# 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 13.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2020-03-19 13:03+0100\n" "PO-Revision-Date: 2019-10-03 09:46+0000\n" "Language-Team: Thai (https://www.transifex.com/odoo/teams/41243/th/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" "Language: th\n" "Plural-Forms: nplurals=1; plural=0;\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/onsip.rst:13 #: ../../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 countries." 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/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 `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 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/google_calendar_credentials.rst:3 msgid "Synchronize Google Calendar with Odoo" msgstr "" #: ../../crm/optimize/google_calendar_credentials.rst:5 msgid "" "Odoo is perfectly integrated with Google Calendar so that you can see & " "manage your meetings from both platforms (updates go through both " "directions)." msgstr "" #: ../../crm/optimize/google_calendar_credentials.rst:10 msgid "Setup in Google" msgstr "" #: ../../crm/optimize/google_calendar_credentials.rst:11 msgid "" "Go to `Google APIs platform `__ to " "generate Google Calendar API credentials. Log in with your Google account." msgstr "" #: ../../crm/optimize/google_calendar_credentials.rst:14 msgid "Go to the API & Services page." msgstr "" #: ../../crm/optimize/google_calendar_credentials.rst:19 msgid "Search for *Google Calendar API* and select it." msgstr "" #: ../../crm/optimize/google_calendar_credentials.rst:27 msgid "Enable the API." msgstr "" #: ../../crm/optimize/google_calendar_credentials.rst:32 msgid "" "Select or create an API project to store the credentials if not yet done " "before. Give it an explicit name (e.g. Odoo Sync)." msgstr "" #: ../../crm/optimize/google_calendar_credentials.rst:35 msgid "Create credentials." msgstr "" #: ../../crm/optimize/google_calendar_credentials.rst:40 msgid "" "Select *Web browser (Javascript)* as calling source and *User data* as kind " "of data." msgstr "" #: ../../crm/optimize/google_calendar_credentials.rst:46 msgid "" "Then you can create a Client ID. Enter the name of the application (e.g. " "Odoo Calendar) and the allowed pages on which you will be redirected. The " "*Authorized JavaScript origin* is your Odoo's instance URL. The *Authorized " "redirect URI* is your Odoo's instance URL followed by " "'/google_account/authentication'." msgstr "" #: ../../crm/optimize/google_calendar_credentials.rst:55 msgid "" "Go through the Consent Screen step by entering a product name (e.g. Odoo " "Calendar). Feel free to check the customizations options but this is not " "mandatory. The Consent Screen will only show up when you enter the Client ID" " in Odoo for the first time." msgstr "" #: ../../crm/optimize/google_calendar_credentials.rst:60 msgid "" "Finally you are provided with your **Client ID**. Go to *Credentials* to get" " the **Client Secret** as well. Both of them are required in Odoo." msgstr "" #: ../../crm/optimize/google_calendar_credentials.rst:67 msgid "Setup in Odoo" msgstr "" #: ../../crm/optimize/google_calendar_credentials.rst:69 msgid "" "Install the **Google Calendar** App from the *Apps* menu or by checking the " "option in :menuselection:`Settings --> General Settings`." msgstr "" #: ../../crm/optimize/google_calendar_credentials.rst:75 msgid "" "Go to :menuselection:`Settings --> General Settings` and enter your **Client" " ID** and **Client Secret** in Google Calendar option." msgstr "" #: ../../crm/optimize/google_calendar_credentials.rst:81 msgid "" "The setup is now ready. Open your Odoo Calendar and sync with Google. The " "first time you do it you are redirected to Google to authorize the " "connection. Once back in Odoo, click the sync button again. You can click it" " whenever you want to synchronize your calendar." msgstr "" #: ../../crm/optimize/google_calendar_credentials.rst:89 msgid "As of now you no longer have excuses to miss a meeting!" msgstr "" #: ../../crm/optimize/onsip.rst:3 msgid "Use VOIP services in Odoo with OnSIP" msgstr "" #: ../../crm/optimize/onsip.rst:6 msgid "Introduction" msgstr "" #: ../../crm/optimize/onsip.rst:8 msgid "" "Odoo VoIP can be set up to work together with OnSIP (www.onsip.com). In that" " case, the installation and setup of an Asterisk server is not necessary as " "the whole infrastructure is hosted and managed by OnSIP." msgstr "" #: ../../crm/optimize/onsip.rst:10 msgid "" "You will need to open an account with OnSIP to use this service. Before " "doing so, make sure that your area and the areas you wish to call are " "covered by the service. After opening an OnSIP account, follow the " "configuration procedure below." msgstr "" #: ../../crm/optimize/onsip.rst:15 msgid "Go to Apps and install the module **VoIP OnSIP**." msgstr "" #: ../../crm/optimize/onsip.rst:20 msgid "" "Go to Settings/General Settings. In the section Integrations/Asterisk " "(VoIP), fill in the 3 fields:" msgstr "" #: ../../crm/optimize/onsip.rst:22 msgid "" "**OnSIP Domain** is the domain you chose when creating an account on " "www.onsip.com. If you don't know it, log in to https://admin.onsip.com/ and " "you will see it in the top right corner of the screen." msgstr "" #: ../../crm/optimize/onsip.rst:23 msgid "**WebSocket** should contain wss://edge.sip.onsip.com" msgstr "" #: ../../crm/optimize/onsip.rst:24 msgid "**Mode** should be Production" msgstr "" #: ../../crm/optimize/onsip.rst:29 msgid "" "Go to **Settings/Users**. In the form view of each VoIP user, in the " "Preferences tab, fill in the section **PBX Configuration**:" msgstr "" #: ../../crm/optimize/onsip.rst:31 msgid "**SIP Login / Browser's Extension**: the OnSIP 'Username'" msgstr "" #: ../../crm/optimize/onsip.rst:32 msgid "**OnSIP authorization User**: the OnSIP 'Auth Username'" msgstr "" #: ../../crm/optimize/onsip.rst:33 msgid "**SIP Password**: the OnSIP 'SIP Password'" msgstr "" #: ../../crm/optimize/onsip.rst:34 msgid "**Handset Extension**: the OnSIP 'Extension'" msgstr "" #: ../../crm/optimize/onsip.rst:36 msgid "" "You can find all this information by logging in at " "https://admin.onsip.com/users, then select the user you want to configure " "and refer to the fields as pictured below." msgstr "" #: ../../crm/optimize/onsip.rst:41 msgid "" "You can now make phone calls by clicking the phone icon in the top right " "corner of Odoo (make sure you are logged in as a user properly configured in" " Odoo and in OnSIP)." msgstr "" #: ../../crm/optimize/onsip.rst:45 msgid "" "If you see a *Missing Parameters* message in the Odoo softphone, make sure " "to refresh your Odoo window and try again." msgstr "" #: ../../crm/optimize/onsip.rst:52 msgid "" "If you see an *Incorrect Number* message in the Odoo softphone, make sure to" " use the international format, leading with the plus (+) sign followed by " "the international country code. E.g.: +16506913277 (where +1 is the " "international prefix for the United States)." msgstr "" #: ../../crm/optimize/onsip.rst:57 msgid "" "You can now also receive phone calls. Your number is the one provided by " "OnSIP. Odoo will ring and display a notification." msgstr "" #: ../../crm/optimize/onsip.rst:63 msgid "OnSIP on Your Cell Phone" msgstr "" #: ../../crm/optimize/onsip.rst:65 msgid "" "In order to make and receive phone calls when you are not in front of your " "computer, you can use a softphone app on your cell phone in parallel of Odoo" " VoIP. This is useful for on-the-go calls, but also to make sure to hear " "incoming calls, or simply for convenience. Any SIP softphone will work." msgstr "" #: ../../crm/optimize/onsip.rst:67 msgid "" "On Android and iOS, OnSIP has been successfully tested with `Grandstream " "Wave `_." " When creating an account, select OnSIP in the list of carriers. You will " "then have to configure it as follows:" msgstr "" #: ../../crm/optimize/onsip.rst:69 msgid "**Account name**: OnSIP" msgstr "" #: ../../crm/optimize/onsip.rst:70 msgid "**SIP Server**: the OnSIP 'Domain'" msgstr "" #: ../../crm/optimize/onsip.rst:71 msgid "**SIP User ID**: the OnSIP 'Username'" msgstr "" #: ../../crm/optimize/onsip.rst:72 msgid "**SIP Authentication ID**: the OnSIP 'Auth Username'" msgstr "" #: ../../crm/optimize/onsip.rst:73 msgid "**Password**: the OnSIP 'SIP Password'" msgstr "" #: ../../crm/optimize/onsip.rst:75 msgid "" "Aside from initiating calls from Grandstream Wave on your phone, you can " "also initiate calls by clicking phone numbers in your browser on your PC. " "This will make Grandstream Wave ring and route the call via your phone to " "the other party. This approach is useful to avoid wasting time dialing phone" " numbers. In order to do so, you will need the Chrome extension `OnSIP Call " "Assistant `_." msgstr "" #: ../../crm/optimize/onsip.rst:79 msgid "" "The downside of using a softphone on your cell phone is that your calls will" " not be logged in Odoo as the softphone acts as an independent separate app." 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: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/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/optimize/partner_autocomplete.rst:48 msgid "" "Learn about our *Privacy Policy* `here " "`_." msgstr "" #: ../../crm/optimize/setup.rst:3 msgid "Configure your VOIP Asterisk server for Odoo" msgstr "" #: ../../crm/optimize/setup.rst:6 msgid "Installing Asterisk server" msgstr "" #: ../../crm/optimize/setup.rst:9 msgid "Dependencies" msgstr "" #: ../../crm/optimize/setup.rst:11 msgid "" "Before installing Asterisk you need to install the following dependencies:" msgstr "" #: ../../crm/optimize/setup.rst:13 msgid "wget" msgstr "" #: ../../crm/optimize/setup.rst:14 msgid "gcc" msgstr "" #: ../../crm/optimize/setup.rst:15 msgid "g++" msgstr "" #: ../../crm/optimize/setup.rst:16 msgid "ncurses-devel" msgstr "" #: ../../crm/optimize/setup.rst:17 msgid "libxml2-devel" msgstr "" #: ../../crm/optimize/setup.rst:18 msgid "sqlite-devel" msgstr "" #: ../../crm/optimize/setup.rst:19 msgid "libsrtp-devel" msgstr "" #: ../../crm/optimize/setup.rst:20 msgid "libuuid-devel" msgstr "" #: ../../crm/optimize/setup.rst:21 msgid "openssl-devel" msgstr "" #: ../../crm/optimize/setup.rst:22 msgid "pkg-config" msgstr "" #: ../../crm/optimize/setup.rst:24 msgid "In order to install libsrtp, follow the instructions below:" msgstr "" #: ../../crm/optimize/setup.rst:35 msgid "" "You also need to install PJSIP, you can download the source `here " "`_. Once the source directory is " "extracted:" msgstr "" #: ../../crm/optimize/setup.rst:37 msgid "**Change to the pjproject source directory:**" msgstr "" #: ../../crm/optimize/setup.rst:43 msgid "**run:**" msgstr "" #: ../../crm/optimize/setup.rst:49 msgid "**Build and install pjproject:**" msgstr "" #: ../../crm/optimize/setup.rst:57 msgid "**Update shared library links:**" msgstr "" #: ../../crm/optimize/setup.rst:63 msgid "**Verify that pjproject is installed:**" msgstr "" #: ../../crm/optimize/setup.rst:69 msgid "**The result should be:**" msgstr "" #: ../../crm/optimize/setup.rst:86 msgid "Asterisk" msgstr "" #: ../../crm/optimize/setup.rst:88 msgid "" "In order to install Asterisk 13.7.0, you can download the source directly " "`there `_." msgstr "" #: ../../crm/optimize/setup.rst:90 msgid "Extract Asterisk:" msgstr "" #: ../../crm/optimize/setup.rst:96 msgid "Enter the Asterisk directory:" msgstr "" #: ../../crm/optimize/setup.rst:102 msgid "Run the Asterisk configure script:" msgstr "" #: ../../crm/optimize/setup.rst:108 msgid "Run the Asterisk menuselect tool:" msgstr "" #: ../../crm/optimize/setup.rst:114 msgid "" "In the menuselect, go to the resources option and ensure that res_srtp is " "enabled. If there are 3 x’s next to res_srtp, there is a problem with the " "srtp library and you must reinstall it. Save the configuration (press x). " "You should also see stars in front of the res_pjsip lines." msgstr "" #: ../../crm/optimize/setup.rst:116 msgid "Compile and install Asterisk:" msgstr "" #: ../../crm/optimize/setup.rst:122 msgid "" "If you need the sample configs you can run 'make samples' to install the " "sample configs. If you need to install the Asterisk startup script you can " "run 'make config'." msgstr "" #: ../../crm/optimize/setup.rst:125 msgid "DTLS Certificates" msgstr "" #: ../../crm/optimize/setup.rst:127 msgid "After you need to setup the DTLS certificates." msgstr "" #: ../../crm/optimize/setup.rst:133 msgid "Enter the Asterisk scripts directory:" msgstr "" #: ../../crm/optimize/setup.rst:139 msgid "" "Create the DTLS certificates (replace pbx.mycompany.com with your ip address" " or dns name, replace My Super Company with your company name):" msgstr "" #: ../../crm/optimize/setup.rst:146 msgid "Configure Asterisk server" msgstr "" #: ../../crm/optimize/setup.rst:148 msgid "" "For WebRTC, a lot of the settings that are needed MUST be in the peer " "settings. The global settings do not flow down into the peer settings very " "well. By default, Asterisk config files are located in /etc/asterisk/. Start" " by editing http.conf and make sure that the following lines are " "uncommented:" msgstr "" #: ../../crm/optimize/setup.rst:158 msgid "" "Next, edit sip.conf. The WebRTC peer requires encryption, avpf, and " "icesupport to be enabled. In most cases, directmedia should be disabled. " "Also under the WebRTC client, the transport needs to be listed as ‘ws’ to " "allow websocket connections. All of these config lines should be under the " "peer itself; setting these config lines globally might not work:" msgstr "" #: ../../crm/optimize/setup.rst:186 msgid "" "In the sip.conf and rtp.conf files you also need to add or uncomment the " "lines:" msgstr "" #: ../../crm/optimize/setup.rst:193 msgid "Lastly, set up extensions.conf:" msgstr "" #: ../../crm/optimize/setup.rst:202 msgid "Configure Odoo VOIP" msgstr "" #: ../../crm/optimize/setup.rst:204 msgid "In Odoo, the configuration should be done in the user's preferences." msgstr "" #: ../../crm/optimize/setup.rst:210 msgid "" "The SIP Login/Browser's Extension is the number you configured previously in" " the sip.conf file (in our example: 1060)." msgstr "" #: ../../crm/optimize/setup.rst:212 msgid "The SIP Password is the secret you chose in the sip.conf file." msgstr "" #: ../../crm/optimize/setup.rst:214 msgid "" "The extension of your office's phone is not a required field but it is used " "if you want to transfer your call from Odoo to an external phone also " "configured in the sip.conf file." msgstr "" #: ../../crm/optimize/setup.rst:217 msgid "" "The configuration should also be done in the General Settings under the " "\"Integrations\" section." msgstr "" #: ../../crm/optimize/setup.rst:222 msgid "" "The PBX Server IP should be the same as the IP you define in the http.conf " "file." msgstr "" #: ../../crm/optimize/setup.rst:224 msgid "" "The WebSocket should be: ws://localhost:XXXX/ws where \"localhost\" needs to" " be the same as the IP defined previously and \"XXXX\" needs to be the port " "defined in the http.conf file." 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 ""