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 name="case_default">1</field>
   9             <field name="probability">0</field>
  10             <field name="on_change">1</field>
  11             <field name="sequence">1</field>
  12             <field name="type">both</field>
  13         </record>
  14         <record model="crm.case.stage" id="stage_lead2">
  15             <field name="name">Dead</field>
  16             <field name="case_default">1</field>
  17             <field name="probability">0</field>
  18             <field name="on_change">1</field>
  19             <field name="sequence">30</field>
  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 name="case_default">1</field>
  25             <field name="probability">20</field>
  26             <field name="on_change">1</field>
  27             <field name="sequence">40</field>
  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 name="case_default">1</field>
  33             <field name="probability">40</field>
  34             <field name="sequence">50</field>
  35             <field name="type">opportunity</field>
  36         </record>
  37         <record model="crm.case.stage" id="stage_lead5">
  38             <field name="name">Negotiation</field>
  39             <field name="case_default">1</field>
  40             <field name="probability">60</field>
  41             <field name="sequence">60</field>
  42             <field name="type">opportunity</field>
  43         </record>
  44         <record model="crm.case.stage" id="stage_lead6">
  45             <field name="name">Won</field>
  46             <field name="case_default">1</field>
  47             <field name="probability">100</field>
  48             <field name="on_change">1</field>
  49             <field name="sequence">70</field>
  50             <field name="type">opportunity</field>
  51         </record>
  52         <record model="crm.case.stage" id="stage_lead7">
  53             <field name="name">Lost</field>
  54             <field name="case_default">1</field>
  55             <field name="fold">1</field>
  56             <field name="probability">0</field>
  57             <field name="on_change">1</field>
  58             <field name="sequence">80</field>
  59             <field name="type">opportunity</field>
  60         </record>
  61
  62         <record model="crm.case.section" id="section_sales_department">
  63             <field name="stage_ids" eval="[ (4, ref('stage_lead1')), (4, ref('stage_lead2')),
  64                                             (4, ref('stage_lead3')), (4, ref('stage_lead4')),
  65                                             (4, ref('stage_lead5')), (4, ref('stage_lead6')),
  66                                             (4, ref('stage_lead7'))]"/>
  67         </record>
  68
  69         <!-- Crm campain -->
  70         <record model="crm.case.resource.type" id="type_lead1">
  71             <field name="name">Telesales</field>
  72             <field name="section_id" ref="section_sales_department"/>
  73         </record>
  74         <record model="crm.case.resource.type" id="type_lead2">
  75             <field name="name">Email Campaign - Services</field>
  76             <field name="section_id" ref="section_sales_department"/>
  77         </record>
  78         <record model="crm.case.resource.type" id="type_lead3">
  79             <field name="name">Email Campaign - Products</field>
  80             <field name="section_id" ref="section_sales_department"/>
  81         </record>
  82         <record model="crm.case.resource.type" id="type_lead4">
  83             <field name="name">Twitter Ads</field>
  84             <field name="section_id" ref="section_sales_department"/>
  85         </record>
  86         <record model="crm.case.resource.type" id="type_lead5">
  87             <field name="name">Google Adwords</field>
  88             <field name="section_id" ref="section_sales_department"/>
  89         </record>
  90         <record model="crm.case.resource.type" id="type_lead6">
  91             <field name="name">Banner Ads</field>
  92             <field name="section_id" ref="section_sales_department"/>
  93         </record>
  94         <record model="crm.case.resource.type" id="type_lead7">
  95             <field name="name">Television</field>
  96             <field name="section_id" ref="section_sales_department"/>
  97         </record>
  98         <record model="crm.case.resource.type" id="type_lead8">
  99             <field name="name">Newsletter</field>
 100             <field name="section_id" ref="section_sales_department"/>
 101         </record>
 102
 103         <!--  crm categories -->
 104         <record model="crm.case.categ" id="categ_oppor1">
 105             <field name="name">Product</field>
 106             <field name="section_id" ref="section_sales_department"/>
 107             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
 108         </record>
 109         <record model="crm.case.categ" id="categ_oppor2">
 110             <field name="name">Software</field>
 111             <field name="section_id" ref="section_sales_department"/>
 112             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
 113         </record>
 114         <record model="crm.case.categ" id="categ_oppor3">
 115             <field name="name">Services</field>
 116             <field name="section_id" ref="section_sales_department"/>
 117             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
 118         </record>
 119         <record model="crm.case.categ" id="categ_oppor4">
 120             <field name="name">Information</field>
 121             <field name="section_id" ref="section_sales_department"/>
 122             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
 123         </record>
 124         <record model="crm.case.categ" id="categ_oppor5">
 125             <field name="name">Design</field>
 126             <field name="section_id" ref="section_sales_department"/>
 127             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
 128         </record>
 129         <record model="crm.case.categ" id="categ_oppor6">
 130             <field name="name">Training</field>
 131             <field name="section_id" ref="section_sales_department"/>
 132             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
 133         </record>
 134         <record model="crm.case.categ" id="categ_oppor7">
 135             <field name="name">Consulting</field>
 136             <field name="section_id" ref="section_sales_department"/>
 137             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
 138         </record>
 139         <record model="crm.case.categ" id="categ_oppor8">
 140             <field name="name">Other</field>
 141             <field name="section_id" ref="section_sales_department"/>
 142             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
 143         </record>
 144
 145         <!-- CRM-related subtypes for messaging / Chatter -->
 146         <record id="mt_lead_create" model="mail.message.subtype">
 147             <field name="name">Lead Created</field>
 148             <field name="res_model">crm.lead</field>
 149             <field name="default" eval="False"/>
 150             <field name="description">Lead created</field>
 151         </record>
 152         <record id="mt_lead_stage" model="mail.message.subtype">
 153             <field name="name">Stage Changed</field>
 154             <field name="res_model">crm.lead</field>
 155             <field name="default" eval="False"/>
 156             <field name="description">Stage changed</field>
 157         </record>
 158         <record id="mt_lead_won" model="mail.message.subtype">
 159             <field name="name">Opportunity Won</field>
 160             <field name="res_model">crm.lead</field>
 161             <field name="default" eval="False"/>
 162             <field name="description">Opportunity won</field>
 163         </record>
 164         <record id="mt_lead_lost" model="mail.message.subtype">
 165             <field name="name">Opportunity Lost</field>
 166             <field name="res_model">crm.lead</field>
 167             <field name="default" eval="False"/>
 168             <field name="description">Opportunity lost</field>
 169         </record>
 170         <!-- Salesteam-related subtypes for messaging / Chatter -->
 171         <record id="mt_salesteam_lead" model="mail.message.subtype">
 172             <field name="name">Lead Created</field>
 173             <field name="res_model">crm.case.section</field>
 174             <field name="default" eval="False"/>
 175             <field name="parent_id" eval="ref('mt_lead_create')"/>
 176             <field name="relation_field">section_id</field>
 177         </record>
 178         <record id="mt_salesteam_lead_stage" model="mail.message.subtype">
 179             <field name="name">Opportunity Stage Changed</field>
 180             <field name="res_model">crm.case.section</field>
 181             <field name="parent_id" eval="ref('mt_lead_stage')"/>
 182             <field name="relation_field">section_id</field>
 183         </record>
 184         <record id="mt_salesteam_lead_won" model="mail.message.subtype">
 185             <field name="name">Opportunity Won</field>
 186             <field name="res_model">crm.case.section</field>
 187             <field name="parent_id" eval="ref('mt_lead_won')"/>
 188             <field name="relation_field">section_id</field>
 189         </record>
 190         <record id="mt_salesteam_lead_lost" model="mail.message.subtype">
 191             <field name="name">Opportunity Lost</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_lost')"/>
 195             <field name="relation_field">section_id</field>
 196         </record>
 197
 198         <!--Definition of an email template with an empty body that will be used in opportunity mailing.
 199             Used to give a basis for email recipients, name and to ease the definition of a further
 200             elaborated template.  -->
 201         <record id="email_template_opportunity_mail" model="email.template">
 202             <field name="name">Lead/Opportunity Mass Mail</field>
 203             <field name="model_id" ref="crm.model_crm_lead"/>
 204             <field name="auto_delete" eval="True"/>
 205             <field name="partner_to">${object.partner_id != False and object.partner_id.id}</field>
 206             <field name="email_to">${not object.partner_id and object.email_from}</field>
 207             <field name="body_html"></field>
 208         </record>
 209         <record id="email_template_opportunity_reminder_mail" model="email.template">
 210             <field name="name">Reminder to User</field>
 211             <field name="model_id" ref="crm.model_crm_lead"/>
 212             <field name="auto_delete" eval="True"/>
 213             <field name="email_from">admin@example.com</field>
 214             <field name="email_to">${object.user_id != False and object.user_id.email}</field>
 215             <field name="subject">Reminder on Lead: ${object.id} from ${object.partner_id != False and object.partner_id.name or object.contact_name}</field>
 216             <field name="body_html"><![CDATA[<p>This opportunity did not have any activity since at least 5 days. Here are some details:</p>
 217 <ul>
 218 <li>Name: ${object.name}</li>
 219 <li>ID: ${object.id}</li>
 220 <li>Description: ${object.description}</field></li>
 221 </ul>]]></field>
 222         </record>
 223
 224     </data>
 225 </openerp>