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_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>
  13         </record>
  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>
  21         </record>
  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>
  30         </record>
  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>
  38         </record>
  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>
  46         </record>
  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>
  54         </record>
  55         <record model="crm.case.stage" id="stage_lead6">
  56             <field name="name">Won</field>
  57             <field eval="1" name="case_default"/>
  58             <field name="state">done</field>
  59             <field eval="100" name="probability"/>
  60             <field eval="130" name="sequence"/>
  61             <field eval="1" name="on_change"/>
  62             <field name="type">opportunity</field>
  63         </record>
  64         <record model="crm.case.stage" id="stage_lead8">
  65             <field name="name">Lost</field>
  66             <field eval="1" name="case_default"/>
  67             <field eval="True" name="fold"/>
  68             <field eval="1" name="on_change"/>
  69             <field name="state">cancel</field>
  70             <field eval="0" name="probability"/>
  71             <field eval="140" name="sequence"/>
  72             <field name="type">opportunity</field>
  73         </record>
  74
  75         <record model="crm.case.section" id="section_sales_department">
  76             <field name="stage_ids" eval="[ (4, ref('stage_lead1')), (4, ref('stage_lead2')),
  77                                             (4, ref('stage_lead3')), (4, ref('stage_lead4')),
  78                                             (4, ref('stage_lead5')), (4, ref('stage_lead6')),
  79                                             (4, ref('stage_lead7')), (4, ref('stage_lead8'))]"/>
  80         </record>
  81
  82         <!-- Crm campain -->
  83         <record model="crm.case.resource.type" id="type_lead1">
  84             <field name="name">Telesales</field>
  85             <field name="section_id" ref="section_sales_department"/>
  86         </record>
  87         <record model="crm.case.resource.type" id="type_lead2">
  88             <field name="name">Email Campaign - Services</field>
  89             <field name="section_id" ref="section_sales_department"/>
  90         </record>
  91         <record model="crm.case.resource.type" id="type_lead3">
  92             <field name="name">Email Campaign - Products</field>
  93             <field name="section_id" ref="section_sales_department"/>
  94         </record>
  95         <record model="crm.case.resource.type" id="type_lead4">
  96             <field name="name">Twitter Ads</field>
  97             <field name="section_id" ref="section_sales_department"/>
  98         </record>
  99         <record model="crm.case.resource.type" id="type_lead5">
 100             <field name="name">Google Adwords</field>
 101             <field name="section_id" ref="section_sales_department"/>
 102         </record>
 103         <record model="crm.case.resource.type" id="type_lead6">
 104             <field name="name">Banner Ads</field>
 105             <field name="section_id" ref="section_sales_department"/>
 106         </record>
 107         <record model="crm.case.resource.type" id="type_lead7">
 108             <field name="name">Television</field>
 109             <field name="section_id" ref="section_sales_department"/>
 110         </record>
 111         <record model="crm.case.resource.type" id="type_lead8">
 112             <field name="name">Newsletter</field>
 113             <field name="section_id" ref="section_sales_department"/>
 114         </record>
 115
 116         <!--  crm categories -->
 117         <record model="crm.case.categ" id="categ_oppor1">
 118             <field name="name">Product</field>
 119             <field name="section_id" ref="section_sales_department"/>
 120             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
 121         </record>
 122         <record model="crm.case.categ" id="categ_oppor2">
 123             <field name="name">Software</field>
 124             <field name="section_id" ref="section_sales_department"/>
 125             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
 126         </record>
 127         <record model="crm.case.categ" id="categ_oppor3">
 128             <field name="name">Services</field>
 129             <field name="section_id" ref="section_sales_department"/>
 130             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
 131         </record>
 132         <record model="crm.case.categ" id="categ_oppor4">
 133             <field name="name">Information</field>
 134             <field name="section_id" ref="section_sales_department"/>
 135             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
 136         </record>
 137         <record model="crm.case.categ" id="categ_oppor5">
 138             <field name="name">Design</field>
 139             <field name="section_id" ref="section_sales_department"/>
 140             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
 141         </record>
 142         <record model="crm.case.categ" id="categ_oppor6">
 143             <field name="name">Training</field>
 144             <field name="section_id" ref="section_sales_department"/>
 145             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
 146         </record>
 147         <record model="crm.case.categ" id="categ_oppor7">
 148             <field name="name">Consulting</field>
 149             <field name="section_id" ref="section_sales_department"/>
 150             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
 151         </record>
 152         <record model="crm.case.categ" id="categ_oppor8">
 153             <field name="name">Other</field>
 154             <field name="section_id" ref="section_sales_department"/>
 155             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
 156         </record>
 157
 158         <!-- CRM-related subtypes for messaging / Chatter -->
 159         <record id="mt_lead_create" model="mail.message.subtype">
 160             <field name="name">Lead Created</field>
 161             <field name="res_model">crm.lead</field>
 162             <field name="default" eval="False"/>
 163             <field name="description">Opportunity created</field>
 164         </record>
 165         <record id="mt_lead_convert_to_opportunity" model="mail.message.subtype">
 166             <field name="name">Lead to Opportunity</field>
 167             <field name="res_model">crm.lead</field>
 168             <field name="default" eval="False"/>
 169             <field name="description">Lead converted into an opportunity</field>
 170         </record>
 171         <record id="mt_lead_stage" model="mail.message.subtype">
 172             <field name="name">Stage Changed</field>
 173             <field name="res_model">crm.lead</field>
 174             <field name="default" eval="False"/>
 175             <field name="description">Stage changed</field>
 176         </record>
 177         <record id="mt_lead_won" model="mail.message.subtype">
 178             <field name="name">Opportunity Won</field>
 179             <field name="res_model">crm.lead</field>
 180             <field name="default" eval="False"/>
 181             <field name="description">Opportunity won</field>
 182         </record>
 183         <record id="mt_lead_lost" model="mail.message.subtype">
 184             <field name="name">Opportunity Lost</field>
 185             <field name="res_model">crm.lead</field>
 186             <field name="default" eval="False"/>
 187             <field name="description">Opportunity lost</field>
 188         </record>
 189         <!-- Salesteam-related subtypes for messaging / Chatter -->
 190         <record id="mt_salesteam_lead" model="mail.message.subtype">
 191             <field name="name">Lead Created</field>
 192             <field name="res_model">crm.case.section</field>
 193             <field name="default" eval="False"/>
 194             <field name="parent_id" eval="ref('mt_lead_create')"/>
 195             <field name="relation_field">section_id</field>
 196         </record>
 197         <record id="mt_salesteam_lead_opportunity" model="mail.message.subtype">
 198             <field name="name">Lead to Opportunity</field>
 199             <field name="default" eval="False"/>
 200             <field name="res_model">crm.case.section</field>
 201             <field name="parent_id" eval="ref('mt_lead_convert_to_opportunity')"/>
 202             <field name="relation_field">section_id</field>
 203         </record>
 204         <record id="mt_salesteam_lead_stage" model="mail.message.subtype">
 205             <field name="name">Opportunity Stage Changed</field>
 206             <field name="res_model">crm.case.section</field>
 207             <field name="parent_id" eval="ref('mt_lead_stage')"/>
 208             <field name="relation_field">section_id</field>
 209         </record>
 210         <record id="mt_salesteam_lead_won" model="mail.message.subtype">
 211             <field name="name">Opportunity Won</field>
 212             <field name="res_model">crm.case.section</field>
 213             <field name="parent_id" eval="ref('mt_lead_won')"/>
 214             <field name="relation_field">section_id</field>
 215         </record>
 216         <record id="mt_salesteam_lead_lost" model="mail.message.subtype">
 217             <field name="name">Opportunity Lost</field>
 218             <field name="res_model">crm.case.section</field>
 219             <field name="default" eval="False"/>
 220             <field name="parent_id" eval="ref('mt_lead_lost')"/>
 221             <field name="relation_field">section_id</field>
 222         </record>
 223
 224     </data>
 225 </openerp>