1168 lines
36 KiB
Plaintext
1168 lines
36 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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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 14.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2021-02-04 11:02+0100\n"
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"PO-Revision-Date: 2020-09-22 14:40+0000\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 ""
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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."
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msgstr ""
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#: ../../crm/acquire_leads/convert.rst:9
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msgid ""
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"You can activate this mode from the CRM Settings. It applies to all your "
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"sales channels by default. But you can make it specific for specific "
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"channels from their configuration form."
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msgstr ""
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#: ../../crm/acquire_leads/convert.rst:14
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#: ../../crm/acquire_leads/generate_from_website.rst:41
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#: ../../crm/acquire_leads/lead_mining.rst:8
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#: ../../crm/optimize/gamification.rst:11
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#: ../../crm/optimize/outlook_extension.rst:27
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#: ../../crm/optimize/partner_autocomplete.rst:9
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#: ../../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 ""
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#: ../../crm/acquire_leads/convert.rst:16
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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:22
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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:29
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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:31
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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:38
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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/convert.rst:44
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msgid "Merge opportunities"
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msgstr ""
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#: ../../crm/acquire_leads/convert.rst:46
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msgid ""
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"Odoo will also automatically propose to merge opportunities if they have the"
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" same email address. When merging opportunities, Odoo merges the information"
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" into the opportunity which was created first, giving priority to the "
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"information present on the first opportunity."
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msgstr ""
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#: ../../crm/acquire_leads/convert.rst:51
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msgid ""
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"No information is lost: data from the other opportunity is logged in the "
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"chatter and the information fields for easy access."
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msgstr ""
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#: ../../crm/acquire_leads/convert.rst:57
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msgid ""
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"Would you find a duplicate yourself, ...you can also merge opportunities or "
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"leads even if the system doesn't propose it."
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msgstr ""
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#: ../../crm/acquire_leads/convert.rst:60
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msgid ""
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"Here’s how, from the list view. Select the opportunities or leads you want "
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"to merge and the action button will appear. Then, you can select merge."
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msgstr ""
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#: ../../crm/acquire_leads/convert.rst:67
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msgid "It is also possible to merge more than 2 opportunities or leads."
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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 teams 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 teams under :menuselection:`Configuration --> Sales "
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"Teams`."
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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/lead_mining.rst:3
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msgid "Lead mining"
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msgstr ""
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#: ../../crm/acquire_leads/lead_mining.rst:4
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msgid ""
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"In any business, getting quality leads is essential to keep the business "
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"growing. Lead mining allows you to generate leads from scratch directly from"
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" your database. Target your leads based on a set of criteria such as the "
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"country, the size of the company, the industry your leads are coming from to"
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" make them relevant to your business."
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msgstr ""
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#: ../../crm/acquire_leads/lead_mining.rst:10
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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 **Lead Mining** feature."
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msgstr ""
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#: ../../crm/acquire_leads/lead_mining.rst:17
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msgid "Start generating leads"
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msgstr ""
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#: ../../crm/acquire_leads/lead_mining.rst:18
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msgid ""
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"You will now have a new button **Generate Leads** available in your "
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"pipeline. You are also able to create lead mining requests from the "
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":menuselection:`Configuration --> Lead Mining Requests` and trough "
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":menuselection:`Leads --> Leads` where you have the **Generate Leads** "
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"button."
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msgstr ""
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#: ../../crm/acquire_leads/lead_mining.rst:27
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msgid ""
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"From there, click on the **Generate Leads** button, a window where you will "
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"be able to pick your criteria will pop up."
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msgstr ""
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#: ../../crm/acquire_leads/lead_mining.rst:34
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msgid ""
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"When choosing to target Companied and their contacts you can choose the "
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"contacts you are getting based on Role or Seniority. When getting contact "
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"information make sure to be aware of the latest EU regulation, get more "
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"information about General Data Protection Regulation on `Odoo GDPR "
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"<http://odoo.com/gdpr>`__,"
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msgstr ""
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#: ../../crm/acquire_leads/lead_mining.rst:39
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msgid ""
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"You can decide to filter the leads you are getting depending on the size "
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"(number of employees) of the companies. You can pick the countries your "
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"leads are coming from. It is possible to pick multiple countries. You can "
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"pick the industries your leads are coming from. It is possible to pick "
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"multiple industries."
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msgstr ""
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#: ../../crm/acquire_leads/lead_mining.rst:43
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msgid ""
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"You can choose the salesperson and the Salesteam the lead will be assigned "
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"to. You can also add tags to track your generated leads."
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msgstr ""
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#: ../../crm/acquire_leads/lead_mining.rst:47
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msgid "The generated leads will have the name of the company."
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msgstr ""
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#: ../../crm/acquire_leads/lead_mining.rst:50
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#: ../../crm/optimize/outlook_extension.rst:138
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#: ../../crm/optimize/partner_autocomplete.rst:36
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msgid "Pricing"
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msgstr ""
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#: ../../crm/acquire_leads/lead_mining.rst:51
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msgid ""
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"This is an In-App Purchase feature, each generated lead will cost you one "
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"credit. If you choose to get contact information each contact will also cost"
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" us one additional credit. Here is the pricing for this `feature "
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"<https://iap.odoo.com/iap/in-app-services/167?>`__, To buy credits you can "
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"either go to :menuselection:`CRM --> Configuration --> Settings --> Buy "
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"Credits`; or go to :menuselection:`Settings --> In-App Purchases --> View my"
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" Services`."
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msgstr ""
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#: ../../crm/acquire_leads/lead_mining.rst:65
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msgid ""
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"The blue box will automatically tell you how many credits are going to be "
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"consumed."
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msgstr ""
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#: ../../crm/acquire_leads/lead_mining.rst:68
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#: ../../crm/optimize/outlook_extension.rst:169
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msgid ""
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"If you are on Odoo Online (SAAS) and have the Enterprise version, you "
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"benefit from free trial credits to test the feature."
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msgstr ""
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#: ../../crm/acquire_leads/lead_mining.rst:71
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msgid ""
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":doc:`In-App Purchases (IAP) "
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"<../../general/in_app_purchase/in_app_purchase>`"
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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 ""
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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/gamification.rst:3
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msgid "How to motivate and reward my salespeople?"
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msgstr ""
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#: ../../crm/optimize/gamification.rst:5
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msgid ""
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"Challenging your employees to reach specific targets with goals and rewards "
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"is an excellent way to reinforce good habits and improve your salespeople "
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"productivity. The Gamification module gives you simple and creative ways to "
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"motivate and evaluate your employees with real-time recognition and badges "
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"inspired by game mechanics."
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msgstr ""
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#: ../../crm/optimize/gamification.rst:13
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msgid ""
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"Install the *Gamification* module, or the *CRM gamification* one, which adds"
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" some useful data (goals and challenges) that can be used on *CRM/Sale*."
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msgstr ""
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#: ../../crm/optimize/gamification.rst:21
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msgid "Create a challenge"
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msgstr ""
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#: ../../crm/optimize/gamification.rst:23
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msgid ""
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"Now, create your first challenge by going to :menuselection:`Settings --> "
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"Gamification Tools --> Challenges`."
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msgstr ""
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#: ../../crm/optimize/gamification.rst:27
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msgid ""
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"As the gamification tool is a one-time technical setup, you need to activate"
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" the technical features in order to access the configuration. To do so, go "
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"to *Settings* and *Activate the developer mode*."
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msgstr ""
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#: ../../crm/optimize/gamification.rst:35
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msgid ""
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"A challenge is a mission that you send to your sales team. It can include "
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"one or several goals, set for a specific period of time. Configure your "
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"challenge as follows:"
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msgstr ""
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#: ../../crm/optimize/gamification.rst:38
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msgid "Assign the salespeople to be challenged;"
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msgstr ""
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#: ../../crm/optimize/gamification.rst:39
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msgid "Assign a responsible;"
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msgstr ""
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#: ../../crm/optimize/gamification.rst:40
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msgid "Set up the periodicity along with the start and the end date;"
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msgstr ""
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#: ../../crm/optimize/gamification.rst:41
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msgid "Select your goals;"
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msgstr ""
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#: ../../crm/optimize/gamification.rst:42
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msgid "Set up your rewards (badges)."
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msgstr ""
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#: ../../crm/optimize/gamification.rst:45
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msgid ""
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"Badges are granted when a challenge is finished. This is either at the end "
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"of a running period (eg: end of the month for a monthly challenge), at the "
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"end date of a challenge (if no periodicity is set), or when the challenge is"
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" manually closed."
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msgstr ""
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#: ../../crm/optimize/gamification.rst:49
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msgid ""
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"In the example below, 2 employees are being challenged with a *Monthly Sales"
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" Target*. The challenge is based on 2 goals: the total amount invoiced and "
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"number of new leads generated. At the end of the month, the winner will be "
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"granted with a badge."
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msgstr ""
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#: ../../crm/optimize/gamification.rst:58
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msgid "Set up goals"
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msgstr ""
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#: ../../crm/optimize/gamification.rst:60
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msgid ""
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"The users can be evaluated using goals and numerical objectives to reach."
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msgstr ""
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#: ../../crm/optimize/gamification.rst:62
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msgid ""
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"**Goals** are assigned through *challenges* that evaluate (see image above) "
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"and compare members of a team throughout time."
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msgstr ""
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#: ../../crm/optimize/gamification.rst:66
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msgid ""
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"You can create a new goal on the fly from a *Challenge* by clicking on *Add "
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"new item*, under *Goals*. Select the business object according to your "
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"company's needs. Examples: number of new leads, time to qualify a lead, "
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"total amount invoiced in a specific week, month or any other time frame "
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"based on your management preferences, etc."
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msgstr ""
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#: ../../crm/optimize/gamification.rst:73
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msgid ""
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||
"Goals may include your database setup as well (e.g. set your company data "
|
||
"and a timezone, create new users, etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/gamification.rst:77
|
||
msgid "Set up rewards"
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/gamification.rst:79
|
||
msgid ""
|
||
"For non-numerical achievements, **Badges** can be granted to users. From a "
|
||
"simple thank you to an exceptional achievement, a badge is an easy way to "
|
||
"express gratitude to a user for their good work. To create and grant badges "
|
||
"to your employees based on their performance, go to :menuselection:`Settings"
|
||
" --> Gamification Tools --> Badges`."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:3
|
||
msgid "Outlook Extension"
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:5
|
||
msgid ""
|
||
"The **Odoo CRM Extension** is a connector that bridges your Outlook mailbox "
|
||
"with your Odoo database. This extension allows you to:"
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:8
|
||
msgid "Create leads from emails sent to your mailbox."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:9
|
||
msgid "Centralize Prospects' emails into a CRM."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:10
|
||
msgid "Search and store insights on your contacts."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:17
|
||
msgid ""
|
||
"This extension is compatible with the Web version of Outlook as well as the "
|
||
"desktop apps."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:20
|
||
msgid ""
|
||
"The Outlook Extension uses *Partner Autocomplete IAP credits* to search and "
|
||
"store insights on your contacts. See the :ref:`Pricing section "
|
||
"<outlook_extension/pricing>` below for more information."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:29
|
||
msgid ""
|
||
"The Outlook Extension requires to be configured both in Odoo and in Outlook."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:34
|
||
msgid "Enable the feature on your database"
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:36
|
||
msgid ""
|
||
"To enable this feature on your Odoo database, go to :menuselection:`CRM --> "
|
||
"Configuration --> Lead Generation`, enable **Outlook CRM Extension**, and "
|
||
"click on *Save*."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:42
|
||
msgid "Install the add-in on Outlook"
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:44
|
||
msgid ""
|
||
"You can install the Outlook Extension as a **Custom Add-in**. To do so, "
|
||
"follow these steps:"
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:0
|
||
msgid "URL of the **Odoo for Outlook** add-in's manifest file:"
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:0
|
||
#: ../../crm/optimize/outlook_extension.rst:0
|
||
msgid "``https://download.odoo.com/plugins/outlook/manifest.xml``"
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:50
|
||
msgid "Todo"
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:50
|
||
msgid "add copy button when the feature is added to the doc"
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:52
|
||
msgid ""
|
||
"Connect to your Outlook mailbox, open any email, and click on the *More "
|
||
"actions* button, displayed as three little dots."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:59
|
||
msgid "Click on *Get add-ins*."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:65
|
||
msgid ""
|
||
"In the new window, select the tab named *My add-ins*, click on *+ Add a "
|
||
"custom add-in*, and then on *Add from URL...*"
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:0
|
||
msgid ""
|
||
"Outlook prompts you to **enter the URL of the add-in's manifest file**. To "
|
||
"do so, copy the following URL, paste it in the box, and click on *OK*."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:80
|
||
msgid ""
|
||
"Outlook warns you that Microsoft hasn’t verified the add-in. Click on "
|
||
"*Install* to complete the installation."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:84
|
||
msgid ""
|
||
"The *Odoo for Outlook* add-in is not listed yet on Outlook's add-ins list. "
|
||
"This is why it is currently necessary to install it as a *custom add-in*."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:90
|
||
msgid "Add a shortcut to open the extension"
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:92
|
||
msgid ""
|
||
"By default, you can open the **Odoo for Outlook** extension from the *More "
|
||
"actions* menu. This section explains how to move the launcher next to the "
|
||
"other default actions."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:99
|
||
msgid ""
|
||
"In your Outlook mailbox, click on *Settings*, then on *View all Outlook "
|
||
"settings*."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:100
|
||
msgid ""
|
||
"Go to :menuselection:`Settings --> Mail --> Customize actions --> Message "
|
||
"surface`, select *Odoo for Outlook*, and click on *Save*."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:109
|
||
msgid "Connect to your database"
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:111
|
||
msgid ""
|
||
"Open **Odoo for Outlook** from any email. This opens the extension as a "
|
||
"panel on the right side of your screen."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:113
|
||
msgid "Click on *login* at the bottom of the extension."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:114
|
||
msgid "Insert your database's URL then click on *Login*."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:120
|
||
msgid ""
|
||
"Log into your database by entering your credentials. Skip this step if you "
|
||
"are already logged in with this browser."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:122
|
||
msgid ""
|
||
"A message asks you if you want to let Outlook access your Odoo database. "
|
||
"Click on *Allow* to complete the connection."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:126
|
||
msgid ""
|
||
"Make sure first to :ref:`enable the feature on your database "
|
||
"<outlook_extension/enable-feature>`. Failing to do so would result in an "
|
||
"*error 404 message*."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:130
|
||
msgid ""
|
||
"The extension displays some information, even if you do not connect it to "
|
||
"any Odoo database. Note that only a limited amount of contact enrichment "
|
||
"requests are available as a trial, as this feature requires prepaid credits."
|
||
" See the :ref:`Pricing section <outlook_extension/pricing>` below for more "
|
||
"information."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:140
|
||
msgid ""
|
||
"The extension is **free** and doesn't require any purchase to be installed "
|
||
"and used."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:142
|
||
msgid ""
|
||
"However, this extension provides you with *Lead Enrichment* in the **Company"
|
||
" Insights** section. This service is part of a paid service known as **Lead "
|
||
"Generation**."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:145
|
||
msgid ""
|
||
"The extension allows you to test this service for free, whether you connect "
|
||
"the extension to a database or not. After a while, the extension asks you to"
|
||
" buy credits to keep using this additional service."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:155
|
||
msgid ""
|
||
"You can buy more *Lead Generation* credits to keep using this service or "
|
||
"disregard this message and keep using the extension for free without *Lead "
|
||
"Enrichment*."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:159
|
||
msgid "In-App Purchase"
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:162
|
||
msgid ""
|
||
"*Lead Generation* is an *In-App Purchase (IAP)* service, which requires "
|
||
"prepaid credits to be used. Each request consumes one credit."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:164
|
||
#: ../../crm/optimize/partner_autocomplete.rst:41
|
||
msgid ""
|
||
"To buy credits, go to :menuselection:`Settings --> Contacts --> Partner "
|
||
"Autocomplete or Odoo IAP --> View My Services` and select a package."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:167
|
||
msgid ""
|
||
"If you run out of credits, the only information populated when clicking on "
|
||
"the suggested company is the website link and logo."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:171
|
||
#: ../../crm/optimize/partner_autocomplete.rst:48
|
||
msgid ""
|
||
"Learn about our *Privacy Policy* `here "
|
||
"<https://iap.odoo.com/privacy#header_2>`_."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:174
|
||
msgid ":doc:`../../general/in_app_purchase/in_app_purchase`"
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/outlook_extension.rst:175
|
||
msgid "`Odoo Learn: Lead Enrichment <https://www.odoo.com/r/p73>`_"
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/partner_autocomplete.rst:3
|
||
msgid "Enrich your contacts base with Partner Autocomplete"
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/partner_autocomplete.rst:5
|
||
msgid ""
|
||
"Parter Autocomplete helps you to enrich your contacts database with "
|
||
"corporate data. Select one of the companies suggested in the dropdown, and "
|
||
"quickly get all the information you need."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/partner_autocomplete.rst:11
|
||
msgid ""
|
||
"Go to :menuselection:`Settings --> Contacts` and activate the *Partner "
|
||
"Autocomplete* feature."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/partner_autocomplete.rst:18
|
||
msgid "Enrich your contacts with corporate data"
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/partner_autocomplete.rst:22
|
||
msgid ""
|
||
"From any module, once you start to create a new contact typing the name of "
|
||
"it, the system will suggest a potential match. If you select it, the contact"
|
||
" will be populated with corporate data."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/partner_autocomplete.rst:23
|
||
msgid ""
|
||
"For example, after typing *Odoo*, you will get the following information:"
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/partner_autocomplete.rst:33
|
||
msgid ""
|
||
"Partner Autocomplete also works if you enter a VAT number instead of a "
|
||
"company name."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/partner_autocomplete.rst:39
|
||
msgid ""
|
||
"*Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires"
|
||
" prepaid credits to be used. Each request will consume one credit."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/partner_autocomplete.rst:44
|
||
msgid ""
|
||
"If you run out of credits, the only information that will be populated when "
|
||
"clicking on the suggested company will be the website link and the logo."
|
||
msgstr ""
|
||
|
||
#: ../../crm/optimize/partner_autocomplete.rst:46
|
||
msgid ""
|
||
"If you are on Odoo Online (SAAS) and you have the Enterprise version, you "
|
||
"benefit from free trial credits to test the feature."
|
||
msgstr ""
|
||
|
||
#: ../../crm/performance.rst:3
|
||
msgid "Analyze performance"
|
||
msgstr ""
|
||
|
||
#: ../../crm/performance/win_loss.rst:3
|
||
msgid "Check your Win/Loss Ratio"
|
||
msgstr ""
|
||
|
||
#: ../../crm/performance/win_loss.rst:5
|
||
msgid ""
|
||
"To see how well you are doing with your pipeline, take a look at the "
|
||
"Win/Loss ratio."
|
||
msgstr ""
|
||
|
||
#: ../../crm/performance/win_loss.rst:8
|
||
msgid ""
|
||
"To access this report, go to your *Pipeline* view under the *Reporting* tab."
|
||
msgstr ""
|
||
|
||
#: ../../crm/performance/win_loss.rst:11
|
||
msgid ""
|
||
"From there you can filter to which opportunities you wish to see, yours, the"
|
||
" ones from your sales channel, your whole company, etc. You can then click "
|
||
"on filter and check Won/Lost."
|
||
msgstr ""
|
||
|
||
#: ../../crm/performance/win_loss.rst:18
|
||
msgid "You can also change the *Measures* to *Total Revenue*."
|
||
msgstr ""
|
||
|
||
#: ../../crm/performance/win_loss.rst:23
|
||
msgid "You also have the ability to switch to a pie chart view."
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline.rst:3
|
||
msgid "Organize the pipeline"
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/lost_opportunities.rst:3
|
||
msgid "Manage lost opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/lost_opportunities.rst:5
|
||
msgid ""
|
||
"While working with your opportunities, you might lose some of them. You will"
|
||
" want to keep track of the reasons you lost them and also which ways Odoo "
|
||
"can help you recover them in the future."
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/lost_opportunities.rst:10
|
||
msgid "Mark a lead as lost"
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/lost_opportunities.rst:12
|
||
msgid ""
|
||
"While in your pipeline, select any opportunity you want and you will see a "
|
||
"*Mark Lost* button."
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/lost_opportunities.rst:15
|
||
msgid ""
|
||
"You can then select an existing *Lost Reason* or create a new one right "
|
||
"there."
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/lost_opportunities.rst:22
|
||
msgid "Manage & create lost reasons"
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/lost_opportunities.rst:24
|
||
msgid ""
|
||
"You will find your *Lost Reasons* under :menuselection:`Configuration --> "
|
||
"Lost Reasons`."
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/lost_opportunities.rst:26
|
||
msgid ""
|
||
"You can select & rename any of them as well as create a new one from there."
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/lost_opportunities.rst:30
|
||
msgid "Retrieve lost opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/lost_opportunities.rst:32
|
||
msgid ""
|
||
"To retrieve lost opportunities and do actions on them (send an email, make a"
|
||
" feedback call, etc.), select the *Lost* filter in the search bar."
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/lost_opportunities.rst:39
|
||
msgid "You will then see all your lost opportunities."
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/lost_opportunities.rst:41
|
||
msgid ""
|
||
"If you want to refine them further, you can add a filter on the *Lost "
|
||
"Reason*."
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/lost_opportunities.rst:44
|
||
msgid "For Example, *Too Expensive*."
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/lost_opportunities.rst:50
|
||
msgid "Restore lost opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/lost_opportunities.rst:52
|
||
msgid ""
|
||
"From the Kanban view with the filter(s) in place, you can select any "
|
||
"opportunity you wish and work on it as usual. You can also restore it by "
|
||
"clicking on *Archived*."
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/lost_opportunities.rst:59
|
||
msgid ""
|
||
"You can also restore items in batch from the Kanban view when they belong to"
|
||
" the same stage. Select *Restore Records* in the column options. You can "
|
||
"also archive the same way."
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/lost_opportunities.rst:66
|
||
msgid "To select specific opportunities, you should switch to the list view."
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/lost_opportunities.rst:71
|
||
msgid ""
|
||
"Then you can select as many or all opportunities and select the actions you "
|
||
"want to take."
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/lost_opportunities.rst:78
|
||
msgid ":doc:`../performance/win_loss`"
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/multi_sales_team.rst:3
|
||
msgid "Manage multiple sales teams"
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/multi_sales_team.rst:5
|
||
msgid ""
|
||
"In Odoo, you can manage several sales teams, departments or channels with "
|
||
"specific sales processes. To do so, we use the concept of *Sales Channel*."
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/multi_sales_team.rst:10
|
||
msgid "Create a new sales channel"
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/multi_sales_team.rst:12
|
||
msgid ""
|
||
"To create a new *Sales Channel*, go to :menuselection:`Configuration --> "
|
||
"Sales Channels`."
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/multi_sales_team.rst:14
|
||
msgid ""
|
||
"There you can set an email alias to it. Every message sent to that email "
|
||
"address will create a lead/opportunity."
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/multi_sales_team.rst:21
|
||
msgid "Add members to your sales channel"
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/multi_sales_team.rst:23
|
||
msgid ""
|
||
"You can add members to any channel; that way those members will see the "
|
||
"pipeline structure of the sales channel when opening it. Any "
|
||
"lead/opportunity assigned to them will link to the sales channel. Therefore,"
|
||
" you can only be a member of one channel."
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/multi_sales_team.rst:28
|
||
msgid "This will ease the process review of the team manager."
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/multi_sales_team.rst:33
|
||
msgid ""
|
||
"If you now filter on this specific channel in your pipeline, you will find "
|
||
"all of its opportunities."
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/multi_sales_team.rst:40
|
||
msgid "Sales channel dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/multi_sales_team.rst:42
|
||
msgid ""
|
||
"To see the operations and results of any sales channel at a glance, the "
|
||
"sales manager also has access to the *Sales Channel Dashboard* under "
|
||
"*Reporting*."
|
||
msgstr ""
|
||
|
||
#: ../../crm/pipeline/multi_sales_team.rst:46
|
||
msgid ""
|
||
"It is shared with the whole ecosystem so every revenue stream is included in"
|
||
" it: Sales, eCommerce, PoS, etc."
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads.rst:3
|
||
msgid "Assign and track leads"
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads/lead_scoring.rst:3
|
||
msgid "Assign leads based on scoring"
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads/lead_scoring.rst:5
|
||
msgid ""
|
||
"With *Leads Scoring* you can automatically rank your leads based on selected"
|
||
" criterias."
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads/lead_scoring.rst:8
|
||
msgid ""
|
||
"For example you could score customers from your country higher or the ones "
|
||
"that visited specific pages on your website."
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads/lead_scoring.rst:14
|
||
msgid ""
|
||
"To use scoring, install the free module *Lead Scoring* under your *Apps* "
|
||
"page (only available in Odoo Enterprise)."
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads/lead_scoring.rst:21
|
||
msgid "Create scoring rules"
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads/lead_scoring.rst:23
|
||
msgid ""
|
||
"You now have a new tab in your *CRM* app called *Leads Management* where you"
|
||
" can manage your scoring rules."
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads/lead_scoring.rst:26
|
||
msgid ""
|
||
"Here's an example for a Canadian lead, you can modify for whatever criteria "
|
||
"you wish to score your leads on. You can add as many criterias as you wish."
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads/lead_scoring.rst:33
|
||
msgid ""
|
||
"Every hour every lead without a score will be automatically scanned and "
|
||
"assigned their right score according to your scoring rules."
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads/lead_scoring.rst:40
|
||
msgid "Assign leads"
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads/lead_scoring.rst:42
|
||
msgid ""
|
||
"Once the scores computed, leads can be assigned to specific teams using the "
|
||
"same domain mechanism. To do so go to :menuselection:`CRM --> Leads "
|
||
"Management --> Team Assignation` and apply a specific domain on each team. "
|
||
"This domain can include scores."
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads/lead_scoring.rst:49
|
||
msgid ""
|
||
"Further on, you can assign to a specific vendor in the team with an even "
|
||
"more refined domain."
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads/lead_scoring.rst:52
|
||
msgid ""
|
||
"To do so go to :menuselection:`CRM --> Leads Management --> Leads "
|
||
"Assignation`."
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads/lead_scoring.rst:58
|
||
msgid ""
|
||
"The team & leads assignation will assign the unassigned leads once a day."
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads/lead_scoring.rst:62
|
||
msgid "Evaluate & use the unassigned leads"
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads/lead_scoring.rst:64
|
||
msgid ""
|
||
"Once your scoring rules are in place you will most likely still have some "
|
||
"unassigned leads. Some of them could still lead to an opportunity so it is "
|
||
"useful to do something with them."
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads/lead_scoring.rst:68
|
||
msgid ""
|
||
"In your leads page you can place a filter to find your unassigned leads."
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads/lead_scoring.rst:73
|
||
msgid ""
|
||
"Why not using :menuselection:`Email Marketing` or :menuselection:`Marketing "
|
||
"Automation` apps to send a mass email to them? You can also easily find such"
|
||
" unassigned leads from there."
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads/prospect_visits.rst:3
|
||
msgid "Track your prospects visits"
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads/prospect_visits.rst:5
|
||
msgid ""
|
||
"Tracking your website pages will give you much more information about the "
|
||
"interests of your website visitors."
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads/prospect_visits.rst:8
|
||
msgid ""
|
||
"Every tracked page they visit will be recorded on your lead/opportunity if "
|
||
"they use the contact form on your website."
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads/prospect_visits.rst:14
|
||
msgid ""
|
||
"To use this feature, install the free module *Lead Scoring* under your "
|
||
"*Apps* page (only available in Odoo Enterprise)."
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads/prospect_visits.rst:21
|
||
msgid "Track a webpage"
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads/prospect_visits.rst:23
|
||
msgid ""
|
||
"Go to any static page you want to track on your website and under the "
|
||
"*Promote* tab you will find *Optimize SEO*"
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads/prospect_visits.rst:29
|
||
msgid "There you will see a *Track Page* checkbox to track this page."
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads/prospect_visits.rst:35
|
||
msgid "See visited pages in your leads/opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads/prospect_visits.rst:37
|
||
msgid ""
|
||
"Now each time a lead is created from the contact form it will keep track of "
|
||
"the pages visited by that visitor. You have two ways to see those pages, on "
|
||
"the top right corner of your lead/opportunity you can see a *Page Views* "
|
||
"button but also further down you will see them in the chatter."
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads/prospect_visits.rst:43
|
||
msgid ""
|
||
"Both will update if the viewers comes back to your website and visits more "
|
||
"pages."
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads/prospect_visits.rst:52
|
||
msgid ""
|
||
"The feature will not repeat multiple viewings of the same pages in the "
|
||
"chatter."
|
||
msgstr ""
|
||
|
||
#: ../../crm/track_leads/prospect_visits.rst:55
|
||
msgid "Your customers will no longer be able to keep any secrets from you!"
|
||
msgstr ""
|