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="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>
  64         </record>
  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>
  74         </record>
  75
  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'))]"/>
  81         </record>
  82
  83         <!-- Crm campain -->
  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"/>
  87         </record>
  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"/>
  91         </record>
  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"/>
  95         </record>
  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"/>
  99         </record>
 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"/>
 103         </record>
 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"/>
 107         </record>
 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"/>
 111         </record>
 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"/>
 115         </record>
 116
 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"/>
 122         </record>
 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"/>
 127         </record>
 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"/>
 132         </record>
 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"/>
 137         </record>
 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"/>
 142         </record>
 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"/>
 147         </record>
 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"/>
 152         </record>
 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"/>
 157         </record>
 158
 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>
 165         </record>
 166         <record id="mt_lead_stage" model="mail.message.subtype">
 167             <field name="name">Stage Changed</field>
 168             <field name="res_model">crm.lead</field>
 169             <field name="default" eval="False"/>
 170             <field name="description">Stage changed</field>
 171         </record>
 172         <record id="mt_lead_won" model="mail.message.subtype">
 173             <field name="name">Opportunity Won</field>
 174             <field name="res_model">crm.lead</field>
 175             <field name="default" eval="False"/>
 176             <field name="description">Opportunity won</field>
 177         </record>
 178         <record id="mt_lead_lost" model="mail.message.subtype">
 179             <field name="name">Opportunity Lost</field>
 180             <field name="res_model">crm.lead</field>
 181             <field name="default" eval="False"/>
 182             <field name="description">Opportunity lost</field>
 183         </record>
 184         <!-- Salesteam-related subtypes for messaging / Chatter -->
 185         <record id="mt_salesteam_lead" model="mail.message.subtype">
 186             <field name="name">Lead Created</field>
 187             <field name="res_model">crm.case.section</field>
 188             <field name="default" eval="False"/>
 189             <field name="parent_id" eval="ref('mt_lead_create')"/>
 190             <field name="relation_field">section_id</field>
 191         </record>
 192         <record id="mt_salesteam_lead_stage" model="mail.message.subtype">
 193             <field name="name">Opportunity Stage Changed</field>
 194             <field name="res_model">crm.case.section</field>
 195             <field name="parent_id" eval="ref('mt_lead_stage')"/>
 196             <field name="relation_field">section_id</field>
 197         </record>
 198         <record id="mt_salesteam_lead_won" model="mail.message.subtype">
 199             <field name="name">Opportunity Won</field>
 200             <field name="res_model">crm.case.section</field>
 201             <field name="parent_id" eval="ref('mt_lead_won')"/>
 202             <field name="relation_field">section_id</field>
 203         </record>
 204         <record id="mt_salesteam_lead_lost" model="mail.message.subtype">
 205             <field name="name">Opportunity Lost</field>
 206             <field name="res_model">crm.case.section</field>
 207             <field name="default" eval="False"/>
 208             <field name="parent_id" eval="ref('mt_lead_lost')"/>
 209             <field name="relation_field">section_id</field>
 210         </record>
 211
 212         <!--Definition of an email template with an empty body that will be used in opportunity mailing.
 213             Used to give a basis for email recipients, name and to ease the definition of a further
 214             elaborated template.  -->
 215         <record id="email_template_opportunity_mail" model="email.template">
 216             <field name="name">Lead/Opportunity Mass Mail</field>
 217             <field name="model_id" ref="crm.model_crm_lead"/>
 218             <field name="auto_delete" eval="True"/>
 219             <field name="partner_to">${object.partner_id != False and object.partner_id.id}</field>
 220             <field name="email_to">${not object.partner_id and object.email_from}</field>
 221             <field name="body_html"></field>
 222         </record>
 223         <record id="email_template_opportunity_reminder_mail" model="email.template">
 224             <field name="name">Reminder to User</field>
 225             <field name="model_id" ref="crm.model_crm_lead"/>
 226             <field name="auto_delete" eval="True"/>
 227             <field name="email_from">admin@example.com</field>
 228             <field name="email_to">${object.user_id != False and object.user_id.email}</field>
 229             <field name="subject">Reminder on Lead: ${object.id} from ${object.partner_id != False and object.partner_id.name or object.contact_name}</field>
 230             <field name="body_html"><![CDATA[<p>This opportunity did not have any activity since at least 5 days. Here are some details:</p>
 231 <ul>
 232 <li>Name: ${object.name}</li>
 233 <li>ID: ${object.id}</li>
 234 <li>Description: ${object.description}</field></li>
 235 </ul>]]></field>
 236         </record>
 237
 238     </data>
 239 </openerp>