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authorFabien Pinckaers <fp@openerp.com>2020-08-07 07:45:24 +0000
committerThibault Delavallée <tde@odoo.com>2020-08-10 08:20:17 +0000
commitf130bb90aa59ec9dd62146289ca0e9442b43bda8 (patch)
tree1a66f77c31c9e569266bdaa86880ac1644ddc55b
parente25604e597e85cf0b57deaf2645a214fd7dc0553 (diff)
[IMP] crm: improve first steps onboarding copy writing
PURPOSE Improve user experience by improving copy writing of tour steps and first encountered screens. SPECIFIFCATIONS Improve Pipeline empty list help to be more catchy and help users doing their first opportunity related steps. Improve tour copy writing. LINKS Task ID-2316699 PR #55604
-rw-r--r--addons/crm/models/crm_lead.py6
-rw-r--r--addons/crm/static/src/js/tours/crm.js4
2 files changed, 5 insertions, 5 deletions
diff --git a/addons/crm/models/crm_lead.py b/addons/crm/models/crm_lead.py
index c68205db283..bc982eaf7fc 100644
--- a/addons/crm/models/crm_lead.py
+++ b/addons/crm/models/crm_lead.py
@@ -1220,7 +1220,7 @@ class Lead(models.Model):
if self._context.get('default_type') == 'lead':
help_title = _('Create a new lead')
else:
- help_title = _('Create opportunities to keep an eye on all your ongoing sales talks.')
+ help_title = _('Create an opportunity to start playing with your pipeline.')
alias_record = self.env['mail.alias'].search([
('alias_name', '!=', False),
('alias_name', '!=', ''),
@@ -1230,8 +1230,8 @@ class Lead(models.Model):
], limit=1)
if alias_record and alias_record.alias_domain and alias_record.alias_name:
email = '%s@%s' % (alias_record.alias_name, alias_record.alias_domain)
- email_link = "<a href='mailto:%s'>%s</a>" % (email, email)
- sub_title = _('Emails sent to %s automatically create opportunities.') % (email_link)
+ email_link = "<b><a href='mailto:%s'>%s</a></b>" % (email, email)
+ sub_title = _('Use the top left <i>Create</i> button, or send an email to %s to test the email gateway.') % (email_link)
return '<p class="o_view_nocontent_smiling_face">%s</p><p class="oe_view_nocontent_alias">%s</p>' % (help_title, sub_title)
# ------------------------------------------------------------
diff --git a/addons/crm/static/src/js/tours/crm.js b/addons/crm/static/src/js/tours/crm.js
index f491f44b0f1..db1ff6d1e8e 100644
--- a/addons/crm/static/src/js/tours/crm.js
+++ b/addons/crm/static/src/js/tours/crm.js
@@ -26,8 +26,8 @@ tour.register('crm_tour', {
position: 'bottom',
}, {
trigger: ".o_kanban_quick_create .o_field_widget[name='partner_id']",
- content: _t('Look for a Contact or create a new one.<br><i>Tip : Did you know you can search by VAT Number as well?</i>'),
- position: "right",
+ content: _t('<b>Write a few letters</b> to look for a company, or create a new one.'),
+ position: "bottom",
run: function (actions) {
actions.text("Brandon Freeman", this.$anchor.find("input"));
},