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path: root/addons/crm/data/digest_data.xml
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2020-08-12[IMP] crm: add new digest tipsAnousone Phaysomphot
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
2020-06-04[IMP] crm: make tips bioutifoul, and add moar tipsElisabeth Dickinson
PURPOSE Make digest email and tips more appealing. The goals of these tips are * to encourage the adoption of other apps (Did you know ?); * to make Odoo look more fun (Fun tips and tricks, young and dynamic style); * to show social proof and increase trust (emphasis on already existing projects / customers to); SPECIFICATIONS Improve existing tips to be more inlined with new digest styling. Add new tips, notably * use lead enrichment; * use lead mining; LINKS Task ID 2197417 PR odoo/odoo#51619 Co-Authored-By: Elisabeth Dickinson <edi@odoo.com> Co-Authored-By: Thibault Delavallée <tde@odoo.com>
2020-03-11[IMP] digest, various: add name on tips to ease their understandingThibault Delavallée
PURPOSE Ease edition of digest tips by adding a name. SPECIFICATIONS Add a name on digest tips. Even if technical and not send to customers it allows to see them at a glance in list view without having to guess their content. LINKS Task ID 2214325 Com PR odoo/odoo#47416 Related: odoo/upgrade#933 Related: odoo/enterprise#9167 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2018-07-19[IMP] crm: implement digest KPIs / tipsMitali Patel
Purpose of this commit is send lead / opportunity creation as well as won opportunities KPIs in digest emails. Those are added in the default digest template. A tip to remind to use the mailgateway is also integrated. This commit is linked to task ID 30655 and PR #18318.