112 lines
7.5 KiB
XML
112 lines
7.5 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="res_config_settings_view_form" model="ir.ui.view">
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<field name="name">res.config.settings.view.form.inherit.crm</field>
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<field name="model">res.config.settings</field>
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<field name="priority" eval="5"/>
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<field name="inherit_id" ref="base.res_config_settings_view_form"/>
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<field name="arch" type="xml">
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<xpath expr="//form" position="inside">
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<app data-string="CRM" string="CRM" name="crm" groups="sales_team.group_sale_manager">
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<block title="CRM">
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<setting help="Define recurring plans and revenues on Opportunities">
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<field name="group_use_recurring_revenues"/>
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<div invisible="not group_use_recurring_revenues">
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<button type="action" name="crm.crm_recurring_plan_action"
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string="Manage Recurring Plans" icon="oi-arrow-right" class="oe_link"/>
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</div>
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</setting>
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<setting id="crm_lead" title="Use leads if you need a qualification step before creating an opportunity or a customer. It can be a business card you received, a contact form filled in your website, or a file of unqualified prospects you import, etc. Once qualified, the lead can be converted into a business opportunity and/or a new customer in your address book." help="Add a qualification step before the creation of an opportunity">
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<field name="group_use_lead"/>
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</setting>
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</block>
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<block>
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<setting help="Assign salespersons into multiple Sales Teams.">
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<field name="is_membership_multi"/>
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</setting>
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</block>
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<block>
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<field name="predictive_lead_scoring_fields_str" invisible="1"/>
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<field name="predictive_lead_scoring_start_date_str" invisible="1"/>
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<setting title="This can be used to compute statistical probability to close a lead" name="predictive_lead_setting_container" string="Predictive Lead Scoring">
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<div class="text-muted">
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The success rate is computed based on <b>
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<field name="predictive_lead_scoring_field_labels" class="d-inline"/>
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</b>
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for the leads created as of the
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<b><field name="predictive_lead_scoring_start_date" class="oe_inline" readonly="1"/></b>.
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</div>
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<div class="mt16" groups="base.group_erp_manager">
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<button name="%(crm_lead_pls_update_action)d" type="action"
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string="Update Probabilities"
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class="btn-primary"/>
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</div>
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</setting>
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<setting title="This can be used to automatically assign leads to sales persons based on rules" documentation="/applications/sales/crm/track_leads/lead_scoring.html#assign-leads">
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<field name="crm_use_auto_assignment"/>
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<div class="text-muted">
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<span>Periodically assign leads based on rules</span><br />
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<span invisible="not crm_use_auto_assignment">
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All sales teams will use this setting by default unless
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specified otherwise.
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</span>
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</div>
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<div class="row flex-row flex-nowrap mt16" invisible="not crm_use_auto_assignment">
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<label string="Running" for="crm_auto_assignment_action" class="col-lg-3 o_light_label"/>
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<field name="crm_auto_assignment_action"
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required="crm_use_auto_assignment"/>
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<button name="action_crm_assign_leads" type="object" class="btn-link w-auto">
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<i title="Update now" role="img" aria-label="Update now" class="fa fa-fw fa-refresh"></i>
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</button>
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</div>
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<div class="row mt16" invisible="not crm_use_auto_assignment or crm_auto_assignment_action == 'manual'">
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<label string="Repeat every" for="crm_auto_assignment_interval_type" class="col-lg-3 o_light_label"/>
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<field name="crm_auto_assignment_interval_number"
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class="oe_inline me-2"
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required="crm_use_auto_assignment and crm_auto_assignment_action == 'auto'"/>
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<field name="crm_auto_assignment_interval_type"
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class="oe_inline"
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required="crm_use_auto_assignment and crm_auto_assignment_action == 'auto'"/>
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</div>
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<div class="row" invisible="not crm_use_auto_assignment or crm_auto_assignment_action == 'manual'">
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<label string="Next Run" for="crm_auto_assignment_run_datetime" class="col-lg-3 o_light_label"/>
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<field name="crm_auto_assignment_run_datetime"/>
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</div>
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</setting>
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</block>
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<block title="Lead Generation" name="convert_visitor_setting_container">
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<setting string="Lead Enrichment" help="Enrich your leads with company data based on their email addresses">
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<field name="module_crm_iap_enrich"/>
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<div class="mt8" invisible="not module_crm_iap_enrich">
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<field name="lead_enrich_auto" class="o_light_label" widget="radio" required="True"/>
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</div>
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</setting>
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<setting id="crm_iap_mine_settings" string="Lead Mining" documentation="/applications/sales/crm/acquire_leads/lead_mining.html" help="Generate new leads based on their country, industry, size, etc.">
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<field name="module_crm_iap_mine"/>
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</setting>
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</block>
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<block name="generate_lead_setting_container">
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<setting id="website_crm_iap_reveal_settings" string="Visits to Leads" help="Convert visitors of your website into leads and perform data enrichment based on their IP address">
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<field name="module_website_crm_iap_reveal"/>
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</setting>
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</block>
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</app>
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</xpath>
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</field>
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</record>
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<record id="crm_config_settings_action" model="ir.actions.act_window">
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<field name="name">Settings</field>
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<field name="res_model">res.config.settings</field>
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<field name="view_id" ref="res_config_settings_view_form"/>
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<field name="view_mode">form</field>
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<field name="target">inline</field>
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<field name="context">{'module' : 'crm', 'bin_size': False}</field>
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</record>
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</odoo>
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