parent
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<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data noupdate="1">
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<record model="crm.case.section" id="section_sales_department">
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<field name="name">Sales Department</field>
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<field name="code">Sales</field>
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</record>
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<record model="crm.case.section" id="section_sales_department">
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<field name="name">Sales Department</field>
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<field name="code">Sales</field>
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</record>
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</data>
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</openerp>
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@ -2,79 +2,79 @@
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<openerp>
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<data noupdate="1">
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<!-- CASE STATUS(stage_id) -->
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<record model="crm.case.stage" id="stage_lead1">
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<field name="name">New</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.stage" id="stage_lead2">
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<field name="name">Assigned</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.stage" id="stage_lead3">
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<field name="name">In Process</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.stage" id="stage_lead4">
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<field name="name">Converted</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.stage" id="stage_lead5">
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<field name="name">Recycled</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.stage" id="stage_lead6">
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<field name="name">Dead</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<!-- CASE CATEGORY2(category2_id) -->
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<record model="crm.case.resource.type" id="type_lead1">
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<field name="name">Telesales</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.resource.type" id="type_lead2">
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<field name="name">Mail</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.resource.type" id="type_lead3">
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<field name="name">Email</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.resource.type" id="type_lead4">
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<field name="name">Print</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.resource.type" id="type_lead5">
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<field name="name">Web</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.resource.type" id="type_lead6">
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<field name="name">Radio</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.resource.type" id="type_lead7">
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<field name="name">Television</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.resource.type" id="type_lead8">
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<field name="name">Newsletter</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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</data>
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@ -1,6 +1,6 @@
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<?xml version="1.0"?>
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<openerp>
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<data noupdate="1">
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<data>
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<record model="ir.actions.act_window" id="crm_case_category_act_leads_all">
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<field name="name">Leads</field>
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@ -1,30 +1,30 @@
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<?xml version="1.0"?>
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<openerp>
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<data noupdate="1">
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<data noupdate="1">
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<!-- CASE CATEGORY(categ_id) -->
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<record model="crm.case.categ" id="categ_meet1">
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<field name="name">Customer Meeting</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.meeting')]" model="ir.model"/>
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</record>
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<record model="crm.case.categ" id="categ_meet1">
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<field name="name">Customer Meeting</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.meeting')]" model="ir.model"/>
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</record>
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<record model="crm.case.categ" id="categ_meet2">
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<field name="name">Internal Meeting</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.meeting')]" model="ir.model"/>
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</record>
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<record model="crm.case.categ" id="categ_meet2">
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<field name="name">Internal Meeting</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.meeting')]" model="ir.model"/>
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</record>
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<record model="crm.case.categ" id="categ_meet3">
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<field name="name">Phone Call</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.meeting')]" model="ir.model"/>
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</record>
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<record model="crm.case.categ" id="categ_meet3">
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<field name="name">Phone Call</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.meeting')]" model="ir.model"/>
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</record>
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<record model="res.request.link" id="request_link_meeting">
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<field name="name">Case Meeting</field>
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<field name="object">crm.meeting</field>
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</record>
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</data>
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<field name="name">Case Meeting</field>
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<field name="object">crm.meeting</field>
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</record>
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</data>
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</openerp>
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<?xml version="1.0"?>
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<openerp>
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<data noupdate="1">
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<data>
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<act_window
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id="crm_case_categ_meet_create_partner"
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@ -4,91 +4,91 @@
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<record model="crm.case.categ" id="categ_oppor1">
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<field name="name">Existing Customer</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.categ" id="categ_oppor2">
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<field name="name">Self Generated</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.categ" id="categ_oppor3">
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<field name="name">Employee</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.categ" id="categ_oppor4">
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<field name="name">Partner</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.categ" id="categ_oppor5">
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<field name="name">Campaign</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.categ" id="categ_oppor6">
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<field name="name">Website</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.categ" id="categ_oppor7">
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<field name="name">Word of mouth</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.categ" id="categ_oppor8">
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<field name="name">Other</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<!-- CASE STATUS(stage_id) -->
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<record model="crm.case.stage" id="stage_oppor1">
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<field name="name">Prospecting</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.stage" id="stage_oppor2">
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<field name="name">Needs Analysis</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.stage" id="stage_oppor3">
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<field name="name">Value Proposition</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.stage" id="stage_oppor4">
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<field name="name">Proposal/Price Quote</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.stage" id="stage_oppor5">
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<field name="name">Negotiation/Review</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.stage" id="stage_oppor6">
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<field name="name">Closed Won</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.stage" id="stage_oppor7">
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<field name="name">Closed Lost</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<!-- Case Resource(type_id) -->
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<record model="crm.case.resource.type" id="type_oppor1">
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<field name="name">Existing Business</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.resource.type" id="type_oppor2">
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<field name="name">New Business</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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</data>
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<?xml version="1.0"?>
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<openerp>
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<data noupdate="1">
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<data>
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<act_window
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id="act_crm_opportunity_crm_phonecall_new"
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<openerp>
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<data noupdate="1">
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->
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<!--
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Phonecall Categories
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-->
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<record model="crm.case.categ" id="categ_phone1">
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<field name="name">Inbound</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.phonecall')]" model="ir.model"/>
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</record>
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<record model="crm.case.categ" id="categ_phone2">
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<field name="name">Outbound</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.phonecall')]" model="ir.model"/>
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</record>
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<!--
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Case Stage
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-->
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<record model="crm.case.stage" id="stage_phone1">
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<field name="name">Planned</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.phonecall')]" model="ir.model"/>
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</record>
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<record model="crm.case.stage" id="stage_phone2">
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<field name="name">Held</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.phonecall')]" model="ir.model"/>
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</record>
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<record model="crm.case.stage" id="stage_phone3">
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<field name="name">Not Held</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.phonecall')]" model="ir.model"/>
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</record>
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<!--
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Phonecall Categories
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-->
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<record model="crm.case.categ" id="categ_phone1">
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<field name="name">Inbound</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.phonecall')]" model="ir.model"/>
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</record>
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<record model="crm.case.categ" id="categ_phone2">
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<field name="name">Outbound</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.phonecall')]" model="ir.model"/>
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</record>
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<!--
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Case Stage
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||||
-->
|
||||
<record model="crm.case.stage" id="stage_phone1">
|
||||
<field name="name">Planned</field>
|
||||
<field name="section_id" ref="section_sales_department"/>
|
||||
<field name="object_id" search="[('model','=','crm.phonecall')]" model="ir.model"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage_phone2">
|
||||
<field name="name">Held</field>
|
||||
<field name="section_id" ref="section_sales_department"/>
|
||||
<field name="object_id" search="[('model','=','crm.phonecall')]" model="ir.model"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage_phone3">
|
||||
<field name="name">Not Held</field>
|
||||
<field name="section_id" ref="section_sales_department"/>
|
||||
<field name="object_id" search="[('model','=','crm.phonecall')]" model="ir.model"/>
|
||||
</record>
|
||||
</data>
|
||||
</openerp>
|
||||
</openerp>
|
||||
|
|
|
@ -1,6 +1,6 @@
|
|||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
<data>
|
||||
|
||||
<act_window
|
||||
id="crm_case_categ_phone_create_partner"
|
||||
|
|
Loading…
Reference in New Issue