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">{
  13                 'default_type':'lead',
  14                 'stage_type':'lead',
  15                 'needaction_menu_ref': 'crm.menu_crm_opportunities',
  16                 'search_default_unassigned':1,
  17             }
  18         </field>
  19         <field name="help" type="html">
  20             <p>
  21                 Use leads if you need a qualification step before creating an
  22                 opportunity or a customer. It can be a business card you received,
  23                 a contact form filled in your website, or a file of unqualified
  24                 prospects you import, etc.
  25             </p><p>
  26                 Once qualified, the lead can be converted into a business
  27                 opportunity and/or a new customer in your address book.
  28             </p>
  29         </field>
  30     </record>
  31
  32     <record model="ir.actions.act_window" id="crm_case_category_act_oppor11">
  33         <field name="name">Opportunities</field>
  34         <field name="res_model">crm.lead</field>
  35         <field name="view_mode">kanban,tree,graph,form,calendar</field>
  36         <field name="domain">[('type','=','opportunity')]</field>
  37         <field name="context">{
  38                 'stage_type': 'opportunity',
  39                 'default_type': 'opportunity',
  40                 'default_user_id': uid
  41             }
  42         </field>
  43         <field name="view_id" eval="False"/>
  44         <field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
  45         <field name="help" type="html">
  46             <p>
  47                 OpenERP helps you keep track of your sales pipeline to follow
  48                 up potential sales and better forecast your future revenues.
  49             </p><p>
  50                 You will be able to plan meetings and phone calls from
  51                 opportunities, convert them into quotations, attach related
  52                 documents, track all discussions, and much more.
  53             </p>
  54         </field>
  55     </record>
  56
  57     <record model="ir.actions.act_window.view" id="action_crm_tag_kanban_view_oppor11">
  58         <field name="sequence" eval="0"/>
  59         <field name="view_mode">kanban</field>
  60         <field name="view_id" ref="crm_case_kanban_view_leads"/>
  61         <field name="act_window_id" ref="crm_case_category_act_oppor11"/>
  62     </record>
  63
  64     <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_oppor11">
  65         <field name="sequence" eval="1"/>
  66         <field name="view_mode">tree</field>
  67         <field name="view_id" ref="crm_case_tree_view_oppor"/>
  68         <field name="act_window_id" ref="crm_case_category_act_oppor11"/>
  69     </record>
  70
  71     <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_oppor11">
  72         <field name="sequence" eval="2"/>
  73         <field name="view_mode">form</field>
  74         <field name="view_id" ref="crm_case_form_view_oppor"/>
  75         <field name="act_window_id" ref="crm_case_category_act_oppor11"/>
  76     </record>
  77
  78     <menuitem name="Sales" id="base.menu_sales" parent="base.menu_base_partner" sequence="1"/>
  79     <menuitem name="Leads" id="menu_crm_leads" parent="base.menu_sales" sequence="3"
  80             action="crm_case_category_act_leads_all"
  81             groups="base.group_mono_salesteams,base.group_sale_manager"/>
  82     <menuitem name="Opportunities" id="menu_crm_opportunities" parent="base.menu_sales" sequence="4"
  83             action="crm_case_category_act_oppor11"
  84             groups="base.group_mono_salesteams,base.group_sale_manager"/>
  85
  86 </data>
  87 </openerp>