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325.
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Recurrency Option
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module: crm
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(no translation yet)
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Located in
view:crm.meeting:0
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334.
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Google Adwords
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module: crm
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(no translation yet)
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Located in
model:crm.case.resource.type,name:crm.type_lead5
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344.
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Mass Lead To Opportunity Partner
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module: crm
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(no translation yet)
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Located in
model:ir.model,name:crm.model_crm_lead2opportunity_partner_mass
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371.
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Leads allow you to manage and keep track of all initial contacts with a prospect or partner showing interest in your products or services. A lead is usually the first step in your sales cycle. Once qualified, a lead may be converted into a business opportunity, while creating the related partner for further detailed tracking of any linked activities. You can import a database of prospects, keep track of your business cards or integrate your website's contact form with the OpenERP Leads. Leads can be connected to the email gateway: new emails may create leads, each of them automatically gets the history of the conversation with the prospect.
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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_category_act_leads_all
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406.
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Reassign Escalated
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module: crm
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(no translation yet)
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Located in
field:crm.case.section,change_responsible:0
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483.
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My Planned Revenues by Stage
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module: crm
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(no translation yet)
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Located in
view:board.board:0
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484.
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With opportunities you can manage and keep track of your sales pipeline by creating specific customer- or prospect-related sales documents to follow up potential sales. Information such as expected revenue, opportunity stage, expected closing date, communication history and much more can be stored. Opportunities can be connected to the email gateway: new emails may create opportunities, each of them automatically gets the history of the conversation with the customer.
You and your team(s) will be able to plan meetings and phone calls from opportunities, convert them into quotations, manage related documents, track all customer related activities, and much more.
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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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(no translation yet)
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Located in
model:ir.actions.act_window,help:crm.crm_case_category_act_oppor11
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493.
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Scheduled calls list all the calls to be done by your sales team. A salesman can record the information about the call in the form view. This information will be stored in the partner form to trace every contact you have with a customer. You can also import a .CSV file with a list of calls to be done by your sales team.
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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_categ_phone_outgoing0
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531.
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A period is the average number of days between two cycle of sale or purchase for this segmentation.
It's mainly used to detect if a partner has not purchased or buy for a too long time,
so we suppose that his state of mind has decreased because he probably bought goods to another supplier.
Use this functionality for recurring businesses.
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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.segmentation,som_interval:0
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