diff options
Diffstat (limited to 'addons/crm/web_planner_data.xml')
| -rw-r--r-- | addons/crm/web_planner_data.xml | 52 |
1 files changed, 28 insertions, 24 deletions
diff --git a/addons/crm/web_planner_data.xml b/addons/crm/web_planner_data.xml index b9af5898133..a543c5fc67e 100644 --- a/addons/crm/web_planner_data.xml +++ b/addons/crm/web_planner_data.xml @@ -246,13 +246,11 @@ <div class="well well-lg"> <strong>Recommended actions:</strong> <li> - <a t-att-href="prepare_backend_url( - 'crm.crm_lead_opportunities', 'kanban')"> + <a t-attf-href="web#view_type=kanban&model=crm.lead&menu_id=#{pipeline_menu_id}"> Configure the stages of your sales pipeline</a> with your work above </li> <li> - <a t-att-href="prepare_backend_url( - 'crm.crm_lead_opportunities', 'kanban')"> + <a t-attf-href="web#view_type=kanban&model=crm.lead&menu_id=#{pipeline_menu_id}"> Create the three firsts opportunities</a> as an exercise </li> </div> @@ -377,9 +375,9 @@ <h4><strong>Quote template</strong> <span class="small">(packaged services)</span></h4> <span> <li>Read the <a href="https://www.odoo.com/blog/business-hacks-1/post/how-to-build-your-quotes-for-success-173" target="_blank">blog post on the Quote Builder</a></li> - <li>Activate quotation templates in <a t-att-href="prepare_backend_url( + <li>Activate the 'Send online quotations based on templates' option in <a t-att-href="prepare_backend_url( 'base_setup.action_sale_config')">Sales Settings</a></li> - <li>Create your templates of offers</li> + <li>Create your templates of offers</li> </span> </div> </div> @@ -394,8 +392,11 @@ </span> </div> <div class="panel-body"> - <t t-if="not is_module_installed('account_analytic_analysis')"><span class="text-muted">To activate the Contracts, check 'Use contracts management' <a t-att-href="prepare_backend_url( - 'base_setup.action_sale_config')">in the Sales Settings.</a> </span></t> + <t t-if="not is_module_installed('website_contract')"> + <span class="text-muted">To activate the Contracts, install the + <a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'website_contract')">Subscription Management</a> app. + </span> + </t> <h4><strong>Fixed price</strong> <span class="small">(ex: monthly subscription)</span></h4> <span> <li>Create contracts template</li> @@ -403,7 +404,7 @@ <br/> <h4><strong>Time & material</strong> <span class="small">(ex: consulting mission)</span></h4> <span> - <li><a t-att-href="prepare_backend_url('account_analytic_analysis.action_account_analytic_overdue_all', 'list', 'sale')">Create your contracts</a> and configure your prices</li> + <li><a t-att-href="prepare_backend_url('sale_contract.sale_subscription_action', 'list', 'sale_contract')">Create your contracts</a> and configure your prices</li> </span> </div> </div> @@ -436,7 +437,7 @@ <t t-call="web_planner.page"> <t t-set="page_title" t-value="'Your Customers'"/> <p class="text-muted"> - Unless you are starting a new business, you probably have a list of Customers and Suppliers you'd like to import. + Unless you are starting a new business, you probably have a list of Customers and Vendors you'd like to import. </p> <div class="container-fluid"> <div class="row"> @@ -453,8 +454,10 @@ <span> <a t-att-href="prepare_backend_url( 'base.action_partner_form','list')"><li>Create Customers</li></a> - <a t-att-href="prepare_backend_url( - 'base.action_partner_form','list')"><li>Create Suppliers</li></a> + <li> + <a t-att-href="prepare_backend_url( + 'base.action_partner_form','list')">Create Vendors</a>, if accounting or purchase is installed + </li> </span> </div> </div> @@ -621,11 +624,17 @@ <div class="col-md-12"> <div class="well well-lg"> <span><strong>Next Action:</strong><br/> - Select the option your prefer in your <a t-att-href="prepare_backend_url('base_setup.action_sale_config')">Sales Settings</a>. + If you don't want to use unique prices, activate the 'Use pricelists to adapt your price per customers' option in your <a t-att-href="prepare_backend_url('base_setup.action_sale_config')">Sales Settings</a>. </span> </div> </div> </div> + <div class="alert alert-info info_icon" role="alert"> + <span class="fa fa-lightbulb-o fa-lg"/> + <p> + You can change the Price options at anytime, so we recommend you to select the easiest option that suits your needs for now. + </p> + </div> <div class="row"> <div class="col-md-12"> <div class="well well-lg"> @@ -635,12 +644,7 @@ </div> </div> </div> - <div class="alert alert-info info_icon" role="alert"> - <span class="fa fa-lightbulb-o fa-lg"/> - <p> - You can change the Price options at anytime, so we recommend you to select the easiest option that suits your needs for now. - </p> - </div> + </t> </t> <t t-call="web_planner.category"> @@ -721,7 +725,7 @@ <strong>Exercise:</strong> Try to get the number of leads per salesperson and by creation date </p> <p> - <a t-att-href="prepare_backend_url('crm.action_report_crm_lead', 'graph')">Leads analysis</a> + <a t-att-href="prepare_backend_url('crm.crm_opportunity_report_action_lead', 'graph')">Leads Analysis</a> (if leads are activated) </p> </div> </div> @@ -736,7 +740,7 @@ <p> A sales manager will mostly use these two reports: <li> - <a t-att-href="prepare_backend_url('crm.action_report_crm_opportunity', 'graph')">Opportunities Analysis</a> + <a t-att-href="prepare_backend_url('crm.crm_opportunity_report_action', 'graph')">Opportunities Analysis</a> </li> <li> <a t-att-href="prepare_backend_url('account.action_account_invoice_report_all', 'graph', 'account')">Invoice Analysis</a> @@ -761,14 +765,14 @@ <p>Every salesperson can analyze their own pipe by clicking on the 'switch view to graph' icon.</p> <p><strong>Exercise: </strong>Try to switch the kanban to graph view</p> <p> - <a t-att-href="prepare_backend_url('crm.crm_lead_opportunities', 'kanban')">Opportunities pipeline</a> + <a t-attf-href="web#view_type=kanban&model=crm.lead&menu_id=#{pipeline_menu_id}">Opportunities pipeline</a> </p> </div> </div> </div> </div> <div class="row"> - <div class="col-md-8"> + <div class="col-md-12"> <div class="alert alert-info info_icon" role="alert"> <span class="fa fa-lightbulb-o fa-2x"></span> <strong>Tips:</strong> @@ -776,7 +780,7 @@ <li>Save filters or add any report to your dashboard with the Favorites menu.</li> </div> </div> - <div class="col-md-4"> + <div class="col-md-12"> <div class="well well-lg"> <strong>Want to know more?</strong><br/> <a href="https://www.odoo.com/slides/odoo-9-training-5/tag/crm-8-59" target="_blank"><span class="fa fa-video-camera"/> Watch our training videos</a><br/> |