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74.
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Stages will allow salesmen to easily track how a specific opportunity is positioned in the sales cycle. In order to efficiently manage your sales pipeline, it's important to define conditions to go to the next step. Example: to set an opportunity as 'Qualified', you must set the "Expected Revenue" and the "Expected Closing Date." You should also have a look at the tooltip of the field "Change Probability Automatically".
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module: crm
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(no translation yet)
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Located in
model:ir.actions.act_window,help:crm.crm_case_stage_form_installer
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122.
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Define sales teams to structure your sales organization and assign users to each team. You should also define the sales stage to each team. As an example, if you use Solutions Selling techniques to track your opportunities, you can assign the following stage to the team: Territory, Qualified, Qualified Sponsors, Proposition, Negociaton, Won/Lost.
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module: crm
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(no translation yet)
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Located in
model:ir.actions.act_window,help:crm.crm_case_section_view_form_installer
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234.
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The state is set to 'Todo', when a case is created. 
If the case is in progress the state is set to 'Open'.
When the call is over, the state is set to 'Held'.
If the call needs to be done then the state is set to 'Not Held'. |
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module: crm
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represents a line break.
Start a new line in the equivalent position in the translation.
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represents a space character.
Enter a space in the equivalent position in the translation.
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(no translation yet)
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Located in
help:crm.phonecall,state:0
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411.
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You can not escalate, you are already at the top level regarding your sales-team category.
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module: crm
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(no translation yet)
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Located in
code:addons/crm/crm.py:430
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