87 lines
3.8 KiB
XML
87 lines
3.8 KiB
XML
<?xml version="1.0"?>
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<openerp>
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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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<field name="res_model">crm.lead</field>
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<field name="view_mode">tree,form</field>
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<field name="domain">['|', ('type','=','lead'), ('type','=',False)]</field>
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<field name="view_id" ref="crm_case_tree_view_leads"/>
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<field name="search_view_id" ref="crm.view_crm_case_leads_filter"/>
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<field name="context">{
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'default_type':'lead',
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'stage_type':'lead',
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'needaction_menu_ref': 'crm.menu_crm_opportunities',
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'search_default_unassigned':1,
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}
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</field>
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<field name="help" type="html">
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<p>
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Use leads if you need a qualification step before creating an
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opportunity or a customer. It can be a business card you received,
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a contact form filled in your website, or a file of unqualified
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prospects you import, etc.
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</p><p>
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Once qualified, the lead can be converted into a business
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opportunity and/or a new customer in your address book.
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</p>
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</field>
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</record>
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<record model="ir.actions.act_window" id="crm_case_category_act_oppor11">
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<field name="name">Opportunities</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">kanban,tree,graph,form,calendar</field>
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<field name="domain">[('type','=','opportunity')]</field>
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<field name="context">{
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'stage_type': 'opportunity',
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'default_type': 'opportunity',
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'default_user_id': uid
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}
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</field>
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<field name="view_id" eval="False"/>
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<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
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<field name="help" type="html">
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<p>
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Odoo helps you keep track of your sales pipeline to follow
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up potential sales and better forecast your future revenues.
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</p><p>
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You will be able to plan meetings and phone calls from
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opportunities, convert them into quotations, attach related
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documents, track all discussions, and much more.
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</p>
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</field>
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</record>
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<record model="ir.actions.act_window.view" id="action_crm_tag_kanban_view_oppor11">
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<field name="sequence" eval="0"/>
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<field name="view_mode">kanban</field>
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<field name="view_id" ref="crm_case_kanban_view_leads"/>
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<field name="act_window_id" ref="crm_case_category_act_oppor11"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_oppor11">
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<field name="sequence" eval="1"/>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="crm_case_tree_view_oppor"/>
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<field name="act_window_id" ref="crm_case_category_act_oppor11"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_oppor11">
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<field name="sequence" eval="2"/>
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<field name="view_mode">form</field>
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<field name="view_id" ref="crm_case_form_view_oppor"/>
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<field name="act_window_id" ref="crm_case_category_act_oppor11"/>
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</record>
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<menuitem name="Sales" id="base.menu_sales" parent="base.menu_base_partner" sequence="1"/>
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<menuitem name="Leads" id="menu_crm_leads" parent="base.menu_sales" sequence="3"
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action="crm_case_category_act_leads_all"/>
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<menuitem name="Opportunities" id="menu_crm_opportunities" parent="base.menu_sales" sequence="4"
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action="crm_case_category_act_oppor11"
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groups="base.group_sale_salesman,base.group_sale_manager"/>
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</data>
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</openerp>
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