documentation/locale/it/LC_MESSAGES/crm.po

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msgstr ""
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#: ../../crm.rst:5
msgid "CRM"
msgstr ""

#: ../../crm/calendar.rst:3
msgid "Calendar"
msgstr ""

#: ../../crm/calendar/google_calendar_credentials.rst:3
msgid "How to synchronize your Odoo Calendar with Google Calendar"
msgstr ""

#: ../../crm/calendar/google_calendar_credentials.rst:5
msgid ""
"Odoo is perfectly integrated with Google Calendar so that you can see & "
"manage your meetings from both platforms (updates go through both "
"directions)."
msgstr ""

#: ../../crm/calendar/google_calendar_credentials.rst:10
msgid "Setup in Google"
msgstr ""

#: ../../crm/calendar/google_calendar_credentials.rst:11
msgid ""
"Go to `Google APIs platform <https://console.developers.google.com>`__ to"
" generate Google Calendar API credentials. Log in with your Google "
"account."
msgstr ""

#: ../../crm/calendar/google_calendar_credentials.rst:14
msgid "Choose *Calendar API*."
msgstr ""

#: ../../crm/calendar/google_calendar_credentials.rst:19
msgid ""
"Create a new project and give it a name (e.g. Odoo). This project is "
"needed to store your API credentials."
msgstr ""

#: ../../crm/calendar/google_calendar_credentials.rst:25
msgid "Enable the API."
msgstr ""

#: ../../crm/calendar/google_calendar_credentials.rst:30
msgid "Create credentials to use in Odoo."
msgstr ""

#: ../../crm/calendar/google_calendar_credentials.rst:35
msgid ""
"Select *Web browser (Javascript)* as calling source and *User data* as "
"kind of data."
msgstr ""

#: ../../crm/calendar/google_calendar_credentials.rst:41
msgid ""
"Then you can create a Client ID. Enter the name of the application (e.g. "
"Odoo) and the allowed pages on which you will be redirected. The "
"*Authorized JavaScript origin* is your Odoo's instance URL. The "
"*Authorized redirect URI* is your Odoo's instance URL followed by "
"'/google_account/authentication'."
msgstr ""

#: ../../crm/calendar/google_calendar_credentials.rst:50
msgid ""
"Go through the Consent Screen step by entering a product name (e.g. "
"Odoo). Feel free to check the customizations options but this is not "
"mandatory. The Consent Screen will only show up when you enter the Client"
" ID in Odoo for the first time."
msgstr ""

#: ../../crm/calendar/google_calendar_credentials.rst:55
msgid ""
"Finally you are provided with your **Client ID**. Go to *Credentials* to "
"get the **Client secret** as well. You will need both of them in Odoo."
msgstr ""

#: ../../crm/calendar/google_calendar_credentials.rst:62
msgid "Setup in Odoo"
msgstr ""

#: ../../crm/calendar/google_calendar_credentials.rst:64
msgid "Install **Google Calendar** app."
msgstr ""

#: ../../crm/calendar/google_calendar_credentials.rst:69
msgid ""
"Go to :menuselection:`Settings --> General Settings` and enter your "
"credentials in Google Calendar option."
msgstr ""

#: ../../crm/calendar/google_calendar_credentials.rst:75
msgid ""
"The setup is now ready. Open your Odoo Calendar and sync with Google. The"
" first time you do it you are redirected to Google to authorize the "
"connection. Once back in Odoo, click the sync button again. You can click"
" it whenever you want to synchronize your calendar."
msgstr ""

#: ../../crm/calendar/google_calendar_credentials.rst:83
msgid "As of now you no longer have excuses to miss a meeting!"
msgstr ""

#: ../../crm/leads.rst:3
msgid "Leads"
msgstr ""

#: ../../crm/leads/generate.rst:3
msgid "Generate leads"
msgstr ""

#: ../../crm/leads/generate/emails.rst:3
msgid "How to generate leads from incoming emails?"
msgstr ""

#: ../../crm/leads/generate/emails.rst:5
msgid ""
"There are several ways for your company to :doc:`generate leads with Odoo"
" CRM <manual>`. One of them is using your company's generic email address"
" as a trigger to create a new lead in the system. In Odoo, each one of "
"your sales teams is linked to its own email address from which prospects "
"can reach them. For example, if the personal email address of your Direct"
" team is **direct@mycompany.example.com**, every email sent will "
"automatically create a new opportunity into the sales team."
msgstr ""

#: ../../crm/leads/generate/emails.rst:14
#: ../../crm/leads/generate/website.rst:73
#: ../../crm/leads/manage/automatic_assignation.rst:30
#: ../../crm/leads/manage/lead_scoring.rst:19
#: ../../crm/overview/started/setup.rst:10 ../../crm/reporting/review.rst:23
#: ../../crm/salesteam/manage/reward.rst:12
msgid "Configuration"
msgstr ""

#: ../../crm/leads/generate/emails.rst:16
msgid ""
"The first thing you need to do is to configure your **outgoing email "
"servers** and **incoming email gateway** from the "
":menuselection:`Settings module --> General Settings`."
msgstr ""

#: ../../crm/leads/generate/emails.rst:19
msgid ""
"Then set up your alias domain from the field shown here below and click "
"on **Apply**."
msgstr ""

#: ../../crm/leads/generate/emails.rst:26
msgid "Set up team alias"
msgstr ""

#: ../../crm/leads/generate/emails.rst:28
msgid ""
"Go on the Sales module and click on **Dashboard**. You will see that the "
"activation of your domain alias has generated a default email alias for "
"your existing sales teams."
msgstr ""

#: ../../crm/leads/generate/emails.rst:35
msgid ""
"You can easily personalize your sales teams aliases. Click on the More "
"button from the sales team of your choice, then on **Settings** to access"
" the sales team form. Into the **Email Alias** field, enter your email "
"alias and click on **Save**. Make sure to allow receiving emails from "
"everyone."
msgstr ""

#: ../../crm/leads/generate/emails.rst:41
msgid ""
"From there, each email sent to this email address will generate a new "
"lead into the related sales team."
msgstr ""

#: ../../crm/leads/generate/emails.rst:48
msgid "Set up catch-all email domain"
msgstr ""

#: ../../crm/leads/generate/emails.rst:50
msgid ""
"Additionally to your sales team aliases, you can also create a generic "
"email alias (e.g. *contact@* or *info@* ) that will also generate a new "
"contact in Odoo CRM. Still from the Sales module, go to "
":menuselection:`Configuration --> Settings` and set up your catch-all "
"email domain."
msgstr ""

#: ../../crm/leads/generate/emails.rst:57
msgid ""
"You can choose whether the contacts generated from your catch-all email "
"become leads or opportunities using the radio buttons that you see on the"
" screenshot here below. Note that, by default, the lead stage is not "
"activated in Odoo CRM."
msgstr ""

#: ../../crm/leads/generate/emails.rst:67
#: ../../crm/leads/generate/import.rst:89
#: ../../crm/leads/generate/website.rst:194
msgid ":doc:`manual`"
msgstr ""

#: ../../crm/leads/generate/emails.rst:68
#: ../../crm/leads/generate/manual.rst:67
#: ../../crm/leads/generate/website.rst:195
msgid ":doc:`import`"
msgstr ""

#: ../../crm/leads/generate/emails.rst:69
#: ../../crm/leads/generate/import.rst:91
#: ../../crm/leads/generate/manual.rst:71
msgid ":doc:`website`"
msgstr ""

#: ../../crm/leads/generate/import.rst:3
msgid "How to import contacts to the CRM?"
msgstr ""

#: ../../crm/leads/generate/import.rst:5
msgid ""
"In Odoo CRM, you can import a database of potential customers, for "
"instance for a cold emailing or cold calling campaign, through a CSV "
"file. You may be wondering if the best option is to import your contacts "
"as leads or opportunities. It depends on your business specificities and "
"workflow:"
msgstr ""

#: ../../crm/leads/generate/import.rst:11
msgid ""
"Some companies may decide to not use leads, but instead to keep all "
"information directly in an opportunity. For some companies, leads are "
"merely an extra step in the sales process. You could call this extended "
"(start from lead) versus simplified (start from opportunity) customer "
"relationship management."
msgstr ""

#: ../../crm/leads/generate/import.rst:17
msgid ""
"Odoo perfectly allows for either one of these approaches to be chosen. If"
" your company handles its sales from a pre qualification step, feel free "
"to activate first the lead stage as described below in order to import "
"your database as leads"
msgstr ""

#: ../../crm/leads/generate/import.rst:23 ../../crm/leads/generate/manual.rst:9
#: ../../crm/leads/generate/website.rst:38
#: ../../crm/salesteam/setup/organize_pipeline.rst:62
msgid "Activate the lead stage"
msgstr ""

#: ../../crm/leads/generate/import.rst:25
msgid ""
"By default, the lead stage is not activated in Odoo CRM. If you want to "
"import your contacts as leads rather than opportunities, go to "
":menuselection:`Configuration --> Settings`, select the option **use "
"leads if…** as shown below and click on **Apply**."
msgstr ""

#: ../../crm/leads/generate/import.rst:33
msgid ""
"This activation will create a new submenu :menuselection:`Sales --> "
"Leads` from which you will be able to import your contacts from the "
"**Import** button (if you want to create a lead manually, :doc:`click "
"here <manual>`)"
msgstr ""

#: ../../crm/leads/generate/import.rst:41
msgid "Import your CSV file"
msgstr ""

#: ../../crm/leads/generate/import.rst:43
msgid ""
"On the new submenu :menuselection:`Sales --> Leads`, click on **Import** "
"and select your Excel file to import from the **Choose File** button. "
"Make sure its extension is **.csv** and don't forget to set up the "
"correct File format options (**Encoding** and **Separator**) to match "
"your local settings and display your columns properly."
msgstr ""

#: ../../crm/leads/generate/import.rst:50
msgid ""
"If your prospects database is provided in another format than CSV, you "
"can easily convert it to the CSV format using Microsoft Excel, OpenOffice"
" / LibreOffice Calc, Google Docs, etc."
msgstr ""

#: ../../crm/leads/generate/import.rst:58
msgid "Select rows to import"
msgstr ""

#: ../../crm/leads/generate/import.rst:60
msgid ""
"Odoo will automatically map the column headers from your CSV file to the "
"corresponding fields if you tick *The first row of the file contains the "
"label of the column* option. This makes imports easier especially when "
"the file has many columns. Of course, you can remap the column headers to"
" describe the property you are importing data into (First Name, Last "
"Name, Email, etc.)."
msgstr ""

#: ../../crm/leads/generate/import.rst:72
msgid ""
"If you want to import your contacts as opportunities rather than leads, "
"make sure to add the *Type* column to your csv. This column is used to "
"indicate whether your import will be flagged as a Lead (type = Lead) or "
"as an opportunity (type = Opportunity)."
msgstr ""

#: ../../crm/leads/generate/import.rst:77
msgid ""
"Click the **Validate** button if you want to let Odoo verify that "
"everything seems okay before importing. Otherwise, you can directly click"
" the Import button: the same validations will be done."
msgstr ""

#: ../../crm/leads/generate/import.rst:83
msgid ""
"For additional technical information on how to import contacts into Odoo "
"CRM, read the **Frequently Asked Questions** section located below the "
"Import tool on the same window."
msgstr ""

#: ../../crm/leads/generate/import.rst:90
#: ../../crm/leads/generate/manual.rst:69
#: ../../crm/leads/generate/website.rst:196
msgid ":doc:`emails`"
msgstr ""

#: ../../crm/leads/generate/manual.rst:3
msgid "How to create a contact into Odoo CRM?"
msgstr ""

#: ../../crm/leads/generate/manual.rst:5
msgid ""
"Odoo CRM allows you to manually add contacts into your pipeline. It can "
"be either a lead or an opportunity."
msgstr ""

#: ../../crm/leads/generate/manual.rst:11
msgid ""
"By default, the lead stage is not activated in Odoo CRM. To activate it, "
"go to :menuselection:`Sales --> Configuration --> Settings`, select the "
"option \"\"use leads if…** as shown below and click on **Apply**."
msgstr ""

#: ../../crm/leads/generate/manual.rst:18
msgid ""
"This activation will create a new submenu **Leads** under **Sales** that "
"gives you access to a list of all your leads from which you will be able "
"to create a new contact."
msgstr ""

#: ../../crm/leads/generate/manual.rst:26
msgid "Create a new lead"
msgstr ""

#: ../../crm/leads/generate/manual.rst:28
msgid "Go to :menuselection:`Sales --> Leads` and click the **Create** button."
msgstr ""

#: ../../crm/leads/generate/manual.rst:33
msgid ""
"From the contact form, provide all the details in your possession "
"(contact name, email, phone, address, etc.) as well as some additional "
"information in the **Internal notes** field."
msgstr ""

#: ../../crm/leads/generate/manual.rst:39
msgid ""
"your lead can be directly handed over to specific sales team and "
"salesperson by clicking on **Convert to Opportunity** on the upper left "
"corner of the screen."
msgstr ""

#: ../../crm/leads/generate/manual.rst:43
msgid "Create a new opportunity"
msgstr ""

#: ../../crm/leads/generate/manual.rst:45
msgid ""
"You can also directly add a contact into a specific sales team without "
"having to convert the lead first. On the Sales module, go to your "
"dashboard and click on the **Pipeline** button of the desired sales team."
" If you don't have any sales team yet, :doc:`you need to create one first"
" <../../salesteam/setup/create_team>`. Then, click on **Create** and fill"
" in the contact details as shown here above. By default, the newly "
"created opportunity will appear on the first stage of your sales "
"pipeline."
msgstr ""

#: ../../crm/leads/generate/manual.rst:53
msgid ""
"Another way to create an opportunity is by adding it directly on a "
"specific stage. For example, if you have have spoken to Mr. Smith at a "
"meeting and you want to send him a quotation right away, you can add his "
"contact details on the fly directly into the **Proposition** stage. From "
"the Kanban view of your sales team, just click on the **+** icon at the "
"right of your stage to create the contact. The new opportunity will then "
"pop up into the corresponding stage and you can then fill in the contact "
"details by clicking on it."
msgstr ""

#: ../../crm/leads/generate/website.rst:3
msgid "How to generate leads from my website?"
msgstr ""

#: ../../crm/leads/generate/website.rst:5
msgid ""
"Your website should be your company's first lead generation tool. With "
"your website being the central hub of your online marketing campaigns, "
"you will naturally drive qualified traffic to feed your pipeline. When a "
"prospect lands on your website, your objective is to capture his "
"information in order to be able to stay in touch with him and to push him"
" further down the sales funnel."
msgstr ""

#: ../../crm/leads/generate/website.rst:12
msgid "This is how a typical online lead generation process work :"
msgstr ""

#: ../../crm/leads/generate/website.rst:14
msgid ""
"Your website visitor clicks on a call-to action (CTA) from one of your "
"marketing materials (e.g. an email newsletter, a social media message or "
"a blog post)"
msgstr ""

#: ../../crm/leads/generate/website.rst:18
msgid ""
"The CTA leads your visitor to a landing page including a form used to "
"collect his personal information (e.g. his name, his email address, his "
"phone number)"
msgstr ""

#: ../../crm/leads/generate/website.rst:22
msgid ""
"The visitor submits the form and automatically generates a lead into Odoo"
" CRM"
msgstr ""

#: ../../crm/leads/generate/website.rst:27
msgid ""
"Your calls-to-action, landing pages and forms are the key pieces of the "
"lead generation process. With Odoo Website, you can easily create and "
"optimize those critical elements without having to code or to use third-"
"party applications. Learn more `here <https://www.odoo.com/page/website-"
"builder>`__."
msgstr ""

#: ../../crm/leads/generate/website.rst:32
msgid ""
"In Odoo, the Website and CRM modules are fully integrated, meaning that "
"you can easily generate leads from various ways through your website. "
"However, even if you are hosting your website on another CMS, it is still"
" possible to fill Odoo CRM with leads generated from your website."
msgstr ""

#: ../../crm/leads/generate/website.rst:40
msgid ""
"By default, the lead stage is not activated in Odoo CRM. Therefore, new "
"leads automatically become opportunities. You can easily activate the "
"option of adding the lead step. If you want to import your contacts as "
"leads rather than opportunities, from the Sales module go to "
":menuselection:`Configuration --> Settings`, select the option **use "
"leads if…** as shown below and click on **Apply**."
msgstr ""

#: ../../crm/leads/generate/website.rst:50
msgid ""
"Note that even without activating this step, the information that follows"
" is still applicable - the lead generated will land in the opportunities "
"dashboard."
msgstr ""

#: ../../crm/leads/generate/website.rst:55
msgid "From an Odoo Website"
msgstr ""

#: ../../crm/leads/generate/website.rst:57
msgid ""
"Let's assume that you want to get as much information as possible about "
"your website visitors. But how could you make sure that every person who "
"wants to know more about your company's products and services is actually"
" leaving his information somewhere? Thanks to Odoo's integration between "
"its CRM and Website modules, you can easily automate your lead "
"acquisition process thanks to the **contact form** and the **form "
"builder** modules"
msgstr ""

#: ../../crm/leads/generate/website.rst:67
msgid ""
"another great way to generate leads from your Odoo Website is by "
"collecting your visitors email addresses thanks to the Newsletter or "
"Newsletter Popup CTAs. These snippets will create new contacts in your "
"Email Marketing's mailing list. Learn more `here "
"<https://www.odoo.com/page/email-marketing>`__."
msgstr ""

#: ../../crm/leads/generate/website.rst:75
msgid ""
"Start by installing the Website builder module. From the main dashboard, "
"click on **Apps**, enter \"**Website**\" in the search bar and click on "
"**Install**. You will be automatically redirected to the web interface."
msgstr ""

#: ../../crm/leads/generate/website.rst:84
msgid ""
"A tutorial popup will appear on your screen if this is the first time you"
" use Odoo Website. It will help you get started with the tool and you'll "
"be able to use it in minutes. Therefore, we strongly recommend you to use"
" it."
msgstr ""

#: ../../crm/leads/generate/website.rst:89
msgid "Create a lead by using the Contact Form module"
msgstr ""

#: ../../crm/leads/generate/website.rst:91
msgid ""
"You can effortlessly generate leads via a contact form on your **Contact "
"us** page. To do so, you first need to install the Contact Form module. "
"It will add a contact form in your **Contact us** page and automatically "
"generate a lead from forms submissions."
msgstr ""

#: ../../crm/leads/generate/website.rst:96
msgid ""
"To install it, go back to the backend using the square icon on the upper-"
"left corner of your screen. Then, click on **Apps**, enter \"**Contact "
"Form**\" in the search bar (don't forget to remove the **Apps** tag "
"otherwise you will not see the module appearing) and click on "
"**Install**."
msgstr ""

#: ../../crm/leads/generate/website.rst:104
msgid ""
"Once the module is installed, the below contact form will be integrated "
"to your \"Contact us\" page. This form is linked to Odoo CRM, meaning "
"that all data entered through the form will be captured by the CRM and "
"will create a new lead."
msgstr ""

#: ../../crm/leads/generate/website.rst:112
msgid ""
"Every lead created through the contact form is accessible in the Sales "
"module, by clicking on :menuselection:`Sales --> Leads`. The name of the "
"lead corresponds to the \"Subject\" field on the contact form and all the"
" other information is stored in the corresponding fields within the CRM. "
"As a salesperson, you can add additional information, convert the lead "
"into an opportunity or even directly mark it as Won or Lost."
msgstr ""

#: ../../crm/leads/generate/website.rst:123
msgid "Create a lead using the Form builder module"
msgstr ""

#: ../../crm/leads/generate/website.rst:125
msgid ""
"You can create fully-editable custom forms on any landing page on your "
"website with the Form Builder snippet. As for the Contact Form module, "
"the Form Builder will automatically generate a lead after the visitor has"
" completed the form and clicked on the button **Send**."
msgstr ""

#: ../../crm/leads/generate/website.rst:130
msgid ""
"From the backend, go to Settings and install the \"**Website Form "
"Builder**\" module (don't forget to remove the **Apps** tag otherwise you"
" will not see the modules appearing). Then, back on the website, go to "
"your desired landing page and click on Edit to access the available "
"snippets. The Form Builder snippet lays under the **Feature** section."
msgstr ""

#: ../../crm/leads/generate/website.rst:140
msgid ""
"As soon as you have dropped the snippet where you want the form to appear"
" on your page, a **Form Parameters** window will pop up. From the "
"**Action** drop-down list, select **Create a lead** to automatically "
"create a lead in Odoo CRM. On the **Thank You** field, select the URL of "
"the page you want to redirect your visitor after the form being submitted"
" (if you don't add any URL, the message \"The form has been sent "
"successfully\" will confirm the submission)."
msgstr ""

#: ../../crm/leads/generate/website.rst:151
msgid ""
"You can then start creating your custom form. To add new fields, click on"
" **Select container block** and then on the blue **Customize** button. 3 "
"options will appear:"
msgstr ""

#: ../../crm/leads/generate/website.rst:158
msgid ""
"**Change Form Parameters**: allows you to go back to the Form Parameters "
"and change the configuration"
msgstr ""

#: ../../crm/leads/generate/website.rst:161
msgid ""
"**Add a model field**: allows you to add a field already existing in Odoo"
" CRM from a drop-down list. For example, if you select the Field "
"*Country*, the value entered by the lead will appear under the *Country* "
"field in the CRM - even if you change the name of the field on the form."
msgstr ""

#: ../../crm/leads/generate/website.rst:167
msgid ""
"**Add a custom field**: allows you to add extra fields that don't exist "
"by default in Odoo CRM. The values entered will be added under \"Notes\" "
"within the CRM. You can create any field type : checkbox, radio button, "
"text, decimal number, etc."
msgstr ""

#: ../../crm/leads/generate/website.rst:172
msgid "Any submitted form will create a lead in the backend."
msgstr ""

#: ../../crm/leads/generate/website.rst:175
msgid "From another CMS"
msgstr ""

#: ../../crm/leads/generate/website.rst:177
msgid ""
"If you use Odoo CRM but not Odoo Website, you can still automate your "
"online lead generation process using email gateways by editing the "
"\"Submit\" button of any form and replacing the hyperlink by a mailto "
"corresponding to your email alias (learn how to create your sales alias "
":doc:`here <emails>`)."
msgstr ""

#: ../../crm/leads/generate/website.rst:183
msgid ""
"For example if the alias of your company is **salesEMEA@mycompany.com**, "
"add ``mailto:salesEMEA@mycompany.com`` into the regular hyperlink code "
"(CTRL+K) to generate a lead into the related sales team in Odoo CRM."
msgstr ""

#: ../../crm/leads/manage.rst:3
msgid "Manage leads"
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:3
msgid "Automate lead assignation to specific sales teams or salespeople"
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:5
msgid ""
"Depending on your business workflow and needs, you may need to dispatch "
"your incoming leads to different sales team or even to specific "
"salespeople. Here are a few example:"
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:9
msgid ""
"Your company has several offices based on different geographical regions."
" You will want to assign leads based on the region;"
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:12
msgid ""
"One of your sales teams is dedicated to treat opportunities from large "
"companies while another one is specialized for SMEs. You will want to "
"assign leads based on the company size;"
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:16
msgid ""
"One of your sales representatives is the only one to speak foreign "
"languages while the rest of the team speaks English only. Therefore you "
"will want to assign to that person all the leads from non-native English-"
"speaking countries."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:21
msgid ""
"As you can imagine, manually assigning new leads to specific individuals "
"can be tedious and time consuming - especially if your company generates "
"a high volume of leads every day. Fortunately, Odoo CRM allows you to "
"automate the process of lead assignation based on specific criteria such "
"as location, interests, company size, etc. With specific workflows and "
"precise rules, you will be able to distribute all your opportunities "
"automatically to the right sales teams and/or salesman."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:32
msgid ""
"If you have just started with Odoo CRM and haven't set up your sales team"
" nor registered your salespeople, :doc:`read this documentation first "
"<../../overview/started/setup>`."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:36
msgid ""
"You have to install the module **Lead Scoring**. Go to "
":menuselection:`Apps` and install it if it's not the case already."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:40
msgid "Define rules for a sales team"
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:42
msgid ""
"From the sales module, go to your dashboard and click on the **More** "
"button of the desired sales team, then on **Settings**. If you don't have"
" any sales team yet, :doc:`you need to create one first "
"<../../salesteam/setup/create_team>`."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:50
msgid ""
"On your sales team menu, use in the **Domain** field a specific domain "
"rule (for technical details on the domain refer on the `Building a Module"
" tutorial "
"<https://www.odoo.com/documentation/9.0/howtos/backend.html#domains>`__ "
"or `Syntax reference guide "
"<https://www.odoo.com/documentation/9.0/reference/orm.html#reference-orm-"
"domains>`__) which will allow only the leads matching the team domain."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:56
msgid ""
"For example, if you want your *Direct Sales* team to only receive leads "
"coming from United States and Canada, your domain will be as following :"
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:59
msgid "``[[country_id, 'in', ['United States', 'Canada']]]``"
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:66
msgid ""
"you can also base your automatic assignment on the score attributed to "
"your leads. For example, we can imagine that you want all the leads with "
"a score under 100 to be assigned to a sales team trained for lighter "
"projects and the leads over 100 to a more experienced sales team. Read "
"more on :doc:`how to score leads here <lead_scoring>`."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:72
msgid "Define rules for a salesperson"
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:74
msgid ""
"You can go one step further in your assignment rules and decide to assign"
" leads within a sales team to a specific salesperson. For example, if I "
"want Toni Buchanan from the *Direct Sales* team to receive only leads "
"coming from Canada, I can create a rule that will automatically assign "
"him leads from that country."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:80
msgid ""
"Still from the sales team menu (see here above), click on the salesperson"
" of your choice under the assignment submenu. Then, enter your rule in "
"the *Domain* field."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:89
msgid ""
"In Odoo, a lead is always assigned to a sales team before to be assigned "
"to a salesperson. Therefore, you need to make sure that the assignment "
"rule of your salesperson is a child of the assignment rule of the sales "
"team."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:95
#: ../../crm/salesteam/manage/create_salesperson.rst:67
msgid ":doc:`../../overview/started/setup`"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:3
msgid "How to do efficient Lead Scoring?"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:5
msgid ""
"Odoo's Lead Scoring module allows you to give a score to your leads based"
" on specific criteria - the higher the value, the more likely the "
"prospect is \"ready for sales\". Therefore, the best leads are "
"automatically assigned to your salespeople so their pipe are not polluted"
" with poor-quality opportunities."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:12
msgid ""
"Lead scoring is a critical component of an effective lead management "
"strategy. By helping your sales representative determine which leads to "
"engage with in order of priority, you will increase their overall "
"conversion rate and your sales team's efficiency."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:22
msgid "Install the Lead Scoring module"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:24
msgid "Start by installing the **Lead Scoring** module."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:26
msgid ""
"Once the module is installed, you should see a new menu "
":menuselection:`Sales --> Leads Management --> Scoring Rules`"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:33
msgid "Create scoring rules"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:35
msgid ""
"Leads scoring allows you to assign a positive or negative score to your "
"prospects based on any demographic or behavioral criteria that you have "
"set (country or origin, pages visited, type of industry, role, etc.). To "
"do so you'll first need to create rules that will assign a score to a "
"given criteria."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:43
msgid ""
"In order to assign the right score to your various rules, you can use "
"these two methods:"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:45
msgid ""
"Establish a list of assets that your ideal customer might possess to "
"interest your company. For example, if you run a local business in "
"California, a prospect coming from San Francisco should have a higher "
"score than a prospect coming from New York."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:49
msgid ""
"Dig into your data to uncover characteristics shared by your closed "
"opportunities and most important clients."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:52
msgid ""
"Please note that this is not an exact science, so you'll need time and "
"feedback from your sales teams to adapt and fine tune your rules until "
"getting the desired result."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:56
msgid ""
"In the **Scoring Rules** menu, click on **Create** to write your first "
"rule."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:61
msgid ""
"First name your rule, then enter a value and a domain (refer on the "
"`official python documentation <https://docs.python.org/2/tutorial/>`__ "
"for more information). For example, if you want to assign 8 points to all"
" the leads coming from **Belgium**, you'll need to give ``8`` as a "
"**value** and ``[['country\\_id',=,'Belgium']]`` as a domain."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:68
msgid "Here are some criteria you can use to build a scoring rule :"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:70
msgid "country of origin : ``'country_id'``"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:72
msgid "stage in the sales cycle : ``'stage_id'``"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:74
msgid ""
"email address (e.g. if you want to score the professional email "
"addresses) : ``'email_from'``"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:76
msgid "page visited : ``'score_pageview_ids.url'``"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:78
msgid "name of a marketing campaign : ``'campaign_id'``"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:80
msgid ""
"After having activated your rules, Odoo will give a value to all your new"
" incoming leads. This value can be found directly on your lead's form "
"view."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:88
msgid "Assign high scoring leads to your sales teams"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:90
msgid ""
"The next step is now to automatically convert your best leads into "
"opportunities. In order to do so, you need to decide what is the minimum "
"score a lead should have to be handed over to a given sales team. Go to "
"your **sales dashboard** and click on the **More** button of your desired"
" sales team, then on **Settings**. Enter your value under the **Minimum "
"score** field."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:100
msgid ""
"From the example above, the **Direct Sales** team will only receive "
"opportunities with a minimum score of ``50``. The prospects with a lower "
"score can either stay in the lead stage or be assigned to another sales "
"team which has set up a different minimum score."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:106
msgid ""
"Organize a meeting between your **Marketing** and **Sales** teams in "
"order to align your objectives and agree on what minimum score makes a "
"sales-ready lead."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:110
msgid ":doc:`automatic_assignation`"
msgstr ""

#: ../../crm/leads/voip.rst:3
msgid "Odoo VOIP"
msgstr ""

#: ../../crm/leads/voip/setup.rst:3
msgid "Installation and Setup"
msgstr ""

#: ../../crm/leads/voip/setup.rst:6
msgid "Installing Asterisk server"
msgstr ""

#: ../../crm/leads/voip/setup.rst:9
msgid "Dependencies"
msgstr ""

#: ../../crm/leads/voip/setup.rst:11
msgid "Before installing Asterisk you need to install the following dependencies:"
msgstr ""

#: ../../crm/leads/voip/setup.rst:13
msgid "wget"
msgstr ""

#: ../../crm/leads/voip/setup.rst:14
msgid "gcc"
msgstr ""

#: ../../crm/leads/voip/setup.rst:15
msgid "g++"
msgstr ""

#: ../../crm/leads/voip/setup.rst:16
msgid "ncurses-devel"
msgstr ""

#: ../../crm/leads/voip/setup.rst:17
msgid "libxml2-devel"
msgstr ""

#: ../../crm/leads/voip/setup.rst:18
msgid "sqlite-devel"
msgstr ""

#: ../../crm/leads/voip/setup.rst:19
msgid "libsrtp-devel"
msgstr ""

#: ../../crm/leads/voip/setup.rst:20
msgid "libuuid-devel"
msgstr ""

#: ../../crm/leads/voip/setup.rst:21
msgid "openssl-devel"
msgstr ""

#: ../../crm/leads/voip/setup.rst:22
msgid "pkg-config"
msgstr ""

#: ../../crm/leads/voip/setup.rst:24
msgid "In order to install libsrtp, follow the instructions below:"
msgstr ""

#: ../../crm/leads/voip/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/leads/voip/setup.rst:37
msgid "**Change to the pjproject source directory:**"
msgstr ""

#: ../../crm/leads/voip/setup.rst:43
msgid "**run:**"
msgstr ""

#: ../../crm/leads/voip/setup.rst:49
msgid "**Build and install pjproject:**"
msgstr ""

#: ../../crm/leads/voip/setup.rst:57
msgid "**Update shared library links:**"
msgstr ""

#: ../../crm/leads/voip/setup.rst:63
msgid "**Verify that pjproject is installed:**"
msgstr ""

#: ../../crm/leads/voip/setup.rst:69
msgid "**The result should be:**"
msgstr ""

#: ../../crm/leads/voip/setup.rst:86
msgid "Asterisk"
msgstr ""

#: ../../crm/leads/voip/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/leads/voip/setup.rst:90
msgid "Extract Asterisk:"
msgstr ""

#: ../../crm/leads/voip/setup.rst:96
msgid "Enter the Asterisk directory:"
msgstr ""

#: ../../crm/leads/voip/setup.rst:102
msgid "Run the Asterisk configure script:"
msgstr ""

#: ../../crm/leads/voip/setup.rst:108
msgid "Run the Asterisk menuselect tool:"
msgstr ""

#: ../../crm/leads/voip/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/leads/voip/setup.rst:116
msgid "Compile and install Asterisk:"
msgstr ""

#: ../../crm/leads/voip/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/leads/voip/setup.rst:125
msgid "DTLS Certificates"
msgstr ""

#: ../../crm/leads/voip/setup.rst:127
msgid "After you need to setup the DTLS certificates."
msgstr ""

#: ../../crm/leads/voip/setup.rst:133
msgid "Enter the Asterisk scripts directory:"
msgstr ""

#: ../../crm/leads/voip/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/leads/voip/setup.rst:146
msgid "Configure Asterisk server"
msgstr ""

#: ../../crm/leads/voip/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/leads/voip/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/leads/voip/setup.rst:186
msgid ""
"In the sip.conf and rtp.conf files you also need to add or uncomment the "
"lines:"
msgstr ""

#: ../../crm/leads/voip/setup.rst:193
msgid "Lastly, set up extensions.conf:"
msgstr ""

#: ../../crm/leads/voip/setup.rst:202
msgid "Configure Odoo VOIP"
msgstr ""

#: ../../crm/leads/voip/setup.rst:204
msgid "In Odoo, the configuration should be done in the user's preferences."
msgstr ""

#: ../../crm/leads/voip/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/leads/voip/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/overview.rst:3
msgid "Overview"
msgstr ""

#: ../../crm/overview/main_concepts.rst:3
msgid "Main Concepts"
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:3
msgid "Introduction to Odoo CRM"
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:11
msgid "Transcript"
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:13
msgid ""
"Hi, my name is Nicholas, I'm a business manager in the textile industry. "
"I sell accessories to retailers. Do you know the difference between a "
"good salesperson and an excellent salesperson? The key is to be "
"productive and organized to do the job. That's where Odoo comes in. "
"Thanks to a well structured organization you'll change a good team into "
"an exceptional team."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:21
msgid ""
"With Odoo CRM, the job is much easier for me and my entire team. When I "
"log in into Odoo CRM, I have a direct overview of my ongoing performance."
" But also the activity of the next 7 days and the performance of the last"
" month. I see that I overachieved last month when compared to my "
"invoicing target of $200,000. I have a structured approach of my "
"performance."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:28
msgid ""
"If I want to have a deeper look into the details, I click on next actions"
" and I can see that today I have planned a call with Think Big Systems. "
"Once I have done my daily review, I usually go to my pipeline. The "
"process is the same for everyone in the team. Our job is to find "
"resellers and before closing any deal we have to go through different "
"stages. We usually have a first contact to qualify the opportunity, then "
"move into offer & negotiation stage, and closing by a 'won'..Well, that's"
" if all goes well."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:38
msgid ""
"The user interface is really smooth, I can drag and drop any business "
"opportunity from one stage to another in just a few clicks."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:42
msgid ""
"Now I'd like to go further with an interesting contact: a department "
"store. I highlighted their file by changing the color. For each contact, "
"I have a form view where I can access to all necessary information about "
"the contact. I see here my opportunity Macy's has an estimated revenue of"
" $50,000 and a success rate of 10%. I need to discuss about this "
"partnership, so I will schedule a meeting straight from the contact form:"
" Macy's partnership meeting. It's super easy to create a new meeting with"
" any contact. I can as well send an email straight from the opportunity "
"form and the answer from the prospect will simply pop up in the system "
"too. Now, let's assume that the meeting took place, therefore I can mark "
"it as done. And the system automatically suggests a next activity. "
"Actually, we configured Odoo with a set of typical activities we follow "
"for every opportunity, and it's great to have a thorough followup. The "
"next activity will be a follow-up email. Browsing from one screen to the "
"other is really simple and adapting to the view too! I can see my "
"opportunitities as a to-do list of next activities for example."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:62
msgid ""
"With Odoo CRM I have a sales management tool that is really efficient and"
" me and my team can be well organized. I have a clear overview of my "
"sales pipeline, meetings, revenues, and more."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:67
msgid ""
"I go back to my pipeline. Macy's got qualified successfully, which mean I"
" can move their file to the next step and I will dapt the expected "
"revenue as discussed. Once I have performed the qualification process, I "
"will create a new quotation based on the feedback I received from my "
"contact. For my existing customers, I can as well quickly discover the "
"activity around them for any Odoo module I use, and continue to discuss "
"about them. It's that simple."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:76
msgid ""
"We have seen how I can manage my daily job as business manager or "
"salesperson. At the end of the journey I would like to have a concrete "
"view of my customer relationships and expected revenues. If I go into the"
" reports in Odoo CRM, I have the possibility to know exactly what's the "
"evolution of the leads over the past months, or have a look at the "
"potential revenues and the performance of the different teams in terms of"
" conversions from leads to opportunities for instance. So with Odoo I can"
" have a clear reporting of every activity based on predefined metrics or "
"favorites. I can search for other filters too and adapt the view. If I "
"want to go in the details, I choose the list view and can click on any "
"item"
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:90
msgid ""
"Odoo CRM is not only a powerful tool to achieve our sales goals with "
"structured activities, performance dashboard, next acitivities and more, "
"but also allows me to:"
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:94
msgid ""
"Use leads to get in the system unqualified but targeted contacts I may "
"have gathered in a conference or through a contact form on my website. "
"Those leads can then be converted into opportunities."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:99
msgid ""
"Manage phone calls from Odoo CRM by using the VoIP app. Call customers, "
"manage a call queue, log calls, schedule calls and next actions to "
"perform."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:103
msgid ""
"Integrate with Odoo Sales to create beautiful online or PDF quotations "
"and turn them into sales orders."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:106
msgid "Use email marketing for marketing campaigns to my customers and prospects."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:109
msgid ""
"Manage my business seamlessly, even on the go. Indeed, Odoo offers a "
"mobile app that lets every business organize key sales activities from "
"leads to quotes."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:113
msgid ""
"Odoo CRM is a powerful, yet easy-to-use app. I firstly used the sales "
"planner to clearly state my objectives and set up our CRM. It will help "
"you getting started quickly too."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:3
msgid "Odoo CRM Terminologies"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:10
msgid "**CRM (Customer relationship management)**:"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:6
msgid ""
"System for managing a company's interactions with current and future "
"customers. It often involves using technology to organize, automate, and "
"synchronize sales, marketing, customer service, and technical support."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:14
msgid "**Sales cycle** :"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:13
msgid ""
"Sequence of phases used by a company to convert a prospect into a "
"customer."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:20
msgid "**Pipeline :**"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:17
msgid ""
"Visual representation of your sales process, from the first contact to "
"the final sale. It refers to the process by which you generate, qualify "
"and close leads through your sales cycle."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:24
msgid "**Sales stage** :"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:23
msgid ""
"In Odoo CRM, a stage defines where an opportunity is in your sales cycle "
"and its probability to close a sale."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:29
msgid "**Lead :**"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:27
msgid ""
"Someone who becomes aware of your company or someone who you decide to "
"pursue for a sale, even if they don't know about your company yet."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:34
msgid "**Opportunity :**"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:32
msgid ""
"A lead that has shown an interest in knowing more about your "
"products/services and therefore has been handed over to a sales "
"representative"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:39
msgid "**Customer :**"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:37
msgid ""
"In Odoo CRM, a customer refers to any contact within your database, "
"whether it is a lead, an opportunity, a client or a company."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:45
msgid "**Key Performance Indicator (KPI)** :"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:42
msgid ""
"A KPI is a measurable value that demonstrates how effectively a company "
"is achieving key business objectives. Organizations use KPIs to evaluate "
"their success at reaching targets."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:51
msgid "**Lead scoring** :"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:48
msgid ""
"System assigning a positive or negative score to prospects according to "
"their web activity and personal informations in order to determine "
"whether they are \"ready for sales\" or not."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:62
msgid "**Kanban view :**"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:54
msgid ""
"In Odoo, the Kanban view is a workflow visualisation tool halfway between"
" a `list view "
"<https://www.odoo.com/documentation/8.0/reference/views.html#reference-"
"views-list>`__ and a non-editable `form view "
"<https://www.odoo.com/documentation/8.0/reference/views.html#reference-"
"views-form>`__ and displaying records as \"cards\". Records may be "
"grouped in columns for use in workflow visualisation or manipulation "
"(e.g. tasks or work-progress management), or ungrouped (used simply to "
"visualize records)."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:66
msgid "**List view :**"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:65
msgid ""
"View allowing you to see your objects (contacts, companies, tasks, etc.) "
"listed in a table."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:71
msgid "**Lead generation:**"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:69
msgid ""
"Process by which a company collects relevant datas about potential "
"customers in order to enable a relationship and to push them further down"
" the sales cycle."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:76
msgid "**Campaign:**"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:74
msgid ""
"Coordinated set of actions sent via various channels to a target audience"
" and whose goal is to generate leads. In Odoo CRM, you can link a lead to"
" the campaign which he comes from in order to measure its efficiency."
msgstr ""

#: ../../crm/overview/process.rst:3
msgid "Process Overview"
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:3
msgid "Generating leads with Odoo CRM"
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:6
msgid "What is lead generation?"
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:8
msgid ""
"Lead generation is the process by which a company acquires leads and "
"collects relevant datas about potential customers in order to enable a "
"relationship and to turn them into customers."
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:12
msgid ""
"For example, a website visitor who fills in your contact form to know "
"more about your products and services becomes a lead for your company. "
"Typically, a Customer Relationship Management tool such as Odoo CRM is "
"used to centralize, track and manage leads."
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:18
msgid "Why is lead generation important for my business?"
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:20
msgid ""
"Generating a constant flow of high-quality leads is one of the most "
"important responsibility of a marketing team. Actually, a well-managed "
"lead generation process is like the fuel that will allow your company to "
"deliver great performances - leads bring meetings, meetings bring sales, "
"sales bring revenue and more work."
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:27
msgid "How to generate leads with Odoo CRM?"
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:29
msgid ""
"Leads can be captured through many sources - marketing campaigns, "
"exhibitions and trade shows, external databases, etc. The most common "
"challenge is to successfully gather all the data and to track any lead "
"activity. Storing leads information in a central place such as Odoo CRM "
"will release you of these worries and will help you to better automate "
"your lead generation process, share information with your teams and "
"analyze your sales processes easily."
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:37
msgid "Odoo CRM provides you with several methods to generate leads:"
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:39
msgid ":doc:`../../leads/generate/emails`"
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:41
msgid ""
"An inquiry email sent to one of your company's generic email addresses "
"can automatically generate a lead or an opportunity."
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:44
msgid ":doc:`../../leads/generate/manual`"
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:46
msgid ""
"You may want to follow up with a prospective customer met briefly at an "
"exhibition who gave you his business card. You can manually create a new "
"lead and enter all the needed information."
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:50
msgid ":doc:`../../leads/generate/website`"
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:52
msgid ""
"A website visitor who fills in a form automatically generates a lead or "
"an opportunity in Odoo CRM."
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:55
msgid ":doc:`../../leads/generate/import`"
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:57
msgid ""
"You can provide your salespeople lists of prospects - for example for a "
"cold emailing or a cold calling campaign - by importing them from any CSV"
" file."
msgstr ""

#: ../../crm/overview/started.rst:3
msgid "Getting started"
msgstr ""

#: ../../crm/overview/started/setup.rst:3
msgid "How to setup your teams, sales process and objectives?"
msgstr ""

#: ../../crm/overview/started/setup.rst:5
msgid ""
"This quick step-by-step guide will lead you through Odoo CRM and help you"
" handle your sales funnel easily and constantly manage your sales funnel "
"from lead to customer."
msgstr ""

#: ../../crm/overview/started/setup.rst:12
msgid ""
"Create your database from `www.odoo.com/start "
"<http://www.odoo.com/start>`__, select the CRM icon as first app to "
"install, fill in the form and click on *Create now*. You will "
"automatically be directed to the module when the database is ready."
msgstr ""

#: ../../crm/overview/started/setup.rst:22
msgid ""
"You will notice that the installation of the CRM module has created the "
"submodules Chat, Calendar and Contacts. They are mandatory so that every "
"feature of the app is running smoothly."
msgstr ""

#: ../../crm/overview/started/setup.rst:27
msgid "Introduction to the Sales Planner"
msgstr ""

#: ../../crm/overview/started/setup.rst:29
msgid ""
"The Sales Planner is a useful step-by-step guide created to help you "
"implement your sales funnel and define your sales objectives easier. We "
"strongly recommend you to go through every step of the tool the first "
"time you use Odoo CRM and to follow the requirements. Your input are "
"strictly personal and intended as a personal guide and mentor into your "
"work. As it does not interact with the backend, you are free to adapt any"
" detail whenever you feel it is needed."
msgstr ""

#: ../../crm/overview/started/setup.rst:37
msgid ""
"You can reach the Sales Planner from anywhere within the CRM module by "
"clicking on the progress bar located on the upper-right side of your "
"screen. It will show you how far you are in the use of the Sales Planner."
msgstr ""

#: ../../crm/overview/started/setup.rst:46
msgid "Set up your first sales team"
msgstr ""

#: ../../crm/overview/started/setup.rst:49
msgid "Create a new team"
msgstr ""

#: ../../crm/overview/started/setup.rst:51
msgid ""
"A Direct Sales team is created by default on your instance. You can "
"either use it or create a new one. Refer to the page "
":doc:`../../salesteam/setup/create_team` for more information."
msgstr ""

#: ../../crm/overview/started/setup.rst:56
msgid "Assign salespeople to your sales team"
msgstr ""

#: ../../crm/overview/started/setup.rst:58
msgid ""
"When your sales teams are created, the next step is to link your "
"salespeople to their team so they will be able to work on the "
"opportunities they are supposed to receive. For example, if within your "
"company Tim is selling products and John is selling maintenance "
"contracts, they will be assigned to different teams and will only receive"
" opportunities that make sense to them."
msgstr ""

#: ../../crm/overview/started/setup.rst:65
msgid ""
"In Odoo CRM, you can create a new user on the fly and assign it directly "
"to a sales team. From the **Dashboard**, click on the button **More** of "
"your selected sales team, then on **Settings**. Then, under the "
"**Assignation** section, click on **Create** to add a new salesperson to "
"the team."
msgstr ""

#: ../../crm/overview/started/setup.rst:71
msgid ""
"From the **Create: salesman** pop up window (see screenshot below), you "
"can assign someone on your team:"
msgstr ""

#: ../../crm/overview/started/setup.rst:74
msgid ""
"Either your salesperson already exists in the system and you will just "
"need to click on it from the drop-down list and it will be assigned to "
"the team"
msgstr ""

#: ../../crm/overview/started/setup.rst:77
msgid ""
"Or you want to assign a new salesperson that doesn't exist into the "
"system yet - you can do it by creating a new user on the fly from the "
"sales team. Just enter the name of your new salesperson and click on "
"Create (see below) to create a new user into the system and directly "
"assign it to your team. The new user will receive an invite email to set "
"his password and log into the system. Refer to "
":doc:`../../salesteam/manage/create_salesperson` for more information "
"about that process"
msgstr ""

#: ../../crm/overview/started/setup.rst:90
msgid "Set up your pipeline"
msgstr ""

#: ../../crm/overview/started/setup.rst:92
msgid ""
"Now that your sales team is created and your salespeople are linked to "
"it, you will need to set up your pipeline -create the process by which "
"your team will generate, qualify and close opportunities through your "
"sales cycle. Refer to the document "
":doc:`../../salesteam/setup/organize_pipeline` to define the stages of "
"your pipeline."
msgstr ""

#: ../../crm/overview/started/setup.rst:99
msgid "Set up incoming email to generate opportunities"
msgstr ""

#: ../../crm/overview/started/setup.rst:101
msgid ""
"In Odoo CRM, one way to generate opportunities into your sales team is to"
" create a generic email address as a trigger. For example, if the "
"personal email address of your Direct team is "
"`direct@mycompany.example.com <mailto:direct@mycompany.example.com>`__\\,"
" every email sent will automatically create a new opportunity into the "
"sales team."
msgstr ""

#: ../../crm/overview/started/setup.rst:108
msgid "Refer to the page :doc:`../../leads/generate/emails` to set it up."
msgstr ""

#: ../../crm/overview/started/setup.rst:111
msgid "Automate lead assignation"
msgstr ""

#: ../../crm/overview/started/setup.rst:113
msgid ""
"If your company generates a high volume of leads every day, it could be "
"useful to automate the assignation so the system will distribute all your"
" opportunities automatically to the right department."
msgstr ""

#: ../../crm/overview/started/setup.rst:117
msgid ""
"Refer to the document :doc:`../../leads/manage/automatic_assignation` for"
" more information."
msgstr ""

#: ../../crm/reporting.rst:3
msgid "Reporting"
msgstr ""

#: ../../crm/reporting/analysis.rst:3
msgid ""
"How to analyze the sales performance of your team and get customize "
"reports"
msgstr ""

#: ../../crm/reporting/analysis.rst:5
msgid ""
"As a manager, you need to constantly monitor your team's performance in "
"order to help you take accurate and relevant decisions for the company. "
"Therefore, the **Reporting** section of **Odoo Sales** represents a very "
"important tool that helps you get a better understanding of where your "
"company's strengths, weaknesses and opportunities are, showing you trends"
" and forecasts for key metrics such as the number of opportunities and "
"their expected revenue over time , the close rate by team or the length "
"of sales cycle for a given product or service."
msgstr ""

#: ../../crm/reporting/analysis.rst:14
msgid ""
"Beyond these obvious tracking sales funnel metrics, there are some other "
"KPIs that can be very valuable to your company when it comes to judging "
"sales funnel success."
msgstr ""

#: ../../crm/reporting/analysis.rst:19
msgid "Review pipelines"
msgstr ""

#: ../../crm/reporting/analysis.rst:21
msgid ""
"You will have access to your sales funnel performance from the **Sales** "
"module, by clicking on :menuselection:`Sales --> Reports --> Pipeline "
"analysis`. By default, the report groups all your opportunities by stage "
"(learn more on how to create and customize stage by reading "
":doc:`../salesteam/setup/organize_pipeline`) and expected revenues for "
"the current month. This report is perfect for the **Sales Manager** to "
"periodically review the sales pipeline with the relevant sales teams. "
"Simply by accessing this basic report, you can get a quick overview of "
"your actual sales performance."
msgstr ""

#: ../../crm/reporting/analysis.rst:30
msgid ""
"You can add a lot of extra data to your report by clicking on the "
"**measures** icon, such as :"
msgstr ""

#: ../../crm/reporting/analysis.rst:33
msgid "Expected revenue."
msgstr ""

#: ../../crm/reporting/analysis.rst:35
msgid "overpassed deadline."
msgstr ""

#: ../../crm/reporting/analysis.rst:37
msgid ""
"Delay to assign (the average time between lead creation and lead "
"assignment)."
msgstr ""

#: ../../crm/reporting/analysis.rst:40
msgid "Delay to close (average time between lead assignment and close)."
msgstr ""

#: ../../crm/reporting/analysis.rst:42
msgid "the number of interactions per opportunity."
msgstr ""

#: ../../crm/reporting/analysis.rst:44
msgid "etc."
msgstr ""

#: ../../crm/reporting/analysis.rst:50
msgid ""
"By clicking on the **+** and **-** icons, you can drill up and down your "
"report in order to change the way your information is displayed. For "
"example, if I want to see the expected revenues of my **Direct Sales** "
"team, I need to click on the **+** icon on the vertical axis then on "
"**Sales Team**."
msgstr ""

#: ../../crm/reporting/analysis.rst:55
msgid ""
"Depending on the data you want to highlight, you may need to display your"
" reports in a more visual view. Odoo **CRM** allows you to transform your"
" report in just a click thanks to 3 graph views : **Pie Chart**, **Bar "
"Chart** and **Line Chart**. These views are accessible through the icons "
"highlighted on the screenshot below."
msgstr ""

#: ../../crm/reporting/analysis.rst:65
msgid "Customize reports"
msgstr ""

#: ../../crm/reporting/analysis.rst:67
msgid ""
"You can easily customize your analysis reports depending on the **KPIs** "
"(see :doc:`../overview/main_concepts/terminologies`) you want to access. "
"To do so, use the **Advanced search view** located in the right hand side"
" of your screen, by clicking on the magnifying glass icon at the end of "
"the search bar button. This function allows you to highlight only "
"selected data on your report. The **filters** option is very useful in "
"order to display some categories of opportunities, while the **Group by**"
" option improves the readability of your reports according to your needs."
" Note that you can filter and group by any existing field from your CRM, "
"making your customization very flexible and powerful."
msgstr ""

#: ../../crm/reporting/analysis.rst:82
msgid ""
"You can save and reuse any customized filter by clicking on **Favorites**"
" from the **Advanced search view** and then on **Save current search**. "
"The saved filter will then be accessible from the **Favorites** menu."
msgstr ""

#: ../../crm/reporting/analysis.rst:87
msgid ""
"Here are a few examples of customized reports that you can use to monitor"
" your sales' performances :"
msgstr ""

#: ../../crm/reporting/analysis.rst:91
msgid "Evaluate the current pipeline of each of your salespeople"
msgstr ""

#: ../../crm/reporting/analysis.rst:93
msgid ""
"From your pipeline analysis report, make sure first that the **Expected "
"revenue** option is selected under the **Measures** drop-down list. Then,"
" use the **+** and **-** icons and add **Salesperson** and **Stage** to "
"your vertical axis, and filter your desired salesperson. Then click on "
"the **graph view** icon to display a visual representation of your "
"salespeople by stage. This custom report allows you to easily overview "
"the sales activities of your salespeople."
msgstr ""

#: ../../crm/reporting/analysis.rst:105
msgid "Forecast monthly revenue by sales team"
msgstr ""

#: ../../crm/reporting/analysis.rst:107
msgid ""
"In order to predict monthly revenue and to estimate the short-term "
"performances of your teams, you need to play with two important metrics :"
" the **expected revenue** and the **expected closing**."
msgstr ""

#: ../../crm/reporting/analysis.rst:111
msgid ""
"From your pipeline analysis report, make sure first that the **Expected "
"revenue** option is selected under the **Measures** drop-down list. Then "
"click on the **+** icon from the vertical axis and select **Sales team**."
" Then, on the horizontal axis, click on the **+** icon and select "
"**Expected closing.**"
msgstr ""

#: ../../crm/reporting/analysis.rst:121
msgid ""
"In order to keep your forecasts accurate and relevant, make sure your "
"salespeople correctly set up the expected closing and the expected "
"revenue for each one of their opportunities"
msgstr ""

#: ../../crm/reporting/analysis.rst:126
msgid ":doc:`../salesteam/setup/organize_pipeline`"
msgstr ""

#: ../../crm/reporting/review.rst:3
msgid "How to review my personal sales activities (new sales dashboard)"
msgstr ""

#: ../../crm/reporting/review.rst:5
msgid ""
"Sales professionals are struggling everyday to hit their target and "
"follow up on sales activities. They need to access anytime some important"
" metrics in order to know how they are performing and better organize "
"their daily work."
msgstr ""

#: ../../crm/reporting/review.rst:10
msgid ""
"Within the Odoo CRM module, every team member has access to a "
"personalized and individual dashboard with a real-time overview of:"
msgstr ""

#: ../../crm/reporting/review.rst:13
msgid ""
"Top priorities: they instantly see their scheduled meetings and next "
"actions"
msgstr ""

#: ../../crm/reporting/review.rst:16
msgid ""
"Sales performances : they know exactly how they perform compared to their"
" monthly targets and last month activities."
msgstr ""

#: ../../crm/reporting/review.rst:26
msgid "Install the CRM application"
msgstr ""

#: ../../crm/reporting/review.rst:28
msgid ""
"In order to manage your sales funnel and track your opportunities, you "
"need to install the CRM module, from the **Apps** icon."
msgstr ""

#: ../../crm/reporting/review.rst:35
msgid "Create opportunities"
msgstr ""

#: ../../crm/reporting/review.rst:37
msgid ""
"If your pipeline is empty, your sales dashboard will look like the "
"screenshot below. You will need to create a few opportunities to activate"
" your dashboard (read the related documentation "
":doc:`../leads/generate/manual` to learn more)."
msgstr ""

#: ../../crm/reporting/review.rst:45
msgid ""
"Your dashboard will update in real-time based on the informations you "
"will log into the CRM."
msgstr ""

#: ../../crm/reporting/review.rst:49
msgid ""
"you can click anywhere on the dashboard to get a detailed analysis of "
"your activities. Then, you can easily create favourite reports and export"
" to excel."
msgstr ""

#: ../../crm/reporting/review.rst:54
msgid "Daily tasks to process"
msgstr ""

#: ../../crm/reporting/review.rst:56
msgid ""
"The left part of the sales dashboard (labelled **To Do**) displays the "
"number of meetings and next actions (for example if you need to call a "
"prospect or to follow-up by email) scheduled for the next 7 days."
msgstr ""

#: ../../crm/reporting/review.rst:64
msgid "Meetings"
msgstr ""

#: ../../crm/reporting/review.rst:66
msgid ""
"In the example here above, I see that I have no meeting scheduled for "
"today and 3 meeting scheduled for the next 7 days. I just have to click "
"on the **meeting** button to access my calendar and have a view on my "
"upcoming appointments."
msgstr ""

#: ../../crm/reporting/review.rst:75
msgid "Next actions"
msgstr ""

#: ../../crm/reporting/review.rst:77
msgid ""
"Back on the above example, I have 1 activity requiring an action from me."
" If I click on the **Next action** green button, I will be redirected to "
"the contact form of the corresponding opportunity."
msgstr ""

#: ../../crm/reporting/review.rst:84
msgid ""
"Under the **next activity** field, I see that I had planned to send a "
"brochure by email today. As soon as the activity is completed, I can "
"click on **done** (or **cancel**) in order to remove this opportunity "
"from my next actions."
msgstr ""

#: ../../crm/reporting/review.rst:90
msgid ""
"When one of your next activities is overdue, it will appear in orange in "
"your dashboard."
msgstr ""

#: ../../crm/reporting/review.rst:94
msgid "Performances"
msgstr ""

#: ../../crm/reporting/review.rst:96
msgid ""
"The right part of your sales dashboard is about my sales performances. I "
"will be able to evaluate how I am performing compared to my targets "
"(which have been set up by my sales manager) and my activities of the "
"last month."
msgstr ""

#: ../../crm/reporting/review.rst:105
msgid "Activities done"
msgstr ""

#: ../../crm/reporting/review.rst:107
msgid ""
"The **activities done** correspond to the next actions that have been "
"completed (meaning that you have clicked on **done** under the **next "
"activity** field). When I click on it, I will access a detailed reporting"
" regarding the activities that I have completed."
msgstr ""

#: ../../crm/reporting/review.rst:116
msgid "Won in opportunities"
msgstr ""

#: ../../crm/reporting/review.rst:118
msgid ""
"This section will sum up the expected revenue of all the opportunities "
"within my pipeline with a stage **Won**."
msgstr ""

#: ../../crm/reporting/review.rst:125
msgid "Quantity invoiced"
msgstr ""

#: ../../crm/reporting/review.rst:127
msgid ""
"This section will sum up the amount invoiced to my opportunities. For "
"more information about the invoicing process, refer to the related "
"documentation: "
":doc:`../../accounting/receivables/customer_invoices/overview`"
msgstr ""

#: ../../crm/reporting/review.rst:132
msgid ":doc:`analysis`"
msgstr ""

#: ../../crm/salesteam.rst:3 ../../crm/salesteam/setup.rst:3
msgid "Sales Team"
msgstr ""

#: ../../crm/salesteam/manage.rst:3
msgid "Manage salespeople"
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:3
msgid "How to create a new salesperson?"
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:6
msgid "Create a new user"
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:8
msgid ""
"From the Settings module, go to the submenu :menuselection:`Users --> "
"Users` and click on **Create**. Add first the name of your new "
"salesperson and his professional email address - the one he will use to "
"log in to his Odoo instance - and a picture."
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:16
msgid ""
"Under \"Access Rights\", you can choose which applications your user can "
"access and use. Different levels of rights are available depending on the"
" app. For the Sales application, you can choose between three levels:"
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:20
msgid "**See own leads**: the user will be able to access his own data only"
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:22
msgid ""
"**See all leads**: the user will be able to access all records of every "
"salesman in the sales module"
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:25
msgid ""
"**Manager**: the user will be able to access the sales configuration as "
"well as the statistics reports"
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:28
msgid ""
"When you're done editing the page and have clicked on **Save**, an "
"invitation email will automatically be sent to the user, from which he "
"will be able to log into his personal account."
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:36
msgid "Register your user into his sales team"
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:38
msgid ""
"Your user is now registered in Odoo and can log in to his own session. "
"You can also add him to the sales team of your choice. From the sales "
"module, go to your dashboard and click on the **More** button of the "
"desired sales team, then on **Settings**."
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:49
msgid ""
"If you need to create a new sales team first, refer to the page "
":doc:`../setup/create_team`"
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:51
msgid ""
"Then, under \"Team Members\", click on **Add** and select the name of "
"your salesman from the list. The salesperson is now successfully added to"
" your sales team."
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:60
msgid ""
"You can also add a new salesperson on the fly from your sales team even "
"before he is registered as an Odoo user. From the above screenshot, click"
" on \"Create\" to add your salesperson and enter his name and email "
"address. After saving, the salesperson will receive an invite containing "
"a link to set his password. You will then be able to define his accesses "
"rights under the :menuselection:`Settings --> Users` menu."
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:69
msgid ":doc:`../setup/create_team`"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:3
msgid "How to motivate and reward my salespeople?"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:5
msgid ""
"Challenging your employees to reach specific targets with goals and "
"rewards is an excellent way to reinforce good habits and improve your "
"salespeople productivity. The **Gamification** app of Odoo gives you "
"simple and creative ways to motivate and evaluate your employees with "
"real-time recognition and badges inspired by game mechanics."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:14
msgid ""
"From the **Apps** menu, search and install the **Gamification** module. "
"You can also install the **CRM gamification** app, which will add some "
"useful data (goals and challenges) that can be used related to the usage "
"of the **CRM/Sale** modules."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:23
msgid "Create a challenge"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:25
msgid ""
"You will now be able to create your first challenge from the menu "
":menuselection:`Settings --> Gamification Tools --> Challenges`."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:29
msgid ""
"As the gamification tool is a one-time technical setup, you will need to "
"activate the technical features in order to access the configuration. In "
"order to do so, click on the interrogation mark available from any app "
"(upper-right) and click on **About** and then **Activate the developer "
"mode**."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:38
msgid ""
"A challenge is a mission that you will send to your salespeople. It can "
"include one or several goals and is set up for a specific period of time."
" Configure your challenge as follows:"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:42
msgid "Assign the salespeople to be challenged"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:44
msgid "Assign a responsible"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:46
msgid "Set up the periodicity along with the start and the end date"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:48
msgid "Select your goals"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:50
msgid "Set up your rewards (badges)"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:53
msgid ""
"Badges are granted when a challenge is finished. This is either at the "
"end of a running period (eg: end of the month for a monthly challenge), "
"at the end date of a challenge (if no periodicity is set) or when the "
"challenge is manually closed."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:58
msgid ""
"For example, on the screenshot below, I have challenged 2 employees with "
"a **Monthly Sales Target**. The challenge will be based on 2 goals: the "
"total amount invoiced and the number of new leads generated. At the end "
"of the month, the winner will be granted with a badge."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:67
msgid "Set up goals"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:69
msgid ""
"The users can be evaluated using goals and numerical objectives to reach."
" **Goals** are assigned through **challenges** to evaluate (see here "
"above) and compare members of a team with each others and through time."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:74
msgid ""
"You can create a new goal on the fly from a **Challenge**, by clicking on"
" **Add new item** under **Goals**. You can select any business object as "
"a goal, according to your company's needs, such as :"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:78
msgid "number of new leads,"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:80
msgid "time to qualify a lead or"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:82
msgid ""
"total amount invoiced in a specific week, month or any other time frame "
"based on your management preferences."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:89
msgid ""
"Goals may include your database setup as well (e.g. set your company data"
" and a timezone, create new users, etc.)."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:93
msgid "Set up rewards"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:95
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 exprimate gratitude to a user for their good work."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:99
msgid ""
"You can easily create a grant badges to your employees based on their "
"performance under :menuselection:`Gamification Tools --> Badges`."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:106
msgid ":doc:`../../reporting/analysis`"
msgstr ""

#: ../../crm/salesteam/setup/create_team.rst:3
msgid "How to create a new channel?"
msgstr ""

#: ../../crm/salesteam/setup/create_team.rst:5
msgid ""
"In the Sales module, your sales channels are accessible from the "
"**Dashboard** menu. If you start from a new instance, you will find a "
"sales channel installed by default : Direct sales. You can either start "
"using that default sales channel and edit it (refer to the section "
"*Create and Organize your stages* from the page :doc:`organize_pipeline`)"
" or create a new one from scratch."
msgstr ""

#: ../../crm/salesteam/setup/create_team.rst:12
msgid ""
"To create a new channel, go to :menuselection:`Configuration --> Sales "
"Channels` and click on **Create**."
msgstr ""

#: ../../crm/salesteam/setup/create_team.rst:18
msgid "Fill in the fields :"
msgstr ""

#: ../../crm/salesteam/setup/create_team.rst:20
msgid "Enter the name of your channel"
msgstr ""

#: ../../crm/salesteam/setup/create_team.rst:22
msgid "Select your channel leader"
msgstr ""

#: ../../crm/salesteam/setup/create_team.rst:24
msgid "Select your team members"
msgstr ""

#: ../../crm/salesteam/setup/create_team.rst:26
msgid ""
"Don't forget to tick the \"Opportunities\" box if you want to manage "
"opportunities from it and to click on SAVE when you're done. Your can now"
" access your new channel from your Dashboard."
msgstr ""

#: ../../crm/salesteam/setup/create_team.rst:35
msgid ""
"If you started to work on an empty database and didn't create new users, "
"refer to the page :doc:`../manage/create_salesperson`."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:3
msgid "Set up and organize your sales pipeline"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:5
msgid ""
"A well structured sales pipeline is crucial in order to keep control of "
"your sales process and to have a 360-degrees view of your leads, "
"opportunities and customers."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:9
msgid ""
"The sales pipeline is a visual representation of your sales process, from"
" the first contact to the final sale. It refers to the process by which "
"you generate, qualify and close leads through your sales cycle. In Odoo "
"CRM, leads are brought in at the left end of the sales pipeline in the "
"Kanban view and then moved along to the right from one stage to another."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:16
msgid ""
"Each stage refers to a specific step in the sale cycle and specifically "
"the sale-readiness of your potential customer. The number of stages in "
"the sales funnel varies from one company to another. An example of a "
"sales funnel will contain the following stages: *Territory, Qualified, "
"Qualified Sponsor, Proposition, Negotiation, Won, Lost*."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:26
msgid ""
"Of course, each organization defines the sales funnel depending on their "
"processes and workflow, so more or fewer stages may exist."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:30
msgid "Create and organize your stages"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:33
msgid "Add/ rearrange stages"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:35
msgid ""
"From the sales module, go to your dashboard and click on the **PIPELINE**"
" button of the desired sales team. If you don't have any sales team yet, "
"you need to create one first."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:46
msgid ""
"From the Kanban view of your pipeline, you can add stages by clicking on "
"**Add new column.** When a column is created, Odoo will then "
"automatically propose you to add another column in order to complete your"
" process. If you want to rearrange the order of your stages, you can "
"easily do so by dragging and dropping the column you want to move to the "
"desired location."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:58
msgid ""
"You can add as many stages as you wish, even if we advise you not having "
"more than 6 in order to keep a clear pipeline"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:64
msgid ""
"Some companies use a pre qualification step to manage their leads before "
"to convert them into opportunities. To activate the lead stage, go to "
":menuselection:`Configuration --> Settings` and select the radio button "
"as shown below. It will create a new submenu **Leads** under **Sales** "
"that gives you access to a listview of all your leads."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:74
msgid "Set up stage probabilities"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:77
msgid "What is a stage probability?"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:79
msgid ""
"To better understand what are the chances of closing a deal for a given "
"opportunity in your pipe, you have to set up a probability percentage for"
" each of your stages. That percentage refers to the success rate of "
"closing the deal."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:84
msgid ""
"Setting up stage probabilities is essential if you want to estimate the "
"expected revenues of your sales cycle"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:88
msgid ""
"For example, if your sales cycle contains the stages *Territory, "
"Qualified, Qualified Sponsor, Proposition, Negotiation, Won and Lost,* "
"then your workflow could look like this :"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:92
msgid ""
"**Territory** : opportunity just received from Leads Management or "
"created from a cold call campaign. Customer's Interest is not yet "
"confirmed."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:96
msgid "*Success rate : 5%*"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:98
msgid ""
"**Qualified** : prospect's business and workflow are understood, pains "
"are identified and confirmed, budget and timing are known"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:101
msgid "*Success rate : 15%*"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:103
msgid "**Qualified sponsor**: direct contact with decision maker has been done"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:106
msgid "*Success rate : 25%*"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:108
msgid "**Proposition** : the prospect received a quotation"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:110
msgid "*Success rate : 50%*"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:112
msgid "**Negotiation**: the prospect negotiates his quotation"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:114
msgid "*Success rate : 75%*"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:116
msgid ""
"**Won** : the prospect confirmed his quotation and received a sales "
"order. He is now a customer"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:119
msgid "*Success rate : 100%*"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:121
msgid "**Lost** : the prospect is no longer interested"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:123
msgid "*Success rate : 0%*"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:127
msgid ""
"Within your pipeline, each stage should correspond to a defined goal with"
" a corresponding probability. Every time you move your opportunity to the"
" next stage, your probability of closing the sale will automatically "
"adapt."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:131
msgid ""
"You should consider using probability value as **100** when the deal is "
"closed-won and **0** for deal closed-lost."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:135
msgid "How to set up stage probabilities?"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:137
msgid ""
"To edit a stage, click on the **Settings** icon at the right of the "
"desired stage then on EDIT"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:143
msgid ""
"Select the Change probability automatically checkbox to let Odoo adapt "
"the probability of the opportunity to the probability defined in the "
"stage. For example, if you set a probability of 0% (Lost) or 100% (Won), "
"Odoo will assign the corresponding stage when the opportunity is marked "
"as Lost or Won."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:151
msgid ""
"Under the requirements field you can enter the internal requirements for "
"this stage. It will appear as a tooltip when you place your mouse over "
"the name of a stage."
msgstr ""