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>
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>
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>
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>
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>
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>
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="False" 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>
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="'17'" name="sequence"/>
72 <field name="type">opportunity</field>
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'))]"/>
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"/>
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"/>
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"/>
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"/>
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"/>
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"/>
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"/>
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"/>
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"/>
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"/>
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"/>
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"/>
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"/>
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"/>
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"/>
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"/>
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>
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>
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="description">Stage changed</field>
176 <record id="mt_lead_won" model="mail.message.subtype">
177 <field name="name">Opportunity Won</field>
178 <field name="res_model">crm.lead</field>
179 <field name="description">Opportunity won</field>
181 <record id="mt_lead_lost" model="mail.message.subtype">
182 <field name="name">Opportunity Lost</field>
183 <field name="res_model">crm.lead</field>
184 <field name="default" eval="False"/>
185 <field name="description">Opportunity lost</field>
187 <!-- Salesteam-related subtypes for messaging / Chatter -->
188 <record id="mt_salesteam_lead" model="mail.message.subtype">
189 <field name="name">Lead Created</field>
190 <field name="res_model">crm.case.section</field>
191 <field name="default" eval="False"/>
192 <field name="parent_id" eval="ref('mt_lead_create')"/>
193 <field name="relation_field">section_id</field>
195 <record id="mt_salesteam_lead_opportunity" model="mail.message.subtype">
196 <field name="name">Lead to Opportunity</field>
197 <field name="default" eval="False"/>
198 <field name="res_model">crm.case.section</field>
199 <field name="parent_id" eval="ref('mt_lead_convert_to_opportunity')"/>
200 <field name="relation_field">section_id</field>
202 <record id="mt_salesteam_lead_stage" model="mail.message.subtype">
203 <field name="name">Opportunity Stage Changed</field>
204 <field name="res_model">crm.case.section</field>
205 <field name="parent_id" eval="ref('mt_lead_stage')"/>
206 <field name="relation_field">section_id</field>
208 <record id="mt_salesteam_lead_won" model="mail.message.subtype">
209 <field name="name">Opportunity Won</field>
210 <field name="res_model">crm.case.section</field>
211 <field name="parent_id" eval="ref('mt_lead_won')"/>
212 <field name="relation_field">section_id</field>
214 <record id="mt_salesteam_lead_lost" model="mail.message.subtype">
215 <field name="name">Opportunity Lost</field>
216 <field name="res_model">crm.case.section</field>
217 <field name="default" eval="False"/>
218 <field name="parent_id" eval="ref('mt_lead_lost')"/>
219 <field name="relation_field">section_id</field>