[IMP]: crm: Changed stages of lead/opportunity in data, added proper sequence and probability
bzr revid: rpa@tinyerp.com-20100709053752-yt3mupk6392wr6ai
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@ -1,81 +1,105 @@
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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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<!-- 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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</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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</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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</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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</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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</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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</record>
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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 eval="'10'" name="probability"/>
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<field eval="'1'" name="sequence"/>
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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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<!-- 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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</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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</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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</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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</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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</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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</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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</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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</record>
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<record model="crm.case.stage" id="stage_lead2">
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<field name="name">Qualification</field>
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<field eval="'20'" name="probability"/>
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<field eval="'2'" name="sequence"/>
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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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</data>
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<record model="crm.case.stage" id="stage_lead3">
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<field name="name">Proposition</field>
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<field eval="'40'" name="probability"/>
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<field eval="'3'" name="sequence"/>
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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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<record model="crm.case.stage" id="stage_lead4">
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<field name="name">Negotiation</field>
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<field eval="'60'" name="probability"/>
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<field eval="'4'" name="sequence"/>
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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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<record model="crm.case.stage" id="stage_lead5">
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<field name="name">Win</field>
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<field eval="'100'" name="probability"/>
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<field eval="'5'" name="sequence"/>
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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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<record model="crm.case.stage" id="stage_lead6">
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<field name="name">Lost</field>
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<field eval="'0'" name="probability"/>
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<field eval="'6'" name="sequence"/>
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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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<!-- 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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</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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</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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</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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</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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</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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</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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</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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</record>
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</data>
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</openerp>
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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="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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@ -42,43 +42,6 @@
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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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</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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</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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</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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</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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</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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</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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</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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@ -20,7 +20,7 @@
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<field eval="85000.0" name="planned_revenue"/>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="categ_id" ref="crm.categ_oppor1"/>
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<field name="stage_id" ref="crm.stage_oppor3"/>
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<field name="stage_id" ref="crm.stage_lead3"/>
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<field eval=""CONS TRUST (AZ) 529701 - 1000 units"" name="name"/>
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</record>
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<record id="crm_case_rdroundfundingunits0" model="crm.lead">
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@ -36,7 +36,7 @@
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<field eval="50" name="probability"/>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="categ_id" ref="crm.categ_oppor5"/>
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<field name="stage_id" ref="crm.stage_oppor1"/>
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<field name="stage_id" ref="crm.stage_lead1"/>
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<field eval=""3rd Round Funding - 1000 units "" name="name"/>
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</record>
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<record id="crm_case_mediapoleunits0" model="crm.lead">
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@ -53,7 +53,7 @@
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<field eval="70" name="probability"/>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="categ_id" ref="crm.categ_oppor7"/>
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<field name="stage_id" ref="crm.stage_oppor5"/>
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<field name="stage_id" ref="crm.stage_lead5"/>
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<field eval=""Mediapole - 5000 units"" name="name"/>
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<field eval=""info@mycompany.net"" name="email_from"/>
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</record>
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@ -70,7 +70,7 @@
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<field eval="45000.0" name="planned_revenue"/>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="categ_id" ref="crm.categ_oppor5"/>
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<field name="stage_id" ref="crm.stage_oppor4"/>
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<field name="stage_id" ref="crm.stage_lead4"/>
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<field eval=""ABC FUEL CO 829264 - 1000 units "" name="name"/>
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<field eval=""info@opensides.be"" name="email_from"/>
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</record>
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@ -86,7 +86,7 @@
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<field eval="42000.0" name="planned_revenue"/>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="categ_id" ref="crm.categ_oppor2"/>
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<field name="stage_id" ref="crm.stage_oppor6"/>
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<field name="stage_id" ref="crm.stage_lead6"/>
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<field eval=""Dirt Mining Ltd 271742 - 1000 units"" name="name"/>
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</record>
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</data>
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@ -8,7 +8,7 @@
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partner_address_id: base.res_partner_address_1
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partner_id: base.res_partner_9
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probability: 1.0
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stage_id: crm.stage_oppor1
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stage_id: crm.stage_lead1
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categ_id: crm.categ_oppor2
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section_id: crm.section_sales_department
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