addons/crm/crm_opportunity_data.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3 <data noupdate="1">
   4     <record model="crm.case.categ" id="categ_oppor1">
   5         <field name="name">Existing Customer</field>
   6         <field name="section_id" ref="section_sales_department"/>
   7         <field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
   8     </record>
   9     <record model="crm.case.categ" id="categ_oppor2">
  10         <field name="name">Self Generated</field>
  11         <field name="section_id" ref="section_sales_department"/>
  12                 <field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
  13     </record>
  14     <record model="crm.case.categ" id="categ_oppor3">
  15         <field name="name">Employee</field>
  16         <field name="section_id" ref="section_sales_department"/>
  17                 <field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
  18     </record>
  19     <record model="crm.case.categ" id="categ_oppor4">
  20         <field name="name">Partner</field>
  21         <field name="section_id" ref="section_sales_department"/>
  22         <field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
  23     </record>
  24     <record model="crm.case.categ" id="categ_oppor5">
  25         <field name="name">Campaign</field>
  26         <field name="section_id" ref="section_sales_department"/>
  27         <field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
  28     </record>
  29     <record model="crm.case.categ" id="categ_oppor6">
  30         <field name="name">Website</field>
  31         <field name="section_id" ref="section_sales_department"/>
  32         <field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
  33     </record>
  34     <record model="crm.case.categ" id="categ_oppor7">
  35         <field name="name">Word of mouth</field>
  36         <field name="section_id" ref="section_sales_department"/>
  37                 <field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
  38     </record>
  39     <record model="crm.case.categ" id="categ_oppor8">
  40         <field name="name">Other</field>
  41         <field name="section_id" ref="section_sales_department"/>
  42                 <field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
  43     </record>
  44
  45 <!--        CASE STATUS(stage_id)        -->
  46     <record model="crm.case.stage" id="stage_oppor1">
  47         <field name="name">Prospecting</field>
  48         <field name="section_id" ref="section_sales_department"/>
  49                 <field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
  50     </record>
  51     <record model="crm.case.stage" id="stage_oppor2">
  52         <field name="name">Needs Analysis</field>
  53         <field name="section_id" ref="section_sales_department"/>
  54         <field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
  55     </record>
  56     <record model="crm.case.stage" id="stage_oppor3">
  57         <field name="name">Value Proposition</field>
  58         <field name="section_id" ref="section_sales_department"/>
  59         <field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
  60     </record>
  61     <record model="crm.case.stage" id="stage_oppor4">
  62         <field name="name">Proposal/Price Quote</field>
  63         <field name="section_id" ref="section_sales_department"/>
  64         <field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
  65     </record>
  66     <record model="crm.case.stage" id="stage_oppor5">
  67         <field name="name">Negotiation/Review</field>
  68         <field name="section_id" ref="section_sales_department"/>
  69         <field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
  70     </record>
  71     <record model="crm.case.stage" id="stage_oppor6">
  72         <field name="name">Closed Won</field>
  73         <field name="section_id" ref="section_sales_department"/>
  74         <field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
  75     </record>
  76     <record model="crm.case.stage" id="stage_oppor7">
  77         <field name="name">Closed Lost</field>
  78         <field name="section_id" ref="section_sales_department"/>
  79          <field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
  80     </record>
  81
  82 <!--        Case Resource(type_id)        -->
  83     <record model="crm.case.resource.type" id="type_oppor1">
  84         <field name="name">Existing Business</field>
  85         <field name="section_id" ref="section_sales_department"/>
  86         <field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
  87     </record>
  88     <record model="crm.case.resource.type" id="type_oppor2">
  89         <field name="name">New Business</field>
  90         <field name="section_id" ref="section_sales_department"/>
  91         <field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
  92     </record>
  93
  94 </data>
  95 </openerp>