<field name="domain">['|', ('type','=','lead'), ('type','=',False)]</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="search_view_id" ref="crm.view_crm_case_leads_filter"/>
- <field name="context">{'default_type':'lead', 'stage_type':'lead', 'search_default_unassigned':1}</field>
+ <field name="context">{
+ 'default_type':'lead',
+ 'stage_type':'lead',
+ 'search_default_unassigned':1,
+ }
+ </field>
<field name="help" type="html">
- <p>
- Use leads if you need a qualification step before creating an
- opportunity or a customer. It can be a business card you received,
- a contact form filled in your website, or a file of unqualified
- prospects you import, etc.
- </p><p>
- Once qualified, the lead can be converted into a business
- opportunity and/or a new customer in your address book.
- </p>
+ <p>
+ Use leads if you need a qualification step before creating an
+ opportunity or a customer. It can be a business card you received,
+ a contact form filled in your website, or a file of unqualified
+ prospects you import, etc.
+ </p><p>
+ Once qualified, the lead can be converted into a business
+ opportunity and/or a new customer in your address book.
+ </p>
</field>
</record>
<field name="view_mode">kanban,tree,graph,form,calendar</field>
<field name="domain">[('type','=','opportunity')]</field>
<field name="context">{
- 'stage_type': 'opportunity',
- 'default_type': 'opportunity',
- 'default_user_id': uid
- }</field>
+ 'stage_type': 'opportunity',
+ 'default_type': 'opportunity',
+ 'default_user_id': uid
+ }
+ </field>
<field name="view_id" eval="False"/>
<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
<field name="help" type="html">
- <p class="oe_view_nocontent_create">
- Click to create a new opportunity.
- </p><p>
- OpenERP helps you keep track of your sales pipeline to follow
- up potential sales and better forecast your future revenues.
- </p><p>
- You will be able to plan meetings and phone calls from
- opportunities, convert them into quotations, attach related
- documents, track all discussions, and much more.
- </p>
+ <p class="oe_view_nocontent_create">
+ Click to create a new opportunity.
+ </p><p>
+ OpenERP helps you keep track of your sales pipeline to follow
+ up potential sales and better forecast your future revenues.
+ </p><p>
+ You will be able to plan meetings and phone calls from
+ opportunities, convert them into quotations, attach related
+ documents, track all discussions, and much more.
+ </p>
</field>
</record>
</record>
<menuitem name="Sales" id="base.menu_sales" parent="base.menu_base_partner" sequence="1"/>
- <menuitem name="Leads" id="menu_crm_leads" parent="base.menu_sales" action="crm_case_category_act_leads_all" sequence="2" groups="base.group_sale_manager"/>
- <menuitem name="Opportunities" id="menu_crm_opportunities" parent="base.menu_sales" action="crm_case_category_act_oppor11" sequence="3" groups="base.group_sale_manager"/>
+ <menuitem name="Leads" id="menu_crm_leads" parent="base.menu_sales" sequence="2"
+ action="crm_case_category_act_leads_all"
+ groups="base.group_mono_salesteams,base.group_sale_manager"/>
+ <menuitem name="Opportunities" id="menu_crm_opportunities" parent="base.menu_sales" sequence="3"
+ action="crm_case_category_act_oppor11"
+ groups="base.group_mono_salesteams,base.group_sale_manager"/>
</data>
</openerp>