|
|
1.
|
|
|
# Meetings
|
|
|
module: crm
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
field:crm.lead,meeting_count:0
field:res.partner,meeting_count:0
|
|
|
2.
|
|
|
# of Cases
|
|
|
module: crm
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
field:crm.lead.report,nbr_cases:0
field:crm.opportunity.report,nbr_cases:0
field:crm.phonecall.report,nbr:0
|
|
|
3.
|
|
|
<p class="oe_view_nocontent_create"> 
Click to create an opportunity related to this customer.
</p><p>
Use opportunities to keep track of your sales pipeline, follow
up potential sales and better forecast your future revenues.
</p><p>
You will be able to plan meetings and phone calls from
opportunities, convert them into quotations, attach related
documents, track all discussions, and much more.
</p>
|
|
|
module: crm
|
|
|
represents a line break.
Start a new line in the equivalent position in the translation.
|
|
|
represents a space character.
Enter a space in the equivalent position in the translation.
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
model:ir.actions.act_window,help:crm.relate_partner_opportunities
|
|
|
4.
|
|
|
<p class="oe_view_nocontent_create">
Click to define a new channel.
</p><p>
Use channels to track the type of source of your leads and opportunities. Channels
are mostly used in reporting to analyse sales performance
related to marketing efforts.
</p><p>
Some examples of channels: company website, phone call
campaign, reseller, banner, etc.
</p>
|
|
|
module: crm
|
|
|
represents a line break.
Start a new line in the equivalent position in the translation.
|
|
|
represents a space character.
Enter a space in the equivalent position in the translation.
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
model:ir.actions.act_window,help:crm.crm_tracking_medium_action
|
|
|
5.
|
|
|
<p class="oe_view_nocontent_create">
Click to define a new customer segmentation.
</p><p>
Create specific categories which you can assign to your
contacts to better manage your interactions with them. The
segmentation tool is able to assign categories to contacts
according to criteria you set.
</p>
|
|
|
module: crm
|
|
|
represents a line break.
Start a new line in the equivalent position in the translation.
|
|
|
represents a space character.
Enter a space in the equivalent position in the translation.
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
model:ir.actions.act_window,help:crm.crm_segmentation_tree-act
|
|
|
6.
|
|
|
<p class="oe_view_nocontent_create">
Click to define a new sales tag.
</p><p>
Create specific tags that fit your company's activities
to better classify and analyse your leads and opportunities.
Such categories could for instance reflect your product
structure or the different types of sales you do.
</p>
|
|
|
module: crm
|
|
|
represents a line break.
Start a new line in the equivalent position in the translation.
|
|
|
represents a space character.
Enter a space in the equivalent position in the translation.
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
model:ir.actions.act_window,help:crm.crm_lead_categ_action
|
|
|
7.
|
|
|
<p class="oe_view_nocontent_create">
Click to define a new source.
</p><p>
Use channels to track the source of your leads and opportunities. Channels
are mostly used in reporting to analyse sales performance
related to marketing efforts.
</p><p>
Some examples of channels: partner's website, google.com,
email list name, etc.
</p>
|
|
|
module: crm
|
|
|
represents a line break.
Start a new line in the equivalent position in the translation.
|
|
|
represents a space character.
Enter a space in the equivalent position in the translation.
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
model:ir.actions.act_window,help:crm.crm_tracking_source_action
|
|
|
8.
|
|
|
<p class="oe_view_nocontent_create">
Click to set a new stage in your lead/opportunity pipeline.
</p><p>
Stages will allow salespersons to easily track how a specific
lead or opportunity is positioned in the sales cycle.
</p>
|
|
|
module: crm
|
|
|
represents a line break.
Start a new line in the equivalent position in the translation.
|
|
|
represents a space character.
Enter a space in the equivalent position in the translation.
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
model:ir.actions.act_window,help:crm.crm_lead_stage_act
|
|
|
9.
|
|
|
<p class="oe_view_nocontent_create">
Click to add a new category.
</p><p>
Create specific phone call categories to better define the type of
calls tracked in the system.
</p>
|
|
|
module: crm
|
|
|
represents a line break.
Start a new line in the equivalent position in the translation.
|
|
|
represents a space character.
Enter a space in the equivalent position in the translation.
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
model:ir.actions.act_window,help:crm.crm_phonecall_categ_action
|
|
|
10.
|
|
|
<p class="oe_view_nocontent_create">
Click to log the summary of a phone call.
</p><p>
Odoo allows you to log inbound calls on the fly to track the
history of the communication with a customer or to inform another
team member.
</p><p>
In order to follow up on the call, you can trigger a request for
another call, a meeting or an opportunity.
</p>
|
|
|
module: crm
|
|
|
represents a line break.
Start a new line in the equivalent position in the translation.
|
|
|
represents a space character.
Enter a space in the equivalent position in the translation.
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
model:ir.actions.act_window,help:crm.crm_case_categ_phone_incoming0
|
