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