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="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>
  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="stage_ids" eval="[ (4, ref('stage_lead1')), (4, ref('stage_lead2')),
  76                                             (4, ref('stage_lead3')), (4, ref('stage_lead4')),
  77                                             (4, ref('stage_lead5')), (4, ref('stage_lead6')),
  78                                             (4, ref('stage_lead7')), (4, ref('stage_lead8'))]"/>
  79         </record>
  80
  81         <!-- Crm campain -->
  82         <record model="crm.case.resource.type" id="type_lead1">
  83             <field name="name">Telesales</field>
  84             <field name="section_id" ref="section_sales_department"/>
  85         </record>
  86         <record model="crm.case.resource.type" id="type_lead2">
  87             <field name="name">Email Campaign - Services</field>
  88             <field name="section_id" ref="section_sales_department"/>
  89         </record>
  90         <record model="crm.case.resource.type" id="type_lead3">
  91             <field name="name">Email Campaign - Products</field>
  92             <field name="section_id" ref="section_sales_department"/>
  93         </record>
  94         <record model="crm.case.resource.type" id="type_lead4">
  95             <field name="name">Twitter Ads</field>
  96             <field name="section_id" ref="section_sales_department"/>
  97         </record>
  98         <record model="crm.case.resource.type" id="type_lead5">
  99             <field name="name">Google Adwords</field>
 100             <field name="section_id" ref="section_sales_department"/>
 101         </record>
 102         <record model="crm.case.resource.type" id="type_lead6">
 103             <field name="name">Banner Ads</field>
 104             <field name="section_id" ref="section_sales_department"/>
 105         </record>
 106         <record model="crm.case.resource.type" id="type_lead7">
 107             <field name="name">Television</field>
 108             <field name="section_id" ref="section_sales_department"/>
 109         </record>
 110         <record model="crm.case.resource.type" id="type_lead8">
 111             <field name="name">Newsletter</field>
 112             <field name="section_id" ref="section_sales_department"/>
 113         </record>
 114
 115         <!--  crm categories -->
 116         <record model="crm.case.categ" id="categ_oppor1">
 117             <field name="name">Product</field>
 118             <field name="section_id" ref="section_sales_department"/>
 119             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
 120         </record>
 121         <record model="crm.case.categ" id="categ_oppor2">
 122             <field name="name">Software</field>
 123             <field name="section_id" ref="section_sales_department"/>
 124             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
 125         </record>
 126         <record model="crm.case.categ" id="categ_oppor3">
 127             <field name="name">Services</field>
 128             <field name="section_id" ref="section_sales_department"/>
 129             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
 130         </record>
 131         <record model="crm.case.categ" id="categ_oppor4">
 132             <field name="name">Information</field>
 133             <field name="section_id" ref="section_sales_department"/>
 134             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
 135         </record>
 136         <record model="crm.case.categ" id="categ_oppor5">
 137             <field name="name">Design</field>
 138             <field name="section_id" ref="section_sales_department"/>
 139             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
 140         </record>
 141         <record model="crm.case.categ" id="categ_oppor6">
 142             <field name="name">Training</field>
 143             <field name="section_id" ref="section_sales_department"/>
 144             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
 145         </record>
 146         <record model="crm.case.categ" id="categ_oppor7">
 147             <field name="name">Consulting</field>
 148             <field name="section_id" ref="section_sales_department"/>
 149             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
 150         </record>
 151         <record model="crm.case.categ" id="categ_oppor8">
 152             <field name="name">Other</field>
 153             <field name="section_id" ref="section_sales_department"/>
 154             <field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
 155         </record>
 156
 157     </data>
 158 </openerp>