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              }
  17          </field>
  18         <field name="help" type="html">
  19           <p class="oe_view_nocontent_create">
  20             Click to create an unqualified lead.
  21           </p><p>
  22             Use leads if you need a qualification step before creating an
  23             opportunity or a customer. It can be a business card you received,
  24             a contact form filled in your website, or a file of unqualified
  25             prospects you import, etc.
  26           </p><p>
  27             Once qualified, the lead can be converted into a business
  28             opportunity and/or a new customer in your address book.
  29           </p>
  30         </field>
  31     </record>
  32
  33     <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_leads_all">
  34         <field name="sequence" eval="1"/>
  35         <field name="view_mode">tree</field>
  36         <field name="view_id" ref="crm_case_tree_view_leads"/>
  37         <field name="act_window_id" ref="crm_case_category_act_leads_all"/>
  38     </record>
  39
  40     <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_leads_all">
  41         <field name="sequence" eval="3"/>
  42         <field name="view_mode">form</field>
  43         <field name="view_id" ref="crm_case_form_view_leads"/>
  44         <field name="act_window_id" ref="crm_case_category_act_leads_all"/>
  45     </record>
  46
  47     <record model="ir.actions.act_window" id="crm_case_category_act_oppor11">
  48         <field name="name">Opportunities</field>
  49         <field name="res_model">crm.lead</field>
  50         <field name="view_mode">kanban,tree,graph,form,calendar</field>
  51         <field name="domain">[('type','=','opportunity')]</field>
  52         <field name="context">{'stage_type': 'opportunity', 'default_type': 'opportunity', 'default_user_id': uid}</field>
  53         <field name="view_id" eval="False"/>
  54         <field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
  55         <field name="help" type="html">
  56           <p class="oe_view_nocontent_create">
  57           Click to create a new opportunity.
  58           </p><p>
  59           OpenERP helps you keep track of your sales pipeline to follow
  60           up potential sales and better forecast your future revenues.
  61           </p><p>
  62           You will be able to plan meetings and phone calls from
  63           opportunities, convert them into quotations, attach related
  64           documents, track all discussions, and much more.
  65           </p>
  66         </field>
  67     </record>
  68
  69     <record model="ir.actions.act_window.view" id="action_crm_tag_kanban_view_oppor11">
  70         <field name="sequence" eval="0"/>
  71         <field name="view_mode">kanban</field>
  72         <field name="view_id" ref="crm_case_kanban_view_leads"/>
  73         <field name="act_window_id" ref="crm_case_category_act_oppor11"/>
  74     </record>
  75
  76     <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_oppor11">
  77         <field name="sequence" eval="1"/>
  78         <field name="view_mode">tree</field>
  79         <field name="view_id" ref="crm_case_tree_view_oppor"/>
  80         <field name="act_window_id" ref="crm_case_category_act_oppor11"/>
  81     </record>
  82
  83     <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_oppor11">
  84         <field name="sequence" eval="2"/>
  85         <field name="view_mode">form</field>
  86         <field name="view_id" ref="crm_case_form_view_oppor"/>
  87         <field name="act_window_id" ref="crm_case_category_act_oppor11"/>
  88     </record>
  89
  90     <menuitem name="Sales" id="base.menu_sales" parent="base.menu_base_partner" sequence="1" />
  91     <menuitem name="Leads" id="menu_crm_leads" parent="base.menu_sales" action="crm_case_category_act_leads_all" sequence="2" />
  92     <menuitem name="Opportunities" id="menu_crm_opportunities" parent="base.menu_sales" action="crm_case_category_act_oppor11" sequence="3" />
  93
  94 </data>
  95 </openerp>