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CRM ep.1

Wed, 27 june

feature it provides

  1. profile the customers, analyze their interest or actions
  2. show the progress of each deal or opportunity
  3. manage seals teams
  4. automate activities
  5. lead management:
    1. lead generation
    2. lead enrichment, if u have one information about the customer and you want to get the rest. Ex: by knowing the email, the system can get the name, phone... etc.
    3. lead mining

things should to clarify for the adaption

  1. important information about the customer
    • how the business will evaluate the customer priority.
  2. nature of my pipeline, steps, or steps
  3. structure of sales team
    • based on what they spited
  4. Activity and their order.
    • like Call, Create Quote.. etc.
  5. how the business get its customers (for lead management)
    • Ex: tack IP address of a visitor for the business website

Mon, 1 Aug

following this playlist

  1. salespersons management
  2. create and group leads
  3. moving leads to opportunities
  4. Opportunities management
    • Schedule an activity from the pipeline by clicking on the "clock icon"
    • color in the pipeline, means status of activities assigned each opp. and they can be grouped by it.
  5. Sales Team
    • Rather than just wining, it can send a Quotation
      1. 'NEW RENTAL' option, it require Rental model
      2. Quotation, require Sales model
  6. lost opp. management
  7. Commission plane
    • gives a discount based on customer partner level
      1. install the model, resellers commission for..
      2. set the commission plan
      3. set the partner levels, link it with commission plan
      4. In the customer profile set the customer partner level
      5. continue the process of selling, the tex will be added on the discount and the purchase model used in this process!
  8. Activity management
  9. lead Generation
  10. pipeline customization
  11. lead mining
  12. Tags management, custom group by, show them in the forecast report
  13. forecast report (different views of report)
  14. lead enrichment
  15. pipeline report
    • in table view after setting it to fit the need it can be inserted in a spreadsheet
  16. Assignment of opportunities for a salesperson based on a rule exist in the sales team
    • require an activation form the setting
    • it can be skipped form in the sales team profile
  17. summary all
  18. using spreadsheet
    1. install model Spreadsheet
    2. can be accessed via Document

Representation

  1. add a sales person, will require to add a user
  2. access the DB via incognito browser
  3. test it assign some opp. to the new user

auto assign feature

  • any opp that is not assigned to anyone is shown for the admin by default
  • the assigning from who to whom is saved in chatter

Wed, 3 Aug

I am trying to set a use case for the sales team, I have to..

  1. set employee structure, this link was useful.
  2. each team see its own opp.
  3. test the employee roles of on some leads

Components of CRM model

knowing the components will help to set the access right for each group

  1. leads (see wt u own, or all)
  2. customers (all can see, create, edit)
  3. acclivities
    1. all can assign to any
    2. only administration can create a newly activity type
  4. Reports, based on what u see in the pipeline
  5. losing reasons (all can see, create, edit)
  6. tags (all can see, create, edit)
  7. members-employees, only officer can edit
  8. pipeline structure, only administration

Thu, 4 Aug

  • understand the pipeline/company work
  • let the follower see access the lead(50%)
  • let only manager can crate a Quotation(90%)

solutions

  1. send email to the new follower
  2. they can see the button and fill the data but they can not crete a quotation

domain notes

['|',('team_id','=',False),('team_id', 'in', [user.team_id.id])]
['&', ('user_id','=',user.id), ('section_id.member_ids', 'in', [user.team_id])]
['&', ('user_id','=',user.id), ('section_id.member_ids', 'in', [(user.team_id.crm_team_member_ids[1])])]

need to know about the scenario

  • quotation duration to send to client
  • lead time

Sat, 6 Aug

  • set some activities for the scenario and testing them

problems - in case the manager wanna do the employees work

  • manager can not assign an activity to an employee that is not have an access to that lead
  • followers can not see the sheared lead:
    1. manager cant invite employees
    2. employee cant invite employee
    3. employee can invite the manager

solution

  • edit the access right of leads(Failed)
  • ask the community

the community Question

I am new to odoo, and I am using the online version of odoo, which i think it is v15 enterprise (15 free trial).

I am using only the CRM model. For my case, I have a manger with an "all documents" access rights and an employee with "only own documents".

What I expected, Adding the employee to the follower list and sending an email, as a manager, to the employee. From the email, the employee can access the lead with the specified access rights, that can be edited from the UI.

There are three cases:

  1. lead owned by the manger, follower is an employee (not working as expected)
  2. lead owned by an employee, follower is an other employee (not working as expected)
  3. lead owned by an employee, follower is the manager(Working as expected)

The problem is that, the email that the employee reserves does not send him to the shared lead, it sends him to the discussion dashboard.

So, I am trying to edit the access right of the Lead/Opportunity model to allow the follower to see leads they follow. In the Personal Leads record role, I edited it to..

['|',('message_follower_ids','in',[user.id]),('user_id','in',(False,user.id))]

and it is not working.

Sun, 7 Aug

  1. followers can not see the sheared lead: (the company will take as it is)
    1. manager cant invite employees (not that important)
    2. employee cant invite employee (might effect if the team leader need to see others work)
    3. employee can invite the manager (anyway he can see all leads :))
  2. finish the odoo tutorial 1 course
  3. dev videos 24->34
  4. send the quotation to the customer

send the quotation to the customer

we can send the lead to the customer with some attached documents, we can edit the email and the sender from the email template

Mon, 8 Aug (Holyday)

Follower issue

solution for followers can not see the followed leads,

['|',('message_is_follower','=',1),('user_id','in',(False,user.id))]

Team leader issue

solution for leader only see the team members leads, here with changing the record role to

['&', ('team_id.user_id','=',user.id), ('team_id.member_ids', 'in', [user.id])] or ['|','|','|',('user_id','=',user.id),('user_id','=',False),('team_id.member_ids','in', [user.id]),('team_id.user_id','=',user.id)]

NOTICE: creating a new Sales team via the Configuration>Sales Team does not have any affect on the database, so create the team via Kanban view.

Using Kanban view:

  1. Group the leads by Sales Team
  2. add a filed with the new Sales team name (create the Team)
  3. move the opportunity of a salesperson to the needed team (adding the salesperson to the team)