1156 lines
35 KiB
Plaintext
1156 lines
35 KiB
Plaintext
# SOME DESCRIPTIVE TITLE.
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# Copyright (C) 2015-TODAY, Odoo S.A.
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# This file is distributed under the same license as the Odoo package.
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# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
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#
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# Translators:
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# Martin Trigaux, 2019
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# Leon Grill <leg@odoo.com>, 2019
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#
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 12.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2019-09-16 15:50+0200\n"
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"PO-Revision-Date: 2018-10-19 08:14+0000\n"
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"Last-Translator: Leon Grill <leg@odoo.com>, 2019\n"
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"Language-Team: German (https://www.transifex.com/odoo/teams/41243/de/)\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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"Language: de\n"
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"Plural-Forms: nplurals=2; plural=(n != 1);\n"
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#: ../../crm.rst:5
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msgid "CRM"
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msgstr "Kundenverwaltung"
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#: ../../crm/acquire_leads.rst:3
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msgid "Acquire leads"
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msgstr ""
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#: ../../crm/acquire_leads/convert.rst:3
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msgid "Convert leads into opportunities"
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msgstr ""
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#: ../../crm/acquire_leads/convert.rst:5
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msgid ""
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"The system can generate leads instead of opportunities, in order to add a "
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"qualification step before converting a *Lead* into an *Opportunity* and "
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"assigning to the right sales people. You can activate this mode from the CRM"
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" Settings. It applies to all your sales channels by default. But you can "
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"make it specific for specific channels from their configuration form."
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msgstr ""
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#: ../../crm/acquire_leads/convert.rst:13
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#: ../../crm/acquire_leads/generate_from_website.rst:41
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#: ../../crm/optimize/onsip.rst:13 ../../crm/track_leads/lead_scoring.rst:12
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#: ../../crm/track_leads/prospect_visits.rst:12
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msgid "Configuration"
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msgstr "Konfiguration"
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#: ../../crm/acquire_leads/convert.rst:15
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msgid ""
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"For this feature to work, go to :menuselection:`CRM --> Configuration --> "
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"Settings` and activate the *Leads* feature."
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msgstr ""
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#: ../../crm/acquire_leads/convert.rst:21
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msgid ""
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"You will now have a new submenu *Leads* under *Leads* where they will "
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"aggregate."
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msgstr ""
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#: ../../crm/acquire_leads/convert.rst:28
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msgid "Convert a lead into an opportunity"
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msgstr ""
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#: ../../crm/acquire_leads/convert.rst:30
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msgid ""
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"When you click on a *Lead* you will have the option to convert it to an "
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"opportunity and decide if it should still be assigned to the same "
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"channel/person and if you need to create a new customer."
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msgstr ""
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#: ../../crm/acquire_leads/convert.rst:37
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msgid ""
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"If you already have an opportunity with that customer Odoo will "
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"automatically offer you to merge with that opportunity. In the same manner, "
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"Odoo will automatically offer you to link to an existing customer if that "
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"customer already exists."
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_email.rst:3
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msgid "Generate leads/opportunities from emails"
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_email.rst:5
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msgid ""
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"Automating the lead/opportunity generation will considerably improve your "
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"efficiency. By default, any email sent to *sales@database\\_domain.ext* will"
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" create an opportunity in the pipeline of the default sales channel."
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_email.rst:11
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msgid "Configure email aliases"
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_email.rst:13
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msgid ""
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"Each sales channel can have its own email alias, to generate "
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"leads/opportunities automatically assigned to it. It is useful if you manage"
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" several sales teams with specific business processes. You will find the "
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"configuration of sales channels under :menuselection:`Configuration --> "
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"Sales Channels`."
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:3
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msgid "Generate leads/opportunities from your website contact page"
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:5
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msgid ""
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"Automating the lead/opportunity generation will considerably improve your "
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"efficiency. Any visitor using the contact form on your website will create a"
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" lead/opportunity in the pipeline."
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:10
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msgid "Use the contact us on your website"
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:12
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msgid "You should first go to your website app."
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:14
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msgid "|image0|\\ |image1|"
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:16
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msgid ""
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"With the CRM app installed, you benefit from a ready-to-use contact form on "
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"your Odoo website that will generate leads/opportunities automatically."
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:23
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msgid ""
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"To change to a specific sales channel, go to :menuselection:`Website --> "
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"Configuration --> Settings` under *Communication* you will find the Contact "
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"Form info and where to change the *Sales Channel* or *Salesperson*."
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:32
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#: ../../crm/acquire_leads/generate_from_website.rst:50
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msgid "Create a custom contact form"
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:34
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msgid ""
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"You may want to know more from your visitor when they use the contact form "
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"to you will need to build a custom contact form on your website. These "
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"contact forms can generate multiple types of records in the system (emails, "
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"leads/opportunities, project tasks, helpdesk tickets, etc.)"
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:43
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msgid ""
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"You will need to install the free *Form Builder* module, only available in "
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"Odoo Enterprise."
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:52
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msgid ""
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"First, go to the page where you want to put your contact form. In edit mode,"
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" drag the form builder onto the page, and you will be able to add all the "
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"fields you wish."
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:59
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msgid ""
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"By default, any new contact form will send an email. You can switch to "
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"lead/opportunity generation in *Change Form Parameters*."
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:63
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msgid ""
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"If the same visitor uses the contact form twice, the second entry will be "
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"added to the first lead/opportunity in the chatter."
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:67
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msgid "Generate leads instead of opportunities"
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msgstr ""
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#: ../../crm/acquire_leads/generate_from_website.rst:69
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msgid ""
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"When using a contact form, you should use a qualification step before "
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"assigning the form to the right sales people. To do so, activate *Leads* in "
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"CRM settings and refer to :doc:`convert`."
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msgstr ""
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#: ../../crm/acquire_leads/send_quotes.rst:3
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msgid "Send quotations"
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msgstr ""
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#: ../../crm/acquire_leads/send_quotes.rst:5
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msgid ""
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"When you qualify a lead into an opportunity you will most likely need to "
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"send them a quotation. You can directly do this in the CRM App with Odoo."
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msgstr ""
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#: ../../crm/acquire_leads/send_quotes.rst:12
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msgid "Create a new quotation"
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msgstr "Ein neues Angebot erstellen"
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#: ../../crm/acquire_leads/send_quotes.rst:14
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msgid ""
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"By clicking on any opportunity or lead, you will see a *New Quotation* "
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"button, it will bring you into a new menu where you can manage your quote."
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msgstr ""
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#: ../../crm/acquire_leads/send_quotes.rst:21
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msgid ""
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"You will find all your quotes to that specific opportunity under the "
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"*Quotations* menu on that page."
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msgstr ""
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#: ../../crm/acquire_leads/send_quotes.rst:28
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msgid "Mark them won/lost"
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msgstr ""
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#: ../../crm/acquire_leads/send_quotes.rst:30
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msgid ""
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"Now you will need to mark your opportunity as won or lost to move the "
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"process along."
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msgstr ""
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#: ../../crm/acquire_leads/send_quotes.rst:33
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msgid ""
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"If you mark them as won, they will move to your *Won* column in your Kanban "
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"view. If you however mark them as *Lost* they will be archived."
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msgstr ""
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#: ../../crm/optimize.rst:3
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msgid "Optimize your Day-to-Day work"
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msgstr ""
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#: ../../crm/optimize/google_calendar_credentials.rst:3
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msgid "Synchronize Google Calendar with Odoo"
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msgstr ""
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#: ../../crm/optimize/google_calendar_credentials.rst:5
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msgid ""
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"Odoo is perfectly integrated with Google Calendar so that you can see & "
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"manage your meetings from both platforms (updates go through both "
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"directions)."
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msgstr ""
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#: ../../crm/optimize/google_calendar_credentials.rst:10
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msgid "Setup in Google"
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msgstr ""
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#: ../../crm/optimize/google_calendar_credentials.rst:11
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msgid ""
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"Go to `Google APIs platform <https://console.developers.google.com>`__ to "
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"generate Google Calendar API credentials. Log in with your Google account."
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msgstr ""
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#: ../../crm/optimize/google_calendar_credentials.rst:14
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msgid "Go to the API & Services page."
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msgstr ""
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#: ../../crm/optimize/google_calendar_credentials.rst:19
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msgid "Search for *Google Calendar API* and select it."
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msgstr ""
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#: ../../crm/optimize/google_calendar_credentials.rst:27
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msgid "Enable the API."
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msgstr ""
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#: ../../crm/optimize/google_calendar_credentials.rst:32
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msgid ""
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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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msgstr ""
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#: ../../crm/optimize/google_calendar_credentials.rst:35
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msgid "Create credentials."
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msgstr ""
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#: ../../crm/optimize/google_calendar_credentials.rst:40
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msgid ""
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"Select *Web browser (Javascript)* as calling source and *User data* as kind "
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"of data."
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msgstr ""
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#: ../../crm/optimize/google_calendar_credentials.rst:46
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msgid ""
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"Then you can create a Client ID. Enter the name of the application (e.g. "
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"Odoo Calendar) and the allowed pages on which you will be redirected. The "
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"*Authorized JavaScript origin* is your Odoo's instance URL. The *Authorized "
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"redirect URI* is your Odoo's instance URL followed by "
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"'/google_account/authentication'."
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msgstr ""
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#: ../../crm/optimize/google_calendar_credentials.rst:55
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msgid ""
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"Go through the Consent Screen step by entering a product name (e.g. Odoo "
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"Calendar). Feel free to check the customizations options but this is not "
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"mandatory. The Consent Screen will only show up when you enter the Client ID"
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" in Odoo for the first time."
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msgstr ""
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#: ../../crm/optimize/google_calendar_credentials.rst:60
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msgid ""
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"Finally you are provided with your **Client ID**. Go to *Credentials* to get"
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" the **Client Secret** as well. Both of them are required in Odoo."
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msgstr ""
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#: ../../crm/optimize/google_calendar_credentials.rst:67
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msgid "Setup in Odoo"
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msgstr ""
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#: ../../crm/optimize/google_calendar_credentials.rst:69
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msgid ""
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"Install the **Google Calendar** App from the *Apps* menu or by checking the "
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"option in :menuselection:`Settings --> General Settings`."
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msgstr ""
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#: ../../crm/optimize/google_calendar_credentials.rst:75
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msgid ""
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"Go to :menuselection:`Settings --> General Settings` and enter your **Client"
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" ID** and **Client Secret** in Google Calendar option."
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msgstr ""
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#: ../../crm/optimize/google_calendar_credentials.rst:81
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msgid ""
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"The setup is now ready. Open your Odoo Calendar and sync with Google. The "
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"first time you do it you are redirected to Google to authorize the "
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"connection. Once back in Odoo, click the sync button again. You can click it"
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" whenever you want to synchronize your calendar."
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msgstr ""
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#: ../../crm/optimize/google_calendar_credentials.rst:89
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msgid "As of now you no longer have excuses to miss a meeting!"
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msgstr ""
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#: ../../crm/optimize/onsip.rst:3
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msgid "Use VOIP services in Odoo with OnSIP"
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msgstr ""
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#: ../../crm/optimize/onsip.rst:6
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msgid "Introduction"
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msgstr "Überblick"
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#: ../../crm/optimize/onsip.rst:8
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msgid ""
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"Odoo VoIP can be set up to work together with OnSIP (www.onsip.com). In that"
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" case, the installation and setup of an Asterisk server is not necessary as "
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"the whole infrastructure is hosted and managed by OnSIP."
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msgstr ""
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#: ../../crm/optimize/onsip.rst:10
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msgid ""
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"You will need to open an account with OnSIP to use this service. Before "
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"doing so, make sure that your area and the areas you wish to call are "
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"covered by the service. After opening an OnSIP account, follow the "
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"configuration procedure below."
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msgstr ""
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#: ../../crm/optimize/onsip.rst:15
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msgid "Go to Apps and install the module **VoIP OnSIP**."
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msgstr ""
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#: ../../crm/optimize/onsip.rst:20
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msgid ""
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"Go to Settings/General Settings. In the section Integrations/Asterisk "
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"(VoIP), fill in the 3 fields:"
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msgstr ""
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#: ../../crm/optimize/onsip.rst:22
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msgid ""
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"**OnSIP Domain** is the domain you chose when creating an account on "
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"www.onsip.com. If you don't know it, log in to https://admin.onsip.com/ and "
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"you will see it in the top right corner of the screen."
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msgstr ""
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#: ../../crm/optimize/onsip.rst:23
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msgid "**WebSocket** should contain wss://edge.sip.onsip.com"
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msgstr ""
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#: ../../crm/optimize/onsip.rst:24
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msgid "**Mode** should be Production"
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msgstr ""
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#: ../../crm/optimize/onsip.rst:29
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msgid ""
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"Go to **Settings/Users**. In the form view of each VoIP user, in the "
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"Preferences tab, fill in the section **PBX Configuration**:"
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msgstr ""
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#: ../../crm/optimize/onsip.rst:31
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msgid "**SIP Login / Browser's Extension**: the OnSIP 'Username'"
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msgstr ""
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#: ../../crm/optimize/onsip.rst:32
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msgid "**OnSIP authorization User**: the OnSIP 'Auth Username'"
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msgstr ""
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#: ../../crm/optimize/onsip.rst:33
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msgid "**SIP Password**: the OnSIP 'SIP Password'"
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msgstr ""
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#: ../../crm/optimize/onsip.rst:34
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msgid "**Handset Extension**: the OnSIP 'Extension'"
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msgstr ""
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#: ../../crm/optimize/onsip.rst:36
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msgid ""
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"You can find all this information by logging in at "
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"https://admin.onsip.com/users, then select the user you want to configure "
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"and refer to the fields as pictured below."
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msgstr ""
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#: ../../crm/optimize/onsip.rst:41
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msgid ""
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"You can now make phone calls by clicking the phone icon in the top right "
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"corner of Odoo (make sure you are logged in as a user properly configured in"
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" Odoo and in OnSIP)."
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msgstr ""
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#: ../../crm/optimize/onsip.rst:45
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msgid ""
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"If you see a *Missing Parameters* message in the Odoo softphone, make sure "
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"to refresh your Odoo window and try again."
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msgstr ""
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#: ../../crm/optimize/onsip.rst:52
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msgid ""
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"If you see an *Incorrect Number* message in the Odoo softphone, make sure to"
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" use the international format, leading with the plus (+) sign followed by "
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"the international country code. E.g.: +16506913277 (where +1 is the "
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"international prefix for the United States)."
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msgstr ""
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#: ../../crm/optimize/onsip.rst:57
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msgid ""
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"You can now also receive phone calls. Your number is the one provided by "
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"OnSIP. Odoo will ring and display a notification."
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msgstr ""
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#: ../../crm/optimize/onsip.rst:63
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msgid "OnSIP on Your Cell Phone"
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msgstr ""
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#: ../../crm/optimize/onsip.rst:65
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msgid ""
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"In order to make and receive phone calls when you are not in front of your "
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"computer, you can use a softphone app on your cell phone in parallel of Odoo"
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" VoIP. This is useful for on-the-go calls, but also to make sure to hear "
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"incoming calls, or simply for convenience. Any SIP softphone will work."
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msgstr ""
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#: ../../crm/optimize/onsip.rst:67
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msgid ""
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"On Android and iOS, OnSIP has been successfully tested with `Grandstream "
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"Wave <https://play.google.com/store/apps/details?id=com.grandstream.wave>`_."
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" When creating an account, select OnSIP in the list of carriers. You will "
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"then have to configure it as follows:"
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msgstr ""
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#: ../../crm/optimize/onsip.rst:69
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msgid "**Account name**: OnSIP"
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msgstr ""
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#: ../../crm/optimize/onsip.rst:70
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msgid "**SIP Server**: the OnSIP 'Domain'"
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msgstr ""
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#: ../../crm/optimize/onsip.rst:71
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msgid "**SIP User ID**: the OnSIP 'Username'"
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msgstr ""
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#: ../../crm/optimize/onsip.rst:72
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msgid "**SIP Authentication ID**: the OnSIP 'Auth Username'"
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msgstr ""
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#: ../../crm/optimize/onsip.rst:73
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msgid "**Password**: the OnSIP 'SIP Password'"
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msgstr ""
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#: ../../crm/optimize/onsip.rst:75
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||
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 <https://chrome.google.com/webstore/detail/onsip-call-"
|
||
"assistant/pceelmncccldedfkcgjkpemakjbapnpg?hl=en>`_."
|
||
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/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 "Abhängigkeiten"
|
||
|
||
#: ../../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 "
|
||
"<http://www.pjsip.org/download.htm>`_. 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 <http://downloads.asterisk.org/pub/telephony/asterisk/old-"
|
||
"releases/asterisk-13.7.0.tar.gz>`_."
|
||
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:206
|
||
msgid ""
|
||
"The SIP Login/Browser's Extension is the number you configured previously in"
|
||
" the sip.conf file. In our example, 1060. The SIP Password is the secret you"
|
||
" chose in the sip.conf file. The extension of your office's phone is not a "
|
||
"required field but it is used if you want to transfer your call from Odoo to"
|
||
" an external phone also configured in the sip.conf file."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/setup.rst:212
|
||
msgid ""
|
||
"The configuration should also be done in the sale settings under the title "
|
||
"\"PBX Configuration\". You need to put the IP you define in the http.conf "
|
||
"file and the WebSocket should be: ws://127.0.0.1:8088/ws. The part "
|
||
"\"127.0.0.1\" needs to be the same as the IP defined previously and the "
|
||
"\"8088\" is the port you defined in the http.conf file."
|
||
msgstr ""
|
||
|
||
#: ../../crm/performance.rst:3
|
||
msgid "Analyze performance"
|
||
msgstr ""
|
||
|
||
#: ../../crm/performance/turnover.rst:3
|
||
msgid "Get an accurate probable turnover"
|
||
msgstr ""
|
||
|
||
#: ../../crm/performance/turnover.rst:5
|
||
msgid ""
|
||
"As you progress in your sales cycle, and move from one stage to another, you"
|
||
" can expect to have more precise information about a given opportunity "
|
||
"giving you an better idea of the probability of closing it, this is "
|
||
"important to see your expected turnover in your various reports."
|
||
msgstr ""
|
||
|
||
#: ../../crm/performance/turnover.rst:11
|
||
msgid "Configure your kanban stages"
|
||
msgstr ""
|
||
|
||
#: ../../crm/performance/turnover.rst:13
|
||
msgid ""
|
||
"By default, Odoo Kanban view has four stages: New, Qualified, Proposition, "
|
||
"Won. Respectively with a 10, 30, 70 and 100% probability of success. You can"
|
||
" add stages as well as edit them. By refining default probability of success"
|
||
" for your business on stages, you can make your probable turnover more and "
|
||
"more accurate."
|
||
msgstr ""
|
||
|
||
#: ../../crm/performance/turnover.rst:25
|
||
msgid ""
|
||
"Every one of your opportunities will have the probability set by default but"
|
||
" you can modify them manually of course."
|
||
msgstr ""
|
||
|
||
#: ../../crm/performance/turnover.rst:29
|
||
msgid "Set your opportunity expected revenue & closing date"
|
||
msgstr ""
|
||
|
||
#: ../../crm/performance/turnover.rst:31
|
||
msgid ""
|
||
"When you get information on a prospect, it is important to set an expected "
|
||
"revenue and expected closing date. This will let you see your total expected"
|
||
" revenue by stage as well as give a more accurate probable turnover."
|
||
msgstr ""
|
||
|
||
#: ../../crm/performance/turnover.rst:40
|
||
msgid "See the overdue or closing soon opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../crm/performance/turnover.rst:42
|
||
msgid ""
|
||
"In your pipeline, you can filter opportunities by how soon they will be "
|
||
"closing, letting you prioritize."
|
||
msgstr ""
|
||
|
||
#: ../../crm/performance/turnover.rst:48
|
||
msgid ""
|
||
"As a sales manager, this tool can also help you see potential ways to "
|
||
"improve your sale process, for example a lot of opportunities in early "
|
||
"stages but with near closing date might indicate an issue."
|
||
msgstr ""
|
||
|
||
#: ../../crm/performance/turnover.rst:53
|
||
msgid "View your total expected revenue and probable turnover"
|
||
msgstr ""
|
||
|
||
#: ../../crm/performance/turnover.rst:55
|
||
msgid ""
|
||
"While in your Kanban view you can see the expected revenue for each of your "
|
||
"stages. This is based on each opportunity expected revenue that you set."
|
||
msgstr ""
|
||
|
||
#: ../../crm/performance/turnover.rst:62
|
||
msgid ""
|
||
"As a manager you can go to :menuselection:`CRM --> Reporting --> Pipeline "
|
||
"Analysis` by default *Probable Turnover* is set as a measure. This report "
|
||
"will take into account the revenue you set on each opportunity but also the "
|
||
"probability they will close. This gives you a much better idea of your "
|
||
"expected revenue allowing you to make plans and set targets."
|
||
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 ""
|