crm.case.channel.tree crm.case.channel tree crm.case.channel.form crm.case.channel form

Channels crm.case.channel form tree,form Track from where is coming your leads and opportunities by creating specific channels that will be maintained at the creation of a document in the system. Some examples of channels can be: Website, Phone Call, Reseller, etc. crm.case.section.form crm.case.section form

crm.case.section.tree crm.case.section tree child_ids Sales Teams crm.case.section form Define a Sales Team to organize your different salesmen or sales departments into separate teams. Each team will work in its own list of opportunities, sales orders, etc. Each user can set a default team in his user preferences. The opportunities and sales order displayed, will automatically be filtered according to his team. crm.case.stage.tree crm.case.stage tree crm.case.stage.form crm.case.stage form

Stages crm.case.stage form crm.case.categ.form crm.case.categ form

crm.case.categ.tree crm.case.categ tree crm.case.resource.type.tree crm.case.resource.type tree crm.case.resource.type.form crm.case.resource.type form

Campaigns crm.case.resource.type form Cases by Sales Team crm.case.section [('parent_id','=',False)] tree crm.segmentation.line.tree crm.segmentation.line tree crm.segmentation.line.form crm.segmentation.line form

crm.segmentation.form crm.segmentation form

crm.segmentation.tree crm.segmentation tree Segmentation crm.segmentation form Partners Segmentation crm.segmentation form tree,form Create specific partner categories which you can assign to your partners to better manage your interactions with them. The segmentation tool is able to assign categories to partners according to criteria you set.