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<?xml version="1.0"?>
<openerp >
<data >
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# ------------------------------------------------------
# Stage
# ------------------------------------------------------
<record id= "crm_lead_stage_act" model= "ir.actions.act_window" >
<field name= "name" > Lead Stages</field>
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<field name= "res_model" > crm.case.stage</field>
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<field name= "view_type" > form</field>
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<field name= "view_id" ref= "crm.crm_case_stage_tree" />
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<field name= "domain" > [('object_id.model', '=', 'crm.lead')]</field>
<field name= "context" > {'object_id':'crm.lead'}</field>
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</record>
<menuitem action= "crm_lead_stage_act" id= "menu_crm_lead_stage_act" parent= "crm.menu_crm_case_stage" />
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# ------------------------------------------------------
# Leads
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# ------------------------------------------------------
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<record model= "ir.ui.view" id= "crm_case_form_view_leads" >
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<field name= "name" > CRM - Leads Form</field>
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<field name= "model" > crm.lead</field>
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<field name= "type" > form</field>
<field name= "arch" type= "xml" >
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<form string= "Leads Form" >
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<group colspan= "4" col= "7" >
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<field name= "name" select= "1" string= "Lead Subject" />
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<field name= "section_id" colspan= "1" widget= "selection" />
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<field name= "opportunity_id" string= "Opportunity Case" />
<button string= "Convert to Opportunity" name= "%(wizard_crm_lead_opportunity_set)d" icon= "gtk-index" type= "action" attrs= "{'invisible':[('opportunity_id','!=',False)]}" />
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<label string= "Stage: " align= "1.0" />
<group colspan= "1" col= "2" >
<field name= "stage_id" select= "1" nolabel= "1" />
<button icon= "gtk-go-forward" string= "" name= "stage_next" type= "object" />
</group>
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<field name= "categ_id" select= "1" on_change= "onchange_categ_id(categ_id)" string= "Lead Source" />
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<field name= "type_id" string= "Campaign Type" select= "1" />
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<newline />
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<field name= "date" />
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<field name= "date_deadline" />
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<field name= "user_id" select= "2" />
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</group>
<notebook colspan= "4" >
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<page string= "Leads" >
<separator string= "Lead Information" colspan= "4" />
<field name= "partner_name" string= "Lead Name" />
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<field name= "partner_name2" string= "Contact Name" />
<field name= "partner_phone" />
<field name= "partner_mobile" />
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<field name= "email_from" string= "Lead Email" />
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<newline />
<label string= "Partner:" align= "1.0" />
<group colspan= "1" col= "2" >
<field name= "partner_id" nolabel= "1" colspan= "1" />
<button string= "Convert to Partner"
icon="terp-partner" name="%(wizard_crm_lead_partner_create)d"
type="action" attrs="{'invisible':[('partner_id','!=',False)]}"
/>
</group>
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<field name= "partner_address_id" string= "Contact" on_change= "onchange_partner_address_id(partner_address_id, email_from)" />
<field name= "priority" string= "Priority" />
<newline />
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<separator colspan= "4" string= "Lead Details" />
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<field name= "description" nolabel= "1" colspan= "4" />
<separator colspan= "4" />
<group col= "8" colspan= "4" >
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<field name= "state" select= "2" />
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<button name= "case_close" string= "Done" states= "open,draft,pending" type= "object" icon= "gtk-close" />
<button name= "case_open" string= "Open" states= "draft,pending" type= "object" icon= "gtk-go-forward" />
<button name= "case_cancel" string= "Cancel" states= "draft,open,pending" type= "object" icon= "gtk-cancel" />
<button name= "case_pending" string= "Pending" states= "draft,open" type= "object" icon= "gtk-media-pause" />
<button name= "case_escalate" string= "Escalate" states= "open,draft,pending" type= "object" icon= "gtk-go-up" />
<button name= "case_reset" string= "Reset to Draft" states= "done,cancel" type= "object" icon= "gtk-convert" />
</group>
</page>
<page string= "Emails" groups= "base.group_extended" >
<group colspan= "4" >
<field colspan= "4" name= "email_cc" string= "CC" />
</group>
<field name= "history_line" colspan= "4" nolabel= "1" mode= "form,tree" >
<form string= "Communication history" >
<group col= "7" colspan= "4" >
<field name= "date" />
<field name= "email" />
<field name= "canal_id" />
<button
string="Add a CC"
name="%(crm.action_view_crm_email_add_cc_wizard)d"
icon="gtk-add" type="action"/>
</group>
<newline />
<field name= "description" colspan= "4" nolabel= "1" />
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<button colspan= "4" string= "Reply to Last Email" name= "%(crm.wizard_crm_send_mail)d" context= "{'mail':'reply'}" icon= "gtk-go-forward" type= "action" />
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</form>
<tree string= "Communication history" >
<field name= "description" />
<field name= "email" />
<field name= "date" />
</tree>
</field>
<button colspan= "4" string= "Send New Email" name= "%(crm.wizard_crm_new_send_mail)d" context= "{'mail':'new'}" icon= "gtk-go-forward" type= "action" />
</page>
</notebook>
</form>
</field>
</record>
<record model= "ir.ui.view" id= "crm_case_tree_view_leads" >
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<field name= "name" > CRM - Leads Tree</field>
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<field name= "model" > crm.lead</field>
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<field name= "type" > tree</field>
<field name= "arch" type= "xml" >
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<tree string= "Leads Tree" colors= "red:state=='open';black:state in ('draft', 'pending');grey: state in ('cancel','done')" >
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<field name= "id" />
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<field name= "name" string= "Lead Subject" />
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<field name= "partner_phone" />
<field name= "partner_name2" string= "Contact Name" />
<field name= "stage_id" />
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<field name= "categ_id" string= "Lead Source" />
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<field name= "type_id" string= "Campaign Type" />
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<field name= "user_id" />
<field name= "state" />
<button name= "case_open" string= "Open" states= "draft,pending" type= "object" icon= "gtk-go-forward" />
<button name= "case_close" string= "Done" states= "open,draft,pending" type= "object" icon= "gtk-close" />
<button name= "case_escalate" string= "Escalate" states= "open,draft,pending" type= "object" icon= "gtk-go-up" />
<button name= "case_cancel" string= "Cancel" states= "draft,open,pending" type= "object" icon= "gtk-cancel" />
</tree>
</field>
</record>
<record model= "ir.ui.view" id= "crm_case_calendar_view_leads" >
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<field name= "name" > CRM - Leads Calendar</field>
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<field name= "model" > crm.lead</field>
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<field name= "type" > calendar</field>
<field name= "priority" eval= "2" />
<field name= "arch" type= "xml" >
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<calendar string= "Meeting For Leads Generation" date_start= "date" color= "user_id" date_delay= "duration" >
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<field name= "name" />
<field name= "partner_name" />
<field name= "partner_name2" />
</calendar>
</field>
</record>
<record id= "view_crm_case_leads_filter" model= "ir.ui.view" >
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<field name= "name" > CRM - Leads Search</field>
<field name= "model" > crm.lead</field>
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<field name= "type" > search</field>
<field name= "arch" type= "xml" >
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<search string= "Search Leads" >
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<group col= "3" colspan= "1" >
<filter icon= "gtk-home" string= " Today "
separator="1"
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domain="[('date','=',time.strftime('%%Y-%%m-%%d'))]"
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help="Todays's Leads"
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/>
<filter icon= "gtk-media-rewind" string= " 7 Days "
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separator="1" help="Leads during last 7 days"
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domain="[('date','< ', time.strftime('%%Y-%%m-%%d')), ('date','> =',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
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/>
</group>
<separator orientation= "vertical" />
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<group col= "6" colspan= "2" >
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<field name= "name" select= "1" />
<field name= "user_id" select= "1" widget= "selection" >
<filter icon= "terp-partner"
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domain="[('user_id','=',uid)]" help="My Leads"
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default="1"
/>
</field>
<field name= "state" select= "1" >
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<filter icon= "gtk-new" domain= "[('state','=','draft')]" help= "Draft Leads" />
<filter icon= "gtk-yes" domain= "[('state','=','open')]" help= "Open Leads" />
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</field>
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<field name= "section_id" select= "1" widget= "selection" string= "Section" >
<filter icon= "terp-crm"
domain="[('section_id','=',context.get('section_id',False))]"
help="My section"
/>
</field>
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</group>
</search>
</field>
</record>
</data>
</openerp>