|
|
22.
|
|
|
Exp. Closing
|
|
|
module: crm
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
view:crm.lead.report:0
|
|
|
36.
|
|
|
Recurrence termination
|
|
|
module: crm
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
field:crm.meeting,end_type:0
|
|
|
74.
|
|
|
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".
|
|
|
module: crm
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
model:ir.actions.act_window,help:crm.crm_case_stage_form_installer
|
|
|
79.
|
|
|
Mail Gateway
|
|
|
module: crm
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
view:crm.case.section:0
|
|
|
99.
|
|
|
Schedule/Log a call
|
|
|
module: crm
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
view:crm.opportunity2phonecall:0 view:crm.phonecall2phonecall:0
|
|
|
122.
|
|
|
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.
|
|
|
module: crm
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
model:ir.actions.act_window,help:crm.crm_case_section_view_form_installer
|
|
|
124.
|
|
|
Leads/Opportunities created in last month
|
|
|
module: crm
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
view:crm.lead.report:0
|
|
|
135.
|
|
|
You cannot delete lead '%s'; it must be in state 'Draft' to be deleted. You should better cancel it, instead of deleting it.
|
|
|
module: crm
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
code:addons/crm/crm_lead.py:832
|
|
|
157.
|
|
|
Phone calls made in current year
|
|
|
module: crm
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
view:crm.phonecall.report:0
|
|
|
165.
|
|
|
Todays's Phonecalls
|
|
|
module: crm
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
view:crm.phonecall:0
|
