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             Use leads if you need a qualification step before creating an
  18             opportunity or a customer. It can be a business card you received,
  19             a contact form filled in your website, or a file of unqualified
  20             prospects you import, etc.
  21           </p><p>
  22             Once qualified, the lead can be converted into a business
  23             opportunity and/or a new customer in your address book.
  24           </p>
  25         </field>
  26     </record>
  27
  28     <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_leads_all">
  29         <field name="sequence" eval="1"/>
  30         <field name="view_mode">tree</field>
  31         <field name="view_id" ref="crm_case_tree_view_leads"/>
  32         <field name="act_window_id" ref="crm_case_category_act_leads_all"/>
  33     </record>
  34
  35     <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_leads_all">
  36         <field name="sequence" eval="3"/>
  37         <field name="view_mode">form</field>
  38         <field name="view_id" ref="crm_case_form_view_leads"/>
  39         <field name="act_window_id" ref="crm_case_category_act_leads_all"/>
  40     </record>
  41
  42      <record model="ir.actions.act_window" id="crm_case_category_act_oppor11">
  43           <field name="name">Opportunities</field>
  44           <field name="res_model">crm.lead</field>
  45           <field name="view_mode">kanban,tree,graph,form,calendar</field>
  46           <field name="domain">[('type','=','opportunity')]</field>
  47           <field name="context">{'stage_type': 'opportunity', 'default_type': 'opportunity'}</field>
  48           <field name="view_id" eval="False"/>
  49           <field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
  50           <field name="help" type="html">
  51             <p class="oe_view_nocontent_create">
  52               Click to create a new opportunity.
  53             </p><p>
  54               OpenERP helps you keep track of your sales pipeline to follow
  55               up potential sales and better forecast your future revenues.
  56             </p><p>
  57               You will be able to plan meetings and phone calls from
  58               opportunities, convert them into quotations, attach related
  59               documents, track all discussions, and much more.
  60             </p>
  61           </field>
  62      </record>
  63
  64      <record model="ir.actions.act_window.view" id="action_crm_tag_kanban_view_oppor11">
  65           <field name="sequence" eval="0"/>
  66           <field name="view_mode">kanban</field>
  67           <field name="view_id" ref="crm_case_kanban_view_leads"/>
  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_tree_view_oppor11">
  72           <field name="sequence" eval="1"/>
  73           <field name="view_mode">tree</field>
  74           <field name="view_id" ref="crm_case_tree_view_oppor"/>
  75           <field name="act_window_id" ref="crm_case_category_act_oppor11"/>
  76      </record>
  77
  78      <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_oppor11">
  79           <field name="sequence" eval="2"/>
  80           <field name="view_mode">form</field>
  81           <field name="view_id" ref="crm_case_form_view_oppor"/>
  82           <field name="act_window_id" ref="crm_case_category_act_oppor11"/>
  83      </record>
  84
  85     <menuitem name="Sales" id="base.menu_sales" parent="base.menu_base_partner" sequence="1" />
  86     <menuitem name="Leads" id="menu_crm_leads" parent="base.menu_sales" action="crm_case_category_act_leads_all" sequence="2" />
  87     <menuitem name="Opportunities" id="menu_crm_opportunities" parent="base.menu_sales" action="crm_case_category_act_oppor11" sequence="3" />
  88
  89 </data>
  90 </openerp>