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466 lines
20 KiB
XML
466 lines
20 KiB
XML
<?xml version="1.0" encoding="utf-8" ?>
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<odoo>
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<record id="crm_phonecall_categ_action" model="ir.actions.act_window">
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<field name="name">Phonecall Categories</field>
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<field name="res_model">crm.tag</field>
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<field name="view_id" ref="sales_team.sales_team_crm_tag_view_tree" />
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<field name="domain">[]</field>
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<field eval="{'object_id': ref('model_crm_phonecall')}" name="context" />
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<field name="help" type="html">
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<p class="oe_view_nocontent_create">Click to add a new category.</p>
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<p>
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Create specific phone call categories to better define the type of
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calls tracked in the system.
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</p>
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</field>
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</record>
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<menuitem
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id="menu_crm_config_phonecall"
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name="Phone Calls"
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parent="crm.crm_menu_config"
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sequence="19"
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/>
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<menuitem
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action="crm_phonecall_categ_action"
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id="menu_crm_case_phonecall-act"
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name="Categories"
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parent="menu_crm_config_phonecall"
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sequence="0"
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/>
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<record id="crm_case_phone_tree_view" model="ir.ui.view">
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<field name="name">CRM - Phone Calls Tree</field>
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<field name="model">crm.phonecall</field>
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<field name="arch" type="xml">
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<tree
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decoration-info="state in ('pending',)"
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decoration-muted="state in ('cancel','done')"
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>
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<field name="date" />
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<field name="name" />
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<field name="partner_id" />
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<button
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icon="fa-calendar"
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name="action_make_meeting"
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states="open,pending"
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string="Meeting"
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type="object"
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/>
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<button
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attrs="{'invisible':[('opportunity_id','!=',False)]}"
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icon="fa-hand-pointer-o"
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name="action_button_convert2opportunity"
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states="open,pending"
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string="Convert to Opportunity"
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type="object"
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/>
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<field name="partner_phone" />
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<field name="user_id" />
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<field invisible="1" name="tag_ids" />
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<field invisible="1" name="create_date" />
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<field invisible="1" name="opportunity_id" />
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<field name="state" />
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</tree>
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</field>
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</record>
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<record id="crm_case_phone_form_view" model="ir.ui.view">
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<field name="name">CRM - Phone Call Form</field>
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<field name="model">crm.phonecall</field>
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<field name="arch" type="xml">
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<form string="Phone Call">
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<header>
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<field
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name="state"
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nolabel="1"
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options="{'clickable': 1}"
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widget="statusbar"
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/>
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</header>
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<sheet string="Phone Call">
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<div class="oe_button_box" name="button_box">
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<button
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attrs="{'invisible':[ '|', ('opportunity_id','!=',False), ('state', 'not in', ('open', 'done'))]}"
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class="oe_stat_button"
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help="Convert To Opportunity"
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icon="fa-star"
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name="action_button_convert2opportunity"
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type="object"
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>
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<span>
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Convert
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<br />
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To Opportunity
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</span>
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</button>
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<button
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class="oe_stat_button"
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icon="fa-phone"
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name="%(phonecall_to_phonecall_act)d"
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type="action"
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>
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<span>
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Schedule
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<br />
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Other Call
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</span>
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</button>
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<button
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class="oe_stat_button"
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icon="fa-calendar fa-fw"
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name="action_make_meeting"
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type="object"
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>
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<span>
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Schedule
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<br />
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A Meeting
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</span>
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</button>
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</div>
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<div class="oe_title">
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<div class="oe_edit_only">
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<label for="name" />
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</div>
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<h1>
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<field name="name" required="1" />
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</h1>
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<div class="oe_edit_only">
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<label for="partner_phone" string="Phone" />
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</div>
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<h2>
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<field name="partner_phone" />
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</h2>
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</div>
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<group>
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<group>
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<field name="date" />
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<label for="duration" />
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<div>
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<field
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class="oe_inline"
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name="duration"
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style="vertical-align:baseline"
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widget="float_time"
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/>
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<b>min(s)</b>
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</div>
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<field name="partner_id" />
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<field name="partner_mobile" />
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<field
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context="{'opportunity_id': opportunity_id}"
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name="opportunity_id"
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/>
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</group>
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<group>
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<field
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context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'sales_team.group_sale_salesman_all_leads']}"
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name="user_id"
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/>
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<field
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colspan="1"
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groups="sales_team.group_sale_salesman"
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name="team_id"
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widget="selection"
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/>
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<field name="tag_ids" widget="many2many_tags" />
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<field name="priority" widget="priority" />
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</group>
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<group
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groups="base.group_no_one"
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name="categorization"
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string="Tracking"
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>
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<field name="campaign_id" />
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<field name="source_id" />
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<field name="medium_id" />
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</group>
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<group name="additional_info" string="Additional Info">
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<field name="direction" widget="radio" />
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</group>
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</group>
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<field name="description" placeholder="Description..." />
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</sheet>
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<div class="oe_chatter">
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<field name="message_follower_ids" widget="mail_followers" />
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<field name="message_ids" widget="mail_thread" />
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</div>
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</form>
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</field>
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</record>
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<record id="crm_case_inbound_phone_tree_view" model="ir.ui.view">
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<field name="name">CRM - Logged Phone Calls Tree</field>
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<field name="model">crm.phonecall</field>
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<field name="arch" type="xml">
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<tree editable="top">
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<field name="date" />
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<field name="name" />
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<field name="partner_id" />
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<field invisible="1" name="partner_phone" />
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<field invisible="1" name="partner_mobile" />
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<field
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context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'sales_team.group_sale_salesman']}"
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name="user_id"
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/>
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<field invisible="1" name="tag_ids" widget="many2many_tags" />
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<field name="direction" />
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<field name="state" />
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<field invisible="1" name="create_date" />
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<field invisible="1" name="opportunity_id" />
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<field groups="base.group_no_one" name="campaign_id" />
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<field groups="base.group_no_one" name="source_id" />
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<field groups="base.group_no_one" name="medium_id" />
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<button
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icon="fa-phone"
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name="%(phonecall_to_phonecall_act)d"
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string="Schedule Other Call"
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type="action"
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/>
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<button
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icon="fa-calendar"
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name="action_make_meeting"
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string="Meeting"
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type="object"
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/>
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<button
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attrs="{'invisible':[('opportunity_id','!=',False)]}"
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icon="fa-hand-pointer-o"
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name="action_button_convert2opportunity"
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states="open,pending"
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string="Convert to Opportunity"
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type="object"
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/>
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</tree>
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</field>
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</record>
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<record id="crm_case_phone_calendar_view" model="ir.ui.view">
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<field name="name">CRM - Phone Calls Calendar</field>
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<field name="model">crm.phonecall</field>
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<field eval="2" name="priority" />
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<field name="arch" type="xml">
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<calendar
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color="user_id"
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date_delay="duration"
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date_start="date"
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string="Phone Calls"
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>
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<field name="name" />
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<field name="partner_id" />
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</calendar>
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</field>
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</record>
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<record id="view_crm_case_phonecalls_filter" model="ir.ui.view">
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<field name="name">CRM - Phone Calls Search</field>
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<field name="model">crm.phonecall</field>
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<field name="arch" type="xml">
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<search string="Search Phonecalls">
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<field name="name" string="Phonecalls" />
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<field name="date" />
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<field name="state" />
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<filter
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domain="[('user_id', '=', uid)]"
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name="my_phonecalls"
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string="My Phonecalls"
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/>
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<filter
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domain="[('team_id.user_id', '=', uid)]"
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name="my_team"
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string="My Team"
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/>
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<filter
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domain="[('user_id','=',False)]"
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name="unassigned"
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string="Unassigned"
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/>
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<separator />
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<filter
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domain="[('state','in',('open','pending'))]"
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name="current"
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string="To Do"
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/>
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<separator />
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<filter
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domain="[('direction','=','in')]"
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name="in_calls"
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string="Incoming Calls"
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/>
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<filter
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domain="[('direction','=','out')]"
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name="out_calls"
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string="Outgoing Calls"
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/>
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<separator />
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<filter date="date" name="date" string="Date" />
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<separator />
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<field name="partner_id" operator="child_of" />
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<field name="user_id" />
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<field name="opportunity_id" />
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<field
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groups="sales_team.group_sale_manager"
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name="team_id"
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string="Sales Team"
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/>
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<group expand="0" string="Group By">
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<filter
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context="{'group_by':'partner_id'}"
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name="groupby_partner"
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string="Partner"
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/>
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<filter
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context="{'group_by':'user_id'}"
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name="groupby_responsible"
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string="Responsible"
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/>
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<filter
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context="{'group_by':'create_date'}"
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help="Creation Date"
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name="groupby_creation"
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string="Creation"
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/>
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<filter
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context="{'group_by':'date'}"
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help="Calls Date by Month"
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name="groupby_month"
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string="Month"
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/>
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<filter
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context="{'group_by':'state'}"
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help="Calls by status"
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name="groupby_state"
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string="State"
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/>
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</group>
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</search>
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</field>
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</record>
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<record id="crm_case_categ_phone0" model="ir.actions.act_window">
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<field name="name">Phone Calls</field>
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<field name="res_model">crm.phonecall</field>
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<field name="view_mode">tree,form,calendar</field>
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<field name="view_id" ref="crm_case_phone_tree_view" />
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<field name="context">{"search_default_user_id":uid}</field>
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<field name="search_view_id" ref="view_crm_case_phonecalls_filter" />
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</record>
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<record id="action_crm_tag_tree_phone0" model="ir.actions.act_window.view">
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<field eval="1" name="sequence" />
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<field name="view_mode">tree</field>
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<field name="view_id" ref="crm_case_phone_tree_view" />
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<field name="act_window_id" ref="crm_case_categ_phone0" />
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</record>
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<record id="action_crm_tag_calendar_phone0" model="ir.actions.act_window.view">
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<field eval="2" name="sequence" />
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<field name="view_mode">calendar</field>
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<field name="view_id" ref="crm_case_phone_calendar_view" />
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<field name="act_window_id" ref="crm_case_categ_phone0" />
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</record>
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<record id="action_crm_tag_form_phone0" model="ir.actions.act_window.view">
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<field eval="3" name="sequence" />
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<field name="view_mode">form</field>
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<field name="view_id" ref="crm_case_phone_form_view" />
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<field name="act_window_id" ref="crm_case_categ_phone0" />
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</record>
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<menuitem
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groups="sales_team.group_sale_salesman"
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id="menu_crm_case_phone"
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name="Phone Calls"
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parent="crm.crm_menu_root"
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sequence="6"
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/>
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<record id="crm_case_categ_phone_incoming0" model="ir.actions.act_window">
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<field name="name">Logged Calls</field>
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<field name="res_model">crm.phonecall</field>
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<field name="view_mode">tree,calendar</field>
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<field name="view_id" ref="crm_case_inbound_phone_tree_view" />
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<field name="domain">[]</field>
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<field name="context">
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{'search_default_state': 'done', 'default_state': 'done'}
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</field>
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<field name="search_view_id" ref="view_crm_case_phonecalls_filter" />
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<field name="help" type="html">
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<p class="oe_view_nocontent_create">
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Click to log the summary of a phone call.
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</p>
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<p>
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Odoo allows you to log inbound calls on the fly to track the
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history of the communication with a customer or to inform another
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team member.
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</p>
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<p>
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In order to follow up on the call, you can trigger a request for
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another call, a meeting or an opportunity.
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</p>
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</field>
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</record>
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<record id="action_crm_tag_tree_phone_incoming0" model="ir.actions.act_window.view">
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<field eval="1" name="sequence" />
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<field name="view_mode">tree</field>
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<field name="view_id" ref="crm_case_inbound_phone_tree_view" />
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<field name="act_window_id" ref="crm_case_categ_phone_incoming0" />
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</record>
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<record
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id="action_crm_tag_calendar_phone_incoming0"
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model="ir.actions.act_window.view"
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>
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<field eval="2" name="sequence" />
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<field name="view_mode">calendar</field>
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<field name="view_id" ref="crm_case_phone_calendar_view" />
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<field name="act_window_id" ref="crm_case_categ_phone_incoming0" />
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</record>
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<record id="action_crm_tag_form_phone_incoming0" model="ir.actions.act_window.view">
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<field eval="3" name="sequence" />
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<field name="view_mode">form</field>
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<field name="view_id" ref="crm_case_phone_form_view" />
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<field name="act_window_id" ref="crm_case_categ_phone_incoming0" />
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</record>
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<menuitem
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action="crm_case_categ_phone_incoming0"
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id="menu_crm_case_phone_inbound"
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name="Logged Calls"
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parent="menu_crm_case_phone"
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/>
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<record id="crm_case_categ_phone_outgoing0" model="ir.actions.act_window">
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<field name="name">Scheduled Calls</field>
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<field name="res_model">crm.phonecall</field>
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<field name="view_mode">tree,form,calendar</field>
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<field name="view_id" ref="crm_case_phone_tree_view" />
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<field name="domain">[('state','!=','done')]</field>
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<field name="search_view_id" ref="view_crm_case_phonecalls_filter" />
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<field name="help" type="html">
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<p class="oe_view_nocontent_create">Click to schedule a call</p>
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<p>
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Odoo allows you to easily define all the calls to be done
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by your sales team and follow up based on their summary.
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</p>
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<p>
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You can use the import feature to massively import a new list of
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prospects to qualify.
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</p>
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</field>
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</record>
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<record id="action_crm_tag_tree_phone_outgoing0" model="ir.actions.act_window.view">
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<field eval="1" name="sequence" />
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<field name="view_mode">tree</field>
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<field name="view_id" ref="crm_case_phone_tree_view" />
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<field name="act_window_id" ref="crm_case_categ_phone_outgoing0" />
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</record>
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<record
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id="action_crm_tag_calendar_phone_outgoing0"
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model="ir.actions.act_window.view"
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>
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<field eval="2" name="sequence" />
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<field name="view_mode">calendar</field>
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<field name="view_id" ref="crm_case_phone_calendar_view" />
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<field name="act_window_id" ref="crm_case_categ_phone_outgoing0" />
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</record>
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<record id="action_crm_tag_form_phone_outgoing0" model="ir.actions.act_window.view">
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<field eval="3" name="sequence" />
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<field name="view_mode">form</field>
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<field name="view_id" ref="crm_case_phone_form_view" />
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<field name="act_window_id" ref="crm_case_categ_phone_outgoing0" />
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</record>
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<menuitem
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action="crm_case_categ_phone_outgoing0"
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groups="crm_phonecall.group_scheduled_calls"
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id="menu_crm_case_phone_outbound"
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name="Scheduled Calls"
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parent="menu_crm_case_phone"
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/>
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</odoo>
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