From 7f024fe5ef27e0812a747be4de1af4e64eaee93d Mon Sep 17 00:00:00 2001 From: Darshan Kalola Date: Mon, 31 Aug 2015 15:56:39 +0530 Subject: [IMP]planner: some correction according to new features added in master. --- addons/crm/web_planner_data.xml | 52 ++++++++++++++++++++++------------------- 1 file changed, 28 insertions(+), 24 deletions(-) (limited to 'addons/crm/web_planner_data.xml') 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 @@
Recommended actions:
  • - + Configure the stages of your sales pipeline with your work above
  • - + Create the three firsts opportunities as an exercise
    • @@ -377,9 +375,9 @@

    Quote template (packaged services)

  • Read the blog post on the Quote Builder
    • -
  • Activate quotation templates in Sales Settings
    • -
  • Create your templates of offers
    • +
  • Create your templates of offers
    •  @@ -394,8 +392,11 @@
    - To activate the Contracts, check 'Use contracts management' in the Sales Settings. + + To activate the Contracts, install the + Subscription Management app. + +

    Fixed price (ex: monthly subscription)

  • Create contracts template
    • @@ -403,7 +404,7 @@

    Time & material (ex: consulting mission)

    -
  • Create your contracts and configure your prices
    • +
  • Create your contracts and configure your prices
    •
    @@ -436,7 +437,7 @@

    - 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.

    @@ -453,8 +454,10 @@
  • Create Customers
    •  -
  • Create Suppliers
    •  +
  • + Create Vendors, if accounting or purchase is installed +
    • @@ -621,11 +624,17 @@
    Next Action:
    - Select the option your prefer in your Sales Settings. + If you don't want to use unique prices, activate the 'Use pricelists to adapt your price per customers' option in your Sales Settings.
    +
    @@ -635,12 +644,7 @@
    - +     @@ -721,7 +725,7 @@ Exercise: Try to get the number of leads per salesperson and by creation date

    - Leads analysis + Leads Analysis (if leads are activated)

    @@ -736,7 +740,7 @@

    A sales manager will mostly use these two reports:

  • - Opportunities Analysis + Opportunities Analysis
  • Invoice Analysis @@ -761,14 +765,14 @@

    Every salesperson can analyze their own pipe by clicking on the 'switch view to graph' icon.

    Exercise: Try to switch the kanban to graph view

    - Opportunities pipeline + Opportunities pipeline

    -
    +
  • Save filters or add any report to your dashboard with the Favorites menu.
    • -
    +
    Want to know more?
    Watch our training videos
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