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="'10'" 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="'11'" name="sequence"/>
  20             <field name="type">lead</field>
  21         </record>
  22         <record model="crm.case.stage" id="stage_lead3">
  23             <field name="name">Qualification</field>
  24             <field eval="1" name="case_default"/>
  25             <field name="state">open</field>
  26             <field eval="'20'" name="probability"/>
  27             <field eval="'12'" name="sequence"/>
  28             <field name="type">opportunity</field>
  29         </record>
  30         <record model="crm.case.stage" id="stage_lead4">
  31             <field name="name">Proposition</field>
  32             <field eval="1" name="case_default"/>
  33             <field name="state">open</field>
  34             <field eval="'40'" name="probability"/>
  35             <field eval="'13'" name="sequence"/>
  36             <field name="type">opportunity</field>
  37         </record>
  38         <record model="crm.case.stage" id="stage_lead5">
  39             <field name="name">Negotiation</field>
  40             <field eval="1" name="case_default"/>
  41             <field name="state">open</field>
  42             <field eval="'60'" name="probability"/>
  43             <field eval="'14'" name="sequence"/>
  44             <field name="type">opportunity</field>
  45         </record>
  46         <record model="crm.case.stage" id="stage_lead6">
  47             <field name="name">Won</field>
  48             <field eval="1" name="case_default"/>
  49             <field name="state">done</field>
  50             <field eval="'100'" name="probability"/>
  51             <field eval="'15'" name="sequence"/>
  52             <field eval="1" name="on_change"/>
  53             <field name="type">opportunity</field>
  54         </record>
  55         <record model="crm.case.stage" id="stage_lead7">
  56             <field name="name">Dead</field>
  57             <field eval="1" name="case_default"/>
  58             <field eval="True" name="fold"/>
  59             <field name="state">cancel</field>
  60             <field eval="'0'" name="probability"/>
  61             <field eval="'16'" name="sequence"/>
  62             <field name="type">lead</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 name="state">cancel</field>
  69             <field eval="'0'" name="probability"/>
  70             <field eval="'17'" name="sequence"/>
  71             <field name="type">opportunity</field>
  72         </record>
  73
  74         <record model="crm.case.section" id="section_sales_department">
  75             <field name="name">Sales Department</field>
  76             <field name="code">Sales</field>
  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">Mail Campaign 1</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">Mail Campaign 2</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">Google Adwords 2</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">Interest in Computer</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">Interest in Accessories</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">Need 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">Need 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">Need a Website 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">Potential Reseller</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">Need 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     </data>
 160 </openerp>