|
|
3.
|
|
|
You can create specific topic-related questionnaires to guide your team(s) in the sales cycle by helping them to ask the right questions. The segmentation tool allows you to automatically assign a partner to a category according to his answers to the different questionnaires.
|
|
|
module: crm_profiling
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
model:ir.actions.act_window,help:crm_profiling.open_questionnaires
|
|
|
6.
|
|
|
Child Profiles
|
|
|
module: crm_profiling
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
field:crm.segmentation,child_ids:0
|
|
|
7.
|
|
|
Partner Segmentations
|
|
|
module: crm_profiling
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
view:crm.segmentation:0
|
|
|
9.
|
|
|
open.questionnaire.line
|
|
|
module: crm_profiling
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
model:ir.model,name:crm_profiling.model_open_questionnaire_line
|
|
|
10.
|
|
|
Partner Segmentation
|
|
|
module: crm_profiling
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
model:ir.model,name:crm_profiling.model_crm_segmentation
|
|
|
15.
|
|
|
open.questionnaire
|
|
|
module: crm_profiling
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
model:ir.model,name:crm_profiling.model_open_questionnaire
|
|
|
18.
|
|
|
Question / Answers
|
|
|
module: crm_profiling
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
field:open.questionnaire,question_ans_ids:0
|
|
|
20.
|
|
|
Check this box if you want to use this tab as part of the segmentation rule. If not checked, the criteria beneath will be ignored
|
|
|
module: crm_profiling
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
help:crm.segmentation,profiling_active:0
|
|
|
21.
|
|
|
Use The Profiling Rules
|
|
|
module: crm_profiling
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
field:crm.segmentation,profiling_active:0
|
|
|
22.
|
|
|
Error ! You cannot create recursive profiles.
|
|
|
module: crm_profiling
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
constraint:crm.segmentation:0
|
