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| author | Yannick Tivisse <yti@odoo.com> | 2016-01-25 12:53:26 +0100 |
|---|---|---|
| committer | Yannick Tivisse <yti@odoo.com> | 2016-02-03 09:36:19 +0100 |
| commit | 23261f330b38f7ef9c612712cf1f2779640d4978 (patch) | |
| tree | 3948f5b04e3565921572f8ddde359b68433c580c /addons/web/static/src/js/framework/session_instance.js | |
| parent | e120fd7e27d4f7b24da701d6a541960b91303f8b (diff) | |
[IMP] crm: Restructure and Rephrase crm planner following fgi advises
- Restructure the menus this way:
Sales Flow
Pipeline
Proposal
Deployment
Incoming emails
Customers
Products
Prices
Reporting
Customizations
- Add a short intro about leads in Incoming emails (why using leads?
first contact, contact forms) -> in incoming email menu
"There are several ways for your company to generate leads with Odoo CRM.
One of them is using your company's generic email address as a trigger
to create a new lead in the system. In Odoo, each one of your sales teams
is linked to its own email address from which prospects can reach them.
For example, if the personal email address of your Direct team is
direct@mycompany.example.com, every email sent when a new prospect
contacts you will automatically create a new opportunity into the sales team.
That's the easiest way to integrate Odoo with third party apps.
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