0c97b236c2
Organize the pipeline https://www.odoo.com/documentation/user/11.0/discuss/plan_activities.html (clone it here) Manage lost opportunities -> https://docs.google.com/document/d/1Uxr5L0tmNTv4cUiq948_8KgHMAgtB--Ib-h9K_XjYQM/edit Manage multiple sales teams -> https://docs.google.com/document/d/1xbQzJozfPyGJxtu1dlYaBvmtU4aZkkGnRT3jmdzp84s/edit Acquire leads Convert leads into opportunities -> https://docs.google.com/document/d/15huZHD7NLqUC-XyogT1cR_oBof-DlC6U-olfxJLuGfY/edit Generate leads from emails -> https://docs.google.com/document/d/1qt5LAyb7jjArZqFQbwHANKhkE1uifVuc0I2pnf9eF7k/edit Generate leads from your website contact page -> https://docs.google.com/document/d/1shcyTp4gMuekRMIbJqbHfFIIk10N0GHtHIQlPXuax-Q/edit Send quotations -> https://docs.google.com/document/d/1wYfImnN1XxxaPQMjTvvIDgMkhXE5ud1D-9pbkr0khsA/edit Assign and track leads Track your prospect visits -> https://docs.google.com/document/d/1wSoV9wgI6HwD7pogTbPuapIfxCgQ5fUWhZ3frU_iOTk/edit Assign leads automatically based on scoring -> https://docs.google.com/document/d/1cBc4XOTAnSjjfg3Q-BS14dB2lvv09NaUCEpIlMKyp6U/edit Analyze performance Check your Win/Loss ratio -> https://docs.google.com/document/d/1_-I50VbyWwSrp63pRYq7_Lo7QSr0b-0ru4FLQZv3C2k/edit Get an accurate probable turnover -> https://docs.google.com/document/d/1tfCntvywMehg9xVF5NsjA6-6m7QQ-FryfwGkPAOJPNE/edit Optimize your Day-to-Day work Synchronize Google Calendar with Odoo -> https://www.odoo.com/documentation/user/11.0/crm/calendar/google_calendar_credentials.html (Change name) Use VOIP services in Odoo with OnSIP -> https://www.odoo.com/documentation/user/11.0/crm/leads/voip/onsip.html (Change name) Configure your VOIP Asterisk server for Odoo -> https://www.odoo.com/documentation/user/11.0/crm/leads/voip/setup.html (Change name)
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91 lines
2.9 KiB
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=====================================
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Synchronize Google Calendar with Odoo
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=====================================
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Odoo is perfectly integrated with Google Calendar so that you
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can see & manage your meetings from both platforms
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(updates go through both directions).
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Setup in Google
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===============
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- Go to `Google APIs platform <https://console.developers.google.com>`__
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to generate Google Calendar API credentials. Log in with your Google account.
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- Go to the API & Services page.
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.. image:: media/google_calendar_credentials00.png
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:align: center
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- Search for *Google Calendar API* and select it.
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.. image:: media/google_calendar_credentials01.png
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:align: center
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.. image:: media/google_calendar_credentials02.png
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:align: center
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- Enable the API.
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.. image:: media/google_calendar_credentials03.png
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:align: center
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- Select or create an API project to store the credentials if not yet done
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before. Give it an explicit name (e.g. Odoo Sync).
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- Create credentials.
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.. image:: media/google_calendar_credentials04.png
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:align: center
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- Select *Web browser (Javascript)*
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as calling source and *User data* as kind of data.
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.. image:: media/google_calendar_credentials05.png
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:align: center
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- Then you can create a Client ID.
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Enter the name of the application (e.g. Odoo Calendar) and the allowed pages on
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which you will be redirected. The *Authorized JavaScript origin* is your
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Odoo's instance URL. The *Authorized redirect URI* is your Odoo's instance
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URL followed by '/google_account/authentication'.
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.. image:: media/google_calendar_credentials06.png
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:align: center
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- Go through the Consent Screen step by entering a product name
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(e.g. Odoo Calendar). Feel free to check the customizations options
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but this is not mandatory. The Consent Screen will only show up when you
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enter the Client ID in Odoo for the first time.
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- Finally you are provided with your **Client ID**. Go to *Credentials* to
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get the **Client Secret** as well. Both of them are required in Odoo.
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.. image:: media/google_calendar_credentials07.png
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:align: center
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Setup in Odoo
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=============
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- Install the **Google Calendar** App from the *Apps* menu or by checking
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the option in :menuselection:`Settings --> General Settings`.
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.. image:: media/google_calendar_credentials08.png
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:align: center
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- Go to :menuselection:`Settings --> General Settings` and enter your
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**Client ID** and **Client Secret** in Google Calendar option.
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.. image:: media/google_calendar_credentials09.png
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:align: center
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- The setup is now ready. Open your Odoo Calendar and sync with Google.
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The first time you do it you are redirected to Google to authorize
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the connection. Once back in Odoo, click the sync button again.
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You can click it whenever you want to synchronize your calendar.
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.. image:: media/google_calendar_credentials10.png
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:align: center
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As of now you no longer have excuses to miss a meeting!
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