addons/crm_configuration/crm_opportunity_data.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3 <data noupdate="1">
   4     <record model="crm.case.section" id="section_support3">
   5         <field name="name">Opportunities</field>
   6         <field name="code">oppor</field>
   7     </record>
   8
   9     <record model="crm.case.categ" id="categ_oppor1">
  10         <field name="name">Existing Customer</field>
  11         <field name="section_id" ref="section_support3"/>
  12     </record>
  13     <record model="crm.case.categ" id="categ_oppor2">
  14         <field name="name">Self Generated</field>
  15         <field name="section_id" ref="section_support3"/>
  16     </record>
  17     <record model="crm.case.categ" id="categ_oppor3">
  18         <field name="name">Employee</field>
  19         <field name="section_id" ref="section_support3"/>
  20     </record>
  21     <record model="crm.case.categ" id="categ_oppor4">
  22         <field name="name">Partner</field>
  23         <field name="section_id" ref="section_support3"/>
  24     </record>
  25     <record model="crm.case.categ" id="categ_oppor5">
  26         <field name="name">Campaign</field>
  27         <field name="section_id" ref="section_support3"/>
  28     </record>
  29     <record model="crm.case.categ" id="categ_oppor6">
  30         <field name="name">Website</field>
  31         <field name="section_id" ref="section_support3"/>
  32     </record>
  33     <record model="crm.case.categ" id="categ_oppor7">
  34         <field name="name">Word of mouth</field>
  35         <field name="section_id" ref="section_support3"/>
  36     </record>
  37     <record model="crm.case.categ" id="categ_oppor8">
  38         <field name="name">Other</field>
  39         <field name="section_id" ref="section_support3"/>
  40     </record>
  41
  42 <!--        CASE STATUS(stage_id)        -->
  43     <record model="crm.case.stage" id="stage_oppor1">
  44         <field name="name">Prospecting</field>
  45         <field name="section_id" ref="section_support3"/>
  46     </record>
  47     <record model="crm.case.stage" id="stage_oppor2">
  48         <field name="name">Needs Analysis</field>
  49         <field name="section_id" ref="section_support3"/>
  50     </record>
  51     <record model="crm.case.stage" id="stage_oppor3">
  52         <field name="name">Value Proposition</field>
  53         <field name="section_id" ref="section_support3"/>
  54     </record>
  55     <record model="crm.case.stage" id="stage_oppor4">
  56         <field name="name">Proposal/Price Quote</field>
  57         <field name="section_id" ref="section_support3"/>
  58     </record>
  59     <record model="crm.case.stage" id="stage_oppor5">
  60         <field name="name">Negotiation/Review</field>
  61         <field name="section_id" ref="section_support3"/>
  62     </record>
  63     <record model="crm.case.stage" id="stage_oppor6">
  64         <field name="name">Closed Won</field>
  65         <field name="section_id" ref="section_support3"/>
  66     </record>
  67     <record model="crm.case.stage" id="stage_oppor7">
  68         <field name="name">Closed Lost</field>
  69         <field name="section_id" ref="section_support3"/>
  70     </record>
  71
  72 <!--        CASE CATEGORY2(category2_id)        -->
  73     <record model="crm.case.category2" id="category_oppor1">
  74         <field name="name">Existing Business</field>
  75         <field name="section_id" ref="section_support3"/>
  76     </record>
  77     <record model="crm.case.category2" id="category_oppor2">
  78         <field name="name">New Business</field>
  79         <field name="section_id" ref="section_support3"/>
  80     </record>
  81
  82 </data>
  83 </openerp>