid "Why is lead generation important for my business?" msgstr "" #: ../../crm/overview/process/generate_leads.rst:20 msgid "" "Generating a constant flow of high-quality leads is one of the most " "important responsibility of a marketing team. Actually, a well-managed lead " "generation process is like the fuel that will allow your company to deliver " "great performances - leads bring meetings, meetings bring sales, sales bring" " revenue and more work." msgstr "" #: ../../crm/overview/process/generate_leads.rst:27 msgid "How to generate leads with Odoo CRM?" msgstr "" #: ../../crm/overview/process/generate_leads.rst:29 msgid "" "Leads can be captured through many sources - marketing campaigns, " "exhibitions and trade shows, external databases, etc. The most common " "challenge is to successfully gather all the data and to track any lead " "activity. Storing leads information in a central place such as Odoo CRM will" " release you of these worries and will help you to better automate your lead" " generation process, share information with your teams and analyze your " "sales processes easily." msgstr "" #: ../../crm/overview/process/generate_leads.rst:37 msgid "Odoo CRM provides you with several methods to generate leads:" msgstr "" #: ../../crm/overview/process/generate_leads.rst:39 msgid ":doc:`../../leads/generate/emails`" msgstr "" #: ../../crm/overview/process/generate_leads.rst:41 msgid "" "An inquiry email sent to one of your company's generic email addresses can " "automatically generate a lead or an opportunity." msgstr "" #: ../../crm/overview/process/generate_leads.rst:44 msgid ":doc:`../../leads/generate/manual`" msgstr "" #: ../../crm/overview/process/generate_leads.rst:46 msgid "" "You may want to follow up with a prospective customer met briefly at an " "exhibition who gave you his business card. You can manually create a new " "lead and enter all the needed information." msgstr "" #: ../../crm/overview/process/generate_leads.rst:50 msgid ":doc:`../../leads/generate/website`" msgstr "" #: ../../crm/overview/process/generate_leads.rst:52 msgid "" "A website visitor who fills in a form automatically generates a lead or an " "opportunity in Odoo CRM." msgstr "" #: ../../crm/overview/process/generate_leads.rst:55 msgid ":doc:`../../leads/generate/import`" msgstr "" #: ../../crm/overview/process/generate_leads.rst:57 msgid "" "You can provide your salespeople lists of prospects - for example for a cold" " emailing or a cold calling campaign - by importing them from any CSV file." msgstr "" #: ../../crm/overview/started.rst:3 msgid "Getting started" msgstr "" #: ../../crm/overview/started/setup.rst:3 msgid "How to setup your teams, sales process and objectives?" msgstr "" #: ../../crm/overview/started/setup.rst:5 msgid "" "This quick step-by-step guide will lead you through Odoo CRM and help you " "handle your sales funnel easily and constantly manage your sales funnel from" " lead to customer." msgstr "" #: ../../crm/overview/started/setup.rst:12 msgid "" "Create your database from `www.odoo.com/start " "`__, select the CRM icon as first app to install," " fill in the form and click on *Create now*. You will automatically be " "directed to the module when the database is ready." msgstr "" #: ../../crm/overview/started/setup.rst:22 msgid "" "You will notice that the installation of the CRM module has created the " "submodules Chat, Calendar and Contacts. They are mandatory so that every " "feature of the app is running smoothly." msgstr "" #: ../../crm/overview/started/setup.rst:27 msgid "Introduction to the Sales Planner" msgstr "" #: ../../crm/overview/started/setup.rst:29 msgid "" "The Sales Planner is a useful step-by-step guide created to help you " "implement your sales funnel and define your sales objectives easier. We " "strongly recommend you to go through every step of the tool the first time " "you use Odoo CRM and to follow the requirements. Your input are strictly " "personal and intended as a personal guide and mentor into your work. As it " "does not interact with the backend, you are free to adapt any detail " "whenever you feel it is needed." msgstr "" #: ../../crm/overview/started/setup.rst:37 msgid "" "You can reach the Sales Planner from anywhere within the CRM module by " "clicking on the progress bar located on the upper-right side of your screen." " It will show you how far you are in the use of the Sales Planner." msgstr "" #: ../../crm/overview/started/setup.rst:46 msgid "Set up your first sales team" msgstr "" #: ../../crm/overview/started/setup.rst:49 msgid "Create a new team" msgstr "" #: ../../crm/overview/started/setup.rst:51 msgid "" "A Direct Sales team is created by default on your instance. You can either " "use it or create a new one. Refer to the page " ":doc:`../../salesteam/setup/create_team` for more information." msgstr "" #: ../../crm/overview/started/setup.rst:56 msgid "Assign salespeople to your sales team" msgstr "" #: ../../crm/overview/started/setup.rst:58 msgid "" "When your sales teams are created, the next step is to link your salespeople" " to their team so they will be able to work on the opportunities they are " "supposed to receive. For example, if within your company Tim is selling " "products and John is selling maintenance contracts, they will be assigned to" " different teams and will only receive opportunities that make sense to " "them." msgstr "" #: ../../crm/overview/started/setup.rst:65 msgid "" "In Odoo CRM, you can create a new user on the fly and assign it directly to " "a sales team. From the **Dashboard**, click on the button **More** of your " "selected sales team, then on **Settings**. Then, under the **Assignation** " "section, click on **Create** to add a new salesperson to the team." msgstr "" #: ../../crm/overview/started/setup.rst:71 msgid "" "From the **Create: salesman** pop up window (see screenshot below), you can " "assign someone on your team:" msgstr "" #: ../../crm/overview/started/setup.rst:74 msgid "" "Either your salesperson already exists in the system and you will just need " "to click on it from the drop-down list and it will be assigned to the team" msgstr "" #: ../../crm/overview/started/setup.rst:77 msgid "" "Or you want to assign a new salesperson that doesn't exist into the system " "yet - you can do it by creating a new user on the fly from the sales team. " "Just enter the name of your new salesperson and click on Create (see below) " "to create a new user into the system and directly assign it to your team. " "The new user will receive an invite email to set his password and log into " "the system. Refer to :doc:`../../salesteam/manage/create_salesperson` for " "more information about that process" msgstr "" #: ../../crm/overview/started/setup.rst:90 msgid "Set up your pipeline" msgstr "" #: ../../crm/overview/started/setup.rst:92 msgid "" "Now that your sales team is created and your salespeople are linked to it, " "you will need to set up your pipeline -create the process by which your team" " will generate, qualify and close opportunities through your sales cycle. " "Refer to the document :doc:`../../salesteam/setup/organize_pipeline` to " "define the stages of your pipeline." msgstr "" #: ../../crm/overview/started/setup.rst:99 msgid "Set up incoming email to generate opportunities" msgstr "" #: ../../crm/overview/started/setup.rst:101 msgid "" "In Odoo CRM, one way to generate opportunities into your sales team is to " "create a generic email address as a trigger. For example, if the personal " "email address of your Direct team is `direct@mycompany.example.com " "`__\\, every email sent will " "automatically create a new opportunity into the sales team." msgstr "" #: ../../crm/overview/started/setup.rst:108 msgid "Refer to the page :doc:`../../leads/generate/emails` to set it up." msgstr "" #: ../../crm/overview/started/setup.rst:111 msgid "Automate lead assignation" msgstr "" #: ../../crm/overview/started/setup.rst:113 msgid "" "If your company generates a high volume of leads every day, it could be " "useful to automate the assignation so the system will distribute all your " "opportunities automatically to the right department." msgstr "" #: ../../crm/overview/started/setup.rst:117 msgid "" "Refer to the document :doc:`../../leads/manage/automatic_assignation` for " "more information." msgstr "" #: ../../crm/reporting.rst:3 msgid "Reporting" msgstr "Raporlama" #: ../../crm/reporting/analysis.rst:3 msgid "" "How to analyze the sales performance of your team and get customize reports" msgstr "" #: ../../crm/reporting/analysis.rst:5 msgid "" "As a manager, you need to constantly monitor your team's performance in " "order to help you take accurate and relevant decisions for the company. " "Therefore, the **Reporting** section of **Odoo Sales** represents a very " "important tool that helps you get a better understanding of where your " "company's strengths, weaknesses and opportunities are, showing you trends " "and forecasts for key metrics such as the number of opportunities and their " "expected revenue over time , the close rate by team or the length of sales " "cycle for a given product or service." msgstr "" #: ../../crm/reporting/analysis.rst:14 msgid "" "Beyond these obvious tracking sales funnel metrics, there are some other " "KPIs that can be very valuable to your company when it comes to judging " "sales funnel success." msgstr "" #: ../../crm/reporting/analysis.rst:19 msgid "Review pipelines" msgstr "" #: ../../crm/reporting/analysis.rst:21 msgid "" "You will have access to your sales funnel performance from the **Sales** " "module, by clicking on :menuselection:`Sales --> Reports --> Pipeline " "analysis`. By default, the report groups all your opportunities by stage " "(learn more on how to create and customize stage by reading " ":doc:`../salesteam/setup/organize_pipeline`) and expected revenues for the " "current month. This report is perfect for the **Sales Manager** to " "periodically review the sales pipeline with the relevant sales teams. Simply" " by accessing this basic report, you can get a quick overview of your actual" " sales performance." msgstr "" #: ../../crm/reporting/analysis.rst:30 msgid "" "You can add a lot of extra data to your report by clicking on the " "**measures** icon, such as :" msgstr "" #: ../../crm/reporting/analysis.rst:33 msgid "Expected revenue." msgstr "" #: ../../crm/reporting/analysis.rst:35 msgid "overpassed deadline." msgstr "" #: ../../crm/reporting/analysis.rst:37 msgid "" "Delay to assign (the average time between lead creation and lead " "assignment)." msgstr "" #: ../../crm/reporting/analysis.rst:40 msgid "Delay to close (average time between lead assignment and close)." msgstr "" #: ../../crm/reporting/analysis.rst:42 msgid "the number of interactions per opportunity." msgstr "" #: ../../crm/reporting/analysis.rst:44 msgid "etc." msgstr "" #: ../../crm/reporting/analysis.rst:50 msgid "" "By clicking on the **+** and **-** icons, you can drill up and down your " "report in order to change the way your information is displayed. For " "example, if I want to see the expected revenues of my **Direct Sales** team," " I need to click on the **+** icon on the vertical axis then on **Sales " "Team**." msgstr "" #: ../../crm/reporting/analysis.rst:55 msgid "" "Depending on the data you want to highlight, you may need to display your " "reports in a more visual view. Odoo **CRM** allows you to transform your " "report in just a click thanks to 3 graph views : **Pie Chart**, **Bar " "Chart** and **Line Chart**. These views are accessible through the icons " "highlighted on the screenshot below." msgstr "" #: ../../crm/reporting/analysis.rst:65 msgid "Customize reports" msgstr "" #: ../../crm/reporting/analysis.rst:67 msgid "" "You can easily customize your analysis reports depending on the **KPIs** " "(see :doc:`../overview/main_concepts/terminologies`) you want to access. To " "do so, use the **Advanced search view** located in the right hand side of " "your screen, by clicking on the magnifying glass icon at the end of the " "search bar button. This function allows you to highlight only selected data " "on your report. The **filters** option is very useful in order to display " "some categories of opportunities, while the **Group by** option improves the" " readability of your reports according to your needs. Note that you can " "filter and group by any existing field from your CRM, making your " "customization very flexible and powerful." msgstr "" #: ../../crm/reporting/analysis.rst:82 msgid "" "You can save and reuse any customized filter by clicking on **Favorites** " "from the **Advanced search view** and then on **Save current search**. The " "saved filter will then be accessible from the **Favorites** menu." msgstr "" #: ../../crm/reporting/analysis.rst:87 msgid "" "Here are a few examples of customized reports that you can use to monitor " "your sales' performances :" msgstr "" #: ../../crm/reporting/analysis.rst:91 msgid "Evaluate the current pipeline of each of your salespeople" msgstr "" #: ../../crm/reporting/analysis.rst:93 msgid "" "From your pipeline analysis report, make sure first that the **Expected " "revenue** option is selected under the **Measures** drop-down list. Then, " "use the **+** and **-** icons and add **Salesperson** and **Stage** to your " "vertical axis, and filter your desired salesperson. Then click on the " "**graph view** icon to display a visual representation of your salespeople " "by stage. This custom report allows you to easily overview the sales " "activities of your salespeople." msgstr "" #: ../../crm/reporting/analysis.rst:105 msgid "Forecast monthly revenue by sales team" msgstr "" #: ../../crm/reporting/analysis.rst:107 msgid "" "In order to predict monthly revenue and to estimate the short-term " "performances of your teams, you need to play with two important metrics : " "the **expected revenue** and the **expected closing**." msgstr "" #: ../../crm/reporting/analysis.rst:111 msgid "" "From your pipeline analysis report, make sure first that the **Expected " "revenue** option is selected under the **Measures** drop-down list. Then " "click on the **+** icon from the vertical axis and select **Sales team**. " "Then, on the horizontal axis, click on the **+** icon and select **Expected " "closing.**" msgstr "" #: ../../crm/reporting/analysis.rst:121 msgid "" "In order to keep your forecasts accurate and relevant, make sure your " "salespeople correctly set up the expected closing and the expected revenue " "for each one of their opportunities" msgstr "" #: ../../crm/reporting/analysis.rst:126 msgid ":doc:`../salesteam/setup/organize_pipeline`" msgstr "" #: ../../crm/reporting/review.rst:3 msgid "How to review my personal sales activities (new sales dashboard)" msgstr "" #: ../../crm/reporting/review.rst:5 msgid "" "Sales professionals are struggling everyday to hit their target and follow " "up on sales activities. They need to access anytime some important metrics " "in order to know how they are performing and better organize their daily " "work." msgstr "" #: ../../crm/reporting/review.rst:10 msgid "" "Within the Odoo CRM module, every team member has access to a personalized " "and individual dashboard with a real-time overview of:" msgstr "" #: ../../crm/reporting/review.rst:13 msgid "" "Top priorities: they instantly see their scheduled meetings and next actions" msgstr "" #: ../../crm/reporting/review.rst:16 msgid "" "Sales performances : they know exactly how they perform compared to their " "monthly targets and last month activities." msgstr "" #: ../../crm/reporting/review.rst:26 msgid "Install the CRM application" msgstr "" #: ../../crm/reporting/review.rst:28 msgid "" "In order to manage your sales funnel and track your opportunities, you need " "to install the CRM module, from the **Apps** icon." msgstr "" #: ../../crm/reporting/review.rst:35 msgid "Create opportunities" msgstr "" #: ../../crm/reporting/review.rst:37 msgid "" "If your pipeline is empty, your sales dashboard will look like the " "screenshot below. You will need to create a few opportunities to activate " "your dashboard (read the related documentation " ":doc:`../leads/generate/manual` to learn more)." msgstr "" #: ../../crm/reporting/review.rst:45 msgid "" "Your dashboard will update in real-time based on the informations you will " "log into the CRM." msgstr "" #: ../../crm/reporting/review.rst:49 msgid "" "you can click anywhere on the dashboard to get a detailed analysis of your " "activities. Then, you can easily create favourite reports and export to " "excel." msgstr "" #: ../../crm/reporting/review.rst:54 msgid "Daily tasks to process" msgstr "" #: ../../crm/reporting/review.rst:56 msgid "" "The left part of the sales dashboard (labelled **To Do**) displays the " "number of meetings and next actions (for example if you need to call a " "prospect or to follow-up by email) scheduled for the next 7 days." msgstr "" #: ../../crm/reporting/review.rst:64 msgid "Meetings" msgstr "Toplantılar" #: ../../crm/reporting/review.rst:66 msgid "" "In the example here above, I see that I have no meeting scheduled for today " "and 3 meeting scheduled for the next 7 days. I just have to click on the " "**meeting** button to access my calendar and have a view on my upcoming " "appointments." msgstr "" #: ../../crm/reporting/review.rst:75 msgid "Next actions" msgstr "" #: ../../crm/reporting/review.rst:77 msgid "" "Back on the above example, I have 1 activity requiring an action from me. If" " I click on the **Next action** green button, I will be redirected to the " "contact form of the corresponding opportunity." msgstr "" #: ../../crm/reporting/review.rst:84 msgid "" "Under the **next activity** field, I see that I had planned to send a " "brochure by email today. As soon as the activity is completed, I can click " "on **done** (or **cancel**) in order to remove this opportunity from my next" " actions." msgstr "" #: ../../crm/reporting/review.rst:90 msgid "" "When one of your next activities is overdue, it will appear in orange in " "your dashboard." msgstr "" #: ../../crm/reporting/review.rst:94 msgid "Performances" msgstr "" #: ../../crm/reporting/review.rst:96 msgid "" "The right part of your sales dashboard is about my sales performances. I " "will be able to evaluate how I am performing compared to my targets (which " "have been set up by my sales manager) and my activities of the last month." msgstr "" #: ../../crm/reporting/review.rst:105 msgid "Activities done" msgstr "" #: ../../crm/reporting/review.rst:107 msgid "" "The **activities done** correspond to the next actions that have been " "completed (meaning that you have clicked on **done** under the **next " "activity** field). When I click on it, I will access a detailed reporting " "regarding the activities that I have completed." msgstr "" #: ../../crm/reporting/review.rst:116 msgid "Won in opportunities" msgstr "" #: ../../crm/reporting/review.rst:118 msgid "" "This section will sum up the expected revenue of all the opportunities " "within my pipeline with a stage **Won**." msgstr "" #: ../../crm/reporting/review.rst:125 msgid "Quantity invoiced" msgstr "" #: ../../crm/reporting/review.rst:127 msgid "" "This section will sum up the amount invoiced to my opportunities. For more " "information about the invoicing process, refer to the related documentation:" " :doc:`../../accounting/receivables/customer_invoices/overview`" msgstr "" #: ../../crm/reporting/review.rst:132 msgid ":doc:`analysis`" msgstr "" #: ../../crm/salesteam.rst:3 ../../crm/salesteam/setup.rst:3 msgid "Sales Team" msgstr "" #: ../../crm/salesteam/manage.rst:3 msgid "Manage salespeople" msgstr "" #: ../../crm/salesteam/manage/create_salesperson.rst:3 msgid "How to create a new salesperson?" msgstr "" #: ../../crm/salesteam/manage/create_salesperson.rst:6 msgid "Create a new user" msgstr "" #: ../../crm/salesteam/manage/create_salesperson.rst:8 msgid "" "From the Settings module, go to the submenu :menuselection:`Users --> Users`" " and click on **Create**. Add first the name of your new salesperson and his" " professional email address - the one he will use to log in to his Odoo " "instance - and a picture." msgstr "" #: ../../crm/salesteam/manage/create_salesperson.rst:16 msgid "" "Under \"Access Rights\", you can choose which applications your user can " "access and use. Different levels of rights are available depending on the " "app. For the Sales application, you can choose between three levels:" msgstr "" #: ../../crm/salesteam/manage/create_salesperson.rst:20 msgid "**See own leads**: the user will be able to access his own data only" msgstr "" #: ../../crm/salesteam/manage/create_salesperson.rst:22 msgid "" "**See all leads**: the user will be able to access all records of every " "salesman in the sales module" msgstr "" #: ../../crm/salesteam/manage/create_salesperson.rst:25 msgid "" "**Manager**: the user will be able to access the sales configuration as well" " as the statistics reports" msgstr "" #: ../../crm/salesteam/manage/create_salesperson.rst:28 msgid "" "When you're done editing the page and have clicked on **Save**, an " "invitation email will automatically be sent to the user, from which he will " "be able to log into his personal account." msgstr "" #: ../../crm/salesteam/manage/create_salesperson.rst:36 msgid "Register your user into his sales team" msgstr "" #: ../../crm/salesteam/manage/create_salesperson.rst:38 msgid "" "Your user is now registered in Odoo and can log in to his own session. You " "can also add him to the sales team of your choice. From the sales module, go" " to your dashboard and click on the **More** button of the desired sales " "team, then on **Settings**." msgstr "" #: ../../crm/salesteam/manage/create_salesperson.rst:49 msgid "" "If you need to create a new sales team first, refer to the page " ":doc:`../setup/create_team`" msgstr "" #: ../../crm/salesteam/manage/create_salesperson.rst:51 msgid "" "Then, under \"Team Members\", click on **Add** and select the name of your " "salesman from the list. The salesperson is now successfully added to your " "sales team." msgstr "" #: ../../crm/salesteam/manage/create_salesperson.rst:60 msgid "" "You can also add a new salesperson on the fly from your sales team even " "before he is registered as an Odoo user. From the above screenshot, click on" " \"Create\" to add your salesperson and enter his name and email address. " "After saving, the salesperson will receive an invite containing a link to " "set his password. You will then be able to define his accesses rights under " "the :menuselection:`Settings --> Users` menu." msgstr "" #: ../../crm/salesteam/manage/create_salesperson.rst:69 msgid ":doc:`../setup/create_team`" msgstr "" #: ../../crm/salesteam/manage/reward.rst:3 msgid "How to motivate and reward my salespeople?" msgstr "" #: ../../crm/salesteam/manage/reward.rst:5 msgid "" "Challenging your employees to reach specific targets with goals and rewards " "is an excellent way to reinforce good habits and improve your salespeople " "productivity. The **Gamification** app of Odoo gives you simple and creative" " ways to motivate and evaluate your employees with real-time recognition and" " badges inspired by game mechanics." msgstr "" #: ../../crm/salesteam/manage/reward.rst:14 msgid "" "From the **Apps** menu, search and install the **Gamification** module. You " "can also install the **CRM gamification** app, which will add some useful " "data (goals and challenges) that can be used related to the usage of the " "**CRM/Sale** modules." msgstr "" #: ../../crm/salesteam/manage/reward.rst:23 msgid "Create a challenge" msgstr "" #: ../../crm/salesteam/manage/reward.rst:25 msgid "" "You will now be able to create your first challenge from the menu " ":menuselection:`Settings --> Gamification Tools --> Challenges`." msgstr "" #: ../../crm/salesteam/manage/reward.rst:29 msgid "" "As the gamification tool is a one-time technical setup, you will need to " "activate the technical features in order to access the configuration. In " "order to do so, click on the interrogation mark available from any app " "(upper-right) and click on **About** and then **Activate the developer " "mode**." msgstr "" #: ../../crm/salesteam/manage/reward.rst:38 msgid "" "A challenge is a mission that you will send to your salespeople. It can " "include one or several goals and is set up for a specific period of time. " "Configure your challenge as follows:" msgstr "" #: ../../crm/salesteam/manage/reward.rst:42 msgid "Assign the salespeople to be challenged" msgstr "" #: ../../crm/salesteam/manage/reward.rst:44 msgid "Assign a responsible" msgstr "" #: ../../crm/salesteam/manage/reward.rst:46 msgid "Set up the periodicity along with the start and the end date" msgstr "" #: ../../crm/salesteam/manage/reward.rst:48 msgid "Select your goals" msgstr "" #: ../../crm/salesteam/manage/reward.rst:50 msgid "Set up your rewards (badges)" msgstr "" #: ../../crm/salesteam/manage/reward.rst:53 msgid "" "Badges are granted when a challenge is finished. This is either at the end " "of a running period (eg: end of the month for a monthly challenge), at the " "end date of a challenge (if no periodicity is set) or when the challenge is " "manually closed." msgstr "" #: ../../crm/salesteam/manage/reward.rst:58 msgid "" "For example, on the screenshot below, I have challenged 2 employees with a " "**Monthly Sales Target**. The challenge will be based on 2 goals: the total " "amount invoiced and the number of new leads generated. At the end of the " "month, the winner will be granted with a badge." msgstr "" #: ../../crm/salesteam/manage/reward.rst:67 msgid "Set up goals" msgstr "" #: ../../crm/salesteam/manage/reward.rst:69 msgid "" "The users can be evaluated using goals and numerical objectives to reach. " "**Goals** are assigned through **challenges** to evaluate (see here above) " "and compare members of a team with each others and through time." msgstr "" #: ../../crm/salesteam/manage/reward.rst:74 msgid "" "You can create a new goal on the fly from a **Challenge**, by clicking on " "**Add new item** under **Goals**. You can select any business object as a " "goal, according to your company's needs, such as :" msgstr "" #: ../../crm/salesteam/manage/reward.rst:78 msgid "number of new leads," msgstr "" #: ../../crm/salesteam/manage/reward.rst:80 msgid "time to qualify a lead or" msgstr "" #: ../../crm/salesteam/manage/reward.rst:82 msgid "" "total amount invoiced in a specific week, month or any other time frame " "based on your management preferences." msgstr "" #: ../../crm/salesteam/manage/reward.rst:89 msgid "" "Goals may include your database setup as well (e.g. set your company data " "and a timezone, create new users, etc.)." msgstr "" #: ../../crm/salesteam/manage/reward.rst:93 msgid "Set up rewards" msgstr "" #: ../../crm/salesteam/manage/reward.rst:95 msgid "" "For non-numerical achievements, **badges** can be granted to users. From a " "simple *thank you* to an exceptional achievement, a badge is an easy way to " "exprimate gratitude to a user for their good work." msgstr "" #: ../../crm/salesteam/manage/reward.rst:99 msgid "" "You can easily create a grant badges to your employees based on their " "performance under :menuselection:`Gamification Tools --> Badges`." msgstr "" #: ../../crm/salesteam/manage/reward.rst:106 msgid ":doc:`../../reporting/analysis`" msgstr "" #: ../../crm/salesteam/setup/create_team.rst:3 msgid "How to create a new channel?" msgstr "" #: ../../crm/salesteam/setup/create_team.rst:5 msgid "" "In the Sales module, your sales channels are accessible from the " "**Dashboard** menu. If you start from a new instance, you will find a sales " "channel installed by default : Direct sales. You can either start using that" " default sales channel and edit it (refer to the section *Create and " "Organize your stages* from the page :doc:`organize_pipeline`) or create a " "new one from scratch." msgstr "" #: ../../crm/salesteam/setup/create_team.rst:12 msgid "" "To create a new channel, go to :menuselection:`Configuration --> Sales " "Channels` and click on **Create**." msgstr "" #: ../../crm/salesteam/setup/create_team.rst:18 msgid "Fill in the fields :" msgstr "" #: ../../crm/salesteam/setup/create_team.rst:20 msgid "Enter the name of your channel" msgstr "" #: ../../crm/salesteam/setup/create_team.rst:22 msgid "Select your channel leader" msgstr "" #: ../../crm/salesteam/setup/create_team.rst:24 msgid "Select your team members" msgstr "" #: ../../crm/salesteam/setup/create_team.rst:26 msgid "" "Don't forget to tick the \"Opportunities\" box if you want to manage " "opportunities from it and to click on SAVE when you're done. Your can now " "access your new channel from your Dashboard." msgstr "" #: ../../crm/salesteam/setup/create_team.rst:35 msgid "" "If you started to work on an empty database and didn't create new users, " "refer to the page :doc:`../manage/create_salesperson`." msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:3 msgid "Set up and organize your sales pipeline" msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:5 msgid "" "A well structured sales pipeline is crucial in order to keep control of your" " sales process and to have a 360-degrees view of your leads, opportunities " "and customers." msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:9 msgid "" "The sales pipeline is a visual representation of your sales process, from " "the first contact to the final sale. It refers to the process by which you " "generate, qualify and close leads through your sales cycle. In Odoo CRM, " "leads are brought in at the left end of the sales pipeline in the Kanban " "view and then moved along to the right from one stage to another." msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:16 msgid "" "Each stage refers to a specific step in the sale cycle and specifically the " "sale-readiness of your potential customer. The number of stages in the sales" " funnel varies from one company to another. An example of a sales funnel " "will contain the following stages: *Territory, Qualified, Qualified Sponsor," " Proposition, Negotiation, Won, Lost*." msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:26 msgid "" "Of course, each organization defines the sales funnel depending on their " "processes and workflow, so more or fewer stages may exist." msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:30 msgid "Create and organize your stages" msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:33 msgid "Add/ rearrange stages" msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:35 msgid "" "From the sales module, go to your dashboard and click on the **PIPELINE** " "button of the desired sales team. If you don't have any sales team yet, you " "need to create one first." msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:46 msgid "" "From the Kanban view of your pipeline, you can add stages by clicking on " "**Add new column.** When a column is created, Odoo will then automatically " "propose you to add another column in order to complete your process. If you " "want to rearrange the order of your stages, you can easily do so by dragging" " and dropping the column you want to move to the desired location." msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:58 msgid "" "You can add as many stages as you wish, even if we advise you not having " "more than 6 in order to keep a clear pipeline" msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:64 msgid "" "Some companies use a pre qualification step to manage their leads before to " "convert them into opportunities. To activate the lead stage, go to " ":menuselection:`Configuration --> Settings` and select the radio button as " "shown below. It will create a new submenu **Leads** under **Sales** that " "gives you access to a listview of all your leads." msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:74 msgid "Set up stage probabilities" msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:77 msgid "What is a stage probability?" msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:79 msgid "" "To better understand what are the chances of closing a deal for a given " "opportunity in your pipe, you have to set up a probability percentage for " "each of your stages. That percentage refers to the success rate of closing " "the deal." msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:84 msgid "" "Setting up stage probabilities is essential if you want to estimate the " "expected revenues of your sales cycle" msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:88 msgid "" "For example, if your sales cycle contains the stages *Territory, Qualified, " "Qualified Sponsor, Proposition, Negotiation, Won and Lost,* then your " "workflow could look like this :" msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:92 msgid "" "**Territory** : opportunity just received from Leads Management or created " "from a cold call campaign. Customer's Interest is not yet confirmed." msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:96 msgid "*Success rate : 5%*" msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:98 msgid "" "**Qualified** : prospect's business and workflow are understood, pains are " "identified and confirmed, budget and timing are known" msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:101 msgid "*Success rate : 15%*" msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:103 msgid "" "**Qualified sponsor**: direct contact with decision maker has been done" msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:106 msgid "*Success rate : 25%*" msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:108 msgid "**Proposition** : the prospect received a quotation" msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:110 msgid "*Success rate : 50%*" msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:112 msgid "**Negotiation**: the prospect negotiates his quotation" msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:114 msgid "*Success rate : 75%*" msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:116 msgid "" "**Won** : the prospect confirmed his quotation and received a sales order. " "He is now a customer" msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:119 msgid "*Success rate : 100%*" msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:121 msgid "**Lost** : the prospect is no longer interested" msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:123 msgid "*Success rate : 0%*" msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:127 msgid "" "Within your pipeline, each stage should correspond to a defined goal with a " "corresponding probability. Every time you move your opportunity to the next " "stage, your probability of closing the sale will automatically adapt." msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:131 msgid "" "You should consider using probability value as **100** when the deal is " "closed-won and **0** for deal closed-lost." msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:135 msgid "How to set up stage probabilities?" msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:137 msgid "" "To edit a stage, click on the **Settings** icon at the right of the desired " "stage then on EDIT" msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:143 msgid "" "Select the Change probability automatically checkbox to let Odoo adapt the " "probability of the opportunity to the probability defined in the stage. For " "example, if you set a probability of 0% (Lost) or 100% (Won), Odoo will " "assign the corresponding stage when the opportunity is marked as Lost or " "Won." msgstr "" #: ../../crm/salesteam/setup/organize_pipeline.rst:151 msgid "" "Under the requirements field you can enter the internal requirements for " "this stage. It will appear as a tooltip when you place your mouse over the " "name of a stage." msgstr ""