6 <record model="crm.case.stage" id="stage_lead1">
7 <field name="name">New</field>
8 <field eval="1" name="case_default"/>
9 <field name="state">draft</field>
10 <field eval="0" name="probability"/>
11 <field eval="10" name="sequence"/>
12 <field name="type">both</field>
14 <record model="crm.case.stage" id="stage_lead2">
15 <field name="name">Opportunity</field>
16 <field eval="1" name="case_default"/>
17 <field name="state">open</field>
18 <field eval="20" name="probability"/>
19 <field eval="20" name="sequence"/>
20 <field name="type">lead</field>
22 <record model="crm.case.stage" id="stage_lead7">
23 <field name="name">Dead</field>
24 <field eval="1" name="case_default"/>
25 <field eval="False" name="fold"/>
26 <field name="state">cancel</field>
27 <field eval="0" name="probability"/>
28 <field eval="30" name="sequence"/>
29 <field name="type">lead</field>
31 <record model="crm.case.stage" id="stage_lead3">
32 <field name="name">Qualification</field>
33 <field eval="1" name="case_default"/>
34 <field name="state">open</field>
35 <field eval="20" name="probability"/>
36 <field eval="100" name="sequence"/>
37 <field name="type">opportunity</field>
39 <record model="crm.case.stage" id="stage_lead4">
40 <field name="name">Proposition</field>
41 <field eval="1" name="case_default"/>
42 <field name="state">open</field>
43 <field eval="40" name="probability"/>
44 <field eval="110" name="sequence"/>
45 <field name="type">opportunity</field>
47 <record model="crm.case.stage" id="stage_lead5">
48 <field name="name">Negotiation</field>
49 <field eval="1" name="case_default"/>
50 <field name="state">open</field>
51 <field eval="60" name="probability"/>
52 <field eval="120" name="sequence"/>
53 <field name="type">opportunity</field>
55 <record model="crm.case.stage" id="stage_lead6">
56 <field name="name">Won</field>
57 <field eval="True" name="fold"/>
58 <field eval="1" name="case_default"/>
59 <field name="state">done</field>
60 <field eval="100" name="probability"/>
61 <field eval="130" name="sequence"/>
62 <field eval="1" name="on_change"/>
63 <field name="type">opportunity</field>
65 <record model="crm.case.stage" id="stage_lead8">
66 <field name="name">Lost</field>
67 <field eval="1" name="case_default"/>
68 <field eval="True" name="fold"/>
69 <field eval="1" name="on_change"/>
70 <field name="state">cancel</field>
71 <field eval="0" name="probability"/>
72 <field eval="140" name="sequence"/>
73 <field name="type">opportunity</field>
76 <record model="crm.case.section" id="section_sales_department">
77 <field name="stage_ids" eval="[ (4, ref('stage_lead1')), (4, ref('stage_lead2')),
78 (4, ref('stage_lead3')), (4, ref('stage_lead4')),
79 (4, ref('stage_lead5')), (4, ref('stage_lead6')),
80 (4, ref('stage_lead7')), (4, ref('stage_lead8'))]"/>
84 <record model="crm.case.resource.type" id="type_lead1">
85 <field name="name">Telesales</field>
86 <field name="section_id" ref="section_sales_department"/>
88 <record model="crm.case.resource.type" id="type_lead2">
89 <field name="name">Email Campaign - Services</field>
90 <field name="section_id" ref="section_sales_department"/>
92 <record model="crm.case.resource.type" id="type_lead3">
93 <field name="name">Email Campaign - Products</field>
94 <field name="section_id" ref="section_sales_department"/>
96 <record model="crm.case.resource.type" id="type_lead4">
97 <field name="name">Twitter Ads</field>
98 <field name="section_id" ref="section_sales_department"/>
100 <record model="crm.case.resource.type" id="type_lead5">
101 <field name="name">Google Adwords</field>
102 <field name="section_id" ref="section_sales_department"/>
104 <record model="crm.case.resource.type" id="type_lead6">
105 <field name="name">Banner Ads</field>
106 <field name="section_id" ref="section_sales_department"/>
108 <record model="crm.case.resource.type" id="type_lead7">
109 <field name="name">Television</field>
110 <field name="section_id" ref="section_sales_department"/>
112 <record model="crm.case.resource.type" id="type_lead8">
113 <field name="name">Newsletter</field>
114 <field name="section_id" ref="section_sales_department"/>
117 <!-- crm categories -->
118 <record model="crm.case.categ" id="categ_oppor1">
119 <field name="name">Product</field>
120 <field name="section_id" ref="section_sales_department"/>
121 <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
123 <record model="crm.case.categ" id="categ_oppor2">
124 <field name="name">Software</field>
125 <field name="section_id" ref="section_sales_department"/>
126 <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
128 <record model="crm.case.categ" id="categ_oppor3">
129 <field name="name">Services</field>
130 <field name="section_id" ref="section_sales_department"/>
131 <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
133 <record model="crm.case.categ" id="categ_oppor4">
134 <field name="name">Information</field>
135 <field name="section_id" ref="section_sales_department"/>
136 <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
138 <record model="crm.case.categ" id="categ_oppor5">
139 <field name="name">Design</field>
140 <field name="section_id" ref="section_sales_department"/>
141 <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
143 <record model="crm.case.categ" id="categ_oppor6">
144 <field name="name">Training</field>
145 <field name="section_id" ref="section_sales_department"/>
146 <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
148 <record model="crm.case.categ" id="categ_oppor7">
149 <field name="name">Consulting</field>
150 <field name="section_id" ref="section_sales_department"/>
151 <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
153 <record model="crm.case.categ" id="categ_oppor8">
154 <field name="name">Other</field>
155 <field name="section_id" ref="section_sales_department"/>
156 <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
159 <!-- CRM-related subtypes for messaging / Chatter -->
160 <record id="mt_lead_create" model="mail.message.subtype">
161 <field name="name">Lead Created</field>
162 <field name="res_model">crm.lead</field>
163 <field name="default" eval="False"/>
164 <field name="description">Opportunity created</field>
166 <record id="mt_lead_convert_to_opportunity" model="mail.message.subtype">
167 <field name="name">Lead to Opportunity</field>
168 <field name="res_model">crm.lead</field>
169 <field name="default" eval="False"/>
170 <field name="description">Lead converted into an opportunity</field>
172 <record id="mt_lead_stage" model="mail.message.subtype">
173 <field name="name">Stage Changed</field>
174 <field name="res_model">crm.lead</field>
175 <field name="default" eval="False"/>
176 <field name="description">Stage changed</field>
178 <record id="mt_lead_won" model="mail.message.subtype">
179 <field name="name">Opportunity Won</field>
180 <field name="res_model">crm.lead</field>
181 <field name="default" eval="False"/>
182 <field name="description">Opportunity won</field>
184 <record id="mt_lead_lost" model="mail.message.subtype">
185 <field name="name">Opportunity Lost</field>
186 <field name="res_model">crm.lead</field>
187 <field name="default" eval="False"/>
188 <field name="description">Opportunity lost</field>
190 <!-- Salesteam-related subtypes for messaging / Chatter -->
191 <record id="mt_salesteam_lead" model="mail.message.subtype">
192 <field name="name">Lead Created</field>
193 <field name="res_model">crm.case.section</field>
194 <field name="default" eval="False"/>
195 <field name="parent_id" eval="ref('mt_lead_create')"/>
196 <field name="relation_field">section_id</field>
198 <record id="mt_salesteam_lead_opportunity" model="mail.message.subtype">
199 <field name="name">Lead to Opportunity</field>
200 <field name="default" eval="False"/>
201 <field name="res_model">crm.case.section</field>
202 <field name="parent_id" eval="ref('mt_lead_convert_to_opportunity')"/>
203 <field name="relation_field">section_id</field>
205 <record id="mt_salesteam_lead_stage" model="mail.message.subtype">
206 <field name="name">Opportunity Stage Changed</field>
207 <field name="res_model">crm.case.section</field>
208 <field name="parent_id" eval="ref('mt_lead_stage')"/>
209 <field name="relation_field">section_id</field>
211 <record id="mt_salesteam_lead_won" model="mail.message.subtype">
212 <field name="name">Opportunity Won</field>
213 <field name="res_model">crm.case.section</field>
214 <field name="parent_id" eval="ref('mt_lead_won')"/>
215 <field name="relation_field">section_id</field>
217 <record id="mt_salesteam_lead_lost" model="mail.message.subtype">
218 <field name="name">Opportunity Lost</field>
219 <field name="res_model">crm.case.section</field>
220 <field name="default" eval="False"/>
221 <field name="parent_id" eval="ref('mt_lead_lost')"/>
222 <field name="relation_field">section_id</field>
225 <!--Definition of an email template with an empty body that will be used in opportunity mailing.
226 Used to give a basis for email recipients, name and to ease the definition of a further
227 elaborated template. -->
228 <record id="email_template_opportunity_mail" model="email.template">
229 <field name="name">Lead/Opportunity Mass Mail</field>
230 <field name="model_id" ref="crm.model_crm_lead"/>
231 <field name="auto_delete" eval="True"/>
232 <field name="partner_to">${object.partner_id != False and object.partner_id.id}</field>
233 <field name="email_to">${not object.partner_id and object.email_from}</field>
234 <field name="body_html"></field>