60 lines
2.8 KiB
XML
60 lines
2.8 KiB
XML
<?xml version="1.0" ?>
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<openerp>
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<data>
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<record model="crm.case.stage" id="stage_portal_lead_assigned">
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<field name="name">Assigned</field>
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<field eval="1" name="case_default"/>
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<field eval="10" name="probability"/>
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<field eval="12" name="sequence"/>
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<field name="type">lead</field>
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</record>
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<record model="crm.case.stage" id="stage_portal_lead_recycle">
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<field name="name">To Recycle</field>
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<field eval="1" name="case_default"/>
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<field eval="5" name="probability"/>
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<field eval="11" name="sequence"/>
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<field name="type">lead</field>
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</record>
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<record id="email_template_lead_forward_mail" model="email.template">
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<field name="name">Lead Mass Mail</field>
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<field name="model_id" model="ir.model" search="[('name', '=', 'crm.lead.forward.to.partner')]"></field>
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<field name="auto_delete" eval="True"/>
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<field name="email_to">${ctx['partner_id'].email|safe}</field>
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<field name="email_from">${(user.email or '')|safe}</field>
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<field name="subject">Fwd: Lead: ${ctx['partner_id'].name}</field>
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<field name="body_html"><![CDATA[
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<p>Hello,</p>
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<p>We have been contacted by those prospects that are in your region. Thus, the following leads have been assigned to ${ctx['partner_id'].name}:</p>
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<ol>
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% for lead in ctx['partner_leads']:
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<li><a href="${lead.lead_link}">${lead.lead_id.name or 'Subject Undefined'}</a>, ${lead.lead_id.partner_name or lead.lead_id.contact_name or 'Contact Name Undefined'}, ${lead.lead_id.country_id and lead.lead_id.country_id.name or 'Country Undefined' }, ${lead.lead_id.email_from or 'Email Undefined'}, ${lead.lead_id.phone or ''} </li></br>
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% endfor
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</ol>
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% if ctx.get('partner_in_portal'):
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<p>Please connect to your <a href="${object.get_portal_url()}">Partner Portal</a> to get details. On each lead are two buttons on the top left corner that you should press after having contacted the lead: "I'm interested" & "I'm not interested".</p>
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% else:
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<p>
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You do not have yet a portal access to our database. Please contact
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${ctx['partner_id'].user_id and ctx['partner_id'].user_id.email and 'your account manager %s (%s)' % (ctx['partner_id'].user_id.name,ctx['partner_id'].user_id.email) or 'us'}.
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</p>
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% endif
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<p>The lead will be sent to another partner if you do not contact the lead before 20 days.</p>
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<p>Thanks,</p>
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<pre>
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${ctx['partner_id'].user_id and ctx['partner_id'].user_id.signature or ''}
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</pre>
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% if not ctx['partner_id'].user_id:
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PS: It looks like you do not have an account manager assigned to you, please contact us.
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% endif
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]]></field>
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</record>
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</data>
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</openerp>
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