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="1" name="case_default"/>
   9             <field eval="'0'" name="probability"/>
  10             <field eval="'0'" name="sequence"/>
  11         </record>
  12         <record model="crm.case.stage" id="stage_lead1">
  13             <field name="name">New</field>
  14             <field eval="1" name="case_default"/>
  15             <field eval="'10'" name="probability"/>
  16             <field eval="'11'" name="sequence"/>
  17         </record>
  18         <record model="crm.case.stage" id="stage_lead2">
  19             <field name="name">Qualification</field>
  20             <field eval="1" name="case_default"/>
  21             <field eval="'20'" name="probability"/>
  22             <field eval="'12'" name="sequence"/>
  23         </record>
  24         <record model="crm.case.stage" id="stage_lead3">
  25             <field name="name">Proposition</field>
  26             <field eval="1" name="case_default"/>
  27             <field eval="'40'" name="probability"/>
  28             <field eval="'13'" name="sequence"/>
  29         </record>
  30         <record model="crm.case.stage" id="stage_lead4">
  31             <field name="name">Negotiation</field>
  32             <field eval="1" name="case_default"/>
  33             <field eval="'60'" name="probability"/>
  34             <field eval="'14'" name="sequence"/>
  35         </record>
  36         <record model="crm.case.stage" id="stage_lead5">
  37             <field name="name">Won</field>
  38             <field eval="1" name="case_default"/>
  39             <field eval="'100'" name="probability"/>
  40             <field eval="'15'" name="sequence"/>
  41             <field eval="1" name="on_change"/>
  42         </record>
  43         <record model="crm.case.section" id="section_sales_department">
  44             <field name="name">Sales Department</field>
  45             <field name="code">Sales</field>
  46             <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'))]"/>
  47         </record>
  48
  49         <!-- Crm campain -->
  50         <record model="crm.case.resource.type" id="type_lead1">
  51             <field name="name">Telesales</field>
  52             <field name="section_id" ref="section_sales_department"/>
  53         </record>
  54         <record model="crm.case.resource.type" id="type_lead2">
  55             <field name="name">Mail Campaign 1</field>
  56             <field name="section_id" ref="section_sales_department"/>
  57         </record>
  58         <record model="crm.case.resource.type" id="type_lead3">
  59             <field name="name">Mail Campaign 2</field>
  60             <field name="section_id" ref="section_sales_department"/>
  61         </record>
  62         <record model="crm.case.resource.type" id="type_lead4">
  63             <field name="name">Twitter Ads</field>
  64             <field name="section_id" ref="section_sales_department"/>
  65         </record>
  66         <record model="crm.case.resource.type" id="type_lead5">
  67             <field name="name">Google Adwords</field>
  68             <field name="section_id" ref="section_sales_department"/>
  69         </record>
  70         <record model="crm.case.resource.type" id="type_lead6">
  71             <field name="name">Google Adwords 2</field>
  72             <field name="section_id" ref="section_sales_department"/>
  73         </record>
  74         <record model="crm.case.resource.type" id="type_lead7">
  75             <field name="name">Television</field>
  76             <field name="section_id" ref="section_sales_department"/>
  77         </record>
  78         <record model="crm.case.resource.type" id="type_lead8">
  79             <field name="name">Newsletter</field>
  80             <field name="section_id" ref="section_sales_department"/>
  81         </record>
  82
  83         <!--  crm categories -->
  84         <record model="crm.case.categ" id="categ_oppor1">
  85             <field name="name">Interest in Computer</field>
  86             <field name="section_id" ref="section_sales_department"/>
  87             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
  88         </record>
  89         <record model="crm.case.categ" id="categ_oppor2">
  90             <field name="name">Interest in Accessories</field>
  91             <field name="section_id" ref="section_sales_department"/>
  92             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
  93         </record>
  94         <record model="crm.case.categ" id="categ_oppor3">
  95             <field name="name">Need Services</field>
  96             <field name="section_id" ref="section_sales_department"/>
  97             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
  98         </record>
  99         <record model="crm.case.categ" id="categ_oppor4">
 100             <field name="name">Need Information</field>
 101             <field name="section_id" ref="section_sales_department"/>
 102             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
 103         </record>
 104         <record model="crm.case.categ" id="categ_oppor5">
 105             <field name="name">Need a Website Design</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_oppor6">
 110             <field name="name">Potential Reseller</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_oppor7">
 115             <field name="name">Need Consulting</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_oppor8">
 120             <field name="name">Other</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
 125     </data>
 126 </openerp>