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">{'search_default_current':1, 'default_type': 'lead', 'search_default_section_id': section_id, 'stage_type': 'lead'}</field>
  13         <field name="help">Leads allow you to manage and keep track of all initial contacts with a prospect or partner showing interest in your products or services. A lead is usually the first step in your sales cycle. Once qualified, a lead may be converted into a business opportunity, while creating the related partner for further detailed tracking of any linked activities. You can import a database of prospects, keep track of your business cards or integrate your website's contact form with the OpenERP Leads. Leads can be connected to the email gateway: new emails may create leads, each of them automatically gets the history of the conversation with the prospect.</field>
  14     </record>
  15
  16     <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_leads_all">
  17         <field name="sequence" eval="1"/>
  18         <field name="view_mode">tree</field>
  19         <field name="view_id" ref="crm_case_tree_view_leads"/>
  20         <field name="act_window_id" ref="crm_case_category_act_leads_all"/>
  21     </record>
  22
  23     <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_leads_all">
  24         <field name="sequence" eval="3"/>
  25         <field name="view_mode">form</field>
  26         <field name="view_id" ref="crm_case_form_view_leads"/>
  27         <field name="act_window_id" ref="crm_case_category_act_leads_all"/>
  28     </record>
  29
  30     <menuitem id="base.menu_sales" name="Sales"
  31         parent="base.menu_base_partner" sequence="1" />
  32
  33     <menuitem parent="base.menu_sales" name="Leads"
  34         groups="base.group_extended"
  35         id="menu_crm_case_categ0_act_leads"
  36         action="crm_case_category_act_leads_all" sequence="1" />
  37
  38 </data>
  39 </openerp>