# SOME DESCRIPTIVE TITLE. # Copyright (C) 2015-TODAY, Odoo S.A. # This file is distributed under the same license as the Odoo Business package. # # Translators: # Connie Xiao , 2016 # fausthuang, 2016 # fausthuang, 2016 # Gary Wei , 2016 # Jeffery CHEN , 2016 # Jeffery CHEN , 2016 # Joshua Jan , 2016 # liAnGjiA , 2017 # Melody , 2015 # mrshelly , 2015-2016 msgid "" msgstr "" "Project-Id-Version: Odoo 9.0 Documentation\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2016-11-22 13:16+0100\n" "PO-Revision-Date: 2017-02-24 01:42+0000\n" "Last-Translator: liAnGjiA \n" "Language-Team: Chinese (China) (http://www.transifex.com/odoo/odoo-9-doc/language/zh_CN/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" "Language: zh_CN\n" "Plural-Forms: nplurals=1; plural=0;\n" #: ../../crm.rst:5 msgid "CRM" msgstr "CRM" #: ../../crm/leads.rst:3 msgid "Leads" msgstr "线索" #: ../../crm/leads/generate.rst:3 msgid "Generate leads" msgstr "生成线索" #: ../../crm/leads/generate/emails.rst:3 msgid "How to generate leads from incoming emails?" msgstr "如何通过邮件收取生成相关线索?" #: ../../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 "有几种方式为你的公司使用Odoo CRM 生成线索。一种是使用你公司的公共邮箱地址作为触法生成一个新的线索。在Odoo中, 每个销售团队被链接到他们自己的邮箱地址以便潜在客户能联系上他们。比如, 如果你的Direct团队的个人邮件地址是 **direct@mycompany.example.com** , 每个发送的邮件会自动生成一个新的机会在销售团队中。" #: ../../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 "配置" #: ../../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 "你需要做的第一件事是配置你的 **发送电子邮件服务器** 和 **接收电子邮件网关** , 从 :menuselection:`设置模块(Settings module) --> 常规设置(General Settings)` 。" #: ../../crm/leads/generate/emails.rst:19 msgid "" "Then set up your alias domain from the field shown here below and click on " "**Apply**." msgstr "然后从这里下图所示的字段设置您的别名域, 然后点击 **应用** 。" #: ../../crm/leads/generate/emails.rst:26 msgid "Set up team alias" msgstr "建立团队别名" #: ../../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 "转到销售模块上, 然后点击 **仪表板** 。您将看到您的域别名的激活产生了一个默认的电子邮件别名为您现有的销售团队。" #: ../../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 "您可以轻松地个性化您的销售团队的别名。点击销售团队所选择的\" 更多\\ \\ \\ \"按钮, 然后在 **设定** 进入销售团队的形式。进入 **电子邮件别名** 字段中输入您的电子邮件别名, 然后点击 **保存** 。确保允许从所有人接收电子邮件。" #: ../../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 "从那里, 发送到这个电子邮件地址的每个电子邮件将生成一个新的线索进入相关的销售团队。" #: ../../crm/leads/generate/emails.rst:48 msgid "Set up catch-all email domain" msgstr "设置 获取-所有 邮件域名" #: ../../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 "此外, 以您的销售团队的别名, 你还可以创建一个通用的电子邮件别名(例如 *@联系人* 或 *信息@* ), 也将产生Odoo CRM新的联系。仍然在销售模块, 去 :menuselection:`配置(Configuration) --> 设置(Settings)` 并设置捕获所有电子邮件域。" #: ../../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 "您可以在这里看到下面的截图单选按钮选择从 catch-all 电子邮件产生的联系是否成为线索或机会。需要注意的是, 默认情况下, 线索阶段不在Odoo CRM激活。" #: ../../crm/leads/generate/emails.rst:67 #: ../../crm/leads/generate/import.rst:89 #: ../../crm/leads/generate/website.rst:194 msgid ":doc:`manual`" msgstr ":doc:`manual` " #: ../../crm/leads/generate/emails.rst:68 #: ../../crm/leads/generate/manual.rst:69 #: ../../crm/leads/generate/website.rst:195 msgid ":doc:`import`" msgstr ":doc:`import` " #: ../../crm/leads/generate/emails.rst:69 #: ../../crm/leads/generate/import.rst:91 #: ../../crm/leads/generate/manual.rst:73 msgid ":doc:`website`" msgstr ":doc:`website` " #: ../../crm/leads/generate/import.rst:3 msgid "How to import contacts to the CRM?" msgstr "如何导入联系人到CRM?" #: ../../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 "在Odoo CRM, 您可以通过CSV文件导入潜在客户的数据库, 例如陌生的电子邮件或陌生的电话拜访活动。你可能会想, 如果最好的选择是导入你的联系情况作为线索或机会。这取决于你的业务特点和工作流程 :" #: ../../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 "一些公司可能决定不使用线索, 而是直接保持所有信息作为机会。对于一些公司, 线索仅仅是在销售过程中的额外步骤。你可以称之为扩展(从开始线索)与简化的客户关系管理(从机会开始)." #: ../../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 "Odoo完全允许这些方法中的选择任何一个。如果你的公司处理从一个预先验证步骤的销售, 如下面顺序描述首先激活线索阶段以便可以作为线索导入数据库。" #: ../../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 "激活线索阶段" #: ../../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 "默认情况下, 线索阶段是不再Odoo里被激活的.如果你要导入你的联系做为线索而不是机会, 如下所示去到 :menuselection:`配置(Configuration) --> 设置(Settings)` , 选择 **使用线索如果...** 并点击 **应用** 。" #: ../../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 "这种激活将创建一个新的子菜单 :menuselection:`销售 - > 线索` 从中你将能够从 **导入** 按钮, 导入联系人(如果你想手动创建一个线索, : doc :`点击这里<手册>` )" #: ../../crm/leads/generate/import.rst:41 msgid "Import your CSV file" msgstr "导入 CSV 文件" #: ../../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 "在新的子菜单 :menuselection:`销售(Sales) --> 线索(Leads)` , 点击 **导入** 并选择您的Excel文件, 从 **选择文件** 按钮导入。确保它的扩展名是 **.csv** 文件, 不要忘记设置正确的文件格式选项( **编码** 和 **分离器** ), 以配合您的本地设置和正确显示你的列。" #: ../../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 "如果您的潜在客户数据库是以另一种格式而非CSV提供的, 你可以使用Microsoft Excel, OpenOffice/ LibreOffice, 谷歌文档等很容易地将其转换为CSV格式。" #: ../../crm/leads/generate/import.rst:58 msgid "Select rows to import" msgstr "选择行以导入" #: ../../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 "如果你打勾 *文件的第一行包含列的标签* 的选项, 从CSV文件中的列标题将自动映射到相应的字段。这使得导入更加容易, 特别是当文件有很多列。当然, 你可以重新映射列标题来描述你要导入的数据属性(姓, 名, 电子邮件等)." #: ../../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 "如果你要导入你的联系作为机会而不是线索, 确信增加 *类型* 列到你的CSV.这列用来表明你的导入是作为一个线索(类型=线索)还是作为一个机会(类型=机会)。" #: ../../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 "点击 **验证** 按钮, 如果你要在导入前让Odoo校验一切看上去就可以了。除此以外, 你可以直接按导入按钮 :相同的验证也会被执行。" #: ../../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 "其他关于如何导入联系情况到Odoo CRM的技术信息, 可以阅读统一窗口中导入工具下的 **常见问题** " #: ../../crm/leads/generate/import.rst:90 #: ../../crm/leads/generate/manual.rst:71 #: ../../crm/leads/generate/website.rst:196 msgid ":doc:`emails`" msgstr ":doc:`emails` " #: ../../crm/leads/generate/manual.rst:3 msgid "How to create a contact into Odoo CRM?" msgstr "如何在ODOO CRM中创建客户联系人?" #: ../../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 "Odoo CRM可让您手动添加联系到您的管道。它可以是线索或机会。" #: ../../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 "默认情况下, 线索阶段在Odoo CRM. 里是不激活的. 要激活它的话, 去:menuselection:`销售 --> 配置 --> 设置`, 如下所示选择选项 **选择线索如果...** 并点击 **应用** 。" #: ../../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 "这个激活会产生一个新的子菜单 **线索** 在 **销售** 里使你可以访问所有你的线索并创建新的联系人。" #: ../../crm/leads/generate/manual.rst:26 msgid "Create a new lead" msgstr "创建新线索" #: ../../crm/leads/generate/manual.rst:28 msgid "" "Go to :menuselection:`Sales --> Leads` and click the **Create** button." msgstr "进入菜单 :menuselection:`销售(Sales) --> 线索(Leads)` , 并点击 **创建** 按钮." #: ../../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. You can also link the lead to an existing " "company by editing the**Customer** field. Click on save and the contact will" " be visible as a lead in your pipeline ." msgstr "从联系人界面, 提供您所拥有的所有的细节(联系人姓名, 电子邮件, 电话, 地址等), 以及在 **内部票据** 字段的一些附加信息。您也可以通过编辑 **客户** 链接到现有的公司。点击保存, 联系情况将在您的管道中的线索中可见。" #: ../../crm/leads/generate/manual.rst:41 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 "你的线索可以直接交给指定的销售团队和销售人员通过点击在屏幕左上角的 **转换成机会** " #: ../../crm/leads/generate/manual.rst:45 msgid "Create a new opportunity" msgstr "创建新商机" #: ../../crm/leads/generate/manual.rst:47 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 "您也可以直接将联系添加到特定的销售团队, 而无需先转换成线索。在销售模块, 进入你的仪表板和点击所需的销售团队的 **管道** 按钮。如果你没有任何的销售团队呢, :DOC:'你需要先创建一个<../../销售组/设置/ 创建_队伍> `。然后, 点击 **创建** 并如上图所示的方法填写联系情况。默认情况下, 新创建的机会将出现在您的销售管道的第一个阶段。" #: ../../crm/leads/generate/manual.rst:55 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 "另一个创建机会的方式是直接在特定阶段添加。比如, 如果你已经和史密斯先生在会议上说过并且你马上要发一个报价给他。你可以直接添加他的联系细节在“主张\" 阶段. 从你的销售团队的看板视图, 点击在你的阶段的右侧的 **+** 图标以生成联系情况。新的机会会在相对应的阶段显示, 然后你可以点击它填写具体的联系情况 " #: ../../crm/leads/generate/website.rst:3 msgid "How to generate leads from my website?" msgstr "如何从网站生成线索?" #: ../../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 "您的网站应该是你公司的第一线索生成工具。您的网站是您的在线营销活动的中心枢纽, 你自然会推动合格的流量养活你的销售管道。当一个潜在客户登陆你的网站, 你的目标是捕捉到他的信息, 以便能够留在与他联系, 进一步推动他来到销售漏斗。" #: ../../crm/leads/generate/website.rst:12 msgid "This is how a typical online lead generation process work :" msgstr "这就是一个典型的在线线索产生过程中的工作 :" #: ../../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 "您的网站访问者点击号召行动(CTA)从你的营销方式中的一种(例如电子邮件通讯, 社交媒体消息或博客文章)" #: ../../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 "该CTA引领你的访问者到收集个人信息的形式登陆页面(如他的名字, 他的电子邮件地址, 他的电话号码)." #: ../../crm/leads/generate/website.rst:22 msgid "" "The visitor submits the form and automatically generates a lead into Odoo " "CRM" msgstr "访问者发送表单并自动在Odoo里生成一个线索。" #: ../../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 "你的号召行动, 登陆页面和表单是线索生成过程的关键部分。随着Odoo网站, 你可以轻松地创建和优化的关键要素, 而无需编写代码或使用第三方应用程序。在这里了解更多 `__。" #: ../../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 "在Odoo, 网站和CRM模块完全集成, 这意味着您可以轻松地通过您的网站的各种方式生成线索。但是, 即使你的网站托管在另一个CMS, 仍然可以使用Odoo CRM从您的网站产生线索。" #: ../../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 "默认情况下, 线索阶段在Odoo CRM 里是不激活的。而是, 新的线索自动成成机会.你能轻松地激活增加线索步骤的选项.如果你要导入你的联系活动作为线索而不是机会, 从销售模块的 :menuselection:`配置(Configuration) --> 设置(Settings)` , 如下所示选择 **使用线索如果...** 的选项并点击 **应用** 。" #: ../../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 "注意即使没有激活这个步骤, 以下信息依然适用 -生成的线索会位于仪表盘的机会中" #: ../../crm/leads/generate/website.rst:55 msgid "From an Odoo Website" msgstr "从Odoo 网站" #: ../../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 "让我们假设你要尽可能多的得到你的网站访问者的信息。但是你怎么能确保每个想知道更多关于你公司的产品和服务的人真的留下了他的信息？感谢Odoo在CRM和网站模块间的集成, 你能轻松地自动收集线索, 感谢 **联系表** 和 **表单生成** 模块。" #: ../../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 "另外好的方法是从你的Odoo网站的通讯或通讯弹窗收集来访者的邮件地址来产生线索。这些摘要会在你的邮件营销的邮件列表上生成新的联系人。这里可以了解更多 `__." #: ../../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 "从安装网站建设者模块开始。从主仪表盘, 点击 **应用** , 在搜索栏中输入“ **网站** \" , 并点击 **安装** 。您将被自动重定向到Web界面。 " #: ../../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 "该教程将在屏幕上弹出窗口, 如果这是你用Odoo网站上的第一次。这将帮助你开始使用的工具, 你就可以在几分钟内使用它。因此, 我们强烈建议您使用它。" #: ../../crm/leads/generate/website.rst:89 msgid "Create a lead by using the Contact Form module" msgstr "使用联系模块创建一个线索" #: ../../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 "您可以毫不费力地通过联系表格生成线索在 **联系我们** 的页面上。要做到这一点, 首先需要安装联系表格模块。它会在你的 **联系我们** 页面添加联系人的形式, 并自动生成表格提交线索。" #: ../../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 "要安装它, 使用在屏幕的左上角方形图标回到后台。然后, 点击 **应用程序** , 输入“ **联系表** \" , 在搜索栏(不要忘记删除 **应用程序** 标记, 否则你将看不到该模块), 然后单击 **安装** 。 " #: ../../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 "一旦模块安装完, 如下联系表单会集成到你的“联系我们\" 的页面。这个表单被链接到Odoo CRM, 意味着所有通过这个表单输入的数据会被CRM捕获并生成一个新线索。 " #: ../../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 "通过联系表单创建的所有线索都可以在销售模块中访问, 通过点击 :菜单选择:`销售 - > Leads` 。线索的名字对应与联系表格上的“主题\" 字段, 其他所有的信息都存储在CRM中的相应字段。作为销售人员, 你可以添加更多的信息, 率先转变成一个机会, 甚至直接将其标记为赢或输。 " #: ../../crm/leads/generate/website.rst:123 msgid "Create a lead using the Form builder module" msgstr "使用界面格式生成器建立一个线索" #: ../../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 "您可以在您的网站上的任何目标网页上使用格式生成器创建完全可编辑的自定义表单。至于联系表格模块, 访问者已完成表格并点击该按钮后, 表单生成器会自动生成一个线索 **发送** 。" #: ../../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 "从后端, 转到设置和安装“ **网站表单生成器** \" 模块(不要忘记删除 **应用程序** 标记, 否则你将看不到模块)。然后, 回到网站上, 去你想要的目标网页, 然后点击编辑访问可用片段。表单生成器片段位于 **功能** 部分。 " #: ../../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 "一旦你已经把你的表单放置在您希望的网页位置上, 一个 **表单参数** 窗口会弹出。从 **行动** 下拉列表中, 选择 **创建一个线索** 在Odoo CRM自动创建线索。在 **谢谢** 字段中, 选择要重定向访问者提交表单后(你不添加任何URL, 消息“表格已成功发送\" 网页的URL将确认提交)。 " #: ../../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 "然后, 您可以开始创建自定义窗体。要添加新的领域, 请点击 **选择容器块** , 然后在蓝色 **自定义** 按钮。 3个选项就会出现 :" #: ../../crm/leads/generate/website.rst:158 msgid "" "**Change Form Parameters**: allows you to go back to the Form Parameters and" " change the configuration" msgstr " **变更表参数**: 让你回到表单参数和更改配置" #: ../../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 " **添加一个模型字段**: 允许您从下拉列表中添加Odoo CRM现有的字段。例如, 如果您选择的字段 *国家* , 在线索中输入的这个值就会出现在CRM *国家* 字段里 - 即使你改变窗体上的字段的名称。" #: ../../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 " **添加自定义字段**: 允许您添加默认情况下不会在Odoo CRM存在额外的字段。输入的值将添加在CRM中的“注意事项\" 中。您可以创建任意字段类型: 复选框, 单选按钮, 文本, 十进制数等。 " #: ../../crm/leads/generate/website.rst:172 msgid "Any submitted form will create a lead in the backend." msgstr "任何提交的表单将在后台创建一个线索。" #: ../../crm/leads/generate/website.rst:175 msgid "From another CMS" msgstr "从其他CMS系统" #: ../../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 "如果您使用Odoo CRM但不是Odoo网站, 您依然可以用电子邮件网关自动化您的在线销售过程, 通过编辑表单上“提交\" 按钮, 更换超级链接, 用一个mailto到你的相关的邮件别名(了解如何创建销售别名 :DOC:'<电子邮件> `)。 " #: ../../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 "例如, 如果你的公司的别名是 **salesEMEA@mycompany.com** , 加\" mailto :salesEMEA@mycompany.com \\ \"到常规超链接的代码(CTRL + K)来生成一个线索到相关销售团队Odoo CRM。" #: ../../crm/leads/manage.rst:3 msgid "Manage leads" msgstr "管理线索" #: ../../crm/leads/manage/automatic_assignation.rst:3 msgid "Automate lead assignation to specific sales teams or salespeople" msgstr "自动分配线索给特定的销售团队或销售员" #: ../../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 "根据您的业务流程和需求, 您可能需要分派您的进来的线索到不同的销售团队, 甚至具体的销售人员。这里有几个例子 :" #: ../../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 "你的公司有位于不同地区的办公室。你需要基于地区分配线索。" #: ../../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 "您的一个销售团队, 致力于大型企业到的机会而另一个是专门为中小型企业。您将要根据公司的大小分配线索;" #: ../../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 "您的一个销售代表的是讲外语, 而团队的其他成员只能讲母语。因此, 你会想分配给那个人所有来自非母语国家的线索。" #: ../../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 "你可以想像, 手动分配新的线索给特定个人可能是乏味且耗时的 - 尤其是如果你的公司每天产生引线的高容量。幸运的是, Odoo CRM可以让你根据特定要求自动分配线索, 比如地点, 兴趣, 公司规模等, 在具体工作流程和精确的规则的过程中, 您将能够自动重新分配所有的机会给正确的销售团队和/或推销员。" #: ../../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 "如果你刚刚开始Odoo CRM而且没有设置您的销售团队, 也没有注册您的销售人员, :DOC:`先阅读本文档<../../概述/开始/设置>` 。" #: ../../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 "你必须安装模块 **线索评分** 。转到 :菜单选择:`Apps` , 如果不是这种情况已经安装。" #: ../../crm/leads/manage/automatic_assignation.rst:40 msgid "Define rules for a sales team" msgstr "为销售团队定义规则" #: ../../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 "从销售模块, 进入你的仪表板和在期望的销售团队上点击 **更多** 按钮, 然后在 **设定** 。如果你没有任何的销售团队呢, :DOC:'你需要先创建一个<../../销售团队/设置/制作团队> `。" #: ../../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 "在您的销售团队菜单, **域** 字段使用特定的域规则(关于域的技术细节, 参考构建模块教程 `__或` 语法参考指南 `__), 将只允许线索匹配团队域。" #: ../../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 "例如, 如果你希望你的 *直接销售团队* 只接收从美国和加拿大来的线索, 你的 domain 将如下 :" #: ../../crm/leads/manage/automatic_assignation.rst:59 msgid "``[[country_id, 'in', ['United States', 'Canada']]]``" msgstr "\" [[country_id,'in', ['United States','Canada']]] \\ \"" #: ../../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 "您还可以基于您的线索评分进行自动分配。例如, 我们可以想像, 你希望所有100下得分的线索分配给普通的销售团队和超过100导致了更有经验的销售团队。了解更多关于 :DOC:'这里怎么得分线索<线索得分> `。" #: ../../crm/leads/manage/automatic_assignation.rst:72 msgid "Define rules for a salesperson" msgstr "为销售员定义规则" #: ../../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 "你可以一步完成你的分配规则, 决定一个销售团队内部线索分配给特定的销售人员。例如, 如果我希望托尼·布坎南从 *直接销售* 只接受来自加拿大的线索, 我可以创建一个规则将自动分配他从该国来的线索的规则。" #: ../../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 "依然从销售团队菜单(见本文上面), 分配子菜单下点击您所选择的销售人员。然后, 在 *域* 字段中输入您的规则。" #: ../../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 "在Odoo, 线索总是先被分配到一个销售团队再分配给销售人员。因此, 你需要确保你的销售人员的分配规则是销售团队的分配规则的子类。" #: ../../crm/leads/manage/automatic_assignation.rst:95 #: ../../crm/salesteam/manage/create_salesperson.rst:67 msgid ":doc:`../../overview/started/setup`" msgstr ":doc:`../../overview/started/setup` " #: ../../crm/leads/manage/lead_scoring.rst:3 msgid "How to do efficient Lead Scoring?" msgstr "如何进行有效的线索评分？" #: ../../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 "Odoo线索评分模块允许你给基于特定标准线索评分 - 值越高, 就越有可能的前景“准备销售\" 。因此, 机会最好的导线会自动分配给您的销售人员, 质量差的机会不会充斥你的销售管道。 " #: ../../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 "线索的评分分是一个有效的线索管理战略的重要组成部分。通过帮助您的销售代表按优先级排序行事, 你会增加他们的总体转化率和你的销售团队的效率。" #: ../../crm/leads/manage/lead_scoring.rst:22 msgid "Install the Lead Scoring module" msgstr "安装 **线索评分** 模块" #: ../../crm/leads/manage/lead_scoring.rst:24 msgid "Start by installing the **Lead Scoring** module." msgstr "开始安装 **线索评分** 模块" #: ../../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 "一旦模块安装后, 你可以看到一条行的菜单 :menuselection:`销售(Sales) --> 线索管理(Leads Management) --> 评分规则(Scoring Rules)` " #: ../../crm/leads/manage/lead_scoring.rst:33 msgid "Create scoring rules" msgstr "生成评分规则" #: ../../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 "信息评分允许你基于您设置的人口统计或行为准则, 分配正分或负分给你的潜在客户(国家或地区, 访问的页面, 行业, 角色, 类型等)。要做到这一点, 你需要先创建将分数分配给一个给定的标准规则。" #: ../../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 "为了正确分配分数您的各种规则, 可以使用这两种方法 :" #: ../../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 "建立一份可能对你公司感兴趣的理想客户的清单。例如, 如果你在加州做当地业务, 从旧金山来的潜在业务应该有一个更高的分数比来自纽约的。" #: ../../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 "挖掘你的数据来揭示你最可有可能的机会和最重要的客户的共性。" #: ../../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 "请注意, 这不是一个精确的科学, 所以你需要一段时间和来自你的销售团队的反馈来适应和微调您的规则, 直到获得期望的结果。" #: ../../crm/leads/manage/lead_scoring.rst:56 msgid "" "In the **Scoring Rules** menu, click on **Create** to write your first rule." msgstr "在 **评分规则** 菜单, 点击 **创建** 写你的第一个规则。" #: ../../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 "首先命名您的规则, 然后输入一个值和一个域(请参 `官方Python文档的` __了解更多信息)。例如, 如果要分配8分给从 **比利时** 来的所有引线, 你需要给\" 8 \\ \"为 **值** 和\" [['国家\\_id', =,'比利时']] \\ \"作为一个域。" #: ../../crm/leads/manage/lead_scoring.rst:68 msgid "Here are some criteria you can use to build a scoring rule :" msgstr "下面是一些标准你可以用来建立一个评分规则 :" #: ../../crm/leads/manage/lead_scoring.rst:70 msgid "country of origin : ``'country_id'``" msgstr "原产地 :\" 'country_id'\\ \"" #: ../../crm/leads/manage/lead_scoring.rst:72 msgid "stage in the sales cycle : ``'stage_id'``" msgstr "销售周期的阶段 :\" 'stage_id'\\ \"" #: ../../crm/leads/manage/lead_scoring.rst:74 msgid "" "email address (e.g. if you want to score the professional email addresses) :" " ``'email_from'``" msgstr "电子邮件地址(例如, 如果你想给专业电子邮件地址评分) :\" 'email_from'\\ \"" #: ../../crm/leads/manage/lead_scoring.rst:76 msgid "page visited : ``'score_pageview_ids.url'``" msgstr "页面访问 :\" 'score_pageview_ids.url'\\ \"" #: ../../crm/leads/manage/lead_scoring.rst:78 msgid "name of a marketing campaign : ``'campaign_id'``" msgstr "营销活动名称 :\" 'campaign_id'\\ \"" #: ../../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 "激活了您的规则后, Odoo会对所有新进入的线索给出一个值。这个值可以直接在你的潜在客户表单视图中找到。" #: ../../crm/leads/manage/lead_scoring.rst:88 msgid "Assign high scoring leads to your sales teams" msgstr "分配高得分线索给您的销售团队" #: ../../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 "现在下一步是自动将您的最佳线索转化为机遇。为了做到这一点, 你需要决定什么是最低分数线索应该被移交给一个指定的销售团队。去你 **的销售仪表板** , 然后点击 **更多** 您期望的销售队伍的按钮, 然后在 **设定** 。 在 **最低分数** 字段输入你的值。" #: ../../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 "从上面的例子中, **直销** 队只会收到不低于\" 50 \\ \"的机会。分数较低的前景可以保持在线索阶段或分配给其他已设置了不同的最低分数的销售团队。" #: ../../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 "组织你的 **营销** 和 **销售之** 团队之间的会议, 对于什么样的最低得分可以使得线索作为销售准备取得一致。" #: ../../crm/leads/manage/lead_scoring.rst:110 msgid ":doc:`automatic_assignation`" msgstr ":doc:`automatic_assignation` " #: ../../crm/leads/voip.rst:3 msgid "Odoo VOIP" msgstr "Odoo VOIP" #: ../../crm/leads/voip/setup.rst:1 msgid "ti====================== Installation and Setup ======================" msgstr "ti====================== 安装和设置 ======================" #: ../../crm/leads/voip/setup.rst:6 msgid "Installing Asterisk server" msgstr "安装 Asterrisk 服务器" #: ../../crm/leads/voip/setup.rst:9 msgid "Dependencies" msgstr "依赖" #: ../../crm/leads/voip/setup.rst:11 msgid "" "Before installing Asterisk you need to install the following dependencies:" msgstr "安装Asterisk之前, 您需要安装以下依存关系 :" #: ../../crm/leads/voip/setup.rst:13 msgid "wget" msgstr "wget" #: ../../crm/leads/voip/setup.rst:14 msgid "gcc" msgstr "gcc" #: ../../crm/leads/voip/setup.rst:15 msgid "g++" msgstr "g++" #: ../../crm/leads/voip/setup.rst:16 msgid "ncurses-devel" msgstr "ncurses-devel" #: ../../crm/leads/voip/setup.rst:17 msgid "libxml2-devel" msgstr "libxml2-devel" #: ../../crm/leads/voip/setup.rst:18 msgid "sqlite-devel" msgstr "sqlite-devel" #: ../../crm/leads/voip/setup.rst:19 msgid "libsrtp-devel" msgstr "libsrtp-devel" #: ../../crm/leads/voip/setup.rst:20 msgid "libuuid-devel" msgstr "libuuid-devel" #: ../../crm/leads/voip/setup.rst:21 msgid "openssl-devel" msgstr "openssl-devel" #: ../../crm/leads/voip/setup.rst:22 msgid "pkg-config" msgstr "pkg-配置" #: ../../crm/leads/voip/setup.rst:24 msgid "In order to install libsrtp, follow the instructions below:" msgstr "如需安装libsrtp, 请遵循下面步骤:" #: ../../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 "你也需要安装PJSIP, 你可以从如下链接下载 `_.一旦资源目录被提取。" #: ../../crm/leads/voip/setup.rst:37 msgid "**Change to the pjproject source directory:**" msgstr " **更改为pjproject源目录 :** " #: ../../crm/leads/voip/setup.rst:43 msgid "**run:**" msgstr " **运行 :** " #: ../../crm/leads/voip/setup.rst:49 msgid "**Build and install pjproject:**" msgstr " **编译并安装pjproject :** " #: ../../crm/leads/voip/setup.rst:57 msgid "**Update shared library links:**" msgstr " **更新共享库链接 :** " #: ../../crm/leads/voip/setup.rst:63 msgid "**Verify that pjproject is installed:**" msgstr " **确保已经安装了pjproject :** " #: ../../crm/leads/voip/setup.rst:69 msgid "**The result should be:**" msgstr " **结果应该是 :** " #: ../../crm/leads/voip/setup.rst:86 msgid "Asterisk" msgstr "Asterisk" #: ../../crm/leads/voip/setup.rst:88 msgid "" "In order to install Asterisk 13.7.0, you can download the source directly " "`there `_." msgstr "为了安装Asterisk的13.7.0, 你可以直接从下面链接下载资源 `\n` _." #: ../../crm/leads/voip/setup.rst:90 msgid "Extract Asterisk:" msgstr "导出Asterisk" #: ../../crm/leads/voip/setup.rst:96 msgid "Enter the Asterisk directory:" msgstr "输入Asterisk 目录" #: ../../crm/leads/voip/setup.rst:102 msgid "Run the Asterisk configure script:" msgstr "运行Asterisk 配置脚本" #: ../../crm/leads/voip/setup.rst:108 msgid "Run the Asterisk menuselect tool:" msgstr "运行Asterisk 菜单选择 工具" #: ../../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 "在菜单, 到资源选项确保res_srtp 是激活的。如果是 3 x's 到res_srtp, 就说明strp库有问题, 你必须重新安装它。保存配置(按 X). 你可以看到在res_pjsip 行前的星星。" #: ../../crm/leads/voip/setup.rst:116 msgid "Compile and install Asterisk:" msgstr "编译和安装Asterisk的 :" #: ../../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 "如果你需要演示数据, 您可以安装配置。如果你需要安装Asterisk启动脚本, 可运行“配置”。" #: ../../crm/leads/voip/setup.rst:125 msgid "DTLS Certificates" msgstr "DTLS 认证" #: ../../crm/leads/voip/setup.rst:127 msgid "After you need to setup the DTLS certificates." msgstr "然后你要安装DTLS认证" #: ../../crm/leads/voip/setup.rst:133 msgid "Enter the Asterisk scripts directory:" msgstr "进入Asterisk脚本目录 :" #: ../../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 "创建DTLS认证(用你的IP 地址或dns名字替换pbx.mycompany.com, 用你的公司名替换我的超级公司)" #: ../../crm/leads/voip/setup.rst:146 msgid "Configure Asterisk server" msgstr "配置Asterisk服务器" #: ../../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 "对于WebRTC技术, 很多需要的设置必须是对等设置。全局设置不是很好。默认情况下, Asterisk的配置文件位于在/ etc /asterisk/。通过编辑http.conf, 并确保下面的行是取消注释的 :" #: ../../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 "接下来, 编辑sip.conf。该WebRTC技术需要加密, AVPF和冰支持是启用的。在大多数情况下, 直接媒体应禁用。此外, 根据客户WebRTC技术, 传输需要被列为“WS\" 来允许WebSocket连接。所有这些配置行应该在peer自己下面;全局范围内设置这些配置行可能无法正常工作 : " #: ../../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 "在sip.conf和rtp.conf文件, 您还需要添加或取消注释行 :" #: ../../crm/leads/voip/setup.rst:193 msgid "Lastly, set up extensions.conf:" msgstr "最后, 建立extensions.conf文件 :" #: ../../crm/leads/voip/setup.rst:202 msgid "Configure Odoo VOIP" msgstr "配置Odoo VOIP" #: ../../crm/leads/voip/setup.rst:204 msgid "In Odoo, the configuration should be done in the user's preferences." msgstr "在Odoo, 配置应该在用户的偏好来实现。" #: ../../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 "该SIP登录/浏览器的分机号是您先前在sip.conf文件中配置的号码。在我们的例子, 1060的SIP密码就是您在sip.conf文件中选择的保密号。你的办公室的电话的分机不是必填字段, 但如果你想从Odoo转移您的呼叫转移到外部电话就需啊在sip.conf文件还配置它。" #: ../../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 "在“PBX配置”, 你可以做销售设置。需要在http.conf内配置IP. WebSocket上设置ws://127.0.0.1:8088/ws. “127.0.0.1”部分需要定义与之前相同的IP, “8088”是http.conf的端口。" #: ../../crm/overview.rst:3 msgid "Overview" msgstr "概述" #: ../../crm/overview/main_concepts.rst:3 msgid "Main Concepts" msgstr "主要概念" #: ../../crm/overview/main_concepts/introduction.rst:3 msgid "Introduction to Odoo CRM" msgstr "ODOO CRM 介绍" #: ../../crm/overview/main_concepts/introduction.rst:11 msgid "Transcript" msgstr "台本" #: ../../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 "嗨, 我的名字叫尼古拉, 我是纺织行业的业务经理。我是配件零售商。你知道一个好的销售人员和优秀的销售人员的区别吗？关键是要富有成效的和有组织来完成这项工作。这就是Odoo用武之地。由于一个良好的组织结构, 你会改变一个团队使之成为一个出色的团队。" #: ../../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 "随着Odoo CRM, 这份工作对于我和我的整个团队变得容易的多。当我登录到Odoo CRM, 我对于我进行中的表现有一个直接的大概了解。对于未来7天的活动, 及在上个月的表现。对比发票, 我看到上个月我超额完成了我的$200, 000的目标。我的绩效有结构化的方法呈现。" #: ../../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 "如果我想更深入地了解细节, 我点击下一步行动, 我可以看到, 今天我已经计划与Think Big Systems 通电话。我通常会去我的销售管道做我每天的回顾。这个过程对于团队中每个人是一样的。我们的工作是找到分销商, 在任何交易结束之前我们必须经历不同阶段。我们通常首先联系客户来验证机会, 然后由“获得\" 进入报价和协商阶段, 最终以‘赢得’结束..嗯, 这是如果一切顺利。 " #: ../../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 "用户界面很平顺, 我可以拖放任何业务机会从一个阶段到另一个阶段只需点击几下。" #: ../../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 $50,000 and a " "success rate of 10%. I need to discuss about this partnership, so I will " "schedule a meeting straight from the contact form: Macy's partnership " "meeting. It's super easy to create a new meeting with any contact. I can as " "well send an email straight from the opportunity form and the answer from " "the prospect will simply pop up in the system too. Now, let's assume that " "the meeting took place, therefore I can mark it as done. And the system " "automatically suggests a next activity. Actually, we configured Odoo with a " "set of typical activities we follow for every opportunity, and it's great to" " have a thorough followup. The next activity will be a follow-up email. " "Browsing from one screen to the other is really simple and adapting to the " "view too! I can see my opportunitities as a to-do list of next activities " "for example." msgstr "现在, 对一个有趣的接触可以走得更远点 :有一家百货公司。我通过改变颜色高亮显示他们的文件。对于每个联系人, 我有我可以访问有关联系人的所有必要的信息的表单视图。我在这里看到我的机会, 梅西有$ 50, 000的估计收入和10％的成功率。我需要有关此次合作进行讨论, 所以我安排直接的会议: 梅西的合作伙伴会议。这可以很轻松地和任何联系人创建一个新的会议。我也可以从机会界面直接发送电子邮件, 回复也会在系统中弹出显示。现在, 让我们假设, 这次会议发生了, 所以我可以将其标记为已完成。系统自动显示下一个活动。其实, 我们配置Odoo进行了一组处理每一个机会的典型活动, 一个很棒的彻底跟进。下一个活动将是一个后续的电子邮件。从一个屏幕到另一个的浏览也是是非常简单和友好的！我可以看到我机会作为下一个活动在待办事项列表中。" #: ../../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 "使用Odoo CRM, 我有一个真正有效销售管理工具, 我和我的团队能够很好地被组织起来。我对我销售渠道, 会议, 收入等一目了然。" #: ../../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 "回到我的销售管道。梅西的业务成功取得到了资格, 这意味着我可以将他们的文件移动到下一步, 我会调整预期的收入。一旦, 我已经完成资格审查程序, 我将基于从我的接触得到的反馈创建一个新的报价。对于我的老客户, 我也能通过使用Odoo模块的活动, 快速发现和他们的活动, 并继续和他们进行讨论。就这么简单。" #: ../../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 "我们已经看到了作为业务经理或销售人员, 我如何管理我的日常工作。最后, 我希望有我的客户关系和预期收入的具体情况。如果我去到Odoo CRM的报告, 我可以确切地知道在过去几个月里线索的演变, 或者看看潜在的收入和不同团队在从线索到机会转换方面的表现。因此, 所以用Odoo我可以根据预定指标或收藏的每一次活动得到一个明确的报告。我可以搜索其它过滤器及相关的视图。如果我想查找细节, 我选择列表视图, 并可以点击项目" #: ../../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 "Odoo CRM不仅是一个通过强大结构化的活动, 性能仪表板, 下一个活动等来实现与结构化我们的销售目标的强大工具, 同时也可以让我 :" #: ../../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 "使用那些从会议或通过网站收集得到的有目标的, 但没有进行资格审核的线索, 这些线索可以被转化为机遇。" #: ../../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 "通过Odoo CRM VoIP 功能来管理电话。比如 :呼叫客户, 管理呼叫队列, 通话记录, 日程安排电话和进行下一步行动。" #: ../../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 "与Odoo销售集成, 创建漂亮的网络报价或是PDF报价, 使他们成为销售订单。" #: ../../crm/overview/main_concepts/introduction.rst:106 msgid "" "Use email marketing for marketing campaigns to my customers and prospects." msgstr "使用电子邮件营销对我的客户和潜在客户进行营销活动。" #: ../../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 "无缝连接得管理我的业务, 即使在旅途中。事实上, Odoo提供了一个手机应用程序, 让每一笔生意可以组织从线索到报价的销售活动。" #: ../../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 "Odoo CRM是一个功能强大, 易于使用的应用程序。我首先使用销售计划来清楚地说明我的目标, 并建立我们的CRM。这将帮助你快速入门了。" #: ../../crm/overview/main_concepts/terminologies.rst:3 msgid "Odoo CRM Terminologies" msgstr "Odoo CRM名词术语" #: ../../crm/overview/main_concepts/terminologies.rst:10 msgid "**CRM (Customer relationship management)**:" msgstr " **CRM(客户关系管理)**: " #: ../../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 "管理当前和未来客户公司的互动的系统。它往往涉及到使用技术来组织, 自动化, 并同步销售, 营销, 客户服务和技术支持。" #: ../../crm/overview/main_concepts/terminologies.rst:14 msgid "**Sales cycle** :" msgstr " **销售周期**: " #: ../../crm/overview/main_concepts/terminologies.rst:13 msgid "" "Sequence of phases used by a company to convert a prospect into a customer." msgstr "公司通过使用阶段顺序把潜在客户转换成客户。" #: ../../crm/overview/main_concepts/terminologies.rst:20 msgid "**Pipeline :**" msgstr " **管道 :** " #: ../../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 "你的销售过程, 从第一次接触到最终成交的可视化呈现。它是指通过你的销售周期 :生成, 资格审核, 结束线索的过程。" #: ../../crm/overview/main_concepts/terminologies.rst:24 msgid "**Sales stage** :" msgstr " **销售阶段**: " #: ../../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 "在Odoo CRM, 一个阶段定义了一个机会在销售周期及其概率在完成销售过程中的位置。" #: ../../crm/overview/main_concepts/terminologies.rst:29 msgid "**Lead :**" msgstr " **线索 :** " #: ../../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 "有人觉察您的公司或你决定追求销售, 即使他们还不了解你的公司。" #: ../../crm/overview/main_concepts/terminologies.rst:34 msgid "**Opportunity :**" msgstr " **商机 :** " #: ../../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 "线索表示出更多地了解你的产品/服务的兴趣, 因此销售线索被移交给销售代表" #: ../../crm/overview/main_concepts/terminologies.rst:39 msgid "**Customer :**" msgstr " **客户 :** " #: ../../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 "在Odoo CRM, 客户适用于数据库内的任何接触, 无论是线索, 机会, 客户或公司。" #: ../../crm/overview/main_concepts/terminologies.rst:45 msgid "**Key Performance Indicator (KPI)** :" msgstr " **关键绩效指标(KPI)**: " #: ../../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 "关键绩效指标是体现出一个公司是如何有效地实现关键业务目标的可衡量的值。公司使用KPI来评估达到目标的绩效。" #: ../../crm/overview/main_concepts/terminologies.rst:51 msgid "**Lead scoring** :" msgstr " **线索得分**: " #: ../../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 "系统会根据他们的网络活动和个人信息对潜在客户分配正分或负分, 以确定他们是否“准备销售\" 。 " #: ../../crm/overview/main_concepts/terminologies.rst:62 msgid "**Kanban view :**" msgstr " **看板视图 :** " #: ../../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 "在Odoo中, 看板视图是一个工作流程可视化得工具介于'列表视图’ `— 和不可编辑的‘表单视图’` __ 像\" 卡片\\ \\ \\ \"一样显示记录。记录被组合在列中用以在工作流程的可视化和操纵使用(如任务或工作进度管理), 或取消组合(只是用来显示记录)" #: ../../crm/overview/main_concepts/terminologies.rst:66 msgid "**List view :**" msgstr " **列表视图 :** " #: ../../crm/overview/main_concepts/terminologies.rst:65 msgid "" "View allowing you to see your objects (contacts, companies, tasks, etc.) " "listed in a table." msgstr "视图让你看到你的对象(联系人, 公司, 任务等)在表中列出。" #: ../../crm/overview/main_concepts/terminologies.rst:71 msgid "**Lead generation:**" msgstr " **线索生成 :** " #: ../../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 "通过公司收集潜在客户的相关数据, 建立关系并进一步推动销售周期。" #: ../../crm/overview/main_concepts/terminologies.rst:76 msgid "**Campaign:**" msgstr " **营销 :** " #: ../../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 "通过不同的渠道协调发送一系列动作给目标受众来建立线索。在Odoo CRM, 您可以在链接一个线索到营销活动来衡量它的效率。" #: ../../crm/overview/process.rst:3 msgid "Process Overview" msgstr "过程概述" #: ../../crm/overview/process/generate_leads.rst:3 msgid "Generating leads with Odoo CRM" msgstr "用Odoo CRM 生成线索" #: ../../crm/overview/process/generate_leads.rst:6 msgid "What is lead generation?" msgstr "什么是线索生成" #: ../../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 "线索生成是由一个公司获得线索和收集有关潜在客户相关数据并建立关系转化成客户的过程。" #: ../../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 "例如, 一个网站的访问者填写了联系表单来了解更多你的产品和服务从而变成了你的公司一个线索。典型的比如Odoo 这样一个客户关系管理系统被用来集中, 追踪, 管理线索。" #: ../../crm/overview/process/generate_leads.rst:18 msgid "Why is lead generation important for my business?" msgstr "为什么线索生成器对于我的业务很重要。" #: ../../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 "生成高品质的潜在的稳定客户流是营销团队的最重要的职责之一。事实上, 一个管理良好的线索生成过程就像是燃料, 这将使你的公司提供出色的成就 - 线索带来的会议, 会议带来销量, 销售收入带来更多的工作。" #: ../../crm/overview/process/generate_leads.rst:27 msgid "How to generate leads with Odoo CRM?" msgstr "如何生成Odoo CRM线索？" #: ../../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 "信息可以通过多种来源捕获 - 营销活动, 展览展销, 外部数据库等。最常见的挑战是成功地收集所有数据, 并跟踪任何线索的活动。把线索集中存储在一个地方, 如Odoo CRM将解放你的这些忧虑, 并会帮助你更好地自动化您的线索生成过程, 与你的团队共享信息, 并轻松地分析你的销售过程中的线索信息。" #: ../../crm/overview/process/generate_leads.rst:37 msgid "Odoo CRM provides you with several methods to generate leads:" msgstr "Odoo CRM提供了几种方法来生成线索 :" #: ../../crm/overview/process/generate_leads.rst:39 msgid ":doc:`../../leads/generate/emails`" msgstr ":doc:`../../leads/generate/emails` " #: ../../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 "发送到您的公司的通用电子邮箱的查询邮件可以自动生成线索或机会。" #: ../../crm/overview/process/generate_leads.rst:44 msgid ":doc:`../../leads/generate/manual`" msgstr ":doc:`../../leads/generate/manual` " #: ../../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 "您可能要跟进一个在展览见过一面并给了你他的名片的潜在客户。您可以手动创建一个新的线索和输入所有需要的信息。" #: ../../crm/overview/process/generate_leads.rst:50 msgid ":doc:`../../leads/generate/website`" msgstr ":doc:`../../leads/generate/website` " #: ../../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 "网站访问者填写表单自动在Odoo CRM 里生成线索或机会。" #: ../../crm/overview/process/generate_leads.rst:55 msgid ":doc:`../../leads/generate/import`" msgstr ":doc:`../../leads/generate/import` " #: ../../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 "您可以提供潜在机会清单给您的销售人员- 例如陌生的电子邮件或电话推销活动 - 从CSV文件导入它们。" #: ../../crm/overview/started.rst:3 msgid "Getting started" msgstr "开始" #: ../../crm/overview/started/setup.rst:3 msgid "How to setup your teams, sales process and objectives?" msgstr "如何建立你的团队, 销售过程和目标" #: ../../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 "这种快速的一步一步的指南将引导您完成Odoo CRM, 帮助您轻松处理您的销售渠道, 时刻从线索到客户管理您的销售渠道。" #: ../../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 "从 `www.odoo.com/start ` __生成你的数据库, 选择CRM 作为第一个app安装, 填写表单, 点击\" 马上创建“。你会自动直接到这个模块当数据库准备好后。 " #: ../../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 "你会发现, 客户关系管理模块的安装创造了子模块即时通讯, 日历和联系人。为了使应用程序的每一个功能平稳运行, 他们是强制安装的。" #: ../../crm/overview/started/setup.rst:27 msgid "Introduction to the Sales Planner" msgstr "销售计划的介绍。" #: ../../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 "销售计划是一个有用的一步一步的指导, 帮您实现您的销售渠道, 并方便的确定自己的销售目标。我们强烈建议您首次使用Odoo CRM时遵循要求按指南的每一步走。您的输入定制是完全个人的, 并准备引导你的工作。因为它不与后端交互, 你可以自由适应任何你觉得需要的细节。" #: ../../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 "您可以从CRM模块内的任何地方通过点击位于右上侧屏幕进度条使用销售计划。它会告诉你, 你离你的销售计划有多远。" #: ../../crm/overview/started/setup.rst:46 msgid "Set up your first sales team" msgstr "建立你的第一个销售团队" #: ../../crm/overview/started/setup.rst:49 msgid "Create a new team" msgstr "创建一个新团队" #: ../../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 "一个直接销售团队在一开始时就默认被建立了。你可以使用它或建一个新的。参照 : : doc :`../../salesteam/setup/create_team` for more information." #: ../../crm/overview/started/setup.rst:56 msgid "Assign salespeople to your sales team" msgstr "分配销售人员到你的销售团队" #: ../../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 "当你的销售团队被建好后, 下一步是链接你的销售人员到你的团队, 以便他们能够处理他们应该收到的机会。比如, 在你的公司里, Tim卖产品, John 卖维护合同, 他们会被分配到不同的团队并且只收到对他们有意义的机会。" #: ../../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 "在Odoo CRM 里, 你能快速生成一个新用户并直接分配给一个销售团队.从 **仪表盘** , 点击你选择的销售团队的 **更多** , 然后点击 **设置** 。在 **分配** 中, 点击 **生成** 来增加一个新的销售给这个团队。" #: ../../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 "从 **生成 :销售员** 跳出窗口(如下截屏), 你可以分配某人到你的团队。" #: ../../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 "或者你的销售人员已经存在于系统中, 你只需在下拉框中点击它, 他会被分配到团队中。" #: ../../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 "或者你还想分配一个不在系统中的新的销售人员 - 可以从销售团队中快速建立一个新的用户。只需输入你的新销售人员的名称, 然后单击创建(见下文), 以创建一个新用户进入系统, 然后直接将其分配给你的团队。新用户将收到一封电子邮件邀请来设置自己的密码, 登录到系统中。参见 :DOC:`../../销售团队/经理/有关该过程的详细信息, 创建salesperson` " #: ../../crm/overview/started/setup.rst:90 msgid "Set up your pipeline" msgstr "建立你的销售管道" #: ../../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 "现在已经创建了您的销售团队并把您的销售人员都链接到它, 你将需要设置您的管道 -通过你的销售周期创建你的团队生成, 资格及关闭机会的过程。请参阅文档 :DOC:`../../销售团队/设置/组织_管道` 来定义管道的阶段。" #: ../../crm/overview/started/setup.rst:99 msgid "Set up incoming email to generate opportunities" msgstr "将获取邮件转为商机的配置" #: ../../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 "在Odoo CRM, 一种在您的销售团队中创建机会的方法是创建一个通用的电子邮件地址作为触发。例如, 如果你的团队直接的个人电子邮件地址 `direct@mycompany.example.com ` __\\, 每封电子邮件会自动创建一个新的机会进入销售团队。" #: ../../crm/overview/started/setup.rst:108 msgid "Refer to the page :doc:`../../leads/generate/emails` to set it up." msgstr "参照 : : doc :`../../leads/generate/emails` 进行配置." #: ../../crm/overview/started/setup.rst:111 msgid "Automate lead assignation" msgstr "线索自动分配" #: ../../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 "如果您的公司每天产生大量的线索, 自动化分配将是非常有用的, 这样系统会自动分配所有的机会到正确的部门。" #: ../../crm/overview/started/setup.rst:117 msgid "" "Refer to the document :doc:`../../leads/manage/automatic_assignation` for " "more information." msgstr "请参阅文档 :DOC:`../../引线/管理/自动分配` 了解更多信息。" #: ../../crm/reporting.rst:3 msgid "Reporting" msgstr "报告" #: ../../crm/reporting/analysis.rst:3 msgid "" "How to analyze the sales performance of your team and get customize reports" msgstr "如何分析你的团队的销售业绩, 并获得定制的报告" #: ../../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 "作为管理者, 你需要不断的监测团队的表现, 以帮助您为公司得到准确的相关决策。因此, **Odoo销售** 的 **报告** 部分是一个非常重要的工具, 可以帮助你得到更好地了解您的企业的优势, 劣势和机会, 并向您展示趋势和预测的关键指标, 如机遇数量和他们的预期收入, 团队的成交率或者对于一个产品或服务销售周期。" #: ../../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 "除了这些显而易见的跟踪销售漏斗的指标, 还有一些其他的关键绩效指标, 当用来判断销售漏斗是否成功时对您的公司是非常有价值的。" #: ../../crm/reporting/analysis.rst:19 msgid "Review pipelines" msgstr "检查销售管道" #: ../../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 "您可以从 **销售** 模块中获得您的销售渠道业绩, 通过点击 :菜单选择:`销售 - >报告 - >管道分析` 。默认情况下, 报告组合了所有的机会, 通过阶段(了解更多关于如何创建和自定义阶段阅读 :DOC:'../销售团队/设置/组织_管道)和当月的预期收入。这份报告对 **销售经理** 定期审查销售渠道与相关销售团队是很完善的。通过访问这个基本的报告, 你可以得到的实际销售业绩的快速概述。" #: ../../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 "您可以通过点击 **计量** 图标, 添加很多额外的数据到您的报告 :" #: ../../crm/reporting/analysis.rst:33 msgid "Expected revenue." msgstr "预期收入" #: ../../crm/reporting/analysis.rst:35 msgid "overpassed deadline." msgstr "超过截止日期" #: ../../crm/reporting/analysis.rst:37 msgid "" "Delay to assign (the average time between lead creation and lead " "assignment)." msgstr "延迟分配(创建线索和线索分配之间的平均时间)。" #: ../../crm/reporting/analysis.rst:40 msgid "Delay to close (average time between lead assignment and close)." msgstr "延迟关闭(线索分配和关闭之间的平均时间)" #: ../../crm/reporting/analysis.rst:42 msgid "the number of interactions per opportunity." msgstr "每个机会相互作用的次数。" #: ../../crm/reporting/analysis.rst:44 msgid "etc." msgstr "等等" #: ../../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 "通过点击 **+** 和 **-** 图标, 可以向上和向下追溯您的报告, 以改变显示信息的方式。例如, 如果我想看到我的 **直接销售** 团队的预期收入, 我需要点击 **+** 图标在垂直轴上加上 **销售团队** 。" #: ../../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 "根据你想突出的数据, 你可能需要在一个更直观的视图来显示您的报告。 Odoo **CRM** 可以让你通过简单的点击来改变你的报告为3种图形视图 : **饼图** , **条形图** 和 **线图** 。这些视图可以通过下面的截图中显示的高亮图标进行访问。" #: ../../crm/reporting/analysis.rst:65 msgid "Customize reports" msgstr "定制报表" #: ../../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 "您可以根据您要访问的 **KPI** 轻松地自定义您的分析报告(见 :'../概述/主要概念/ terminologies `: DOC)。要做到这一点, 使用 **高级搜索视图** 位于屏幕的右侧, 通过点击搜索栏结尾处的放大镜图标按钮。此功能可以在你的报告上突出选定的数据。该 **过滤** 选项, 显示某些类别的机遇时非常有用, 同时通过 **分组** 选项提高您需要的报表的可读性。请注意, 您可以通过任何现有的CRM字段进行过滤和分组, 使您的自定义非常灵活和强大。" #: ../../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 "您可以保存并再次使用定制的过滤, 从 **高级搜索视图** 中点击 **收藏** , 然后 **保存当前的搜索** 。保存的过滤器将从 **收藏** 菜单访问。" #: ../../crm/reporting/analysis.rst:87 msgid "" "Here are a few examples of customized reports that you can use to monitor " "your sales' performances :" msgstr "这里是一些定制报告的例子, 你可以用来监控你的销售业绩。" #: ../../crm/reporting/analysis.rst:91 msgid "Evaluate the current pipeline of each of your salespeople" msgstr "衡量你的每个销售员的现在的销售管道" #: ../../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 "从您的管道分析报告, 首先要确保的 **预期收益** 选项是从 **计量** 下拉列表下选择。然后, 使用 **+** 和 **-** 图标, 并添加 **销售员** 和 **阶段** 做为你的垂直轴, 并筛选所需的销售人员。然后在 **图形视图中** 单击图标通过阶段来显示你的销售人员的可视化表示。这种定制的报告可以让您轻松一览你的销售人员的销售活动。" #: ../../crm/reporting/analysis.rst:105 msgid "Forecast monthly revenue by sales team" msgstr "按销售组预计月度收入" #: ../../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 "为了预计月度收入和衡量你的团队的短期业绩。你需要使用两个重要的指标 : **预期收入** 和 **预期结束** 。" #: ../../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 "从您的管道分析报告, 首先要确保的 **预期收益** 选项是从 **计量** 下拉列表下选择。然后, 使用 **+** 和 **-** 图标, 并添加 **销售员** 和 **阶段** 做为你的垂直轴, 并选择所需的销售组。然后在横向轴上, 点击 **+** , 选择 **预期关闭** 。" #: ../../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 "为了保证你的预测的准确性和相关性, 要确保你的销售人员为每个机会正确建立了预期关闭和预期收入。" #: ../../crm/reporting/analysis.rst:126 msgid ":doc:`../salesteam/setup/organize_pipeline`" msgstr ":doc:`../salesteam/setup/organize_pipeline` " #: ../../crm/reporting/review.rst:3 msgid "How to review my personal sales activities (new sales dashboard)" msgstr "如何检验我的销售活动(新的销售仪表盘)" #: ../../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 "专业销售人员每天都在努力达到他们的目标并跟进销售活动。他们需要随时随地访问一些重要的指标, 以了解它们是如何操作的以及更好地组织他们的日常工作。" #: ../../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 "在Odoo CRM 模块里, 每个小组成员都可以访问个人的独立的仪表盘来获得一个实时的概览 :" #: ../../crm/reporting/review.rst:13 msgid "" "Top priorities: they instantly see their scheduled meetings and next actions" msgstr "最高优先级别 :他们立即看到自己预定的会议和下一步行动" #: ../../crm/reporting/review.rst:16 msgid "" "Sales performances : they know exactly how they perform compared to their " "monthly targets and last month activities." msgstr "销售业绩 :他们清楚地知道他们的销售表现相比他们的每月目标和上个月的活动。" #: ../../crm/reporting/review.rst:26 msgid "Install the CRM application" msgstr "安装CRM程序" #: ../../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 "为了管理您的销售渠道和跟踪您的机会, 你需要从 **应用程序图标** 安装的CRM模块。" #: ../../crm/reporting/review.rst:35 msgid "Create opportunities" msgstr "创建商机" #: ../../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 "如果您的管道是空的, 你的销售仪表板看起来像下面的截图。您将需要创建一些机会来激活您的仪表板(阅读相关文档 :DOC:`../线索/生成/ 手册` 了解详情)。" #: ../../crm/reporting/review.rst:45 msgid "" "Your dashboard will update in real-time based on the informations you will " "log into the CRM." msgstr "你的仪表盘会实时更新基于你登录到CRM的信息。" #: ../../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 "你能点击仪表盘的任意地方来得到你的活动的具体分析。然后, 你可以方便得生成喜欢的报告并导出到EXCEL." #: ../../crm/reporting/review.rst:54 msgid "Daily tasks to process" msgstr "要处理的日常任务" #: ../../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 "销售仪表板(标 **待办事项** )的左半部分显示计划于未来7天会议和下一步行动的数量(例如, 如果您需要通过电子邮件调用一个前景或跟进)。" #: ../../crm/reporting/review.rst:64 msgid "Meetings" msgstr "会议" #: ../../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 "在上面的例子中, 我看到今天我没有会议安排, 在接下来的7天内有3个会议安排。我只需点击 **会议** 按钮访问我的日历并看到近期的约会。" #: ../../crm/reporting/review.rst:75 msgid "Next actions" msgstr "下一步" #: ../../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 "回到上面的例子, 我有1个活动需要我的行动。如果我点击 **下一步行动** 绿色按钮, 我将被重定向到相应机会的联系方式。" #: ../../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 "根据 **下一个活动** 现场, 我看到, 我曾计划今天通过电子邮件送一本小册子。一旦活动结束, 我可以点击 **完成** (或 **取消** ), 以便从我的下一步行动消除这种机会。" #: ../../crm/reporting/review.rst:90 msgid "" "When one of your next activities is overdue, it will appear in orange in " "your dashboard." msgstr "当你的下一个活动之一逾期时, 桔黄色将出现在你的仪表板。" #: ../../crm/reporting/review.rst:94 msgid "Performances" msgstr "业绩" #: ../../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 "你的销售仪表盘的右边部分是关于我的销售业绩。我可以对我的目标(销售经理所设定的)和我最近一个月的活动进行评估。" #: ../../crm/reporting/review.rst:105 msgid "Activities done" msgstr "已完成活动" #: ../../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 " **已做活动** 对应于已完成的下一个动作(这意味着你已经点击 **下一个活动** 的 **完成** 字段)。当我点击它, 我可以访问我已经完成了的活动的详细报告。" #: ../../crm/reporting/review.rst:116 msgid "Won in opportunities" msgstr "赢得机会" #: ../../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 "这节会统计所有在销售管道中 **赢得** 阶段的机会的预期收入" #: ../../crm/reporting/review.rst:125 msgid "Quantity invoiced" msgstr "开票数量" #: ../../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 "本节将统计给我的机会开具发票的数量。有关开票过程的详细信息, 请参阅相关的文档 :文档:`../../会计/应收账款/ 客户_发票/ 总览` " #: ../../crm/reporting/review.rst:132 msgid ":doc:`analysis`" msgstr ":doc:`analysis` " #: ../../crm/salesteam.rst:3 ../../crm/salesteam/setup.rst:3 msgid "Sales Team" msgstr "销售团队" #: ../../crm/salesteam/manage.rst:3 msgid "Manage salespeople" msgstr "管理销售人员" #: ../../crm/salesteam/manage/create_salesperson.rst:3 msgid "How to create a new salesperson?" msgstr "如何创建新的销售人员?" #: ../../crm/salesteam/manage/create_salesperson.rst:6 msgid "Create a new user" msgstr "创建新用户" #: ../../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 "从设置模块, 进入子菜单 :菜单选项:`用户 - >用户` , 然后点击 **创建** 。首先添加新销售人员的名字和他的个人电子邮件地址 - 他将利用登录到自己的Odoo - 和图片。" #: ../../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 "在“访问权限\" , 你可以选择哪些应用程序您的用户可以访问和使用。权利的不同级别取决于应用程序。对于销售应用程序, 可以从三个级别之间进行选择 : " #: ../../crm/salesteam/manage/create_salesperson.rst:20 msgid "**See own leads**: the user will be able to access his own data only" msgstr " **看自己线索**: 用户将只能够访问他自己的数据" #: ../../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 " **查看所有线索**: 用户将能够访问销售模块中的每个业务员的所有记录" #: ../../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 " **经理**: 用户将能够访问销售配置以及统计信息报告" #: ../../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 "当你完成编辑页面, 并点击 **保存** , 一封邀请电子邮件将自动发送到用户, 从那里他将能够登录到自己的个人账户。" #: ../../crm/salesteam/manage/create_salesperson.rst:36 msgid "Register your user into his sales team" msgstr "注册你的用户到你的销售团队" #: ../../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 "您的用户现在已经登记在Odoo, 可以登录到自己的界面。你也可以把他添到你选择的销售团队。从销售模块, 进入你的仪表板和点击希望的销售团队 **更多** 按钮, 然后点击 **设定** 。" #: ../../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 "如果您需要首先创建一个新的销售团队, 请参阅网页 :文档:`../安装/ 生成_团队` " #: ../../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 "然后, 在“团队成员\" , 点击 **添加** , 然后从列表选择您的业务员的名称。销售人员现在已经成功添加到您的销售团队。 " #: ../../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 "您也可以从你的销售团队一步添加一个新的销售人员飞甚至在他被注册为Odoo用户之前。从上面的截图, 点击“创建\" , 添加您的销售人员, 并输入他的姓名和电子邮件地址。保存后, 销售员会收到包含一个链接的邀请来设置自己的密码。然后, 您将能够定义他的访问权限 :菜单选择:`设置 - > 用户` 菜单。 " #: ../../crm/salesteam/manage/create_salesperson.rst:69 msgid ":doc:`../setup/create_team`" msgstr ":doc:`../setup/create_team` " #: ../../crm/salesteam/manage/reward.rst:3 msgid "How to motivate and reward my salespeople?" msgstr "如何激励和奖励我的销售人员？" #: ../../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 "用目标和奖励来挑战你的员工达到具体的目的是加强好习惯和提高您的销售人员工作效率的好方法。 **游戏化** 的Odoo应用程序, 使用实时认证和徽章激励的游戏机制, 给您提供了简单和创造性的方式来激励评估员工。" #: ../../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 "从 **APP** 菜单, 搜索并安装“Gamification **模块。你可以安装** CRM gamification **程序, 这将增加一些可用于涉及到** CRM/销售 **模块使用的有用数据(目标和挑战)。" #: ../../crm/salesteam/manage/reward.rst:23 msgid "Create a challenge" msgstr "创建一个挑战" #: ../../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 "现在, 您可以从菜单中创建您的第一个挑战 :菜单选择:`设置 - >游戏化工具 - > 挑战` 。" #: ../../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 "由于游戏化工具是一次性的技术设置, 您需要激活技术特点才能访问配置。为了做到这一点, 请单击上任何应用程序(右上)的 **关于** 再 **激活开发者模式** 。" #: ../../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 "一个挑战是你将发送到您的销售人员的任务。它可包括一个或多个目标, 并设置了一个特定的时间段。配置您的挑战如下 :" #: ../../crm/salesteam/manage/reward.rst:42 msgid "Assign the salespeople to be challenged" msgstr "分配要接受挑战的销售。" #: ../../crm/salesteam/manage/reward.rst:44 msgid "Assign a responsible" msgstr "分配责任人" #: ../../crm/salesteam/manage/reward.rst:46 msgid "Set up the periodicity along with the start and the end date" msgstr "用开始和结束日期建立周期性" #: ../../crm/salesteam/manage/reward.rst:48 msgid "Select your goals" msgstr "选择你的目标" #: ../../crm/salesteam/manage/reward.rst:50 msgid "Set up your rewards (badges)" msgstr "设置奖励(奖章)" #: ../../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 "当一个挑战结束时, 授予徽章。这可能是在一个运行周期结束(例如 :每月按月挑战结束), 在比赛的最后日期(如果没有周期性设置), 或者当挑战是手动关闭。" #: ../../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 "例如, 在下面的截图, 我用 **月度销售目标** 挑战了2名员工。我们面临的挑战将基于2个目标 :总金额开具发票, 产生新的线索的数量。在月底, 获胜者将被授予徽章。" #: ../../crm/salesteam/manage/reward.rst:67 msgid "Set up goals" msgstr "设立目标" #: ../../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 "用户可使用的目标和达到数值目标进行评估。 分配 **目标** 并通过 **挑战** 评估(见本文上面)在团队成员之间进行比较及通过的时间。" #: ../../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 "你可以一步建立一个 **挑战** , 通过点击在 **目标** 下 **增加一个新项目** 。你可以选择任何业务作为一个目标, 按您公司的需要, 比如 :" #: ../../crm/salesteam/manage/reward.rst:78 msgid "number of new leads," msgstr "新线索的数量" #: ../../crm/salesteam/manage/reward.rst:80 msgid "time to qualify a lead or" msgstr "验证线索的时间" #: ../../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 "发票总量在特定的一周, 一个月或根据您的喜好管理其他任何时间框架。" #: ../../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 "目标也包括你的数据库设立(比如 设定你的公司数据, 一个时区, 建立一个新用户, 等等)" #: ../../crm/salesteam/manage/reward.rst:93 msgid "Set up rewards" msgstr "建立奖励" #: ../../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 "对于非数值的成绩, **徽章** 可以授给用户。从一个简单的 *谢谢* 为一个特殊的成就, 徽章是感激用户优秀工作一个简单的方法。" #: ../../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 "您可以轻松创建一个授予徽章基于你的员工的表现 :菜单选择:'游戏化工具 - > 徽章 `。" #: ../../crm/salesteam/manage/reward.rst:106 msgid ":doc:`../../reporting/analysis`" msgstr ":DOC:`../../报告/分析` " #: ../../crm/salesteam/setup/create_team.rst:3 msgid "How to create a new team?" msgstr "如何创建新的销售团队?" #: ../../crm/salesteam/setup/create_team.rst:5 msgid "" "In the Sales module, your sales teams are accessible from the **Dashboard** " "menu. If you start from a new instance, you will find a sales team installed" " by default : Direct sales. You can either start using that default sales " "team 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 "在销售模块, 您的销售团队从 **仪表盘** 菜单访问。如果从一个新的实例启动, 你会发现一个销售团队被默认安装 :直接销售。您可以开始使用默认的销售团队和编辑它(请参考 : doc :`organize_pipeline` 之 *创建及组织维护阶段* ), 或者从头开始创建一个新的。" #: ../../crm/salesteam/setup/create_team.rst:12 msgid "" "To create a new team, go to :menuselection:`Configuration --> Sales Teams` " "and click on **Create**." msgstr "建立一个新团队, 去 :menuselection:`配置(Configuration) --> 销售团队(Sales Teams)` 点击 **创建** 。" #: ../../crm/salesteam/setup/create_team.rst:18 msgid "Fill in the fields :" msgstr "填写字段 :" #: ../../crm/salesteam/setup/create_team.rst:20 msgid "Enter the name of your team" msgstr "输入你的团队名字" #: ../../crm/salesteam/setup/create_team.rst:22 msgid "Select your team leader" msgstr "选择你的团队领导" #: ../../crm/salesteam/setup/create_team.rst:24 msgid "Select your team members" msgstr "选择你的团队成员" #: ../../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 team from your Dashboard." msgstr "不要忘记选择“机会\" 选择如果你要管理机会, 点击保存。现在你可以从你的仪表盘上访问新团队。 " #: ../../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 "如果你要开始在空的数据库上工作, 不创建新用户。参考页面 :doc:`../manage/create_salesperson` 。" #: ../../crm/salesteam/setup/organize_pipeline.rst:3 msgid "Set up and organize your sales pipeline" msgstr "设置和管理您的销售管道" #: ../../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 "一个结构良好的销售管道是为了保持对你销售过程的控制, 并有对您的线索, 机会和客户有360度视图。" #: ../../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 "销售管道是销售过程的可视化表示, 从第一次接触到最终成交。它是指由您生成的, 通过你的销售周期和资格结束线索的过程。在Odoo CRM中, 线索在看板视图销售管道的左端, 再沿向右从一个阶段移动到另一个。" #: ../../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 "每个阶段指在销售周期中的具体步骤和特别是你的潜在客户的销售准备。阶段数量在销售漏斗中各个公司是不同的。比如一个销售漏斗包含下列阶段 : *领域, 资格认证, 资格认证的保证, 主张, 谈判, 赢得, 丢失* 。" #: ../../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 "当然, 每个组织对销售渠道的定义取决于它们的流程和工作流, 所以多点或少一点的阶段都有可能。" #: ../../crm/salesteam/setup/organize_pipeline.rst:30 msgid "Create and organize your stages" msgstr "生成和组织你的阶段" #: ../../crm/salesteam/setup/organize_pipeline.rst:33 msgid "Add/ rearrange stages" msgstr "增加/重新安排阶段" #: ../../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 "从销售模块, 进入你的仪表板和点击选中的销售团队的 **管道按钮** 。如果你没有任何销售队伍, 你需要首先创建一个。" #: ../../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 "从你的管道看板视图中, 您可以通过点击 **添加新列** 添加阶段。当创建一个列, Odoo将自动建议你为了完成你的过程而添加另一列。如果你想重新排列阶段的顺序, 你可以很容易地通过拖放移动列到所需位置。" #: ../../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 "你可以增加任意多的阶段, 但我们建议为了保持清楚的管道最好不要超过6列。" #: ../../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 "有些公司使用一个预先验证步骤来管理他们的线索, 在将它们转换成机会之前。要激活领先阶段, 请访问 :菜单选择:`配置 - > Settings` 并选择单选按钮, 如下图所示。这将创造一个新的子菜单 **线索** 在 **销售** 下面, 让您可以访问所有的线索列表视图。" #: ../../crm/salesteam/setup/organize_pipeline.rst:74 msgid "Set up stage probabilities" msgstr "设置阶段概率" #: ../../crm/salesteam/setup/organize_pipeline.rst:77 msgid "What is a stage probability?" msgstr "什么是阶段概率" #: ../../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 "为了更好地了解什么是完成交易对于在你管道中一个给定的机会, 你必须为每个阶段设置概率百分比。这一比例是指完成交易的成功率。" #: ../../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 "建立阶段的概率是至关重要的, 如果你想估计你销售周期的预期收入。" #: ../../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 "比如, 如果你的销售周期包含阶段 *领域, 资格认证, 资格认证保证, 主张, 谈判, 赢得 和丢失, * 然后你的工作流就可以这样 :" #: ../../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 " **领域**: 机会刚刚从线索管理接收或创建从陌生的呼叫活动。顾客的兴趣还没有被证实。" #: ../../crm/salesteam/setup/organize_pipeline.rst:96 msgid "*Success rate : 5%*" msgstr "*成功率 : 5%*" #: ../../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 " **合格**: 前景的业务和工作流程的了解, 痛点的鉴定, 确认, 预算和时间是已知的。" #: ../../crm/salesteam/setup/organize_pipeline.rst:101 msgid "*Success rate : 15%*" msgstr "*成功率 : 15%*" #: ../../crm/salesteam/setup/organize_pipeline.rst:103 msgid "" "**Qualified sponsor**: direct contact with decision maker has been done" msgstr " **资格发起人**: 与决策者直接接触已经完成" #: ../../crm/salesteam/setup/organize_pipeline.rst:106 msgid "*Success rate : 25%*" msgstr "*成功率 : 25%*" #: ../../crm/salesteam/setup/organize_pipeline.rst:108 msgid "**Proposition** : the prospect received a quotation" msgstr " **提案**: 潜在顾客收到了一个报价" #: ../../crm/salesteam/setup/organize_pipeline.rst:110 msgid "*Success rate : 50%*" msgstr "*成功率 : 50%*" #: ../../crm/salesteam/setup/organize_pipeline.rst:112 msgid "**Negotiation**: the prospect negotiates his quotation" msgstr " **谈判**: 和潜在客户针对给他的报价进行谈判" #: ../../crm/salesteam/setup/organize_pipeline.rst:114 msgid "*Success rate : 75%*" msgstr "*成功率 : 75%*" #: ../../crm/salesteam/setup/organize_pipeline.rst:116 msgid "" "**Won** : the prospect confirmed his quotation and received a sales order. " "He his now a customer" msgstr " **赢得**: 潜在客户确认了给他的报价单, 已经收到销售订单, 他现在已经是客户了" #: ../../crm/salesteam/setup/organize_pipeline.rst:119 msgid "*Success rate : 100%*" msgstr "*成功率 : 100%*" #: ../../crm/salesteam/setup/organize_pipeline.rst:121 msgid "**Lost** : the prospect is no longer interested" msgstr " **失落**: 前景不再有兴趣" #: ../../crm/salesteam/setup/organize_pipeline.rst:123 msgid "*Success rate : 0%*" msgstr "*成功率 : 0%*" #: ../../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 "对于你的管道, 每个阶段应该对应于一个相应的概率。每当你移动你的机会到下一阶段, 您的销售的概率会自动适应。" #: ../../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 "你应该考虑使用 **100** 作为赢得交易的概率, 使用 **0** 作为失去机会的概率。" #: ../../crm/salesteam/setup/organize_pipeline.rst:135 msgid "How to set up stage probabilities?" msgstr "如何设置阶段概率" #: ../../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 "编辑一个阶段, 点击 **设置** 在选定的阶段的编辑上。" #: ../../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 "自动选择更改概率复选框让Odoo适应机会在阶段中中定义的几率。例如, 如果设置为0％(丢失)或100％(赢得)的概率, Odoo分配相应的阶段当机会被标记为丢失或赢得。" #: ../../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 "在需求字段可以输入这一阶段的内在要求。当您将鼠标移到阶段的名字就会出现一个提示。"