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',
15 'needaction_menu_ref': 'crm.menu_crm_opportunities',
16 'search_default_unassigned':1,
19 <field name="help" type="html">
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.
26 Once qualified, the lead can be converted into a business
27 opportunity and/or a new customer in your address book.
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
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 class="oe_view_nocontent_create">
47 Click to create a new opportunity.
49 OpenERP helps you keep track of your sales pipeline to follow
50 up potential sales and better forecast your future revenues.
52 You will be able to plan meetings and phone calls from
53 opportunities, convert them into quotations, attach related
54 documents, track all discussions, and much more.
59 <record model="ir.actions.act_window.view" id="action_crm_tag_kanban_view_oppor11">
60 <field name="sequence" eval="0"/>
61 <field name="view_mode">kanban</field>
62 <field name="view_id" ref="crm_case_kanban_view_leads"/>
63 <field name="act_window_id" ref="crm_case_category_act_oppor11"/>
66 <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_oppor11">
67 <field name="sequence" eval="1"/>
68 <field name="view_mode">tree</field>
69 <field name="view_id" ref="crm_case_tree_view_oppor"/>
70 <field name="act_window_id" ref="crm_case_category_act_oppor11"/>
73 <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_oppor11">
74 <field name="sequence" eval="2"/>
75 <field name="view_mode">form</field>
76 <field name="view_id" ref="crm_case_form_view_oppor"/>
77 <field name="act_window_id" ref="crm_case_category_act_oppor11"/>
80 <menuitem name="Sales" id="base.menu_sales" parent="base.menu_base_partner" sequence="1"/>
81 <menuitem name="Leads" id="menu_crm_leads" parent="base.menu_sales" sequence="3"
82 action="crm_case_category_act_leads_all"/>
83 <menuitem name="Opportunities" id="menu_crm_opportunities" parent="base.menu_sales" sequence="4"
84 action="crm_case_category_act_oppor11"
85 groups="base.group_mono_salesteams,base.group_sale_manager"/>