# SOME DESCRIPTIVE TITLE. # Copyright (C) 2015-TODAY, Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 14.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2021-02-04 11:02+0100\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" #: ../../crm.rst:5 msgid "CRM" msgstr "" #: ../../crm/acquire_leads.rst:3 msgid "Acquire leads" msgstr "" #: ../../crm/acquire_leads/convert.rst:3 msgid "Convert leads into opportunities" msgstr "" #: ../../crm/acquire_leads/convert.rst:5 msgid "The system can generate leads instead of opportunities, in order to add a qualification step before converting a *Lead* into an *Opportunity* and assigning to the right sales people." msgstr "" #: ../../crm/acquire_leads/convert.rst:9 msgid "You can activate this mode from the CRM Settings. It applies to all your sales channels by default. But you can make it specific for specific channels from their configuration form." msgstr "" #: ../../crm/acquire_leads/convert.rst:14 #: ../../crm/acquire_leads/generate_from_website.rst:41 #: ../../crm/acquire_leads/lead_mining.rst:8 #: ../../crm/optimize/gamification.rst:11 #: ../../crm/optimize/outlook_extension.rst:27 #: ../../crm/optimize/partner_autocomplete.rst:9 #: ../../crm/track_leads/lead_scoring.rst:12 #: ../../crm/track_leads/prospect_visits.rst:12 msgid "Configuration" msgstr "" #: ../../crm/acquire_leads/convert.rst:16 msgid "For this feature to work, go to :menuselection:`CRM --> Configuration --> Settings` and activate the *Leads* feature." msgstr "" #: ../../crm/acquire_leads/convert.rst:22 msgid "You will now have a new submenu *Leads* under *Leads* where they will aggregate." msgstr "" #: ../../crm/acquire_leads/convert.rst:29 msgid "Convert a lead into an opportunity" msgstr "" #: ../../crm/acquire_leads/convert.rst:31 msgid "When you click on a *Lead* you will have the option to convert it to an opportunity and decide if it should still be assigned to the same channel/person and if you need to create a new customer." msgstr "" #: ../../crm/acquire_leads/convert.rst:38 msgid "If you already have an opportunity with that customer Odoo will automatically offer you to merge with that opportunity. In the same manner, Odoo will automatically offer you to link to an existing customer if that customer already exists." msgstr "" #: ../../crm/acquire_leads/convert.rst:44 msgid "Merge opportunities" msgstr "" #: ../../crm/acquire_leads/convert.rst:46 msgid "Odoo will also automatically propose to merge opportunities if they have the same email address. When merging opportunities, Odoo merges the information into the opportunity which was created first, giving priority to the information present on the first opportunity." msgstr "" #: ../../crm/acquire_leads/convert.rst:51 msgid "No information is lost: data from the other opportunity is logged in the chatter and the information fields for easy access." msgstr "" #: ../../crm/acquire_leads/convert.rst:57 msgid "Would you find a duplicate yourself, ...you can also merge opportunities or leads even if the system doesn't propose it." msgstr "" #: ../../crm/acquire_leads/convert.rst:60 msgid "Here’s how, from the list view. Select the opportunities or leads you want to merge and the action button will appear. Then, you can select merge." msgstr "" #: ../../crm/acquire_leads/convert.rst:67 msgid "It is also possible to merge more than 2 opportunities or leads." msgstr "" #: ../../crm/acquire_leads/generate_from_email.rst:3 msgid "Generate leads/opportunities from emails" msgstr "" #: ../../crm/acquire_leads/generate_from_email.rst:5 msgid "Automating the lead/opportunity generation will considerably improve your efficiency. By default, any email sent to *sales@database\\_domain.ext* will create an opportunity in the pipeline of the default sales channel." msgstr "" #: ../../crm/acquire_leads/generate_from_email.rst:11 msgid "Configure email aliases" msgstr "" #: ../../crm/acquire_leads/generate_from_email.rst:13 msgid "Each sales teams can have its own email alias, to generate leads/opportunities automatically assigned to it. It is useful if you manage several sales teams with specific business processes. You will find the configuration of sales teams under :menuselection:`Configuration --> Sales Teams`." msgstr "" #: ../../crm/acquire_leads/generate_from_website.rst:3 msgid "Generate leads/opportunities from your website contact page" msgstr "" #: ../../crm/acquire_leads/generate_from_website.rst:5 msgid "Automating the lead/opportunity generation will considerably improve your efficiency. Any visitor using the contact form on your website will create a lead/opportunity in the pipeline." msgstr "" #: ../../crm/acquire_leads/generate_from_website.rst:10 msgid "Use the contact us on your website" msgstr "" #: ../../crm/acquire_leads/generate_from_website.rst:12 msgid "You should first go to your website app." msgstr "" #: ../../crm/acquire_leads/generate_from_website.rst:14 msgid "|image0|\\ |image1|" msgstr "" #: ../../crm/acquire_leads/generate_from_website.rst:16 msgid "With the CRM app installed, you benefit from a ready-to-use contact form on your Odoo website that will generate leads/opportunities automatically." msgstr "" #: ../../crm/acquire_leads/generate_from_website.rst:23 msgid "To change to a specific sales channel, go to :menuselection:`Website --> Configuration --> Settings` under *Communication* you will find the Contact Form info and where to change the *Sales Channel* or *Salesperson*." msgstr "" #: ../../crm/acquire_leads/generate_from_website.rst:32 #: ../../crm/acquire_leads/generate_from_website.rst:50 msgid "Create a custom contact form" msgstr "" #: ../../crm/acquire_leads/generate_from_website.rst:34 msgid "You may want to know more from your visitor when they use the contact form to you will need to build a custom contact form on your website. These contact forms can generate multiple types of records in the system (emails, leads/opportunities, project tasks, helpdesk tickets, etc.)" msgstr "" #: ../../crm/acquire_leads/generate_from_website.rst:43 msgid "You will need to install the free *Form Builder* module, only available in Odoo Enterprise." msgstr "" #: ../../crm/acquire_leads/generate_from_website.rst:52 msgid "First, go to the page where you want to put your contact form. In edit mode, drag the form builder onto the page, and you will be able to add all the fields you wish." msgstr "" #: ../../crm/acquire_leads/generate_from_website.rst:59 msgid "By default, any new contact form will send an email. You can switch to lead/opportunity generation in *Change Form Parameters*." msgstr "" #: ../../crm/acquire_leads/generate_from_website.rst:63 msgid "If the same visitor uses the contact form twice, the second entry will be added to the first lead/opportunity in the chatter." msgstr "" #: ../../crm/acquire_leads/generate_from_website.rst:67 msgid "Generate leads instead of opportunities" msgstr "" #: ../../crm/acquire_leads/generate_from_website.rst:69 msgid "When using a contact form, you should use a qualification step before assigning the form to the right sales people. To do so, activate *Leads* in CRM settings and refer to :doc:`convert`." msgstr "" #: ../../crm/acquire_leads/lead_mining.rst:3 msgid "Lead mining" msgstr "" #: ../../crm/acquire_leads/lead_mining.rst:4 msgid "In any business, getting quality leads is essential to keep the business growing. Lead mining allows you to generate leads from scratch directly from your database. Target your leads based on a set of criteria such as the country, the size of the company, the industry your leads are coming from to make them relevant to your business." msgstr "" #: ../../crm/acquire_leads/lead_mining.rst:10 msgid "For this feature to work, go to :menuselection:`CRM --> Configuration --> Settings` and activate the **Lead Mining** feature." msgstr "" #: ../../crm/acquire_leads/lead_mining.rst:17 msgid "Start generating leads" msgstr "" #: ../../crm/acquire_leads/lead_mining.rst:18 msgid "You will now have a new button **Generate Leads** available in your pipeline. You are also able to create lead mining requests from the :menuselection:`Configuration --> Lead Mining Requests` and trough :menuselection:`Leads --> Leads` where you have the **Generate Leads** button." msgstr "" #: ../../crm/acquire_leads/lead_mining.rst:27 msgid "From there, click on the **Generate Leads** button, a window where you will be able to pick your criteria will pop up." msgstr "" #: ../../crm/acquire_leads/lead_mining.rst:34 msgid "When choosing to target Companied and their contacts you can choose the contacts you are getting based on Role or Seniority. When getting contact information make sure to be aware of the latest EU regulation, get more information about General Data Protection Regulation on `Odoo GDPR `__," msgstr "" #: ../../crm/acquire_leads/lead_mining.rst:39 msgid "You can decide to filter the leads you are getting depending on the size (number of employees) of the companies. You can pick the countries your leads are coming from. It is possible to pick multiple countries. You can pick the industries your leads are coming from. It is possible to pick multiple industries." msgstr "" #: ../../crm/acquire_leads/lead_mining.rst:43 msgid "You can choose the salesperson and the Salesteam the lead will be assigned to. You can also add tags to track your generated leads." msgstr "" #: ../../crm/acquire_leads/lead_mining.rst:47 msgid "The generated leads will have the name of the company." msgstr "" #: ../../crm/acquire_leads/lead_mining.rst:50 #: ../../crm/optimize/outlook_extension.rst:138 #: ../../crm/optimize/partner_autocomplete.rst:36 msgid "Pricing" msgstr "" #: ../../crm/acquire_leads/lead_mining.rst:51 msgid "This is an In-App Purchase feature, each generated lead will cost you one credit. If you choose to get contact information each contact will also cost us one additional credit. Here is the pricing for this `feature `__, To buy credits you can either go to :menuselection:`CRM --> Configuration --> Settings --> Buy Credits`; or go to :menuselection:`Settings --> In-App Purchases --> View my Services`." msgstr "" #: ../../crm/acquire_leads/lead_mining.rst:65 msgid "The blue box will automatically tell you how many credits are going to be consumed." msgstr "" #: ../../crm/acquire_leads/lead_mining.rst:68 #: ../../crm/optimize/outlook_extension.rst:169 msgid "If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial credits to test the feature." msgstr "" #: ../../crm/acquire_leads/lead_mining.rst:71 msgid ":doc:`In-App Purchases (IAP) <../../general/in_app_purchase/in_app_purchase>`" msgstr "" #: ../../crm/acquire_leads/send_quotes.rst:3 msgid "Send quotations" msgstr "" #: ../../crm/acquire_leads/send_quotes.rst:5 msgid "When you qualify a lead into an opportunity you will most likely need to send them a quotation. You can directly do this in the CRM App with Odoo." msgstr "" #: ../../crm/acquire_leads/send_quotes.rst:12 msgid "Create a new quotation" msgstr "" #: ../../crm/acquire_leads/send_quotes.rst:14 msgid "By clicking on any opportunity or lead, you will see a *New Quotation* button, it will bring you into a new menu where you can manage your quote." msgstr "" #: ../../crm/acquire_leads/send_quotes.rst:21 msgid "You will find all your quotes to that specific opportunity under the *Quotations* menu on that page." msgstr "" #: ../../crm/acquire_leads/send_quotes.rst:28 msgid "Mark them won/lost" msgstr "" #: ../../crm/acquire_leads/send_quotes.rst:30 msgid "Now you will need to mark your opportunity as won or lost to move the process along." msgstr "" #: ../../crm/acquire_leads/send_quotes.rst:33 msgid "If you mark them as won, they will move to your *Won* column in your Kanban view. If you however mark them as *Lost* they will be archived." msgstr "" #: ../../crm/optimize.rst:3 msgid "Optimize your Day-to-Day work" msgstr "" #: ../../crm/optimize/gamification.rst:3 msgid "How to motivate and reward my salespeople?" msgstr "" #: ../../crm/optimize/gamification.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 module gives you simple and creative ways to motivate and evaluate your employees with real-time recognition and badges inspired by game mechanics." msgstr "" #: ../../crm/optimize/gamification.rst:13 msgid "Install the *Gamification* module, or the *CRM gamification* one, which adds some useful data (goals and challenges) that can be used on *CRM/Sale*." msgstr "" #: ../../crm/optimize/gamification.rst:21 msgid "Create a challenge" msgstr "" #: ../../crm/optimize/gamification.rst:23 msgid "Now, create your first challenge by going to :menuselection:`Settings --> Gamification Tools --> Challenges`." msgstr "" #: ../../crm/optimize/gamification.rst:27 msgid "As the gamification tool is a one-time technical setup, you need to activate the technical features in order to access the configuration. To do so, go to *Settings* and *Activate the developer mode*." msgstr "" #: ../../crm/optimize/gamification.rst:35 msgid "A challenge is a mission that you send to your sales team. It can include one or several goals, set for a specific period of time. Configure your challenge as follows:" msgstr "" #: ../../crm/optimize/gamification.rst:38 msgid "Assign the salespeople to be challenged;" msgstr "" #: ../../crm/optimize/gamification.rst:39 msgid "Assign a responsible;" msgstr "" #: ../../crm/optimize/gamification.rst:40 msgid "Set up the periodicity along with the start and the end date;" msgstr "" #: ../../crm/optimize/gamification.rst:41 msgid "Select your goals;" msgstr "" #: ../../crm/optimize/gamification.rst:42 msgid "Set up your rewards (badges)." msgstr "" #: ../../crm/optimize/gamification.rst:45 msgid "Badges are granted when a challenge is finished. This is either at the end of a running period (eg: end of the month for a monthly challenge), at the end date of a challenge (if no periodicity is set), or when the challenge is manually closed." msgstr "" #: ../../crm/optimize/gamification.rst:49 msgid "In the example below, 2 employees are being challenged with a *Monthly Sales Target*. The challenge is based on 2 goals: the total amount invoiced and number of new leads generated. At the end of the month, the winner will be granted with a badge." msgstr "" #: ../../crm/optimize/gamification.rst:58 msgid "Set up goals" msgstr "" #: ../../crm/optimize/gamification.rst:60 msgid "The users can be evaluated using goals and numerical objectives to reach." msgstr "" #: ../../crm/optimize/gamification.rst:62 msgid "**Goals** are assigned through *challenges* that evaluate (see image above) and compare members of a team throughout time." msgstr "" #: ../../crm/optimize/gamification.rst:66 msgid "You can create a new goal on the fly from a *Challenge* by clicking on *Add new item*, under *Goals*. Select the business object according to your company's needs. Examples: number of new leads, time to qualify a lead, total amount invoiced in a specific week, month or any other time frame based on your management preferences, etc." msgstr "" #: ../../crm/optimize/gamification.rst:73 msgid "Goals may include your database setup as well (e.g. set your company data and a timezone, create new users, etc.)." msgstr "" #: ../../crm/optimize/gamification.rst:77 msgid "Set up rewards" msgstr "" #: ../../crm/optimize/gamification.rst:79 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 express gratitude to a user for their good work. To create and grant badges to your employees based on their performance, go to :menuselection:`Settings --> Gamification Tools --> Badges`." msgstr "" #: ../../crm/optimize/outlook_extension.rst:3 msgid "Outlook Extension" msgstr "" #: ../../crm/optimize/outlook_extension.rst:5 msgid "The **Odoo CRM Extension** is a connector that bridges your Outlook mailbox with your Odoo database. This extension allows you to:" msgstr "" #: ../../crm/optimize/outlook_extension.rst:8 msgid "Create leads from emails sent to your mailbox." msgstr "" #: ../../crm/optimize/outlook_extension.rst:9 msgid "Centralize Prospects' emails into a CRM." msgstr "" #: ../../crm/optimize/outlook_extension.rst:10 msgid "Search and store insights on your contacts." msgstr "" #: ../../crm/optimize/outlook_extension.rst:17 msgid "This extension is compatible with the Web version of Outlook as well as the desktop apps." msgstr "" #: ../../crm/optimize/outlook_extension.rst:20 msgid "The Outlook Extension uses *Partner Autocomplete IAP credits* to search and store insights on your contacts. See the :ref:`Pricing section ` below for more information." msgstr "" #: ../../crm/optimize/outlook_extension.rst:29 msgid "The Outlook Extension requires to be configured both in Odoo and in Outlook." msgstr "" #: ../../crm/optimize/outlook_extension.rst:34 msgid "Enable the feature on your database" msgstr "" #: ../../crm/optimize/outlook_extension.rst:36 msgid "To enable this feature on your Odoo database, go to :menuselection:`CRM --> Configuration --> Lead Generation`, enable **Outlook CRM Extension**, and click on *Save*." msgstr "" #: ../../crm/optimize/outlook_extension.rst:42 msgid "Install the add-in on Outlook" msgstr "" #: ../../crm/optimize/outlook_extension.rst:44 msgid "You can install the Outlook Extension as a **Custom Add-in**. To do so, follow these steps:" msgstr "" #: ../../crm/optimize/outlook_extension.rst:0 msgid "URL of the **Odoo for Outlook** add-in's manifest file:" msgstr "" #: ../../crm/optimize/outlook_extension.rst:0 #: ../../crm/optimize/outlook_extension.rst:0 msgid "``https://download.odoo.com/plugins/outlook/manifest.xml``" msgstr "" #: ../../crm/optimize/outlook_extension.rst:50 msgid "Todo" msgstr "" #: ../../crm/optimize/outlook_extension.rst:50 msgid "add copy button when the feature is added to the doc" msgstr "" #: ../../crm/optimize/outlook_extension.rst:52 msgid "Connect to your Outlook mailbox, open any email, and click on the *More actions* button, displayed as three little dots." msgstr "" #: ../../crm/optimize/outlook_extension.rst:59 msgid "Click on *Get add-ins*." msgstr "" #: ../../crm/optimize/outlook_extension.rst:65 msgid "In the new window, select the tab named *My add-ins*, click on *+ Add a custom add-in*, and then on *Add from URL...*" msgstr "" #: ../../crm/optimize/outlook_extension.rst:0 msgid "Outlook prompts you to **enter the URL of the add-in's manifest file**. To do so, copy the following URL, paste it in the box, and click on *OK*." msgstr "" #: ../../crm/optimize/outlook_extension.rst:80 msgid "Outlook warns you that Microsoft hasn’t verified the add-in. Click on *Install* to complete the installation." msgstr "" #: ../../crm/optimize/outlook_extension.rst:84 msgid "The *Odoo for Outlook* add-in is not listed yet on Outlook's add-ins list. This is why it is currently necessary to install it as a *custom add-in*." msgstr "" #: ../../crm/optimize/outlook_extension.rst:90 msgid "Add a shortcut to open the extension" msgstr "" #: ../../crm/optimize/outlook_extension.rst:92 msgid "By default, you can open the **Odoo for Outlook** extension from the *More actions* menu. This section explains how to move the launcher next to the other default actions." msgstr "" #: ../../crm/optimize/outlook_extension.rst:99 msgid "In your Outlook mailbox, click on *Settings*, then on *View all Outlook settings*." msgstr "" #: ../../crm/optimize/outlook_extension.rst:100 msgid "Go to :menuselection:`Settings --> Mail --> Customize actions --> Message surface`, select *Odoo for Outlook*, and click on *Save*." msgstr "" #: ../../crm/optimize/outlook_extension.rst:109 msgid "Connect to your database" msgstr "" #: ../../crm/optimize/outlook_extension.rst:111 msgid "Open **Odoo for Outlook** from any email. This opens the extension as a panel on the right side of your screen." msgstr "" #: ../../crm/optimize/outlook_extension.rst:113 msgid "Click on *login* at the bottom of the extension." msgstr "" #: ../../crm/optimize/outlook_extension.rst:114 msgid "Insert your database's URL then click on *Login*." msgstr "" #: ../../crm/optimize/outlook_extension.rst:120 msgid "Log into your database by entering your credentials. Skip this step if you are already logged in with this browser." msgstr "" #: ../../crm/optimize/outlook_extension.rst:122 msgid "A message asks you if you want to let Outlook access your Odoo database. Click on *Allow* to complete the connection." msgstr "" #: ../../crm/optimize/outlook_extension.rst:126 msgid "Make sure first to :ref:`enable the feature on your database `. Failing to do so would result in an *error 404 message*." msgstr "" #: ../../crm/optimize/outlook_extension.rst:130 msgid "The extension displays some information, even if you do not connect it to any Odoo database. Note that only a limited amount of contact enrichment requests are available as a trial, as this feature requires prepaid credits. See the :ref:`Pricing section ` below for more information." msgstr "" #: ../../crm/optimize/outlook_extension.rst:140 msgid "The extension is **free** and doesn't require any purchase to be installed and used." msgstr "" #: ../../crm/optimize/outlook_extension.rst:142 msgid "However, this extension provides you with *Lead Enrichment* in the **Company Insights** section. This service is part of a paid service known as **Lead Generation**." msgstr "" #: ../../crm/optimize/outlook_extension.rst:145 msgid "The extension allows you to test this service for free, whether you connect the extension to a database or not. After a while, the extension asks you to buy credits to keep using this additional service." msgstr "" #: ../../crm/optimize/outlook_extension.rst:155 msgid "You can buy more *Lead Generation* credits to keep using this service or disregard this message and keep using the extension for free without *Lead Enrichment*." msgstr "" #: ../../crm/optimize/outlook_extension.rst:159 msgid "In-App Purchase" msgstr "" #: ../../crm/optimize/outlook_extension.rst:162 msgid "*Lead Generation* is an *In-App Purchase (IAP)* service, which requires prepaid credits to be used. Each request consumes one credit." msgstr "" #: ../../crm/optimize/outlook_extension.rst:164 #: ../../crm/optimize/partner_autocomplete.rst:41 msgid "To buy credits, go to :menuselection:`Settings --> Contacts --> Partner Autocomplete or Odoo IAP --> View My Services` and select a package." msgstr "" #: ../../crm/optimize/outlook_extension.rst:167 msgid "If you run out of credits, the only information populated when clicking on the suggested company is the website link and logo." msgstr "" #: ../../crm/optimize/outlook_extension.rst:171 #: ../../crm/optimize/partner_autocomplete.rst:48 msgid "Learn about our *Privacy Policy* `here `_." msgstr "" #: ../../crm/optimize/outlook_extension.rst:174 msgid ":doc:`../../general/in_app_purchase/in_app_purchase`" msgstr "" #: ../../crm/optimize/outlook_extension.rst:175 msgid "`Odoo Learn: Lead Enrichment `_" msgstr "" #: ../../crm/optimize/partner_autocomplete.rst:3 msgid "Enrich your contacts base with Partner Autocomplete" msgstr "" #: ../../crm/optimize/partner_autocomplete.rst:5 msgid "Parter Autocomplete helps you to enrich your contacts database with corporate data. Select one of the companies suggested in the dropdown, and quickly get all the information you need." msgstr "" #: ../../crm/optimize/partner_autocomplete.rst:11 msgid "Go to :menuselection:`Settings --> Contacts` and activate the *Partner Autocomplete* feature." msgstr "" #: ../../crm/optimize/partner_autocomplete.rst:18 msgid "Enrich your contacts with corporate data" msgstr "" #: ../../crm/optimize/partner_autocomplete.rst:22 msgid "From any module, once you start to create a new contact typing the name of it, the system will suggest a potential match. If you select it, the contact will be populated with corporate data." msgstr "" #: ../../crm/optimize/partner_autocomplete.rst:23 msgid "For example, after typing *Odoo*, you will get the following information:" msgstr "" #: ../../crm/optimize/partner_autocomplete.rst:33 msgid "Partner Autocomplete also works if you enter a VAT number instead of a company name." msgstr "" #: ../../crm/optimize/partner_autocomplete.rst:39 msgid "*Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires prepaid credits to be used. Each request will consume one credit." msgstr "" #: ../../crm/optimize/partner_autocomplete.rst:44 msgid "If you run out of credits, the only information that will be populated when clicking on the suggested company will be the website link and the logo." msgstr "" #: ../../crm/optimize/partner_autocomplete.rst:46 msgid "If you are on Odoo Online (SAAS) and you have the Enterprise version, you benefit from free trial credits to test the feature." msgstr "" #: ../../crm/performance.rst:3 msgid "Analyze performance" msgstr "" #: ../../crm/performance/win_loss.rst:3 msgid "Check your Win/Loss Ratio" msgstr "" #: ../../crm/performance/win_loss.rst:5 msgid "To see how well you are doing with your pipeline, take a look at the Win/Loss ratio." msgstr "" #: ../../crm/performance/win_loss.rst:8 msgid "To access this report, go to your *Pipeline* view under the *Reporting* tab." msgstr "" #: ../../crm/performance/win_loss.rst:11 msgid "From there you can filter to which opportunities you wish to see, yours, the ones from your sales channel, your whole company, etc. You can then click on filter and check Won/Lost." msgstr "" #: ../../crm/performance/win_loss.rst:18 msgid "You can also change the *Measures* to *Total Revenue*." msgstr "" #: ../../crm/performance/win_loss.rst:23 msgid "You also have the ability to switch to a pie chart view." msgstr "" #: ../../crm/pipeline.rst:3 msgid "Organize the pipeline" msgstr "" #: ../../crm/pipeline/lost_opportunities.rst:3 msgid "Manage lost opportunities" msgstr "" #: ../../crm/pipeline/lost_opportunities.rst:5 msgid "While working with your opportunities, you might lose some of them. You will want to keep track of the reasons you lost them and also which ways Odoo can help you recover them in the future." msgstr "" #: ../../crm/pipeline/lost_opportunities.rst:10 msgid "Mark a lead as lost" msgstr "" #: ../../crm/pipeline/lost_opportunities.rst:12 msgid "While in your pipeline, select any opportunity you want and you will see a *Mark Lost* button." msgstr "" #: ../../crm/pipeline/lost_opportunities.rst:15 msgid "You can then select an existing *Lost Reason* or create a new one right there." msgstr "" #: ../../crm/pipeline/lost_opportunities.rst:22 msgid "Manage & create lost reasons" msgstr "" #: ../../crm/pipeline/lost_opportunities.rst:24 msgid "You will find your *Lost Reasons* under :menuselection:`Configuration --> Lost Reasons`." msgstr "" #: ../../crm/pipeline/lost_opportunities.rst:26 msgid "You can select & rename any of them as well as create a new one from there." msgstr "" #: ../../crm/pipeline/lost_opportunities.rst:30 msgid "Retrieve lost opportunities" msgstr "" #: ../../crm/pipeline/lost_opportunities.rst:32 msgid "To retrieve lost opportunities and do actions on them (send an email, make a feedback call, etc.), select the *Lost* filter in the search bar." msgstr "" #: ../../crm/pipeline/lost_opportunities.rst:39 msgid "You will then see all your lost opportunities." msgstr "" #: ../../crm/pipeline/lost_opportunities.rst:41 msgid "If you want to refine them further, you can add a filter on the *Lost Reason*." msgstr "" #: ../../crm/pipeline/lost_opportunities.rst:44 msgid "For Example, *Too Expensive*." msgstr "" #: ../../crm/pipeline/lost_opportunities.rst:50 msgid "Restore lost opportunities" msgstr "" #: ../../crm/pipeline/lost_opportunities.rst:52 msgid "From the Kanban view with the filter(s) in place, you can select any opportunity you wish and work on it as usual. You can also restore it by clicking on *Archived*." msgstr "" #: ../../crm/pipeline/lost_opportunities.rst:59 msgid "You can also restore items in batch from the Kanban view when they belong to the same stage. Select *Restore Records* in the column options. You can also archive the same way." msgstr "" #: ../../crm/pipeline/lost_opportunities.rst:66 msgid "To select specific opportunities, you should switch to the list view." msgstr "" #: ../../crm/pipeline/lost_opportunities.rst:71 msgid "Then you can select as many or all opportunities and select the actions you want to take." msgstr "" #: ../../crm/pipeline/lost_opportunities.rst:78 msgid ":doc:`../performance/win_loss`" msgstr "" #: ../../crm/pipeline/multi_sales_team.rst:3 msgid "Manage multiple sales teams" msgstr "" #: ../../crm/pipeline/multi_sales_team.rst:5 msgid "In Odoo, you can manage several sales teams, departments or channels with specific sales processes. To do so, we use the concept of *Sales Channel*." msgstr "" #: ../../crm/pipeline/multi_sales_team.rst:10 msgid "Create a new sales channel" msgstr "" #: ../../crm/pipeline/multi_sales_team.rst:12 msgid "To create a new *Sales Channel*, go to :menuselection:`Configuration --> Sales Channels`." msgstr "" #: ../../crm/pipeline/multi_sales_team.rst:14 msgid "There you can set an email alias to it. Every message sent to that email address will create a lead/opportunity." msgstr "" #: ../../crm/pipeline/multi_sales_team.rst:21 msgid "Add members to your sales channel" msgstr "" #: ../../crm/pipeline/multi_sales_team.rst:23 msgid "You can add members to any channel; that way those members will see the pipeline structure of the sales channel when opening it. Any lead/opportunity assigned to them will link to the sales channel. Therefore, you can only be a member of one channel." msgstr "" #: ../../crm/pipeline/multi_sales_team.rst:28 msgid "This will ease the process review of the team manager." msgstr "" #: ../../crm/pipeline/multi_sales_team.rst:33 msgid "If you now filter on this specific channel in your pipeline, you will find all of its opportunities." msgstr "" #: ../../crm/pipeline/multi_sales_team.rst:40 msgid "Sales channel dashboard" msgstr "" #: ../../crm/pipeline/multi_sales_team.rst:42 msgid "To see the operations and results of any sales channel at a glance, the sales manager also has access to the *Sales Channel Dashboard* under *Reporting*." msgstr "" #: ../../crm/pipeline/multi_sales_team.rst:46 msgid "It is shared with the whole ecosystem so every revenue stream is included in it: Sales, eCommerce, PoS, etc." msgstr "" #: ../../crm/track_leads.rst:3 msgid "Assign and track leads" msgstr "" #: ../../crm/track_leads/lead_scoring.rst:3 msgid "Assign leads based on scoring" msgstr "" #: ../../crm/track_leads/lead_scoring.rst:5 msgid "With *Leads Scoring* you can automatically rank your leads based on selected criterias." msgstr "" #: ../../crm/track_leads/lead_scoring.rst:8 msgid "For example you could score customers from your country higher or the ones that visited specific pages on your website." msgstr "" #: ../../crm/track_leads/lead_scoring.rst:14 msgid "To use scoring, install the free module *Lead Scoring* under your *Apps* page (only available in Odoo Enterprise)." msgstr "" #: ../../crm/track_leads/lead_scoring.rst:21 msgid "Create scoring rules" msgstr "" #: ../../crm/track_leads/lead_scoring.rst:23 msgid "You now have a new tab in your *CRM* app called *Leads Management* where you can manage your scoring rules." msgstr "" #: ../../crm/track_leads/lead_scoring.rst:26 msgid "Here's an example for a Canadian lead, you can modify for whatever criteria you wish to score your leads on. You can add as many criterias as you wish." msgstr "" #: ../../crm/track_leads/lead_scoring.rst:33 msgid "Every hour every lead without a score will be automatically scanned and assigned their right score according to your scoring rules." msgstr "" #: ../../crm/track_leads/lead_scoring.rst:40 msgid "Assign leads" msgstr "" #: ../../crm/track_leads/lead_scoring.rst:42 msgid "Once the scores computed, leads can be assigned to specific teams using the same domain mechanism. To do so go to :menuselection:`CRM --> Leads Management --> Team Assignation` and apply a specific domain on each team. This domain can include scores." msgstr "" #: ../../crm/track_leads/lead_scoring.rst:49 msgid "Further on, you can assign to a specific vendor in the team with an even more refined domain." msgstr "" #: ../../crm/track_leads/lead_scoring.rst:52 msgid "To do so go to :menuselection:`CRM --> Leads Management --> Leads Assignation`." msgstr "" #: ../../crm/track_leads/lead_scoring.rst:58 msgid "The team & leads assignation will assign the unassigned leads once a day." msgstr "" #: ../../crm/track_leads/lead_scoring.rst:62 msgid "Evaluate & use the unassigned leads" msgstr "" #: ../../crm/track_leads/lead_scoring.rst:64 msgid "Once your scoring rules are in place you will most likely still have some unassigned leads. Some of them could still lead to an opportunity so it is useful to do something with them." msgstr "" #: ../../crm/track_leads/lead_scoring.rst:68 msgid "In your leads page you can place a filter to find your unassigned leads." msgstr "" #: ../../crm/track_leads/lead_scoring.rst:73 msgid "Why not using :menuselection:`Email Marketing` or :menuselection:`Marketing Automation` apps to send a mass email to them? You can also easily find such unassigned leads from there." msgstr "" #: ../../crm/track_leads/prospect_visits.rst:3 msgid "Track your prospects visits" msgstr "" #: ../../crm/track_leads/prospect_visits.rst:5 msgid "Tracking your website pages will give you much more information about the interests of your website visitors." msgstr "" #: ../../crm/track_leads/prospect_visits.rst:8 msgid "Every tracked page they visit will be recorded on your lead/opportunity if they use the contact form on your website." msgstr "" #: ../../crm/track_leads/prospect_visits.rst:14 msgid "To use this feature, install the free module *Lead Scoring* under your *Apps* page (only available in Odoo Enterprise)." msgstr "" #: ../../crm/track_leads/prospect_visits.rst:21 msgid "Track a webpage" msgstr "" #: ../../crm/track_leads/prospect_visits.rst:23 msgid "Go to any static page you want to track on your website and under the *Promote* tab you will find *Optimize SEO*" msgstr "" #: ../../crm/track_leads/prospect_visits.rst:29 msgid "There you will see a *Track Page* checkbox to track this page." msgstr "" #: ../../crm/track_leads/prospect_visits.rst:35 msgid "See visited pages in your leads/opportunities" msgstr "" #: ../../crm/track_leads/prospect_visits.rst:37 msgid "Now each time a lead is created from the contact form it will keep track of the pages visited by that visitor. You have two ways to see those pages, on the top right corner of your lead/opportunity you can see a *Page Views* button but also further down you will see them in the chatter." msgstr "" #: ../../crm/track_leads/prospect_visits.rst:43 msgid "Both will update if the viewers comes back to your website and visits more pages." msgstr "" #: ../../crm/track_leads/prospect_visits.rst:52 msgid "The feature will not repeat multiple viewings of the same pages in the chatter." msgstr "" #: ../../crm/track_leads/prospect_visits.rst:55 msgid "Your customers will no longer be able to keep any secrets from you!" msgstr ""