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|
4.
|
|
|
<p class="oe_view_nocontent_create"> 
Click to define a new channel.
</p><p>
Use channels to track the type of source of your leads and opportunities. Channels
are mostly used in reporting to analyse sales performance
related to marketing efforts.
</p><p>
Some examples of channels: company website, phone call
campaign, reseller, banner, etc.
</p>
|
|
|
module: crm
|
|
|
represents a line break.
Start a new line in the equivalent position in the translation.
|
|
|
represents a space character.
Enter a space in the equivalent position in the translation.
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
model:ir.actions.act_window,help:crm.crm_tracking_medium_action
|
|
|
7.
|
|
|
<p class="oe_view_nocontent_create">
Click to define a new source.
</p><p>
Use channels to track the source of your leads and opportunities. Channels
are mostly used in reporting to analyse sales performance
related to marketing efforts.
</p><p>
Some examples of channels: partner's website, google.com,
email list name, etc.
</p>
|
|
|
module: crm
|
|
|
represents a line break.
Start a new line in the equivalent position in the translation.
|
|
|
represents a space character.
Enter a space in the equivalent position in the translation.
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
model:ir.actions.act_window,help:crm.crm_tracking_source_action
|
|
|
10.
|
|
|
<p class="oe_view_nocontent_create">
Click to log the summary of a phone call.
</p><p>
Odoo allows you to log inbound calls on the fly to track the
history of the communication with a customer or to inform another
team member.
</p><p>
In order to follow up on the call, you can trigger a request for
another call, a meeting or an opportunity.
</p>
|
|
|
module: crm
|
|
|
represents a line break.
Start a new line in the equivalent position in the translation.
|
|
|
represents a space character.
Enter a space in the equivalent position in the translation.
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
model:ir.actions.act_window,help:crm.crm_case_categ_phone_incoming0
|
|
|
11.
|
|
|
<p class="oe_view_nocontent_create">
Click to schedule a call
</p><p>
Odoo allows you to easily define all the calls to be done
by your sales team and follow up based on their summary.
</p><p>
You can use the import feature to massively import a new list of
prospects to qualify.
</p>
|
|
|
module: crm
|
|
|
represents a line break.
Start a new line in the equivalent position in the translation.
|
|
|
represents a space character.
Enter a space in the equivalent position in the translation.
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
model:ir.actions.act_window,help:crm.crm_case_categ_phone_outgoing0
|
|
|
12.
|
|
|
<p>
Odoo helps you keep track of your sales pipeline to follow
up potential sales and better forecast your future revenues.
</p><p>
You will be able to plan meetings and phone calls from
opportunities, convert them into quotations, attach related
documents, track all discussions, and much more.
</p>
|
|
|
module: crm
|
|
|
represents a line break.
Start a new line in the equivalent position in the translation.
|
|
|
represents a space character.
Enter a space in the equivalent position in the translation.
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
model:ir.actions.act_window,help:crm.crm_case_form_view_salesteams_opportunity
|
|
|
13.
|
|
|
<p>
Use leads if you need a qualification step before creating an
opportunity or a customer. It can be a business card you received,
a contact form filled in your website, or a file of unqualified
prospects you import, etc.
</p><p>
Once qualified, the lead can be converted into a business
opportunity and/or a new customer in your address book.
</p>
|
|
|
module: crm
|
|
|
represents a line break.
Start a new line in the equivalent position in the translation.
|
|
|
represents a space character.
Enter a space in the equivalent position in the translation.
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
model:ir.actions.act_window,help:crm.crm_case_form_view_salesteams_lead
|
|
|
14.
|
|
|
<p>
Odoo helps you keep track of your sales pipeline to follow
up potential sales and better forecast your future revenues.
</p><p>
You will be able to plan meetings and phone calls from
opportunities, convert them into quotations, attach related
documents, track all discussions, and much more.
</p>
|
|
|
module: crm
|
|
|
represents a line break.
Start a new line in the equivalent position in the translation.
|
|
|
represents a space character.
Enter a space in the equivalent position in the translation.
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
model:ir.actions.act_window,help:crm.crm_case_category_act_oppor11
|
|
|
15.
|
|
|
<p>
Use leads if you need a qualification step before creating an
opportunity or a customer. It can be a business card you received,
a contact form filled in your website, or a file of unqualified
prospects you import, etc.
</p><p>
Once qualified, the lead can be converted into a business
opportunity and/or a new customer in your address book.
</p>
|
|
|
module: crm
|
|
|
represents a line break.
Start a new line in the equivalent position in the translation.
|
|
|
represents a space character.
Enter a space in the equivalent position in the translation.
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
model:ir.actions.act_window,help:crm.crm_case_category_act_leads_all
|
|
|
16.
|
|
|
<p>This opportunity did not have any activity since at least 5 days. Here are some details:</p>
<ul>
<li>Name: ${object.name}</li>
<li>ID: ${object.id}</li>
<li>Description: ${object.description}</field></li>
</ul> |
|
|
module: crm
|
|
|
represents a line break.
Start a new line in the equivalent position in the translation.
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
model:email.template,body_html:crm.email_template_opportunity_reminder_mail
|
|
|
44.
|
|
|
By Sales Team
|
|
|
module: crm
|
|
|
|
|
(no translation yet)
|
|
|
|
Located in
model:ir.filters,name:crm.filter_crm_phonecall_sales_team
|
