addons/crm/crm_lead_menu.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3 <data>
   4
   5     <record model="ir.actions.act_window" id="crm_case_category_act_leads_all">
   6         <field name="name">Leads</field>
   7         <field name="res_model">crm.lead</field>
   8         <field name="view_mode">tree,form</field>
   9         <field name="domain">['|', ('type','=','lead'), ('type','=',False)]</field>
  10         <field name="view_id" ref="crm_case_tree_view_leads"/>
  11         <field name="search_view_id" ref="crm.view_crm_case_leads_filter"/>
  12         <field name="context">{'default_type':'lead', 'stage_type':'lead'}</field>
  13         <field name="help" type="html">
  14           <p class="oe_view_nocontent_create">
  15             Click to create an unqualified lead.
  16           </p><p>
  17             A lead is usually the first step in your sales cycle. It can be
  18             a contact with a new prospect, a company you target, a contact form
  19             filled in your website, etc.
  20           </p><p>
  21             Once qualified, the lead can be converted into a business
  22             opportunity and a new customer in your address book.
  23           </p>
  24         </field>
  25     </record>
  26
  27     <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_leads_all">
  28         <field name="sequence" eval="1"/>
  29         <field name="view_mode">tree</field>
  30         <field name="view_id" ref="crm_case_tree_view_leads"/>
  31         <field name="act_window_id" ref="crm_case_category_act_leads_all"/>
  32     </record>
  33
  34     <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_leads_all">
  35         <field name="sequence" eval="3"/>
  36         <field name="view_mode">form</field>
  37         <field name="view_id" ref="crm_case_form_view_leads"/>
  38         <field name="act_window_id" ref="crm_case_category_act_leads_all"/>
  39     </record>
  40
  41      <record model="ir.actions.act_window" id="crm_case_category_act_oppor11">
  42           <field name="name">Opportunities</field>
  43           <field name="res_model">crm.lead</field>
  44           <field name="view_mode">kanban,tree,graph,form,calendar</field>
  45           <field name="domain">[('type','=','opportunity')]</field>
  46           <field name="context">{'stage_type': 'opportunity', 'default_type': 'opportunity'}</field>
  47           <field name="view_id" eval="False"/>
  48           <field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
  49           <field name="help" type="html">
  50             <p class="oe_view_nocontent_create">
  51               Click to create a new opportunity.
  52             </p><p>
  53               OpenERP helps you keep track of your sales pipeline to follow
  54               up potential sales and better forecast your future revenues.
  55             </p><p>
  56               You will be able to plan meetings and phone calls from
  57               opportunities, convert them into quotations, attach related
  58               documents, track all discussions, and much more.
  59             </p>
  60           </field>
  61      </record>
  62
  63      <record model="ir.actions.act_window.view" id="action_crm_tag_kanban_view_oppor11">
  64           <field name="sequence" eval="0"/>
  65           <field name="view_mode">kanban</field>
  66           <field name="view_id" ref="crm_case_kanban_view_leads"/>
  67           <field name="act_window_id" ref="crm_case_category_act_oppor11"/>
  68      </record>
  69
  70      <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_oppor11">
  71           <field name="sequence" eval="1"/>
  72           <field name="view_mode">tree</field>
  73           <field name="view_id" ref="crm_case_tree_view_oppor"/>
  74           <field name="act_window_id" ref="crm_case_category_act_oppor11"/>
  75      </record>
  76
  77      <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_oppor11">
  78           <field name="sequence" eval="2"/>
  79           <field name="view_mode">form</field>
  80           <field name="view_id" ref="crm_case_form_view_oppor"/>
  81           <field name="act_window_id" ref="crm_case_category_act_oppor11"/>
  82      </record>
  83
  84     <menuitem name="Sales" id="base.menu_sales" parent="base.menu_base_partner" sequence="1" />
  85     <menuitem name="Leads" id="menu_crm_leads" parent="base.menu_sales" action="crm_case_category_act_leads_all" sequence="2" />
  86     <menuitem name="Opportunities" id="menu_crm_opportunities" parent="base.menu_sales" action="crm_case_category_act_oppor11" sequence="3" />
  87
  88 </data>
  89 </openerp>