addons/crm/crm_lead_data.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data noupdate="1">
   4
   5         <!-- Crm stages -->
   6         <record model="crm.case.stage" id="stage_lead6">
   7             <field name="name">Lost</field>
   8             <field eval="'0'" name="probability"/>
   9             <field eval="'0'" name="sequence"/>
  10         </record>
  11         <record model="crm.case.stage" id="stage_lead1">
  12             <field name="name">New</field>
  13             <field eval="'10'" name="probability"/>
  14             <field eval="'11'" name="sequence"/>
  15         </record>
  16         <record model="crm.case.stage" id="stage_lead2">
  17             <field name="name">Qualification</field>
  18             <field eval="'20'" name="probability"/>
  19             <field eval="'12'" name="sequence"/>
  20         </record>
  21         <record model="crm.case.stage" id="stage_lead3">
  22             <field name="name">Proposition</field>
  23             <field eval="'40'" name="probability"/>
  24             <field eval="'13'" name="sequence"/>
  25         </record>
  26         <record model="crm.case.stage" id="stage_lead4">
  27             <field name="name">Negotiation</field>
  28             <field eval="'60'" name="probability"/>
  29             <field eval="'14'" name="sequence"/>
  30         </record>
  31         <record model="crm.case.stage" id="stage_lead5">
  32             <field name="name">Won</field>
  33             <field eval="'100'" name="probability"/>
  34             <field eval="'15'" name="sequence"/>
  35             <field eval="1" name="on_change"/>
  36         </record>
  37         <record model="crm.case.section" id="section_sales_department">
  38             <field name="name">Sales Department</field>
  39             <field name="code">Sales</field>
  40             <field name="stage_ids" eval="[(4, ref('stage_lead1')), (4, ref('stage_lead2')), (4, ref('stage_lead3')), (4, ref('stage_lead4')), (4, ref('stage_lead5')), (4, ref('stage_lead6'))]"/>
  41         </record>
  42
  43         <!-- Crm campain -->
  44         <record model="crm.case.resource.type" id="type_lead1">
  45             <field name="name">Telesales</field>
  46             <field name="section_id" ref="section_sales_department"/>
  47         </record>
  48         <record model="crm.case.resource.type" id="type_lead2">
  49             <field name="name">Mail Campaign 1</field>
  50             <field name="section_id" ref="section_sales_department"/>
  51         </record>
  52         <record model="crm.case.resource.type" id="type_lead3">
  53             <field name="name">Mail Campaign 2</field>
  54             <field name="section_id" ref="section_sales_department"/>
  55         </record>
  56         <record model="crm.case.resource.type" id="type_lead4">
  57             <field name="name">Twitter Ads</field>
  58             <field name="section_id" ref="section_sales_department"/>
  59         </record>
  60         <record model="crm.case.resource.type" id="type_lead5">
  61             <field name="name">Google Adwords</field>
  62             <field name="section_id" ref="section_sales_department"/>
  63         </record>
  64         <record model="crm.case.resource.type" id="type_lead6">
  65             <field name="name">Google Adwords 2</field>
  66             <field name="section_id" ref="section_sales_department"/>
  67         </record>
  68         <record model="crm.case.resource.type" id="type_lead7">
  69             <field name="name">Television</field>
  70             <field name="section_id" ref="section_sales_department"/>
  71         </record>
  72         <record model="crm.case.resource.type" id="type_lead8">
  73             <field name="name">Newsletter</field>
  74             <field name="section_id" ref="section_sales_department"/>
  75         </record>
  76
  77         <!--  crm categories -->
  78         <record model="crm.case.categ" id="categ_oppor1">
  79             <field name="name">Interest in Computer</field>
  80             <field name="section_id" ref="section_sales_department"/>
  81             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
  82         </record>
  83         <record model="crm.case.categ" id="categ_oppor2">
  84             <field name="name">Interest in Accessories</field>
  85             <field name="section_id" ref="section_sales_department"/>
  86             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
  87         </record>
  88         <record model="crm.case.categ" id="categ_oppor3">
  89             <field name="name">Need Services</field>
  90             <field name="section_id" ref="section_sales_department"/>
  91             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
  92         </record>
  93         <record model="crm.case.categ" id="categ_oppor4">
  94             <field name="name">Need Information</field>
  95             <field name="section_id" ref="section_sales_department"/>
  96             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
  97         </record>
  98         <record model="crm.case.categ" id="categ_oppor5">
  99             <field name="name">Need a Website Design</field>
 100             <field name="section_id" ref="section_sales_department"/>
 101             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
 102         </record>
 103         <record model="crm.case.categ" id="categ_oppor6">
 104             <field name="name">Potential Reseller</field>
 105             <field name="section_id" ref="section_sales_department"/>
 106             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
 107         </record>
 108         <record model="crm.case.categ" id="categ_oppor7">
 109             <field name="name">Need Consulting</field>
 110             <field name="section_id" ref="section_sales_department"/>
 111             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
 112         </record>
 113         <record model="crm.case.categ" id="categ_oppor8">
 114             <field name="name">Other</field>
 115             <field name="section_id" ref="section_sales_department"/>
 116             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
 117         </record>
 118
 119     </data>
 120 </openerp>