[IMP] crm: add new digest tips

PURPOSE

Review the tips and digest layout design to make sure they have a WOW effect
and increase trial conversion/retention.

SPECIFICATIONS

“Did you know Odoo has built-in lead mining?”
“Opportunity win rate is predicted with AI”
“Manage your pipeline”
“Do not waste time recording user's data”
“Turn a selection of opportunities into a map”

See code for specifications.

LINKS

Task ID-2274264
COM PR: odoo/odoo#53580
ENT PR: odoo/enterprise#1139

X-original-commit: 93c7aa19397ae7a25e88e760f44d24a0b4f0dd9a

9 files changed, 55 insertions, 25 deletions

diff --git a/addons/crm/data/digest_data.xml b/addons/crm/data/digest_data.xml
index 2d87beddbc3..c3a12d814eb 100644
--- a/addons/crm/data/digest_data.xml
+++ b/addons/crm/data/digest_data.xml
@@ -9,49 +9,79 @@
 
     <data>
         <record id="digest_tip_crm_0" model="digest.tip">
-            <field name="name">CRM: Create opportunities from incoming emails</field>
-            <field name="sequence">5</field>
+            <field name="name">Tip: Convert incoming emails into opportunities</field>
+            <field name="sequence">200</field>
             <field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
             <field name="tip_description" type="html">
 <div>
-    % set email = object.env['crm.team'].search([('alias_name','!=', False)],limit=1).alias_id.display_name
-    % if email
-    <b class="font-16" style="font-size: 20px;line-height: 30px;">Create opportunities from incoming emails</b>
-    <p class="font-12" style="color:#888888;font-size: 15px; line-height: 25px; margin-top: 0;">Emails sent to <strong>${email}</strong> generate opportunities in your pipeline.</p>
-    <img src="/crm/static/src/img/tips-crm-pipeline.jpg" style="max-width: 580px" width="100%" />
-    <div style="text-align:center;margin-top:10px;">
-        <a href="mailto:${email}" target="_blank" style="display:inline-block;background-color:#875a7b;line-height:40px;text-decoration: none;color: #ffffff;border-radius: 3px;font-size:13px;font-weight:bold;text-align:center; padding:0 10px;">Try it now</a>
-    </div>
+    % set record = object.env['crm.team'].search([('alias_name', '!=', 'False')], limit=1)
+    <p class="tip_title">Tip: Convert incoming emails into opportunities</p>
+    % if record and record.alias_domain
+    <p class="tip_content">Did you know emails sent to ${record.alias_id.display_name} generate opportunities in your pipeline?<br/>
+    <a href="mailto:${record.alias_id.display_name}" target="_blank">Try sending an email</a> to your CRM. This email address is configurable by sales team members.</p>
+    % else
+    <p class="tip_content">Did you know emails sent to a Sales Team alias generate opportunities in your pipeline?</p>
     % endif
 </div>
             </field>
         </record>
         <record id="digest_tip_crm_1" model="digest.tip">
-            <field name="name">CRM: Enrich your contacts</field>
-            <field name="sequence">50</field>
+            <field name="name">Tip: Did you know Odoo has built-in lead mining?</field>
+            <field name="sequence">1500</field>
             <field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
             <field name="tip_description" type="html">
 <div>
-    <b class="font-16" style="font-size: 20px;line-height: 30px;">Enrich your contacts</b>
-    <p class="font-12" style="color:#888888;font-size: 15px; line-height: 25px; margin-top: 0;">Activate the "Partner Autocomplete" feature to fill in your Partner's details faster.</p>
-    <img src="/crm/static/src/img/tips-crm-autocomplete.jpg" style="max-width: 580px" width="100%" />
-    <div style="text-align:center;margin-top:10px;">
-        <a href="/web#action=base_setup.action_general_configuration" target="_blank" style="display:inline-block;background-color:#875a7b;line-height:40px;text-decoration: none;color: #ffffff;border-radius: 3px;font-size:13px;font-weight:bold;text-align:center; padding:0 10px;">Try it now</a>
-    </div>
+    <p class="tip_title">Tip: Did you know Odoo has built-in lead mining?</p>
+    <p class="tip_content">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.</p>
+    <img src="/crm/static/src/img/generate-leads.gif" class="illustration_border" />
 </div>
             </field>
         </record>
         <record id="digest_tip_crm_2" model="digest.tip">
-            <field name="name">CRM: Get more leads</field>
-            <field name="sequence">2</field>
+            <field name="name">Tip: Opportunity win rate is predicted with AI</field>
+            <field name="sequence">1700</field>
             <field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
             <field name="tip_description" type="html">
 <div>
-    <b class="font-16" style="font-size: 20px;line-height: 30px;">Get more leads</b>
-    <p class="font-12" style="color:#888888;font-size: 15px; line-height: 25px; margin-top: 0;">Activate the lead mining feature from your CRM settings and start generating more leads.</p>
-    <div style="text-align:center;margin-top:10px;">
-        <a href="https://www.odoo.com/documentation/user/13.0/crm/acquire_leads/lead_mining.html" target="_blank" style="display:inline-block;background-color:#875a7b;line-height:40px;text-decoration: none;color: #ffffff;border-radius: 3px;font-size:13px;font-weight:bold;text-align:center; padding:0 10px;">Find out more</a>
-    </div>
+    <p class="tip_title">Tip: Opportunity win rate is predicted with AI</p>
+    <p class="tip_content">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.</p>
+    <img src="/crm/static/src/img/probability-rate.gif" class="illustration_border" />
+</div>
+            </field>
+        </record>
+        <record id="digest_tip_crm_3" model="digest.tip">
+            <field name="name">Tip: Manage your pipeline</field>
+            <field name="sequence">2600</field>
+            <field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
+            <field name="tip_description" type="html">
+<div>
+    <p class="tip_title">Tip: Manage your pipeline</p>
+    <p class="tip_content">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.</p>
+    <img src="/crm/static/src/img/pipeline-progress.gif" class="illustration_border" />
+</div>
+            </field>
+        </record>
+        <record id="digest_tip_crm_4" model="digest.tip">
+            <field name="name">Tip: Do not waste time recording customers' data</field>
+            <field name="sequence">2800</field>
+            <field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
+            <field name="tip_description" type="html">
+<div>
+    <p class="tip_title">Tip: Do not waste time recording customers' data</p>
+    <p class="tip_content">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.</p>
+    <img src="/crm/static/src/img/autofill.gif" class="illustration_border" />
+</div>
+            </field>
+        </record>
+        <record id="digest_tip_crm_5" model="digest.tip">
+            <field name="name">Tip: Turn a selection of opportunities into a map</field>
+            <field name="sequence">3000</field>
+            <field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
+            <field name="tip_description" type="html">
+<div>
+    <p class="tip_title">Tip: Turn a selection of opportunities into a map</p>
+    <p class="tip_content">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.</p>
+    <img src="/crm/static/src/img/mapview-toggle.gif" class="illustration_border" />
 </div>
             </field>
         </record>
diff --git a/addons/crm/static/src/img/autofill.gif b/addons/crm/static/src/img/autofill.gif
new file mode 100644
index 00000000000..d6e6ad6d470
--- /dev/null
+++ b/addons/crm/static/src/img/autofill.gif
diff --git a/addons/crm/static/src/img/generate-leads.gif b/addons/crm/static/src/img/generate-leads.gif
new file mode 100644
index 00000000000..1fc56cebdd4
--- /dev/null
+++ b/addons/crm/static/src/img/generate-leads.gif
diff --git a/addons/crm/static/src/img/mapview-toggle.gif b/addons/crm/static/src/img/mapview-toggle.gif
new file mode 100644
index 00000000000..b611d4569fc
--- /dev/null
+++ b/addons/crm/static/src/img/mapview-toggle.gif
diff --git a/addons/crm/static/src/img/pipeline-progress.gif b/addons/crm/static/src/img/pipeline-progress.gif
new file mode 100644
index 00000000000..f97de03f2c2
--- /dev/null
+++ b/addons/crm/static/src/img/pipeline-progress.gif
diff --git a/addons/crm/static/src/img/probability-rate.gif b/addons/crm/static/src/img/probability-rate.gif
new file mode 100644
index 00000000000..57517833a75
--- /dev/null
+++ b/addons/crm/static/src/img/probability-rate.gif
diff --git a/addons/crm/static/src/img/tips-crm-autocomplete.jpg b/addons/crm/static/src/img/tips-crm-autocomplete.jpg
deleted file mode 100644
index 2fb9fa9ad93..00000000000
--- a/addons/crm/static/src/img/tips-crm-autocomplete.jpg
+++ /dev/null
diff --git a/addons/crm/static/src/img/tips-crm-lead-mining.jpg b/addons/crm/static/src/img/tips-crm-lead-mining.jpg
deleted file mode 100644
index 3ea82e00dbb..00000000000
--- a/addons/crm/static/src/img/tips-crm-lead-mining.jpg
+++ /dev/null
diff --git a/addons/crm/static/src/img/tips-crm-pipeline.jpg b/addons/crm/static/src/img/tips-crm-pipeline.jpg
deleted file mode 100644
index bb4683cb06c..00000000000
--- a/addons/crm/static/src/img/tips-crm-pipeline.jpg
+++ /dev/null