documentation/locale/zh_CN/LC_MESSAGES/crm.po

# SOME DESCRIPTIVE TITLE.
# Copyright (C) 2015, Odoo S.A.
# This file is distributed under the same license as the Odoo Business package.
# 
# Translators:
# fausthuang, 2016
# Gary Wei <Gary.wei@elico-corp.com>, 2016
# Joshua Jan <popkar77@gmail.com>, 2016
# Melody <alangwansui@gmail.com>, 2015
# mrshelly <mrshelly@hotmail.com>, 2015-2016
msgid ""
msgstr ""
"Project-Id-Version: Odoo 9.0 Documentation\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2016-01-28 16:42+0530\n"
"PO-Revision-Date: 2016-02-04 08:10+0000\n"
"Last-Translator: fausthuang\n"
"Language-Team: Chinese (China) (http://www.transifex.com/odoo/odoo-9-doc/language/zh_CN/)\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: 8bit\n"
"Language: zh_CN\n"
"Plural-Forms: nplurals=1; plural=0;\n"

#: ../../crm.rst:5
msgid "CRM"
msgstr "CRM"

#: ../../crm/ebay/manage.rst:3
msgid "How to list a product?"
msgstr "怎么上架产品？"

#: ../../crm/ebay/manage.rst:6
msgid "Listing without variation"
msgstr "没有变量的列表"

#: ../../crm/ebay/manage.rst:8
msgid ""
"In order to list a product, you need to check the **use eBay** field on a "
"product form. The eBay tab will be available."
msgstr "为了列出一个产品，你需要选中产品格式的**使用 eBay**字段。 eBay的标签将可用。"

#: ../../crm/ebay/manage.rst:14
msgid ""
"When the **Use Stock Quantity** field is checked, the quantity sets on eBay "
"will be the Odoo **Forecast Quantity**."
msgstr "当**使用库存数量** 字段被选中, eBay上的数量设置将会是Odoo的 **预测数量**."

#: ../../crm/ebay/manage.rst:17
msgid ""
"The **Description Template** allows you to use templates for your listings. "
"The default template only use the **eBay Description** field of the product."
" You can use html inside the **Description Template** and in the **eBay "
"Description**."
msgstr "该**描述模板**允许你为您的物品使用模板。默认的模板只使用产品的**eBay 描述**字段。您可以使用内部HTML的**描述模板**和**eBay 描述**。"

#: ../../crm/ebay/manage.rst:22
msgid "Listing with variations"
msgstr "有变体的清单"

#: ../../crm/ebay/manage.rst:24
msgid ""
"When the **use eBay** on a product with variations is checked and with "
"**Fixed Price** as **Listing Type**, the eBay form is sligthly different. In"
" the variants array, you can choose which variant will be listed on eBay as "
"well as set the price and the quantity for each variant."
msgstr "当**使用易趣**变化的产品被勾选，并以**固定价格**作为**列表类型**，eBay的形式略有不同的。在变体列组，您可以选择将哪个变体列在eBay上并为每个变种设定价格数量。"

#: ../../crm/ebay/manage.rst:33
msgid "Listing with item specifics"
msgstr "列出项目细节"

#: ../../crm/ebay/manage.rst:35
msgid ""
"In order to add item specifics, you should create a product attribute with "
"one value in the **Variants** tab on the product form."
msgstr "为了增加项目细节，你应该在产品形式上创建产品的变体属性"

#: ../../crm/ebay/setup.rst:3
msgid "How to configure eBay in Odoo?"
msgstr "如何在ODOO中配置 eBay ?"

#: ../../crm/ebay/setup.rst:6
msgid "Create eBay tokens"
msgstr "创建eBay令牌"

#: ../../crm/ebay/setup.rst:8
msgid ""
"In order to create your tokens, you need to create a developer account on "
"the `developer portal <https://go.developer.ebay.com/>`_. Once you are "
"logged in, you can create **Sandbox Keys** and **Production Keys** by "
"clicking on the adequate buttons."
msgstr "为了创建您的令牌，你需要在'开发者门户<https://go.developer.ebay.com/>`创建一个开发者账户_。一旦你登录后，你可以通过点击相关按钮创建**沙箱钥匙**和**生产钥匙**。"

#: ../../crm/ebay/setup.rst:16
msgid ""
"After the creation of the keys, you can get the user token. To do so, click "
"on the **Get a User Token** link in the bottom of the page. Go through the "
"form, log in with you eBay account and you will get the keys and token "
"needed to configure the module in Odoo."
msgstr "创建密钥后，可以获取用户令牌。要做到这一点，点击**获取用户令牌**在页面底部的链接。通过这个界面，登录你的eBay帐户，你会得到配置在Odoo模块所需要的密钥和令牌。"

#: ../../crm/ebay/setup.rst:22
msgid "Set up tokens in Odoo?"
msgstr "在Odoo设置令牌"

#: ../../crm/ebay/setup.rst:24
msgid ""
"To set up the eBay integration, go to :menuselection:`Sales --> "
"Configuration --> Settings`."
msgstr "设置eBay集成，去到：菜单选项:销售-->配置-->设置"

#: ../../crm/ebay/setup.rst:29
msgid ""
"First choose if you want to use the production or the sandbox eBay Site. "
"Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert "
"Key**. Apply the changes."
msgstr "首先选择如果你想使用生产或沙箱的eBay网站。然后填写相应的栏目**开发密钥**，**令牌**，** APP密钥**，**证书密钥**。应用这些更改。"

#: ../../crm/ebay/setup.rst:33
msgid ""
"Once the page is reloaded, you need to synchronize information from eBay. "
"Push on **Sync countries and currencies**, then you can fill in all the "
"other fields."
msgstr "当页面被重新加载，你需要从eBay同步信息。推送**同步国家和币种**，然后你可以填写其他字段。"

#: ../../crm/ebay/setup.rst:36
msgid ""
"When all the fields are filled in, you can synchronize the categories and "
"the policies by clicking on the adequate buttons."
msgstr "当所有的字段被填写好，你可以点击相关的按钮同步种类和策略。"

#: ../../crm/leads.rst:3
msgid "Leads"
msgstr "线索"

#: ../../crm/leads/generate.rst:3
msgid "Generate leads"
msgstr "创建线索"

#: ../../crm/leads/generate/emails.rst:3
msgid "How to generate leads from incoming emails?"
msgstr "如何通过邮件收取生成相关线索?"

#: ../../crm/leads/generate/emails.rst:5
msgid ""
"There are several ways for your company to :doc:`generate leads with Odoo "
"CRM <manual>`. One of them is using your company's generic email address as "
"a trigger to create a new lead in the system. In Odoo, each one of your "
"sales teams is linked to its own email address from which prospects can "
"reach them. For example, if the personal email address of your Direct team "
"is **direct@mycompany.example.com**, every email sent will automatically "
"create a new opportunity into the sales team."
msgstr "有几种方式为你的公司使用Odoo CRM 生成线索。一种是使用你公司的公共邮箱地址作为触法生成一个新的线索。在Odoo中，每个销售团队被链接到他们自己的邮箱地址以便潜在客户能联系上他们。比如，如果你的Direct团队的个人邮件地址是**direct@mycompany.example.com**,每个发送的邮件会自动生成一个新的机会在销售团队中。"

#: ../../crm/leads/generate/emails.rst:14
#: ../../crm/leads/generate/website.rst:73
#: ../../crm/leads/manage/automatic_assignation.rst:30
#: ../../crm/leads/manage/lead_scoring.rst:19
#: ../../crm/overview/started/setup.rst:10 ../../crm/reporting/review.rst:23
#: ../../crm/salesteam/manage/reward.rst:12
msgid "Configuration"
msgstr "配置"

#: ../../crm/leads/generate/emails.rst:16
msgid ""
"The first thing you need to do is to configure your **outgoing email "
"servers** and **incoming email gateway** from the :menuselection:`Settings "
"module --> General Settings`."
msgstr "你需要做的第一件事是配置你的**发送电子邮件服务器**和**接收电子邮件网关**：从菜单选项：`设置模块 - >常规设置`。"

#: ../../crm/leads/generate/emails.rst:19
msgid ""
"Then set up your alias domain from the field shown here below and click on "
"**Apply**."
msgstr "然后从这里下图所示的字段设置您的别名域，然后点击**应用**。"

#: ../../crm/leads/generate/emails.rst:26
msgid "Set up team alias"
msgstr "配置销售团队昵称"

#: ../../crm/leads/generate/emails.rst:28
msgid ""
"Go on the Sales module and click on **Dashboard**. You will see that the "
"activation of your domain alias has generated a default email alias for your"
" existing sales teams."
msgstr "转到销售模块上，然后点击**仪表板**。您将看到您的域别名的激活产生了一个默认的电子邮件别名为您现有的销售团队。"

#: ../../crm/leads/generate/emails.rst:35
msgid ""
"You can easily personalize your sales teams aliases. Click on the More "
"button from the sales team of your choice, then on **Settings** to access "
"the sales team form. Into the **Email Alias** field, enter your email alias "
"and click on **Save**. Make sure to allow receiving emails from everyone."
msgstr "您可以轻松地个性化您的销售团队的别名。点击销售团队所选择的\"更多\"按钮，然后在**设定**进入销售团队的形式。进入**电子邮件别名**字段中输入您的电子邮件别名，然后点击**保存**。确保允许从所有人接收电子邮件。"

#: ../../crm/leads/generate/emails.rst:41
msgid ""
"From there, each email sent to this email address will generate a new lead "
"into the related sales team."
msgstr "从那里，发送到这个电子邮件地址的每个电子邮件将生成一个新的线索进入相关的销售团队。"

#: ../../crm/leads/generate/emails.rst:48
msgid "Set up catch-all email domain"
msgstr "设置 获取-所有 邮件域名"

#: ../../crm/leads/generate/emails.rst:50
msgid ""
"Additionally to your sales team aliases, you can also create a generic email"
" alias (e.g. *contact@* or *info@* ) that will also generate a new contact "
"in Odoo CRM. Still from the Sales module, go to "
":menuselection:`Configuration --> Settings` and set up your catch-all email "
"domain."
msgstr "此外，以您的销售团队的别名，你还可以创建一个通用的电子邮件别名(例如*@联系人*或*信息@ *)，也将产生Odoo CRM新的联系人。仍然在销售模块，去：菜单选项：`配置 - > 设置`并设置捕获所有电子邮件域。"

#: ../../crm/leads/generate/emails.rst:57
msgid ""
"You can choose whether the contacts generated from your catch-all email "
"become leads or opportunities using the radio buttons that you see on the "
"screenshot here below. Note that, by default, the lead stage is not "
"activated in Odoo CRM."
msgstr "您可以在这里看到下面的截图单选按钮选择从 catch-all 电子邮件产生的联系是否成为线索或机会。需要注意的是，默认情况下，线索阶段不在Odoo CRM激活。"

#: ../../crm/leads/generate/emails.rst:67
#: ../../crm/leads/generate/import.rst:89
#: ../../crm/leads/generate/website.rst:194
msgid ":doc:`manual`"
msgstr ":doc:`manual`"

#: ../../crm/leads/generate/emails.rst:68
#: ../../crm/leads/generate/manual.rst:69
#: ../../crm/leads/generate/website.rst:195
msgid ":doc:`import`"
msgstr ":doc:`import`"

#: ../../crm/leads/generate/emails.rst:69
#: ../../crm/leads/generate/import.rst:91
#: ../../crm/leads/generate/manual.rst:73
msgid ":doc:`website`"
msgstr ":doc:`website`"

#: ../../crm/leads/generate/import.rst:3
msgid "How to import contacts to the CRM?"
msgstr "怎么将联系人导入CRM?"

#: ../../crm/leads/generate/import.rst:5
msgid ""
"In Odoo CRM, you can import a database of potential customers, for instance "
"for a cold emailing or cold calling campaign, through a CSV file. You may be"
" wondering if the best option is to import your contacts as leads or "
"opportunities. It depends on your business specificities and workflow:"
msgstr "在Odoo CRM，您可以通过CSV文件导入潜在客户的数据库，例如陌生的电子邮件或陌生的电话拜访活动。你可能会想，如果最好的选择是导入你的联系作为线索或机会。这取决于你的业务特点和工作流程："

#: ../../crm/leads/generate/import.rst:11
msgid ""
"Some companies may decide to not use leads, but instead to keep all "
"information directly in an opportunity. For some companies, leads are merely"
" an extra step in the sales process. You could call this extended (start "
"from lead) versus simplified (start from opportunity) customer relationship "
"management."
msgstr "一些公司可能决定不使用线索，而是直接保持所有信息作为机会。对于一些公司，线索仅仅是在销售过程中的额外步骤。你可以称之为扩展(从开始线索)与简化的客户关系管理(从机会开始)."

#: ../../crm/leads/generate/import.rst:17
msgid ""
"Odoo perfectly allows for either one of these approaches to be chosen. If "
"your company handles its sales from a pre qualification step, feel free to "
"activate first the lead stage as described below in order to import your "
"database as leads"
msgstr "Odoo完全允许这些方法中的选择任何一个。如果你的公司处理从一个预先验证步骤的销售，如下面顺序描述首先激活线索阶段以便可以作为线索导入数据库。"

#: ../../crm/leads/generate/import.rst:23
#: ../../crm/leads/generate/manual.rst:9
#: ../../crm/leads/generate/website.rst:38
#: ../../crm/salesteam/setup/organize_pipeline.rst:62
msgid "Activate the lead stage"
msgstr "激活线索阶段"

#: ../../crm/leads/generate/import.rst:25
msgid ""
"By default, the lead stage is not activated in Odoo CRM. If you want to "
"import your contacts as leads rather than opportunities, go to "
":menuselection:`Configuration --> Settings`, select the option **use leads "
"if…** as shown below and click on **Apply**."
msgstr "默认情况下，线索阶段是不再Odoo里被激活的.如果你要导入你的联系情况做为线索而不是机会，如下所示去到：销售选项：配置-->设置，选择**使用线索如果...**并点击**应用**"

#: ../../crm/leads/generate/import.rst:33
msgid ""
"This activation will create a new submenu :menuselection:`Sales --> Leads` "
"from which you will be able to import your contacts from the **Import** "
"button (if you want to create a lead manually, :doc:`click here <manual>`)"
msgstr "这种激活将创建一个新的子菜单：菜单选择：`销售 - > 线索`从中你将能够从**导入**按钮，导入联系人(如果你想手动创建一个线索，：doc：`点击这里<手册>`)"

#: ../../crm/leads/generate/import.rst:41
msgid "Import your CSV file"
msgstr "导入 CSV 文件"

#: ../../crm/leads/generate/import.rst:43
msgid ""
"On the new submenu :menuselection:`Sales --> Leads`, click on **Import** and"
" select your Excel file to import from the **Choose File** button. Make sure"
" its extension is **.csv** and don't forget to set up the correct File "
"format options (**Encoding** and **Separator**) to match your local settings"
" and display your columns properly."
msgstr "在新的子菜单：菜单选项：`销售 - > 线索`，点击**导入**并选择您的Excel文件，从**选择文件**按钮导入。确保它的扩展名是**.** CSV文件，不要忘记设置正确的文件格式选项(**编码**和**分离器**)，以配合您的本地设置和正确显示你的列。"

#: ../../crm/leads/generate/import.rst:50
msgid ""
"If your prospects database is provided in another format than CSV, you can "
"easily convert it to the CSV format using Microsoft Excel, OpenOffice / "
"LibreOffice Calc, Google Docs, etc."
msgstr "如果您的潜在客户数据库是以另一种格式而非CSV提供的，你可以使用Microsoft Excel，OpenOffice/ LibreOffice，谷歌文档等很容易地将其转换为CSV格式。"

#: ../../crm/leads/generate/import.rst:58
msgid "Select rows to import"
msgstr "选择记录以导入"

#: ../../crm/leads/generate/import.rst:60
msgid ""
"Odoo will automatically map the column headers from your CSV file to the "
"corresponding fields if you tick *The first row of the file contains the "
"label of the column* option. This makes imports easier especially when the "
"file has many columns. Of course, you can remap the column headers to "
"describe the property you are importing data into (First Name, Last Name, "
"Email, etc.)."
msgstr "如果你打勾*文件的第一行包含列的标签*的选项，从CSV文件中的列标题将自动映射到相应的字段。这使得导入更加容易，特别是当文件有很多列。当然，你可以重新映射列标题来描述你要导入的数据属性(姓，名，电子邮件等)."

#: ../../crm/leads/generate/import.rst:72
msgid ""
"If you want to import your contacts as opportunities rather than leads, make"
" sure to add the *Type* column to your csv. This column is used to indicate "
"whether your import will be flagged as a Lead (type = Lead) or as an "
"opportunity (type = Opportunity)."
msgstr "如果你要导入你的联系活动作为机会而不是线索，确信增加*类型*列到你的CSV.这列用来表明你的导入是作为一个线索(类型=线索)还是作为一个机会(类型=机会)。"

#: ../../crm/leads/generate/import.rst:77
msgid ""
"Click the **Validate** button if you want to let Odoo verify that everything"
" seems okay before importing. Otherwise, you can directly click the Import "
"button: the same validations will be done."
msgstr "点击**验证**按钮，如果你要在导入前让Odoo校验一切看上去就可以了。除此以外，你可以直接按导入按钮：相同的验证也会被执行。"

#: ../../crm/leads/generate/import.rst:83
msgid ""
"For additional technical information on how to import contacts into Odoo "
"CRM, read the **Frequently Asked Questions** section located below the "
"Import tool on the same window."
msgstr "其他关于如何导入联系人情况到Odoo CRM的技术信息，可以阅读统一窗口中导入工具下的**常见问题**"

#: ../../crm/leads/generate/import.rst:90
#: ../../crm/leads/generate/manual.rst:71
#: ../../crm/leads/generate/website.rst:196
msgid ":doc:`emails`"
msgstr ":doc:`emails`"

#: ../../crm/leads/generate/manual.rst:3
msgid "How to create a contact into Odoo CRM?"
msgstr "如何在ODOO CRM中创建客户联系人?"

#: ../../crm/leads/generate/manual.rst:5
msgid ""
"Odoo CRM allows you to manually add contacts into your pipeline. It can be "
"either a lead or an opportunity."
msgstr "Odoo CRM可让您手动添加联系情况到您的管道。它可以是线索或机会。"

#: ../../crm/leads/generate/manual.rst:11
msgid ""
"By default, the lead stage is not activated in Odoo CRM. To activate it, go "
"to :menuselection:`Configuration --> Settings`, select the option \"\"use "
"leads if…** as shown below and click on **Apply**."
msgstr "默认情况下，线索阶段在Odoo CRM. 里是不激活的. 要激活它的话，去：菜单选项：配置-->设置，如下所示选择选项**选择线索如果...**并点击**应用**。"

#: ../../crm/leads/generate/manual.rst:18
msgid ""
"This activation will create a new submenu **Leads** under **Sales** that "
"gives you access to a list of all your leads from which you will be able to "
"create a new contact."
msgstr "这个激活会产生一个新的子菜单**线索**在**销售**里使你可以访问所有你的线索并创建新的联系人。"

#: ../../crm/leads/generate/manual.rst:26
msgid "Create a new lead"
msgstr "创建新线索"

#: ../../crm/leads/generate/manual.rst:28
msgid ""
"Go to :menuselection:`Sales --> Leads` and click the **Create** button."
msgstr "进入菜单 :menuselection:`销售(Sales) --> 线索(Leads)`, 并点击 **创建** 按钮. "

#: ../../crm/leads/generate/manual.rst:33
msgid ""
"From the contact form, provide all the details in your possession (contact "
"name, email, phone, address, etc.) as well as some additional information in"
" the **Internal notes** field. You can also link the lead to an existing "
"company by editing the**Customer** field. Click on save and the contact will"
" be visible as a lead in your pipeline ."
msgstr "从联系界面，提供您所拥有的所有的细节(联系人姓名，电子邮件，电话，地址等)，以及在**内部票据**字段的一些附加信息。您也可以通过编辑**客户**链接到现有的公司。点击保存，联系情况将在您的管道中的线索中可见。"

#: ../../crm/leads/generate/manual.rst:41
msgid ""
"your lead can be directly handed over to specific sales team and salesperson"
" by clicking on **Convert to Opportunity** on the upper left corner of the "
"screen."
msgstr "你的线索可以直接交给指定的销售团队和销售人员通过点击在屏幕左上角的**转换成机会**"

#: ../../crm/leads/generate/manual.rst:45
msgid "Create a new opportunity"
msgstr "创建新的商机"

#: ../../crm/leads/generate/manual.rst:47
msgid ""
"You can also directly add a contact into a specific sales team without "
"having to convert the lead first. On the Sales module, go to your dashboard "
"and click on the **Pipeline** button of the desired sales team. If you don't"
" have any sales team yet, :doc:`you need to create one first "
"<../../salesteam/setup/create_team>`. Then, click on **Create** and fill in "
"the contact details as shown here above. By default, the newly created "
"opportunity will appear on the first stage of your sales pipeline."
msgstr "您也可以直接将联系添加到特定的销售团队，而无需先转换成线索。在销售模块，进入你的仪表板和点击所需的销售团队的**管道**按钮。如果你没有任何的销售团队呢，：DOC：'你需要先创建一个<../../销售组/设置/ 创建_队伍>`。然后，点击**创建**并如上图所示的方法填写联系情况。默认情况下，新创建的机会将出现在您的销售管道的第一个阶段。"

#: ../../crm/leads/generate/manual.rst:55
msgid ""
"Another way to create an opportunity is by adding it directly on a specific "
"stage. For example, if you have have spoken to Mr. Smith at a meeting and "
"you want to send him a quotation right away, you can add his contact details"
" on the fly directly into the **Proposition** stage. From the Kanban view of"
" your sales team, just click on the **+** icon at the right of your stage to"
" create the contact. The new opportunity will then pop up into the "
"corresponding stage and you can then fill in the contact details by clicking"
" on it."
msgstr "另一个创建机会的方式是直接在特定阶段添加。比如，如果你已经和史密斯先生在会议上说过并且你马上要发一个报价给他。你可以直接添加他的联系细节在“主张\"阶段. 从你的销售团队的看板视图，点击在你的阶段的右侧的**+**图标以生成联系情况。新的机会会在相对应的阶段显示，然后你可以点击它填写具体的联系情况"

#: ../../crm/leads/generate/website.rst:3
msgid "How to generate leads from my website?"
msgstr "如何从网站生成相应的线索?"

#: ../../crm/leads/generate/website.rst:5
msgid ""
"Your website should be your company's first lead generation tool. With your "
"website being the central hub of your online marketing campaigns, you will "
"naturally drive qualified traffic to feed your pipeline. When a prospect "
"lands on your website, your objective is to capture his information in order"
" to be able to stay in touch with him and to push him further down the sales"
" funnel."
msgstr ""

#: ../../crm/leads/generate/website.rst:12
msgid "This is how a typical online lead generation process work :"
msgstr ""

#: ../../crm/leads/generate/website.rst:14
msgid ""
"Your website visitor clicks on a call-to action (CTA) from one of your "
"marketing materials (e.g. an email newsletter, a social media message or a "
"blog post)"
msgstr ""

#: ../../crm/leads/generate/website.rst:18
msgid ""
"The CTA leads your visitor to a landing page including a form used to "
"collect his personal information (e.g. his name, his email address, his "
"phone number)"
msgstr ""

#: ../../crm/leads/generate/website.rst:22
msgid ""
"The visitor submits the form and automatically generates a lead into Odoo "
"CRM"
msgstr ""

#: ../../crm/leads/generate/website.rst:27
msgid ""
"Your calls-to-action, landing pages and forms are the key pieces of the lead"
" generation process. With Odoo Website, you can easily create and optimize "
"those critical elements without having to code or to use third-party "
"applications. Learn more `here <https://www.odoo.com/page/website-"
"builder>`__."
msgstr ""

#: ../../crm/leads/generate/website.rst:32
msgid ""
"In Odoo, the Website and CRM modules are fully integrated, meaning that you "
"can easily generate leads from various ways through your website. However, "
"even if you are hosting your website on another CMS, it is still possible to"
" fill Odoo CRM with leads generated from your website."
msgstr ""

#: ../../crm/leads/generate/website.rst:40
msgid ""
"By default, the lead stage is not activated in Odoo CRM. Therefore, new "
"leads automatically become opportunities. You can easily activate the option"
" of adding the lead step. If you want to import your contacts as leads "
"rather than opportunities, from the Sales module go to "
":menuselection:`Configuration --> Settings`, select the option **use leads "
"if…** as shown below and click on **Apply**."
msgstr ""

#: ../../crm/leads/generate/website.rst:50
msgid ""
"Note that even without activating this step, the information that follows is"
" still applicable - the lead generated will land in the opportunities "
"dashboard."
msgstr ""

#: ../../crm/leads/generate/website.rst:55
msgid "From an Odoo Website"
msgstr ""

#: ../../crm/leads/generate/website.rst:57
msgid ""
"Let's assume that you want to get as much information as possible about your"
" website visitors. But how could you make sure that every person who wants "
"to know more about your company's products and services is actually leaving "
"his information somewhere? Thanks to Odoo's integration between its CRM and "
"Website modules, you can easily automate your lead acquisition process "
"thanks to the **contact form** and the **form builder** modules"
msgstr ""

#: ../../crm/leads/generate/website.rst:67
msgid ""
"another great way to generate leads from your Odoo Website is by collecting "
"your visitors email addresses thanks to the Newsletter or Newsletter Popup "
"CTAs. These snippets will create new contacts in your Email Marketing's "
"mailing list. Learn more `here <https://www.odoo.com/page/email-"
"marketing>`__."
msgstr ""

#: ../../crm/leads/generate/website.rst:75
msgid ""
"Start by installing the Website builder module. From the main dashboard, "
"click on **Apps**, enter \"**Website**\" in the search bar and click on "
"**Install**. You will be automatically redirected to the web interface."
msgstr ""

#: ../../crm/leads/generate/website.rst:84
msgid ""
"A tutorial popup will appear on your screen if this is the first time you "
"use Odoo Website. It will help you get started with the tool and you'll be "
"able to use it in minutes. Therefore, we strongly recommend you to use it."
msgstr ""

#: ../../crm/leads/generate/website.rst:89
msgid "Create a lead by using the Contact Form module"
msgstr ""

#: ../../crm/leads/generate/website.rst:91
msgid ""
"You can effortlessly generate leads via a contact form on your **Contact "
"us** page. To do so, you first need to install the Contact Form module. It "
"will add a contact form in your **Contact us** page and automatically "
"generate a lead from forms submissions."
msgstr ""

#: ../../crm/leads/generate/website.rst:96
msgid ""
"To install it, go back to the backend using the square icon on the upper-"
"left corner of your screen. Then, click on **Apps**, enter \"**Contact "
"Form**\" in the search bar (don't forget to remove the **Apps** tag "
"otherwise you will not see the module appearing) and click on **Install**."
msgstr ""

#: ../../crm/leads/generate/website.rst:104
msgid ""
"Once the module is installed, the below contact form will be integrated to "
"your \"Contact us\" page. This form is linked to Odoo CRM, meaning that all "
"data entered through the form will be captured by the CRM and will create a "
"new lead."
msgstr ""

#: ../../crm/leads/generate/website.rst:112
msgid ""
"Every lead created through the contact form is accessible in the Sales "
"module, by clicking on :menuselection:`Sales --> Leads`. The name of the "
"lead corresponds to the \"Subject\" field on the contact form and all the "
"other information is stored in the corresponding fields within the CRM. As a"
" salesperson, you can add additional information, convert the lead into an "
"opportunity or even directly mark it as Won or Lost."
msgstr ""

#: ../../crm/leads/generate/website.rst:123
msgid "Create a lead using the Form builder module"
msgstr ""

#: ../../crm/leads/generate/website.rst:125
msgid ""
"You can create fully-editable custom forms on any landing page on your "
"website with the Form Builder snippet. As for the Contact Form module, the "
"Form Builder will automatically generate a lead after the visitor has "
"completed the form and clicked on the button **Send**."
msgstr ""

#: ../../crm/leads/generate/website.rst:130
msgid ""
"From the backend, go to Settings and install the \"**Website Form "
"Builder**\" module (don't forget to remove the **Apps** tag otherwise you "
"will not see the modules appearing). Then, back on the website, go to your "
"desired landing page and click on Edit to access the available snippets. The"
" Form Builder snippet lays under the **Feature** section."
msgstr ""

#: ../../crm/leads/generate/website.rst:140
msgid ""
"As soon as you have dropped the snippet where you want the form to appear on"
" your page, a **Form Parameters** window will pop up. From the **Action** "
"drop-down list, select **Create a lead** to automatically create a lead in "
"Odoo CRM. On the **Thank You** field, select the URL of the page you want to"
" redirect your visitor after the form being submitted (if you don't add any "
"URL, the message \"The form has been sent successfully\" will confirm the "
"submission)."
msgstr ""

#: ../../crm/leads/generate/website.rst:151
msgid ""
"You can then start creating your custom form. To add new fields, click on "
"**Select container block** and then on the blue **Customize** button. 3 "
"options will appear:"
msgstr ""

#: ../../crm/leads/generate/website.rst:158
msgid ""
"**Change Form Parameters**: allows you to go back to the Form Parameters and"
" change the configuration"
msgstr ""

#: ../../crm/leads/generate/website.rst:161
msgid ""
"**Add a model field**: allows you to add a field already existing in Odoo "
"CRM from a drop-down list. For example, if you select the Field *Country*, "
"the value entered by the lead will appear under the *Country* field in the "
"CRM - even if you change the name of the field on the form."
msgstr ""

#: ../../crm/leads/generate/website.rst:167
msgid ""
"**Add a custom field**: allows you to add extra fields that don't exist by "
"default in Odoo CRM. The values entered will be added under \"Notes\" within"
" the CRM. You can create any field type : checkbox, radio button, text, "
"decimal number, etc."
msgstr ""

#: ../../crm/leads/generate/website.rst:172
msgid "Any submitted form will create a lead in the backend."
msgstr ""

#: ../../crm/leads/generate/website.rst:175
msgid "From another CMS"
msgstr ""

#: ../../crm/leads/generate/website.rst:177
msgid ""
"If you use Odoo CRM but not Odoo Website, you can still automate your online"
" lead generation process using email gateways by editing the \"Submit\" "
"button of any form and replacing the hyperlink by a mailto corresponding to "
"your email alias (learn how to create your sales alias :doc:`here "
"<emails>`)."
msgstr ""

#: ../../crm/leads/generate/website.rst:183
msgid ""
"For example if the alias of your company is **salesEMEA@mycompany.com**, add"
" ``mailto:salesEMEA@mycompany.com`` into the regular hyperlink code (CTRL+K)"
" to generate a lead into the related sales team in Odoo CRM."
msgstr ""

#: ../../crm/leads/manage.rst:3
msgid "Manage leads"
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:3
msgid "Automate lead assignation to specific sales teams or salespeople"
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:5
msgid ""
"Depending on your business workflow and needs, you may need to dispatch your"
" incoming leads to different sales team or even to specific salespeople. "
"Here are a few example:"
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:9
msgid ""
"Your company has several offices based on different geographical regions. "
"You will want to assign leads based on the region;"
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:12
msgid ""
"One of your sales teams is dedicated to treat opportunities from large "
"companies while another one is specialized for SMEs. You will want to assign"
" leads based on the company size;"
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:16
msgid ""
"One of your sales representatives is the only one to speak foreign languages"
" while the rest of the team speaks English only. Therefore you will want to "
"assign to that person all the leads from non-native English-speaking "
"countries."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:21
msgid ""
"As you can imagine, manually assigning new leads to specific individuals can"
" be tedious and time consuming - especially if your company generates a high"
" volume of leads every day. Fortunately, Odoo CRM allows you to automate the"
" process of lead assignation based on specific criteria such as location, "
"interests, company size, etc. With specific workflows and precise rules, you"
" will be able to distribute all your opportunities automatically to the "
"right sales teams and/or salesman."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:32
msgid ""
"If you have just started with Odoo CRM and haven't set up your sales team "
"nor registered your salespeople, :doc:`read this documentation first "
"<../../overview/started/setup>`."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:36
msgid ""
"You have to install the module **Lead Scoring**. Go to :menuselection:`Apps`"
" and install it if it's not the case already."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:40
msgid "Define rules for a sales team"
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:42
msgid ""
"From the sales module, go to your dashboard and click on the **More** button"
" of the desired sales team, then on **Settings**. If you don't have any "
"sales team yet, :doc:`you need to create one first "
"<../../salesteam/setup/create_team>`."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:50
msgid ""
"On your sales team menu, use in the **Domain** field a specific domain rule "
"(for technical details on the domain refer on the `Building a Module "
"tutorial "
"<https://www.odoo.com/documentation/9.0/howtos/backend.html#domains>`__ or "
"`Syntax reference guide "
"<https://www.odoo.com/documentation/9.0/reference/orm.html#reference-orm-"
"domains>`__) which will allow only the leads matching the team domain."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:56
msgid ""
"For example, if you want your *Direct Sales* team to only receive leads "
"coming from United States and Canada, your domain will be as following :"
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:59
msgid "``[[country_id, 'in', ['United States', 'Canada']]]``"
msgstr "``[[country_id, 'in', ['United States', 'Canada']]]``"

#: ../../crm/leads/manage/automatic_assignation.rst:66
msgid ""
"you can also base your automatic assignment on the score attributed to your "
"leads. For example, we can imagine that you want all the leads with a score "
"under 100 to be assigned to a sales team trained for lighter projects and "
"the leads over 100 to a more experienced sales team. Read more on :doc:`how "
"to score leads here <lead_scoring>`."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:72
msgid "Define rules for a salesperson"
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:74
msgid ""
"You can go one step further in your assignment rules and decide to assign "
"leads within a sales team to a specific salesperson. For example, if I want "
"Toni Buchanan from the *Direct Sales* team to receive only leads coming from"
" Canada, I can create a rule that will automatically assign him leads from "
"that country."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:80
msgid ""
"Still from the sales team menu (see here above), click on the salesperson of"
" your choice under the assignment submenu. Then, enter your rule in the "
"*Domain* field."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:89
msgid ""
"In Odoo, a lead is always assigned to a sales team before to be assigned to "
"a salesperson. Therefore, you need to make sure that the assignment rule of "
"your salesperson is a child of the assignment rule of the sales team."
msgstr ""

#: ../../crm/leads/manage/automatic_assignation.rst:95
#: ../../crm/salesteam/manage/create_salesperson.rst:67
msgid ":doc:`../../overview/started/setup`"
msgstr ":doc:`../../overview/started/setup`"

#: ../../crm/leads/manage/lead_scoring.rst:3
msgid "How to do efficient Lead Scoring?"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:5
msgid ""
"Odoo's Lead Scoring module allows you to give a score to your leads based on"
" specific criteria - the higher the value, the more likely the prospect is "
"“ready for sales”. Therefore, the best leads are automatically assigned to "
"your salespeople so their pipe are not polluted with poor-quality "
"opportunities."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:12
msgid ""
"Lead scoring is a critical component of an effective lead management "
"strategy. By helping your sales representative determine which leads to "
"engage with in order of priority, you will increase their overall conversion"
" rate and your sales team's efficiency."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:22
msgid "Install the Lead Scoring module"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:24
msgid "Start by installing the **Lead Scoring** module."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:26
msgid ""
"Once the module is installed, you should see a new menu "
":menuselection:`Sales --> Leads Management --> Scoring Rules`"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:33
msgid "Create scoring rules"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:35
msgid ""
"Leads scoring allows you to assign a positive or negative score to your "
"prospects based on any demographic or behavioral criteria that you have set "
"(country or origin, pages visited, type of industry, role, etc.). To do so "
"you'll first need to create rules that will assign a score to a given "
"criteria."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:43
msgid ""
"In order to assign the right score to your various rules, you can use these "
"two methods:"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:45
msgid ""
"Establish a list of assets that your ideal customer might possess to "
"interest your company. For example, if you run a local business in "
"California, a prospect coming from San Francisco should have a higher score "
"than a prospect coming from New York."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:49
msgid ""
"Dig into your data to uncover characteristics shared by your closed "
"opportunities and most important clients."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:52
msgid ""
"Please note that this is not an exact science, so you'll need time and "
"feedback from your sales teams to adapt and fine tune your rules until "
"getting the desired result."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:56
msgid ""
"In the **Scoring Rules** menu, click on **Create** to write your first rule."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:61
msgid ""
"First name your rule, then enter a value and a domain (refer on the "
"`official python documentation <https://docs.python.org/2/tutorial/>`__ for "
"more information). For example, if you want to assign 8 points to all the "
"leads coming from **Belgium**, you'll need to give ``8`` as a **value** and "
"``[['country\\_id',=,'Belgium']]`` as a domain."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:68
msgid "Here are some criteria you can use to build a scoring rule :"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:70
msgid "country of origin : ``'country_id'``"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:72
msgid "stage in the sales cycle : ``'stage_id'``"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:74
msgid ""
"email address (e.g. if you want to score the professional email addresses) :"
" ``'email_from'``"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:76
msgid "page visited : ``'score_pageview_ids.url'``"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:78
msgid "name of a marketing campaign : ``'campaign_id'``"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:80
msgid ""
"After having activated your rules, Odoo will give a value to all your new "
"incoming leads. This value can be found directly on your lead's form view."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:88
msgid "Assign high scoring leads to your sales teams"
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:90
msgid ""
"The next step is now to automatically convert your best leads into "
"opportunities. In order to do so, you need to decide what is the minimum "
"score a lead should have to be handed over to a given sales team. Go to your"
" **sales dashboard** and click on the **More** button of your desired sales "
"team, then on **Settings**. Enter your value under the **Minimum score** "
"field."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:100
msgid ""
"From the example above, the **Direct Sales** team will only receive "
"opportunities with a minimum score of ``50``. The prospects with a lower "
"score can either stay in the lead stage or be assigned to another sales team"
" which has set up a different minimum score."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:106
msgid ""
"Organize a meeting between your **Marketing** and **Sales** teams in order "
"to align your objectives and agree on what minimum score makes a sales-ready"
" lead."
msgstr ""

#: ../../crm/leads/manage/lead_scoring.rst:110
msgid ":doc:`automatic_assignation`"
msgstr ":doc:`automatic_assignation`"

#: ../../crm/overview.rst:3
msgid "Overview"
msgstr "概述"

#: ../../crm/overview/main_concepts.rst:3
msgid "Main Concepts"
msgstr "主要概念"

#: ../../crm/overview/main_concepts/introduction.rst:3
msgid "Introduction to Odoo CRM"
msgstr "ODOO CRM 介绍"

#: ../../crm/overview/main_concepts/introduction.rst:11
msgid "Transcript"
msgstr "成绩单"

#: ../../crm/overview/main_concepts/introduction.rst:13
msgid ""
"Hi, my name is Nicholas, I'm a business manager in the textile industry. I "
"sell accessories to retailers. Do you know the difference between a good "
"salesperson and an excellent salesperson? The key is to be productive and "
"organized to do the job. That's where Odoo comes in. Thanks to a well "
"structured organization you'll change a good team into an exceptional team."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:21
msgid ""
"With Odoo CRM, the job is much easier for me and my entire team. When I log "
"in into Odoo CRM, I have a direct overview of my ongoing performance. But "
"also the activity of the next 7 days and the performance of the last month. "
"I see that I overachieved last month when compared to my invoicing target of"
" $200,000. I have a structured approach of my performance."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:28
msgid ""
"If I want to have a deeper look into the details, I click on next actions "
"and I can see that today I have planned a call with Think Big Systems. Once "
"I have done my daily review, I usually go to my pipeline. The process is the"
" same for everyone in the team. Our job is to find resellers and before "
"closing any deal we have to go through different stages. We usually have a "
"first contact to qualify the opportunity, then move into offer & negotiation"
" stage, and closing by a 'won'..Well, that's if all goes well."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:38
msgid ""
"The user interface is really smooth, I can drag and drop any business "
"opportunity from one stage to another in just a few clicks."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:42
msgid ""
"Now I'd like to go further with an interesting contact: a department store. "
"I highlighted their file by changing the color. For each contact, I have a "
"form view where I can access to all necessary information about the contact."
" I see here my opportunity Macy's has an estimated revenue of $50,000 and a "
"success rate of 10%. I need to discuss about this partnership, so I will "
"schedule a meeting straight from the contact form: Macy's partnership "
"meeting. It's super easy to create a new meeting with any contact. I can as "
"well send an email straight from the opportunity form and the answer from "
"the prospect will simply pop up in the system too. Now, let's assume that "
"the meeting took place, therefore I can mark it as done. And the system "
"automatically suggests a next activity. Actually, we configured Odoo with a "
"set of typical activities we follow for every opportunity, and it's great to"
" have a thorough followup. The next activity will be a follow-up email. "
"Browsing from one screen to the other is really simple and adapting to the "
"view too! I can see my opportunitities as a to-do list of next activities "
"for example."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:62
msgid ""
"With Odoo CRM I have a sales management tool that is really efficient and me"
" and my team can be well organized. I have a clear overview of my sales "
"pipeline, meetings, revenues, and more."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:67
msgid ""
"I go back to my pipeline. Macy's got qualified successfully, which mean I "
"can move their file to the next step and I will dapt the expected revenue as"
" discussed. Once I have performed the qualification process, I will create a"
" new quotation based on the feedback I received from my contact. For my "
"existing customers, I can as well quickly discover the activity around them "
"for any Odoo module I use, and continue to discuss about them. It's that "
"simple."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:76
msgid ""
"We have seen how I can manage my daily job as business manager or "
"salesperson. At the end of the journey I would like to have a concrete view "
"of my customer relationships and expected revenues. If I go into the reports"
" in Odoo CRM, I have the possibility to know exactly what's the evolution of"
" the leads over the past months, or have a look at the potential revenues "
"and the performance of the different teams in terms of conversions from "
"leads to opportunities for instance. So with Odoo I can have a clear "
"reporting of every activity based on predefined metrics or favorites. I can "
"search for other filters too and adapt the view. If I want to go in the "
"details, I choose the list view and can click on any item"
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:90
msgid ""
"Odoo CRM is not only a powerful tool to achieve our sales goals with "
"structured activities, performance dashboard, next acitivities and more, but"
" also allows me to:"
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:94
msgid ""
"Use leads to get in the system unqualified but targeted contacts I may have "
"gathered in a conference or through a contact form on my website. Those "
"leads can then be converted into opportunities."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:99
msgid ""
"Manage phone calls from Odoo CRM by using the VoIP app. Call customers, "
"manage a call queue, log calls, schedule calls and next actions to perform."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:103
msgid ""
"Integrate with Odoo Sales to create beautiful online or PDF quotations and "
"turn them into sales orders."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:106
msgid ""
"Use email marketing for marketing campaigns to my customers and prospects."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:109
msgid ""
"Manage my business seamlessly, even on the go. Indeed, Odoo offers a mobile "
"app that lets every business organize key sales activities from leads to "
"quotes."
msgstr ""

#: ../../crm/overview/main_concepts/introduction.rst:113
msgid ""
"Odoo CRM is a powerful, yet easy-to-use app. I firstly used the sales "
"planner to clearly state my objectives and set up our CRM. It will help you "
"getting started quickly too."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:3
msgid "Odoo CRM Terminologies"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:10
msgid "**CRM (Customer relationship management)**:"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:6
msgid ""
"System for managing a company's interactions with current and future "
"customers. It often involves using technology to organize, automate, and "
"synchronize sales, marketing, customer service, and technical support."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:14
msgid "**Sales cycle** :"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:13
msgid ""
"Sequence of phases used by a company to convert a prospect into a customer."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:20
msgid "**Pipeline :**"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:17
msgid ""
"Visual representation of your sales process, from the first contact to the "
"final sale. It refers to the process by which you generate, qualify and "
"close leads through your sales cycle."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:24
msgid "**Sales stage** :"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:23
msgid ""
"In Odoo CRM, a stage defines where an opportunity is in your sales cycle and"
" its probability to close a sale."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:29
msgid "**Lead :**"
msgstr "**线索 :**"

#: ../../crm/overview/main_concepts/terminologies.rst:27
msgid ""
"Someone who becomes aware of your company or someone who you decide to "
"pursue for a sale, even if they don't know about your company yet."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:34
msgid "**Opportunity :**"
msgstr "**商机 :**"

#: ../../crm/overview/main_concepts/terminologies.rst:32
msgid ""
"A lead that has shown an interest in knowing more about your "
"products/services and therefore has been handed over to a sales "
"representative"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:39
msgid "**Customer :**"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:37
msgid ""
"In Odoo CRM, a customer refers to any contact within your database, whether "
"it is a lead, an opportunity, a client or a company."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:45
msgid "**Key Performance Indicator (KPI)** :"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:42
msgid ""
"A KPI is a measurable value that demonstrates how effectively a company is "
"achieving key business objectives. Organizations use KPIs to evaluate their "
"success at reaching targets."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:51
msgid "**Lead scoring** :"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:48
msgid ""
"System assigning a positive or negative score to prospects according to "
"their web activity and personal informations in order to determine whether "
"they are \"ready for sales\" or not."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:62
msgid "**Kanban view :**"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:54
msgid ""
"In Odoo, the Kanban view is a workflow visualisation tool halfway between a "
"`list view <https://www.odoo.com/documentation/8.0/reference/views.html"
"#reference-views-list>`__ and a non-editable `form view "
"<https://www.odoo.com/documentation/8.0/reference/views.html#reference-"
"views-form>`__ and displaying records as \"cards\". Records may be grouped "
"in columns for use in workflow visualisation or manipulation (e.g. tasks or "
"work-progress management), or ungrouped (used simply to visualize records)."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:66
msgid "**List view :**"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:65
msgid ""
"View allowing you to see your objects (contacts, companies, tasks, etc.) "
"listed in a table."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:71
msgid "**Lead generation:**"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:69
msgid ""
"Process by which a company collects relevant datas about potential customers"
" in order to enable a relationship and to push them further down the sales "
"cycle."
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:76
msgid "**Campaign:**"
msgstr ""

#: ../../crm/overview/main_concepts/terminologies.rst:74
msgid ""
"Coordinated set of actions sent via various channels to a target audience "
"and whose goal is to generate leads. In Odoo CRM, you can link a lead to the"
" campaign which he comes from in order to measure its efficiency."
msgstr ""

#: ../../crm/overview/process.rst:3
msgid "Process Overview"
msgstr "过程检视"

#: ../../crm/overview/process/generate_leads.rst:3
msgid "Generating leads with Odoo CRM"
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:6
msgid "What is lead generation?"
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:8
msgid ""
"Lead generation is the process by which a company acquires leads and "
"collects relevant datas about potential customers in order to enable a "
"relationship and to turn them into customers."
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:12
msgid ""
"For example, a website visitor who fills in your contact form to know more "
"about your products and services becomes a lead for your company. Typically,"
" a Customer Relationship Management tool such as Odoo CRM is used to "
"centralize, track and manage leads."
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:18
msgid "Why is lead generation important for my business?"
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:20
msgid ""
"Generating a constant flow of high-quality leads is one of the most "
"important responsibility of a marketing team. Actually, a well-managed lead "
"generation process is like the fuel that will allow your company to deliver "
"great performances - leads bring meetings, meetings bring sales, sales bring"
" revenue and more work."
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:27
msgid "How to generate leads with Odoo CRM?"
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:29
msgid ""
"Leads can be captured through many sources - marketing campaigns, "
"exhibitions and trade shows, external databases, etc. The most common "
"challenge is to successfully gather all the data and to track any lead "
"activity. Storing leads information in a central place such as Odoo CRM will"
" release you of these worries and will help you to better automate your lead"
" generation process, share information with your teams and analyze your "
"sales processes easily."
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:37
msgid "Odoo CRM provides you with several methods to generate leads:"
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:39
msgid ":doc:`../../leads/generate/emails`"
msgstr ":doc:`../../leads/generate/emails`"

#: ../../crm/overview/process/generate_leads.rst:41
msgid ""
"An inquiry email sent to one of your company's generic email addresses can "
"automatically generate a lead or an opportunity."
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:44
msgid ":doc:`../../leads/generate/manual`"
msgstr ":doc:`../../leads/generate/manual`"

#: ../../crm/overview/process/generate_leads.rst:46
msgid ""
"You may want to follow up with a prospective customer met briefly at an "
"exhibition who gave you his business card. You can manually create a new "
"lead and enter all the needed information."
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:50
msgid ":doc:`../../leads/generate/website`"
msgstr ":doc:`../../leads/generate/website`"

#: ../../crm/overview/process/generate_leads.rst:52
msgid ""
"A website visitor who fills in a form automatically generates a lead or an "
"opportunity in Odoo CRM."
msgstr ""

#: ../../crm/overview/process/generate_leads.rst:55
msgid ":doc:`../../leads/generate/import`"
msgstr ":doc:`../../leads/generate/import`"

#: ../../crm/overview/process/generate_leads.rst:57
msgid ""
"You can provide your salespeople lists of prospects - for example for a cold"
" emailing or a cold calling campaign - by importing them from any CSV file."
msgstr ""

#: ../../crm/overview/started.rst:3
msgid "Getting started"
msgstr ""

#: ../../crm/overview/started/setup.rst:3
msgid "How to setup your teams, sales process and objectives?"
msgstr ""

#: ../../crm/overview/started/setup.rst:5
msgid ""
"This quick step-by-step guide will lead you through Odoo CRM and help you "
"handle your sales funnel easily and constantly manage your sales funnel from"
" lead to customer."
msgstr ""

#: ../../crm/overview/started/setup.rst:12
msgid ""
"Create your database from `www.odoo.com/start "
"<http://www.odoo.com/start>`__, select the CRM icon as first app to install,"
" fill in the form and click on *Create now*. You will automatically be "
"directed to the module when the database is ready."
msgstr ""

#: ../../crm/overview/started/setup.rst:22
msgid ""
"You will notice that the installation of the CRM module has created the "
"submodules Chat, Calendar and Contacts. They are mandatory so that every "
"feature of the app is running smoothly."
msgstr ""

#: ../../crm/overview/started/setup.rst:27
msgid "Introduction to the Sales Planner"
msgstr ""

#: ../../crm/overview/started/setup.rst:29
msgid ""
"The Sales Planner is a useful step-by-step guide created to help you "
"implement your sales funnel and define your sales objectives easier. We "
"strongly recommend you to go through every step of the tool the first time "
"you use Odoo CRM and to follow the requirements. Your input are strictly "
"personal and intended as a personal guide and mentor into your work. As it "
"does not interact with the backend, you are free to adapt any detail "
"whenever you feel it is needed."
msgstr ""

#: ../../crm/overview/started/setup.rst:37
msgid ""
"You can reach the Sales Planner from anywhere within the CRM module by "
"clicking on the progress bar located on the upper-right side of your screen."
" It will show you how far you are in the use of the Sales Planner."
msgstr ""

#: ../../crm/overview/started/setup.rst:46
msgid "Set up your first sales team"
msgstr ""

#: ../../crm/overview/started/setup.rst:49
msgid "Create a new team"
msgstr ""

#: ../../crm/overview/started/setup.rst:51
msgid ""
"A Direct Sales team is created by default on your instance. You can either "
"use it or create a new one. Refer to the page "
":doc:`../../salesteam/setup/create_team` for more information."
msgstr ""

#: ../../crm/overview/started/setup.rst:56
msgid "Assign salespeople to your sales team"
msgstr ""

#: ../../crm/overview/started/setup.rst:58
msgid ""
"When your sales teams are created, the next step is to link your salespeople"
" to their team so they will be able to work on the opportunities they are "
"supposed to receive. For example, if within your company Tim is selling "
"products and John is selling maintenance contracts, they will be assigned to"
" different teams and will only receive opportunities that make sense to "
"them."
msgstr ""

#: ../../crm/overview/started/setup.rst:65
msgid ""
"In Odoo CRM, you can create a new user on the fly and assign it directly to "
"a sales team. From the **Dashboard**, click on the button **More** of your "
"selected sales team, then on **Settings**. Then, under the **Assignation** "
"section, click on **Create** to add a new salesperson to the team."
msgstr ""

#: ../../crm/overview/started/setup.rst:71
msgid ""
"From the **Create: salesman** pop up window (see screenshot below), you can "
"assign someone on your team:"
msgstr ""

#: ../../crm/overview/started/setup.rst:74
msgid ""
"Either your salesperson already exists in the system and you will just need "
"to click on it from the drop-down list and it will be assigned to the team"
msgstr ""

#: ../../crm/overview/started/setup.rst:77
msgid ""
"Or you want to assign a new salesperson that doesn't exist into the system "
"yet - you can do it by creating a new user on the fly from the sales team. "
"Just enter the name of your new salesperson and click on Create (see below) "
"to create a new user into the system and directly assign it to your team. "
"The new user will receive an invite email to set his password and log into "
"the system. Refer to :doc:`../../salesteam/manage/create_salesperson` for "
"more information about that process"
msgstr ""

#: ../../crm/overview/started/setup.rst:90
msgid "Set up your pipeline"
msgstr ""

#: ../../crm/overview/started/setup.rst:92
msgid ""
"Now that your sales team is created and your salespeople are linked to it, "
"you will need to set up your pipeline -create the process by which your team"
" will generate, qualify and close opportunities through your sales cycle. "
"Refer to the document :doc:`../../salesteam/setup/organize_pipeline` to "
"define the stages of your pipeline."
msgstr ""

#: ../../crm/overview/started/setup.rst:99
msgid "Set up incoming email to generate opportunities"
msgstr "将获取邮件转为商机的配置"

#: ../../crm/overview/started/setup.rst:101
msgid ""
"In Odoo CRM, one way to generate opportunities into your sales team is to "
"create a generic email address as a trigger. For example, if the personal "
"email address of your Direct team is `direct@mycompany.example.com "
"<mailto:direct@mycompany.example.com>`__\\, every email sent will "
"automatically create a new opportunity into the sales team."
msgstr ""

#: ../../crm/overview/started/setup.rst:108
msgid "Refer to the page :doc:`../../leads/generate/emails` to set it up."
msgstr "参照: :doc:`../../leads/generate/emails`  进行配置."

#: ../../crm/overview/started/setup.rst:111
msgid "Automate lead assignation"
msgstr ""

#: ../../crm/overview/started/setup.rst:113
msgid ""
"If your company generates a high volume of leads every day, it could be "
"useful to automate the assignation so the system will distribute all your "
"opportunities automatically to the right department."
msgstr ""

#: ../../crm/overview/started/setup.rst:117
msgid ""
"Refer to the document :doc:`../../leads/manage/automatic_assignation` for "
"more information."
msgstr ""

#: ../../crm/reporting.rst:3
msgid "Reporting"
msgstr "报表"

#: ../../crm/reporting/analysis.rst:3
msgid ""
"How to analyze the sales performance of your team and get customize reports"
msgstr ""

#: ../../crm/reporting/analysis.rst:5
msgid ""
"As a manager, you need to constantly monitor your team's performance in "
"order to help you take accurate and relevant decisions for the company. "
"Therefore, the **Reporting** section of **Odoo Sales** represents a very "
"important tool that helps you get a better understanding of where your "
"company's strengths, weaknesses and opportunities are, showing you trends "
"and forecasts for key metrics such as the number of opportunities and their "
"expected revenue over time , the close rate by team or the length of sales "
"cycle for a given product or service."
msgstr ""

#: ../../crm/reporting/analysis.rst:14
msgid ""
"Beyond these obvious tracking sales funnel metrics, there are some other "
"KPIs that can be very valuable to your company when it comes to judging "
"sales funnel success."
msgstr ""

#: ../../crm/reporting/analysis.rst:19
msgid "Review pipelines"
msgstr ""

#: ../../crm/reporting/analysis.rst:21
msgid ""
"You will have access to your sales funnel performance from the **Sales** "
"module, by clicking on :menuselection:`Sales --> Reports --> Pipeline "
"analysis`. By default, the report groups all your opportunities by stage "
"(learn more on how to create and customize stage by reading "
":doc:`../salesteam/setup/organize_pipeline`) and expected revenues for the "
"current month. This report is perfect for the **Sales Manager** to "
"periodically review the sales pipeline with the relevant sales teams. Simply"
" by accessing this basic report, you can get a quick overview of your actual"
" sales performance."
msgstr ""

#: ../../crm/reporting/analysis.rst:30
msgid ""
"You can add a lot of extra data to your report by clicking on the "
"**measures** icon, such as :"
msgstr ""

#: ../../crm/reporting/analysis.rst:33
msgid "Expected revenue."
msgstr ""

#: ../../crm/reporting/analysis.rst:35
msgid "overpassed deadline."
msgstr ""

#: ../../crm/reporting/analysis.rst:37
msgid ""
"Delay to assign (the average time between lead creation and lead "
"assignment)."
msgstr ""

#: ../../crm/reporting/analysis.rst:40
msgid "Delay to close (average time between lead assignment and close)."
msgstr ""

#: ../../crm/reporting/analysis.rst:42
msgid "the number of interactions per opportunity."
msgstr ""

#: ../../crm/reporting/analysis.rst:44
msgid "etc."
msgstr ""

#: ../../crm/reporting/analysis.rst:50
msgid ""
"By clicking on the **+** and **-** icons, you can drill up and down your "
"report in order to change the way your information is displayed. For "
"example, if I want to see the expected revenues of my **Direct Sales** team,"
" I need to click on the **+** icon on the vertical axis then on **Sales "
"Team**."
msgstr ""

#: ../../crm/reporting/analysis.rst:55
msgid ""
"Depending on the data you want to highlight, you may need to display your "
"reports in a more visual view. Odoo **CRM** allows you to transform your "
"report in just a click thanks to 3 graph views : **Pie Chart**, **Bar "
"Chart** and **Line Chart**. These views are accessible through the icons "
"highlighted on the screenshot below."
msgstr ""

#: ../../crm/reporting/analysis.rst:65
msgid "Customize reports"
msgstr "定制报表"

#: ../../crm/reporting/analysis.rst:67
msgid ""
"You can easily customize your analysis reports depending on the **KPIs** "
"(see :doc:`../overview/main_concepts/terminologies`) you want to access. To "
"do so, use the **Advanced search view** located in the right hand side of "
"your screen, by clicking on the magnifying glass icon at the end of the "
"search bar button. This function allows you to highlight only selected data "
"on your report. The **filters** option is very useful in order to display "
"some categories of opportunities, while the **Group by** option improves the"
" readability of your reports according to your needs. Note that you can "
"filter and group by any existing field from your CRM, making your "
"customization very flexible and powerful."
msgstr ""

#: ../../crm/reporting/analysis.rst:82
msgid ""
"You can save and reuse any customized filter by clicking on **Favorites** "
"from the **Advanced search view** and then on **Save current search**. The "
"saved filter will then be accessible from the **Favorites** menu."
msgstr ""

#: ../../crm/reporting/analysis.rst:87
msgid ""
"Here are a few examples of customized reports that you can use to monitor "
"your sales' performances :"
msgstr ""

#: ../../crm/reporting/analysis.rst:91
msgid "Evaluate the current pipeline of each of your salespeople"
msgstr ""

#: ../../crm/reporting/analysis.rst:93
msgid ""
"From your pipeline analysis report, make sure first that the **Expected "
"revenue** option is selected under the **Measures** drop-down list. Then, "
"use the **+** and **-** icons and add **Salesperson** and **Stage** to your "
"vertical axis, and filter your desired salesperson. Then click on the "
"**graph view** icon to display a visual representation of your salespeople "
"by stage. This custom report allows you to easily overview the sales "
"activities of your salespeople."
msgstr ""

#: ../../crm/reporting/analysis.rst:105
msgid "Forecast monthly revenue by sales team"
msgstr ""

#: ../../crm/reporting/analysis.rst:107
msgid ""
"In order to predict monthly revenue and to estimate the short-term "
"performances of your teams, you need to play with two important metrics : "
"the **expected revenue** and the **expected closing**."
msgstr ""

#: ../../crm/reporting/analysis.rst:111
msgid ""
"From your pipeline analysis report, make sure first that the **Expected "
"revenue** option is selected under the **Measures** drop-down list. Then "
"click on the **+** icon from the vertical axis and select **Sales team**. "
"Then, on the horizontal axis, click on the **+** icon and select **Expected "
"closing.**"
msgstr ""

#: ../../crm/reporting/analysis.rst:121
msgid ""
"In order to keep your forecasts accurate and relevant, make sure your "
"salespeople correctly set up the expected closing and the expected revenue "
"for each one of their opportunities"
msgstr ""

#: ../../crm/reporting/analysis.rst:126
msgid ":doc:`../salesteam/setup/organize_pipeline`"
msgstr ":doc:`../salesteam/setup/organize_pipeline`"

#: ../../crm/reporting/review.rst:3
msgid "How to review my personal sales activities (new sales dashboard)"
msgstr ""

#: ../../crm/reporting/review.rst:5
msgid ""
"Sales professionals are struggling everyday to hit their target and follow "
"up on sales activities. They need to access anytime some important metrics "
"in order to know how they are performing and better organize their daily "
"work."
msgstr ""

#: ../../crm/reporting/review.rst:10
msgid ""
"Within the Odoo CRM module, every team member has access to a personalized "
"and individual dashboard with a real-time overview of:"
msgstr ""

#: ../../crm/reporting/review.rst:13
msgid ""
"Top priorities: they instantly see their scheduled meetings and next actions"
msgstr ""

#: ../../crm/reporting/review.rst:16
msgid ""
"Sales performances : they know exactly how they perform compared to their "
"monthly targets and last month activities."
msgstr ""

#: ../../crm/reporting/review.rst:26
msgid "Install the CRM application"
msgstr ""

#: ../../crm/reporting/review.rst:28
msgid ""
"In order to manage your sales funnel and track your opportunities, you need "
"to install the CRM module, from the **Apps** icon."
msgstr ""

#: ../../crm/reporting/review.rst:35
msgid "Create opportunities"
msgstr "创建商机"

#: ../../crm/reporting/review.rst:37
msgid ""
"If your pipeline is empty, your sales dashboard will look like the "
"screenshot below. You will need to create a few opportunities to activate "
"your dashboard (read the related documentation "
":doc:`../leads/generate/manual` to learn more)."
msgstr ""

#: ../../crm/reporting/review.rst:45
msgid ""
"Your dashboard will update in real-time based on the informations you will "
"log into the CRM."
msgstr ""

#: ../../crm/reporting/review.rst:49
msgid ""
"you can click anywhere on the dashboard to get a detailed analysis of your "
"activities. Then, you can easily create favourite reports and export to "
"excel."
msgstr ""

#: ../../crm/reporting/review.rst:54
msgid "Daily tasks to process"
msgstr ""

#: ../../crm/reporting/review.rst:56
msgid ""
"The left part of the sales dashboard (labelled **To Do**) displays the "
"number of meetings and next actions (for example if you need to call a "
"prospect or to follow-up by email) scheduled for the next 7 days."
msgstr ""

#: ../../crm/reporting/review.rst:64
msgid "Meetings"
msgstr ""

#: ../../crm/reporting/review.rst:66
msgid ""
"In the example here above, I see that I have no meeting scheduled for today "
"and 3 meeting scheduled for the next 7 days. I just have to click on the "
"**meeting** button to access my calendar and have a view on my upcoming "
"appointments."
msgstr ""

#: ../../crm/reporting/review.rst:75
msgid "Next actions"
msgstr ""

#: ../../crm/reporting/review.rst:77
msgid ""
"Back on the above example, I have 1 activity requiring an action from me. If"
" I click on the **Next action** green button, I will be redirected to the "
"contact form of the corresponding opportunity."
msgstr ""

#: ../../crm/reporting/review.rst:84
msgid ""
"Under the **next activity** field, I see that I had planned to send a "
"brochure by email today. As soon as the activity is completed, I can click "
"on **done** (or **cancel**) in order to remove this opportunity from my next"
" actions."
msgstr ""

#: ../../crm/reporting/review.rst:90
msgid ""
"When one of your next activities is overdue, it will appear in orange in "
"your dashboard."
msgstr ""

#: ../../crm/reporting/review.rst:94
msgid "Performances"
msgstr ""

#: ../../crm/reporting/review.rst:96
msgid ""
"The right part of your sales dashboard is about my sales performances. I "
"will be able to evaluate how I am performing compared to my targets (which "
"have been set up by my sales manager) and my activities of the last month."
msgstr ""

#: ../../crm/reporting/review.rst:105
msgid "Activities done"
msgstr ""

#: ../../crm/reporting/review.rst:107
msgid ""
"The **activities done** correspond to the next actions that have been "
"completed (meaning that you have clicked on **done** under the **next "
"activity** field). When I click on it, I will access a detailed reporting "
"regarding the activities that I have completed."
msgstr ""

#: ../../crm/reporting/review.rst:116
msgid "Won in opportunities"
msgstr ""

#: ../../crm/reporting/review.rst:118
msgid ""
"This section will sum up the expected revenue of all the opportunities "
"within my pipeline with a stage **Won**."
msgstr ""

#: ../../crm/reporting/review.rst:125
msgid "Quantity invoiced"
msgstr ""

#: ../../crm/reporting/review.rst:127
msgid ""
"This section will sum up the amount invoiced to my opportunities. For more "
"information about the invoicing process, refer to the related documentation:"
" :doc:`../../accounting/receivables/customer_invoices/overview`"
msgstr ""

#: ../../crm/reporting/review.rst:132
msgid ":doc:`analysis`"
msgstr ":doc:`analysis`"

#: ../../crm/sale_ebay.rst:3
msgid "eBay"
msgstr ""

#: ../../crm/salesteam.rst:3 ../../crm/salesteam/setup.rst:3
msgid "Sales Team"
msgstr "销售团队"

#: ../../crm/salesteam/manage.rst:3
msgid "Manage salespeople"
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:3
msgid "How to create a new salesperson?"
msgstr "如何创建新的销售人员?"

#: ../../crm/salesteam/manage/create_salesperson.rst:6
msgid "Create a new user"
msgstr "创建新的用户"

#: ../../crm/salesteam/manage/create_salesperson.rst:8
msgid ""
"From the Settings module, go to the submenu :menuselection:`Users --> Users`"
" and click on **Create**. Add first the name of your new salesperson and his"
" professional email address - the one he will use to log in to his Odoo "
"instance - and a picture."
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:16
msgid ""
"Under \"Access Rights\", you can choose which applications your user can "
"access and use. Different levels of rights are available depending on the "
"app. For the Sales application, you can choose between three levels:"
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:20
msgid "**See own leads**: the user will be able to access his own data only"
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:22
msgid ""
"**See all leads**: the user will be able to access all records of every "
"salesman in the sales module"
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:25
msgid ""
"**Manager**: the user will be able to access the sales configuration as well"
" as the statistics reports"
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:28
msgid ""
"When you're done editing the page and have clicked on **Save**, an "
"invitation email will automatically be sent to the user, from which he will "
"be able to log into his personal account."
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:36
msgid "Register your user into his sales team"
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:38
msgid ""
"Your user is now registered in Odoo and can log in to his own session. You "
"can also add him to the sales team of your choice. From the sales module, go"
" to your dashboard and click on the **More** button of the desired sales "
"team, then on **Settings**."
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:49
msgid ""
"If you need to create a new sales team first, refer to the page "
":doc:`../setup/create_team`"
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:51
msgid ""
"Then, under \"Team Members\", click on **Add** and select the name of your "
"salesman from the list. The salesperson is now successfully added to your "
"sales team."
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:60
msgid ""
"You can also add a new salesperson on the fly from your sales team even "
"before he is registered as an Odoo user. From the above screenshot, click on"
" \"Create\" to add your salesperson and enter his name and email address. "
"After saving, the salesperson will receive an invite containing a link to "
"set his password. You will then be able to define his accesses rights under "
"the :menuselection:`Settings --> Users` menu."
msgstr ""

#: ../../crm/salesteam/manage/create_salesperson.rst:69
msgid ":doc:`../setup/create_team`"
msgstr ":doc:`../setup/create_team`"

#: ../../crm/salesteam/manage/reward.rst:3
msgid "How to motivate and reward my salespeople?"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:5
msgid ""
"Challenging your employees to reach specific targets with goals and rewards "
"is an excellent way to reinforce good habits and improve your salespeople "
"productivity. The **Gamification** app of Odoo gives you simple and creative"
" ways to motivate and evaluate your employees with real-time recognition and"
" badges inspired by game mechanics."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:14
msgid ""
"From the **Apps** menu, search and install the **Gamification** module. You "
"can also install the **CRM gamification** app, which will add some useful "
"data (goals and challenges) that can be used related to the usage of the "
"**CRM/Sale** modules."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:23
msgid "Create a challenge"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:25
msgid ""
"You will now be able to create your first challenge from the menu "
":menuselection:`Settings --> Gamification Tools --> Challenges`."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:29
msgid ""
"As the gamification tool is a one-time technical setup, you will need to "
"activate the technical features in order to access the configuration. In "
"order to do so, click on the interrogation mark available from any app "
"(upper-right) and click on **About** and then **Activate the developer "
"mode**."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:38
msgid ""
"A challenge is a mission that you will send to your salespeople. It can "
"include one or several goals and is set up for a specific period of time. "
"Configure your challenge as follows:"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:42
msgid "Assign the salespeople to be challenged"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:44
msgid "Assign a responsible"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:46
msgid "Set up the periodicity along with the start and the end date"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:48
msgid "Select your goals"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:50
msgid "Set up your rewards (badges)"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:53
msgid ""
"Badges are granted when a challenge is finished. This is either at the end "
"of a running period (eg: end of the month for a monthly challenge), at the "
"end date of a challenge (if no periodicity is set) or when the challenge is "
"manually closed."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:58
msgid ""
"For example, on the screenshot below, I have challenged 2 employees with a "
"**Monthly Sales Target**. The challenge will be based on 2 goals: the total "
"amount invoiced and the number of new leads generated. At the end of the "
"month, the winner will be granted with a badge."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:67
msgid "Set up goals"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:69
msgid ""
"The users can be evaluated using goals and numerical objectives to reach. "
"**Goals** are assigned through **challenges** to evaluate (see here above) "
"and compare members of a team with each others and through time."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:74
msgid ""
"You can create a new goal on the fly from a **Challenge**, by clicking on "
"**Add new item** under **Goals**. You can select any business object as a "
"goal, according to your company's needs, such as :"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:78
msgid "number of new leads,"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:80
msgid "time to qualify a lead or"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:82
msgid ""
"total amount invoiced in a specific week, month or any other time frame "
"based on your management preferences."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:89
msgid ""
"Goals may include your database setup as well (e.g. set your company data "
"and a timezone, create new users, etc.)."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:93
msgid "Set up rewards"
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:95
msgid ""
"For non-numerical achievements, **badges** can be granted to users. From a "
"simple *thank you* to an exceptional achievement, a badge is an easy way to "
"exprimate gratitude to a user for their good work."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:99
msgid ""
"You can easily create a grant badges to your employees based on their "
"performance under :menuselection:`Gamification Tools --> Badges`."
msgstr ""

#: ../../crm/salesteam/manage/reward.rst:106
msgid ":doc:`../../reporting/analysis`"
msgstr ""

#: ../../crm/salesteam/setup/create_team.rst:3
msgid "How to create a new team?"
msgstr ""

#: ../../crm/salesteam/setup/create_team.rst:5
msgid ""
"In the Sales module, your sales teams are accessible from the **Dashboard** "
"menu. If you start from a new instance, you will find a sales team installed"
" by default : Direct sales. You can either start using that default sales "
"team and edit it (refer to the section *Create and Organize your stages* "
"from the page :doc:`organize_pipeline`) or create a new one from scratch."
msgstr ""

#: ../../crm/salesteam/setup/create_team.rst:12
msgid ""
"To create a new team, go to :menuselection:`Configuration --> Sales Teams` "
"and click on **Create**."
msgstr ""

#: ../../crm/salesteam/setup/create_team.rst:18
msgid "Fill in the fields :"
msgstr ""

#: ../../crm/salesteam/setup/create_team.rst:20
msgid "Enter the name of your team"
msgstr ""

#: ../../crm/salesteam/setup/create_team.rst:22
msgid "Select your team leader"
msgstr ""

#: ../../crm/salesteam/setup/create_team.rst:24
msgid "Select your team members"
msgstr ""

#: ../../crm/salesteam/setup/create_team.rst:26
msgid ""
"Don't forget to tick the \"Opportunities\" box if you want to manage "
"opportunities from it and to click on SAVE when you're done. Your can now "
"access your new team from your Dashboard."
msgstr ""

#: ../../crm/salesteam/setup/create_team.rst:35
msgid ""
"If you started to work on an empty database and didn't create new users, "
"refer to the page :doc:`../manage/create_salesperson`."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:3
msgid "Set up and organize your sales pipeline"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:5
msgid ""
"A well structured sales pipeline is crucial in order to keep control of your"
" sales process and to have a 360-degrees view of your leads, opportunities "
"and customers."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:9
msgid ""
"The sales pipeline is a visual representation of your sales process, from "
"the first contact to the final sale. It refers to the process by which you "
"generate, qualify and close leads through your sales cycle. In Odoo CRM, "
"leads are brought in at the left end of the sales pipeline in the Kanban "
"view and then moved along to the right from one stage to another."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:16
msgid ""
"Each stage refers to a specific step in the sale cycle and specifically the "
"sale-readiness of your potential customer. The number of stages in the sales"
" funnel varies from one company to another. An example of a sales funnel "
"will contain the following stages: *Territory, Qualified, Qualified Sponsor,"
" Proposition, Negotiation, Won, Lost*."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:26
msgid ""
"Of course, each organization defines the sales funnel depending on their "
"processes and workflow, so more or fewer stages may exist."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:30
msgid "Create and organize your stages"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:33
msgid "Add/ rearrange stages"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:35
msgid ""
"From the sales module, go to your dashboard and click on the **PIPELINE** "
"button of the desired sales team. If you don't have any sales team yet, you "
"need to create one first."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:46
msgid ""
"From the Kanban view of your pipeline, you can add stages by clicking on "
"**Add new column.** When a column is created, Odoo will then automatically "
"propose you to add another column in order to complete your process. If you "
"want to rearrange the order of your stages, you can easily do so by dragging"
" and dropping the column you want to move to the desired location."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:58
msgid ""
"You can add as many stages as you wish, even if we advise you not having "
"more than 6 in order to keep a clear pipeline"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:64
msgid ""
"Some companies use a pre qualification step to manage their leads before to "
"convert them into opportunities. To activate the lead stage, go to "
":menuselection:`Configuration --> Settings` and select the radio button as "
"shown below. It will create a new submenu **Leads** under **Sales** that "
"gives you access to a listview of all your leads."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:74
msgid "Set up stage probabilities"
msgstr "设置阶段概率"

#: ../../crm/salesteam/setup/organize_pipeline.rst:77
msgid "What is a stage probability?"
msgstr "什么是阶段概率"

#: ../../crm/salesteam/setup/organize_pipeline.rst:79
msgid ""
"To better understand what are the chances of closing a deal for a given "
"opportunity in your pipe, you have to set up a probability percentage for "
"each of your stages. That percentage refers to the success rate of closing "
"the deal."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:84
msgid ""
"Setting up stage probabilities is essential if you want to estimate the "
"expected revenues of your sales cycle"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:88
msgid ""
"For example, if your sales cycle contains the stages *Territory, Qualified, "
"Qualified Sponsor, Proposition, Negotiation, Won and Lost,* then your "
"workflow could look like this :"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:92
msgid ""
"**Territory** : opportunity just received from Leads Management or created "
"from a cold call campaign. Customer's Interest is not yet confirmed."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:96
msgid "*Success rate : 5%*"
msgstr "*成功率 : 5%*"

#: ../../crm/salesteam/setup/organize_pipeline.rst:98
msgid ""
"**Qualified** : prospect's business and workflow are understood, pains are "
"identified and confirmed, budget and timing are known"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:101
msgid "*Success rate : 15%*"
msgstr "*成功率 : 15%*"

#: ../../crm/salesteam/setup/organize_pipeline.rst:103
msgid ""
"**Qualified sponsor**: direct contact with decision maker has been done"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:106
msgid "*Success rate : 25%*"
msgstr "*成功率 : 25%*"

#: ../../crm/salesteam/setup/organize_pipeline.rst:108
msgid "**Proposition** : the prospect received a quotation"
msgstr "**提案**：潜在顾客收到了一个报价"

#: ../../crm/salesteam/setup/organize_pipeline.rst:110
msgid "*Success rate : 50%*"
msgstr "*成功率 : 50%*"

#: ../../crm/salesteam/setup/organize_pipeline.rst:112
msgid "**Negotiation**: the prospect negotiates his quotation"
msgstr "**谈判**：和潜在客户针对给他的报价进行谈判"

#: ../../crm/salesteam/setup/organize_pipeline.rst:114
msgid "*Success rate : 75%*"
msgstr "*成功率 : 75%*"

#: ../../crm/salesteam/setup/organize_pipeline.rst:116
msgid ""
"**Won** : the prospect confirmed his quotation and received a sales order. "
"He his now a customer"
msgstr "**赢得**：潜在客户确认了给他的报价单，已经收到销售订单，他现在已经是客户了"

#: ../../crm/salesteam/setup/organize_pipeline.rst:119
msgid "*Success rate : 100%*"
msgstr "*成功率 : 100%*"

#: ../../crm/salesteam/setup/organize_pipeline.rst:121
msgid "**Lost** : the prospect is no longer interested"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:123
msgid "*Success rate : 0%*"
msgstr "*成功率 : 0%*"

#: ../../crm/salesteam/setup/organize_pipeline.rst:127
msgid ""
"Within your pipeline, each stage should correspond to a defined goal with a "
"corresponding probability. Every time you move your opportunity to the next "
"stage, your probability of closing the sale will automatically adapt."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:131
msgid ""
"You should consider using probability value as **100** when the deal is "
"closed-won and **0** for deal closed-lost."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:135
msgid "How to set up stage probabilities?"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:137
msgid ""
"To edit a stage, click on the **Settings** icon at the right of the desired "
"stage then on EDIT"
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:143
msgid ""
"Select the Change probability automatically checkbox to let Odoo adapt the "
"probability of the opportunity to the probability defined in the stage. For "
"example, if you set a probability of 0% (Lost) or 100% (Won), Odoo will "
"assign the corresponding stage when the opportunity is marked as Lost or "
"Won."
msgstr ""

#: ../../crm/salesteam/setup/organize_pipeline.rst:151
msgid ""
"Under the requirements field you can enter the internal requirements for "
"this stage. It will appear as a tooltip when you place your mouse over the "
"name of a stage."
msgstr ""