From 3751379f1e9a4c215fb6eb898b4ccc67659b9ace Mon Sep 17 00:00:00 2001 From: stephanchrst Date: Tue, 10 May 2022 21:51:50 +0700 Subject: initial commit 2 --- addons/crm/data/crm_lead_demo.xml | 1267 ++++++++++++++++++++++++++ addons/crm/data/crm_lead_prediction_data.xml | 44 + addons/crm/data/crm_lost_reason_data.xml | 13 + addons/crm/data/crm_recurring_plan_data.xml | 24 + addons/crm/data/crm_stage_data.xml | 21 + addons/crm/data/crm_team_data.xml | 19 + addons/crm/data/crm_team_demo.xml | 8 + addons/crm/data/digest_data.xml | 89 ++ addons/crm/data/mail_activity_demo.xml | 109 +++ addons/crm/data/mail_data.xml | 98 ++ 10 files changed, 1692 insertions(+) create mode 100644 addons/crm/data/crm_lead_demo.xml create mode 100644 addons/crm/data/crm_lead_prediction_data.xml create mode 100644 addons/crm/data/crm_lost_reason_data.xml create mode 100644 addons/crm/data/crm_recurring_plan_data.xml create mode 100644 addons/crm/data/crm_stage_data.xml create mode 100644 addons/crm/data/crm_team_data.xml create mode 100644 addons/crm/data/crm_team_demo.xml create mode 100644 addons/crm/data/digest_data.xml create mode 100644 addons/crm/data/mail_activity_demo.xml create mode 100644 addons/crm/data/mail_data.xml (limited to 'addons/crm/data') diff --git a/addons/crm/data/crm_lead_demo.xml b/addons/crm/data/crm_lead_demo.xml new file mode 100644 index 00000000..144ed8e5 --- /dev/null +++ b/addons/crm/data/crm_lead_demo.xml @@ -0,0 +1,1267 @@ + + + + + + + lead + Club Office Furnitures + Jacques Dunagan + Le Club SARL + jdunagan@leclub.example.com + Training Manager + + Paris + 93190 + Rue Léon Dierx 73 + +33 1 25 54 45 69 + + 1 + + + + + + + + + + Inquiry + crm.lead + + + jdunagan@leclub.example.com + Hello,
+ I am Jacques from Le Club SARL. I am interested in attending a training organized by your company.
+ Can you send me the details ?

]]> + email + + + + + + lead + Design Software + Marc Dufour + The Oil Company + md@oilcompany.fr + Purchase Manager + + Bordeaux + 33000 + Rue Ignasse Blanchoux 214/32 + +33 1 25 54 45 69 + + 1 + + + + + + + + + + Need Details + crm.lead + + md@oilcompany.fr + + Want to know features and benefits of using the new software. + email + + + + + + lead + Pricing for 25 desks + John Miller + The Kompany + contact@thekompany.example.com + + New York + 10001 + Lafayette Ave 450/12 + +1 555 754 3010 + + 2 + + + + + + + + + + + + lead + Campbell: Chairs + Henry Campbell + Burstein Applebee + hmc@yahoo.example.com + + Manchester + 03101 + United Street 68 + + 2 + + + + + + + + + + + + lead + Quotation for 50 Chairs + Carrie Helle + Stonage IT + helle@stonageit.example.com + Purchase Manager + + Philadelphia + 1909 + West Allegheny Ave 800 + +1 813 494 5005 + + 2 + + + + + + + + + + Inquiry + crm.lead + + + helle@stonageit.example.com + Hi,
+Can you send me a quotation for 20 computers with speakers?
+Regards,
+Carrie Helle,
+Purchase Manager
+Stonage IT,
+Philadelphia
+Contact: +1 813 494 5005

]]> + email + + + + + + lead + Opensides: Need Info + Tina Pinero + Opensides + tina@opensides.example.com + Consultant + + Roma + 00118 + + 2 + + + + + + + + + + + lead + Gardner: Desks Replacement + Wendi Baltz + Gardner Group + Journalist + + Rio de Janeiro + 29000 + R. Sen. Pompeu + +11 55 21 5555 5555 + + 0 + + + + + + + + + + + lead + Product Catalog + Logan + ESM Expert + logan_expert@gmail.example.com + Sales + + London + E1AB + + 1 + + + + + + + + + Inquiry + crm.lead + + + logan_expert@gmail.example.com + Hi,
+Could you send me your product catalogue please ?
+Regards,
+David Logan
+ESM Expert
]]> + email + + + + + + lead + Reseller: Office furnitures + Delisle Albert + Marketing Business + d.albert@marketing-business.example.com + Sales + + Oxford + OX1 1RQ + + 2 + + + + + + + + + + + lead + Design Software Info + Jose Garcia + Solar IT + Medical illustrator + jga@solar.example.com + + Madrid + 28001 + + 2 + + + + + + + + + Inquiry + crm.lead + + + jga@solar.example.com + Hi,
+I would like to know more about specification and cost of laptops of your company.
+Thanks,
+Andrew

]]> + email + + + + + + lead + Estimation for Office Furnitures + Thomas Passot + Deco Addict + p.thomas@agrolait.com + + Functional Consultant + + Wavre + 1300 + + 2 + + + + + + + + + + + lead + Quotation for 100 Desks + Bojing Hú + Incom Corporation + bhu.a100@ic.example.com + + + Shenzhen + + 2 + + + + + + + + + + + + + + + opportunity + Quote for 12 Tables + 40000 + 10.0 + Will McEncroe + Rediff Mail + willmac@rediffmail.example.com + + Melbourne + Kensington Road 189 + + 1 + + + + + + + + + + + + opportunity + Office Design Project + 7 + 24000 + 10.0 + Deco Addict + info@agrolait.com + + + Wavre + 1300 + Rue de Namur 69 + +32 10 588 558 + + 2 + + + + + + + + + + + + opportunity + Info about services + 25000 + 30.0 + + virginie@agrolait.com + + Wavre + Rue de Namur 69 + +32 10 588 558 + + 1 + + + + + + + + + + bWlncmF0aW9uIHRlc3Q= + YourCompany2012.doc + crm.lead + + + + Plan to buy RedHat servers + + crm.lead + + + virginie@agrolait.fr + +

Hello,

+

I am interested in your company's products and I plan to buy a new laptop having latest technologies as well as an affordable price.

+

Could you please send me the product catalog?

]]> + email + + + + Re: Plan to buy RedHat servers + crm.lead + + + Dear customer,
+ Thanks for showing interest in our products! As requested, I send to you our products catalog.
+ To be able to finely tune the solution, we would like to know precise needs. This way we wil be able to help you choosing the right infrastructure according to your requirements.
+ Best regards,

]]> + + comment + + + + + + + + + Re: Plan to buy RedHat servers + crm.lead + + virginie@agrolait.fr + + Thanks for the information!
I asked a precise specification to our technical expert. Here is what we precisely need:

+
    +
  • weekly backups, every Monday
    • +
  • backup time is not a blocking point for us, as we are closed all Monday, leaving time enough to perform the backup
    • +
  • reliability is very important; we need redundant servers and rollback capacity
    • +
  • a total capacity of about 2 TB
    • +
+

Best regards,

]]> + email + + + + + Re: Plan to buy RedHat servers + crm.lead + + + Hello

+

After our discussion with our technical experts, here is the offer of YourCompany. We believe it will meet every requirement you had in mind. Please feel free to contact me for any detail or technical detail that is not clear enough for you.

+

Notice that as agreed on phone, we offer you a 10% discount on the hardware!

+

Best regards,

]]> + email + + + + + + + opportunity + Global Solutions: Furnitures + 3800 + 90.0 + Robin Smith + Global Solutions + + + Liverpool + L25 4RL + Union Road + + 2 + + + + + + + + + + + + opportunity + Balmer Inc: Potential Distributor + 1000 + 35.0 + BalmerInc S.A. + Oliver Passot + olivier.passo@balmer.inc.sa + +32 469 12 45 78 + + Brussels + 1100 + Rue des Palais 51, bte 33 + + 1 + + + + + + + + + + Catalog to send + crm.lead + + + They just want pricing information about our services. I think sending our catalog should be sufficient.

]]> + comment + + + + + + opportunity + DeltaPC: 10 Computer Desks + + + Leland Martinez + info@deltapc.com + Delta PC + London + 3661 Station Street + + + + 1 + + + + + + + + + + + Inquiry + crm.lead + + + Hello!
+ I am Leland Martinez, from the Delta PC. Maybe you remember, we talked a bit last month at this international conference.
+ We would like to attend a training, but we are not quite sure about what we can ask. Maybe we should meet and talk about that?
+ Best regards,

]]> + email + + + + crm.lead + + + It seems very interesting. As you say, first of all we will have to define precisely what the training will be about, and your precise needs.

]]> + comment + + + + + + + opportunity + Customizable Desk + 3 + 15000 + 65.5 + Nhomar + Vauxoo + vauxoo@yourcompany.example.com + + + Caracas + 1090 + 3rd Floor, Room 3-C, + Carretera Panamericana, Km 1, Urb. Delgado Chalbaud + +58 212 681 0538 + + 1 + + + + + + + + + + + + + opportunity + Distributor Contract + 19800 + John M. Brown + Epic Technologies + john.b@tech.info + + + 60610 + Chicago + +1 312 349 2324 + + 2 + + + + + + + + + + + opportunity + Office Design and Architecture + 9000 + + + Birmingham + B46 3AG + Cannon Hill Park + + 2 + + + + + + + + + + + opportunity + 5 VP Chairs + 5600 + 30.0 + Benjamin Flores + Nebula Business + + + 1 + + + + + + + + + + + opportunity + Access to Online Catalog + 2000 + 80.0 + + 0 + + + + + + + + + + + + opportunity + Need 20 Desks + 60000 + 90.0 + info@mycompany.net + + Lima + 0 + + + + + + + + + + + + opportunity + Modern Open Space + 4500 + 60 + Henry Jordan + E-light Industry + henry@elight.com + + Buenos Aires + B7313 + Palermo, Capital Federal + C1414CMS Capital Federal + 2 + + + + + + + + + + + + opportunity + Open Space Design + 11000 + 45 + Deco Addict + info@agrolait.com + + Rue de Namur 69 + + Wavre + 1300 + 2 + + + + + + + + + + + + + opportunity + Interest in your products + 2000 + 80 + Deco Addict + info@agrolait.com + + + Wavre + 1300 + Rue de Namur 69 + 2 + + + + + + + + + + + + + opportunity + Furnish a 60m² office + 7500 + 20 + Deco Addict + info@agrolait.com + + + Wavre + 1300 + Rue de Namur 69 + 0 + + + + + + + + + + lead + Club Office More Desks + Jacques Dunagan + Le Club SARL + jdunagan@leclub.example.com + Training Manager + + Paris + 93190 + Rue Léon Dierx 73 + +33 1 25 54 45 69 + + 1 + + + + + + + + + + lead + Acadia College Furnitures + Gaston Rochon + Acadia College + GastonRochon@example.com + Director + + Brussels + 1080 + Rue du Commerce 93 + +32 22 33 54 07 + + 1 + + + + + + + + + + opportunity + Quote for 150 carpets + 40000 + 10.0 + Erik N. French + ErikNFrench@armyspy.com + + Chevy Chase + 1920 Del Dew Drive + + 1 + + + + + + + + + + + + opportunity + Quote for 600 Chairs + 22500 + 20.0 + Erik N. French + ErikNFrench@armyspy.com + + Chevy Chase + 1920 Del Dew Drive + + 1 + + + + + + + + + + + +lead +Recurring delivery contract +36221 +20 +Max Johnson +max123@itconsult.com + +Milan + +1 + + + + + + + + + +lead +Need info about pricing +28443 +80 +Aloysius Akred +aakreda@theglobeandmail.com + +London +1 Russel square + +1 + + + + + + + + + +lead +Trelian New Offices +88715 +12 +Rosalynd Oxshott +Photobug +roxshott9@trellian.com + +Canguaretama + +1 + + + + + + + + + +lead +Branded Furniture +7784 +20 +Myrna Limprecht +mlimprecht8@fastcompany.com + +Valejas + +1 + + + + + + + + + +lead +Design New Shelves +54587 +81 +Alys Kalinovich +Jaloo +akalinovich7@tinypic.com + +Boafeo + +1 + + + + + + + + + +lead +Office chairs +5474 +20 +Jennine Jobbins +Shufflebeat +jjobbins6@simplemachines.org + +Gvardeysk + +1 + + + + + + + + + +lead +Cleaning subscription +11475 +25 +Elmo Espinazo +Realblab +eespinazo5@reuters.com + +Amsterdam + +1 + + + + + + + + + +lead +Custom Desks (100 pieces) +9987 +20 +Chalmers Redford +Muxo +credford4@salon.com + +Odoyev + +1 + + + + + + + + + + + +lead +Need a price: urgent +4482 +90 +Itch Kirvell +Skibox +ikirvell3@gnu.org + +Dahu Satu + +1 + + + + + + + + + +lead +Furnitures for new location +22500 +20 +Napoleon Grabert +Twinte +ngrabert2@dailymail.co.uk + +Tokyo + +1 + + + + + + + + + +lead +Modernize old offices +99755 +20 +Franny Seiller +Yozio +fseiller1@theglobeandmail.com + +Wurigelebur + +1 + + + + + + + + + + +lead +Quote for 35 windows +41421 +20 +Tommi Brockhouse +Gabcube +tbrockhouse0@google.pl + +Brussels + +1 + + + + + + + + + + + + + + + + + + + + Meeting to go over pricing information. + + + + + + + + + + Send Catalog by Email + + + + + + + + + Call to get system requirements + + + + + + + + + Convert to quote + + + + + + + + + + Send our service pricelist + + + + + + + + Call to get training needs + + + + + + + + + Followup on the proposal + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + Conf call with technical service + + + + + + + + + + Send Catalog by Email + + + + + diff --git a/addons/crm/data/crm_lead_prediction_data.xml b/addons/crm/data/crm_lead_prediction_data.xml new file mode 100644 index 00000000..83e62782 --- /dev/null +++ b/addons/crm/data/crm_lead_prediction_data.xml @@ -0,0 +1,44 @@ + + + + + + + + + + + + + + + + + + + + + + + + crm.pls_fields + + + + crm.pls_start_date + + + + + + Predictive Lead Scoring: Recompute Automated Probabilities + + code + model._cron_update_automated_probabilities() + 1 + days + -1 + + + + diff --git a/addons/crm/data/crm_lost_reason_data.xml b/addons/crm/data/crm_lost_reason_data.xml new file mode 100644 index 00000000..a13a1d77 --- /dev/null +++ b/addons/crm/data/crm_lost_reason_data.xml @@ -0,0 +1,13 @@ + + + + + Too expensive + + + We don't have people/skills + + + Not enough stock + + diff --git a/addons/crm/data/crm_recurring_plan_data.xml b/addons/crm/data/crm_recurring_plan_data.xml new file mode 100644 index 00000000..2d69f5fa --- /dev/null +++ b/addons/crm/data/crm_recurring_plan_data.xml @@ -0,0 +1,24 @@ + + + + + Monthly + 1 + + + + Yearly + 12 + + + + Over 3 years + 36 + + + + Over 5 years + 60 + + + diff --git a/addons/crm/data/crm_stage_data.xml b/addons/crm/data/crm_stage_data.xml new file mode 100644 index 00000000..4f24ec2e --- /dev/null +++ b/addons/crm/data/crm_stage_data.xml @@ -0,0 +1,21 @@ + + + + New + 1 + + + Qualified + 2 + + + Proposition + 3 + + + Won + + True + 70 + + \ No newline at end of file diff --git a/addons/crm/data/crm_team_data.xml b/addons/crm/data/crm_team_data.xml new file mode 100644 index 00000000..855a62ca --- /dev/null +++ b/addons/crm/data/crm_team_data.xml @@ -0,0 +1,19 @@ + + + + info + + + + + + + + + + + + + + + diff --git a/addons/crm/data/crm_team_demo.xml b/addons/crm/data/crm_team_demo.xml new file mode 100644 index 00000000..65b5554c --- /dev/null +++ b/addons/crm/data/crm_team_demo.xml @@ -0,0 +1,8 @@ + + + + + True + + + diff --git a/addons/crm/data/digest_data.xml b/addons/crm/data/digest_data.xml new file mode 100644 index 00000000..c3a12d81 --- /dev/null +++ b/addons/crm/data/digest_data.xml @@ -0,0 +1,89 @@ + + + + + True + True + + + + + + Tip: Convert incoming emails into opportunities + 200 + + +
+ % set record = object.env['crm.team'].search([('alias_name', '!=', 'False')], limit=1) +

Tip: Convert incoming emails into opportunities

+ % if record and record.alias_domain +

Did you know emails sent to ${record.alias_id.display_name} generate opportunities in your pipeline?
+ Try sending an email to your CRM. This email address is configurable by sales team members.

+ % else +

Did you know emails sent to a Sales Team alias generate opportunities in your pipeline?

+ % endif +
+ + + + Tip: Did you know Odoo has built-in lead mining? + 1500 + + +
+

Tip: Did you know Odoo has built-in lead mining?

+

For a sales team, there is nothing worse than being dry on leads. Fortunately, in just a few clicks, you can generate leads specifically targeted to your needs: company size, industry, etc. To help you test the feature, we offer you 200 credits for free.

+ +
+ + + + Tip: Opportunity win rate is predicted with AI + 1700 + + +
+

Tip: Opportunity win rate is predicted with AI

+

Odoo's artificial intelligence engine predicts the success rate of each opportunity based on your history. You can always update the success rate manually, but if you let Odoo do the job the score is updated while the opportunity moves forward in your sales cycle.

+ +
+ + + + Tip: Manage your pipeline + 2600 + + +
+

Tip: Manage your pipeline

+

A great tip to boost sales efficiency is to always define a next step on each opportunity. To manage ongoing activities, click on any status of the progress bar to filter opportunities based on their next activities' status. Click on the grey area of the progress bar to see all opportunities that have no next activity.

+ +
+ + + + Tip: Do not waste time recording customers' data + 2800 + + +
+

Tip: Do not waste time recording customers' data

+

Did you know you can search a company by name or VAT number to instantly fill in all its data? Odoo autocompletes everything for you: logo, address, company size, business information, social media accounts, etc.

+ +
+ + + + Tip: Turn a selection of opportunities into a map + 3000 + + +
+

Tip: Turn a selection of opportunities into a map

+

Did you know you can turn a list of opportunities into a map view, using the top-right map icon? A lot of screens in Odoo can be turned into a map: tasks, contacts, delivery orders, etc.

+ +
+ + + + diff --git a/addons/crm/data/mail_activity_demo.xml b/addons/crm/data/mail_activity_demo.xml new file mode 100644 index 00000000..b59cccdf --- /dev/null +++ b/addons/crm/data/mail_activity_demo.xml @@ -0,0 +1,109 @@ + + + + Follow-up Quote + fa-file-text-o + + 30 + + + Make Quote + fa-file-text-o + + 15 + + + Call for Demo + fa-phone + + 10 + + + + Welcome Demo + + ${object.partner_id != False and object.partner_id.id} + ${(not object.partner_id and object.email_from)|safe} + + + + +
+ + + + + + + + + + + + + + + +
+ + + +
+ Your Lead/Opportunity
+ + ${object.name} + + 		+ ${object.company_id.name} +
+
+
+
+ + + + +
+
+ Hi ${object.partner_id and object.partner_id.name or ''},

+ Welcome to ${object.company_id.name}. + It's great to meet you! Now that you're on board, you'll discover what ${object.company_id.name} has to offer. My name is ${object.user_id.name} and I'll help you get the most out of Odoo. Could we plan a quick demo soon?
+ Feel free to reach out at any time!

+ Best,
+ % if object.user_id: + ${object.user_id.name} +
Email: ${object.user_id.email or ''} +
Phone: ${object.user_id.phone or ''} + % else: + ${object.company_id.name} + % endif +
+
+
+
+ ${object.company_id.name}
+
+ ${object.company_id.phone} + % if object.company_id.email + | ${object.company_id.email} + % endif + % if object.company_id.website + | ${object.company_id.website} + % endif +
+
+
+ Powered by Odoo +
+ + ${object.partner_id.lang} + + + + + Email: Welcome Demo + fa-envelope + + + + diff --git a/addons/crm/data/mail_data.xml b/addons/crm/data/mail_data.xml new file mode 100644 index 00000000..d6e6015e --- /dev/null +++ b/addons/crm/data/mail_data.xml @@ -0,0 +1,98 @@ + + + + + + + + + + + + + + Opportunity Created + + crm.lead + + Lead/Opportunity created + + + Stage Changed + crm.lead + + Stage changed + + + Opportunity Won + crm.lead + + Opportunity won + + + Opportunity Lost + crm.lead + + Opportunity lost + + + Opportunity Restored + crm.lead + + Opportunity restored + + + + Opportunity Created + 10 + crm.team + + + team_id + + + Opportunity Stage Changed + 11 + crm.team + + team_id + + + Opportunity Won + 12 + crm.team + + team_id + + + Opportunity Lost + 13 + crm.team + + + team_id + + + Opportunity Restored + 14 + crm.team + + + team_id + + + + + Lead/Opportunity: Mass Mail + + ${object.partner_id != False and object.partner_id.id} + ${(not object.partner_id and object.email_from)|safe} + + ${object.partner_id.lang} + + + + + -- cgit v1.2.3