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                 'empty_list_help_model': 'crm.case.section',
  16                 'needaction_menu_ref': 'crm.menu_crm_opportunities',
  17                 'search_default_unassigned':1,
  18             }
  19         </field>
  20         <field name="help" type="html">
  21             <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" id="crm_case_category_act_oppor11">
  34         <field name="name">Opportunities</field>
  35         <field name="res_model">crm.lead</field>
  36         <field name="view_mode">kanban,tree,graph,form,calendar</field>
  37         <field name="domain">[('type','=','opportunity')]</field>
  38         <field name="context">{
  39                 'stage_type': 'opportunity',
  40                 'default_type': 'opportunity',
  41                 'default_user_id': uid
  42             }
  43         </field>
  44         <field name="view_id" eval="False"/>
  45         <field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
  46         <field name="help" type="html">
  47             <p class="oe_view_nocontent_create">
  48                 Click to create a new opportunity.
  49             </p><p>
  50                 OpenERP helps you keep track of your sales pipeline to follow
  51                 up potential sales and better forecast your future revenues.
  52             </p><p>
  53                 You will be able to plan meetings and phone calls from
  54                 opportunities, convert them into quotations, attach related
  55                 documents, track all discussions, and much more.
  56             </p>
  57         </field>
  58     </record>
  59
  60     <record model="ir.actions.act_window.view" id="action_crm_tag_kanban_view_oppor11">
  61         <field name="sequence" eval="0"/>
  62         <field name="view_mode">kanban</field>
  63         <field name="view_id" ref="crm_case_kanban_view_leads"/>
  64         <field name="act_window_id" ref="crm_case_category_act_oppor11"/>
  65     </record>
  66
  67     <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_oppor11">
  68         <field name="sequence" eval="1"/>
  69         <field name="view_mode">tree</field>
  70         <field name="view_id" ref="crm_case_tree_view_oppor"/>
  71         <field name="act_window_id" ref="crm_case_category_act_oppor11"/>
  72     </record>
  73
  74     <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_oppor11">
  75         <field name="sequence" eval="2"/>
  76         <field name="view_mode">form</field>
  77         <field name="view_id" ref="crm_case_form_view_oppor"/>
  78         <field name="act_window_id" ref="crm_case_category_act_oppor11"/>
  79     </record>
  80
  81     <menuitem name="Sales" id="base.menu_sales" parent="base.menu_base_partner" sequence="1"/>
  82     <menuitem name="Leads" id="menu_crm_leads" parent="base.menu_sales" sequence="3"
  83             action="crm_case_category_act_leads_all"/>
  84     <menuitem name="Opportunities" id="menu_crm_opportunities" parent="base.menu_sales" sequence="4"
  85             action="crm_case_category_act_oppor11"
  86             groups="base.group_mono_salesteams,base.group_sale_manager"/>
  87
  88 </data>
  89 </openerp>