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3.
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You can create specific topic-related questionnaires to guide your team(s) in the sales cycle by helping them to ask the right questions. The segmentation tool allows you to automatically assign a partner to a category according to his answers to the different questionnaires.
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module: crm_profiling
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(no translation yet)
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Located in
model:ir.actions.act_window,help:crm_profiling.open_questionnaires
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9.
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open.questionnaire.line
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module: crm_profiling
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(no translation yet)
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Located in
model:ir.model,name:crm_profiling.model_open_questionnaire_line
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13.
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Excluded Answers
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module: crm_profiling
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(no translation yet)
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Located in
field:crm.segmentation,answer_no:0
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15.
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open.questionnaire
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module: crm_profiling
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(no translation yet)
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Located in
model:ir.model,name:crm_profiling.model_open_questionnaire
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18.
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Question / Answers
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module: crm_profiling
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(no translation yet)
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Located in
field:open.questionnaire,question_ans_ids:0
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20.
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Check this box if you want to use this tab as part of the segmentation rule. If not checked, the criteria beneath will be ignored
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module: crm_profiling
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(no translation yet)
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Located in
help:crm.segmentation,profiling_active:0
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21.
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Use The Profiling Rules
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module: crm_profiling
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(no translation yet)
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Located in
field:crm.segmentation,profiling_active:0
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22.
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Error ! You cannot create recursive profiles.
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module: crm_profiling
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(no translation yet)
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Located in
constraint:crm.segmentation:0
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23.
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Included Answers
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module: crm_profiling
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(no translation yet)
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Located in
field:crm.segmentation,answer_yes:0
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25.
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Parent Profile
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module: crm_profiling
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(no translation yet)
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Located in
field:crm.segmentation,parent_id:0
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