continue
vals = self._convert_opportunity_data(cr, uid, lead, customer, section_id, context=context)
self.write(cr, uid, [lead.id], vals, context=context)
- self.message_post(cr, uid, ids, body=_("Lead <b>converted into an Opportunity</b>"), subtype="crm.mt_lead_convert_to_opportunity", context=context)
if user_ids or section_id:
self.allocate_salesman(cr, uid, ids, user_ids, section_id, context=context)
<field name="default" eval="False"/>
<field name="description">Opportunity created</field>
</record>
- <record id="mt_lead_convert_to_opportunity" model="mail.message.subtype">
- <field name="name">Lead to Opportunity</field>
- <field name="res_model">crm.lead</field>
- <field name="default" eval="False"/>
- <field name="description">Lead converted into an opportunity</field>
- </record>
<record id="mt_lead_stage" model="mail.message.subtype">
<field name="name">Stage Changed</field>
<field name="res_model">crm.lead</field>
<?xml version="1.0"?>
<openerp>
- <data noupdate="1">
-
+ <data>
<!-- Crm stages -->
<record model="crm.case.stage" id="stage_portal_lead_assigned">
<field name="name">Assigned</field>
<field eval="1" name="case_default"/>
<field eval="0" name="probability"/>
<field eval="4" name="sequence"/>
+ <field name="type">lead</field>
</record>
<record model="crm.case.stage" id="stage_portal_lead_recycle">
<field name="name">To Recycle</field>
<field eval="1" name="case_default"/>
<field eval="0" name="probability"/>
<field eval="6" name="sequence"/>
- </record>
- <record model="crm.case.stage" id="stage_portal_lead_interested">
- <field name="name">Interested</field>
- <field eval="1" name="case_default"/>
- <field eval="10" name="probability"/>
- <field eval="5" name="sequence"/>
+ <field name="type">lead</field>
</record>
</data>
</openerp>
</header>
<sheet>
<group>
- <field name="priority" readonly="1"/>
- <field name="type" invisible="1" readonly="1"/>
- <field name="partner_name" string="Partner Name" readonly="1"/>
- <field name="stage_id" string="Interest Status"/>
+ <group>
+ <field name="partner_name" string="Partner Name" readonly="1"/>
+ <field name="title" widget="selection" readonly="1"/>
+ <field name="contact_name" readonly="1"/>
+ <field name="function" readonly="1"/>
+ <field name="email_from" readonly="1"/>
+ <field name="phone" readonly="1"/>
+ <field name="fax" readonly="1"/>
+ <field name="mobile" readonly="1"/>
+ </group>
+ <group>
+ <field name="street" readonly="1"/>
+ <field name="street2" readonly="1"/>
+ <field name="zip" readonly="1"/>
+ <field name="city" readonly="1"/>
+ <field name="country_id" readonly="1"/>
+ <field name="state_id" readonly="1"/>
+ </group>
+ <label for="description" colspan="2"/>
+ <field name="description" nolabel="1" colspan="2"/>
</group>
- <notebook>
- <page string='Lead'>
- <group col="2">
- <separator string="Contact" colspan="2"/>
- <group col="2">
- <field name="contact_name" readonly="1"/>
- <field domain="[('domain', '=', 'contact')]" name="title" widget="selection" readonly="1"/>
- <field name="function" readonly="1"/>
- <field name="street" readonly="1"/>
- <field name="street2" readonly="1"/>
- </group>
- <group col="2">
- <field name="zip" readonly="1"/>
- <field name="city" readonly="1"/>
- <field name="country_id" readonly="1"/>
- <field name="state_id" readonly="1"/>
- </group>
- </group>
- <group col="2">
- <group col="2">
- <separator string="Communication" colspan="2"/>
- <field name="email_from" readonly="1"/>
- <field name="phone" readonly="1"/>
- <field name="fax" readonly="1"/>
- <field name="mobile" readonly="1"/>
- </group>
- </group>
- <separator string="Details" />
- <field name="description" nolabel="1" />
- </page>
- </notebook>
</sheet>
</form>
</field>
<p>Please connect to your <a href="${object.get_portal_url()}">Partner Portal</a> to get details. On each lead are two buttons on the top left corner that you should press after having contacted the lead: "I'm interested" & "I'm not interested".</p>
-<p>If you did not contact the lead after 4 weeks (20 days), the lead will be send to another partner.</p>
+<p>The lead will be send to another partner if you do not contact the lead before 20 days.</p>
<p>Thanks,</p>