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[ADD] Add crm_lead_approval module
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‎crm_lead_approval/README.rst

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=================
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CRM Lead Approval
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=================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:735245e54463fae2254dcd6790ba909be3fd49ff8ffcb6119b2dbad96172d7fc
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github
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:target: https://github.com/OCA/crm/tree/17.0/crm_lead_approval
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:alt: OCA/crm
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/crm-17-0/crm-17-0-crm_lead_approval
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=17.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module enables an approval process for opportunities in the CRM.
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Approvals can be configured according to Sales Teams or CRM Tags and
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then matching opportunities can be submitted to the approval process
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through a dedicated button.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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1. Navigate to the CRM settings.
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2. Add the relevant Sales Teams and/or CRM Tags to the "Sales Teams
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opportunities approval" and "CRM Tags opportunities approval"
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settings.
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Once configured, the approval button will appear in leads, allowing them
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to enter the approval process, but only for opportunities associated
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with the specified Sales Teams or CRM Tags.
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Usage
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=====
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#. Access your leads in the CRM:
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- Go to *CRM > Sales > My Pipeline*.
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- Open an existing lead or create a new one.
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#. Provide an opinion on the lead:
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- Locate the approval button "Approve/Refuse" on the left side of the
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screen (visible only if you have the necessary permissions).
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- Click the button, and an approval popup will appear.
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- Optionally, add a comment to justify your opinion.
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- Click one of the following buttons to confirm and submit your opinion:
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"Approve", "Reserved", or "Disapprove".
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#. Message added to the lead's chatter:
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- Once the opinion is submitted, a message will automatically be added
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to the lead's chatter, recording the opinion and any accompanying
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comment.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_lead_approval%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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-------
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* INVITU SARL
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Contributors
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------------
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- Cyril VINH-TUNG <cyril@invitu.com>
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- Vehiana TEPUHIARII <vehi@invitu.com>
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Maintainers
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-----------
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/17.0/crm_lead_approval>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

‎crm_lead_approval/__init__.py

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# Copyright 2024 INVITU SARL
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# License AGPL-3 or later (https://www.gnu.org/licenses/agpl.html).
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from . import models
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from . import wizard

‎crm_lead_approval/__manifest__.py

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# Copyright 2024 INVITU SARL
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# License AGPL-3 or later (https://www.gnu.org/licenses/agpl.html).
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{
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"name": "CRM Lead Approval",
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"summary": "This module allows to approve or not a lead.",
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"version": "17.0.1.0.0",
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"category": "Customer Relationship Management",
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"author": "INVITU SARL, Odoo Community Association (OCA)",
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"license": "AGPL-3",
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"website": "https://github.com/OCA/crm",
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"depends": [
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"crm",
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],
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"data": [
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"security/ir.model.access.csv",
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"views/res_config_settings.xml",
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"wizard/approval_wizard_views.xml",
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"views/crm_lead_views.xml",
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],
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}

‎crm_lead_approval/i18n/crm_lead_approval.pot

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# Translation of Odoo Server.
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# This file contains the translation of the following modules:
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# * crm_lead_approval
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#
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo Server 17.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2025-01-16 21:00+0000\n"
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"PO-Revision-Date: 2025-01-16 21:00+0000\n"
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"Last-Translator: \n"
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"Language-Team: \n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: \n"
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"Plural-Forms: \n"
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#. module: crm_lead_approval
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#: model_terms:ir.ui.view,arch_db:crm_lead_approval.res_config_settings_approved_teams
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msgid ""
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"Allow opportunities to proceed through the approval process with these CRM "
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"Tags."
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msgstr ""
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#. module: crm_lead_approval
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#: model:ir.actions.act_window,name:crm_lead_approval.action_crm_approval_wizard
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#: model:ir.model.fields,field_description:crm_lead_approval.field_crm_lead__approval
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msgid "Approval"
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msgstr ""
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#. module: crm_lead_approval
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#: model:ir.model.fields,field_description:crm_lead_approval.field_res_company__approval_tag_ids
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msgid "Approval Tag"
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msgstr ""
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#. module: crm_lead_approval
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#: model:ir.model.fields,field_description:crm_lead_approval.field_res_company__approval_team_ids
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msgid "Approval Team"
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msgstr ""
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#. module: crm_lead_approval
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#: model_terms:ir.ui.view,arch_db:crm_lead_approval.view_crm_approval_wizard_form
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msgid "Approval wizard"
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msgstr ""
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#. module: crm_lead_approval
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#: model:ir.model.fields.selection,name:crm_lead_approval.selection__crm_lead__approval__done
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#: model_terms:ir.ui.view,arch_db:crm_lead_approval.view_crm_approval_wizard_form
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msgid "Approve"
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msgstr ""
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#. module: crm_lead_approval
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#: model_terms:ir.ui.view,arch_db:crm_lead_approval.view_crm_lead_form_approval
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msgid "Approve/Refuse"
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msgstr ""
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#. module: crm_lead_approval
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#: model:ir.model,name:crm_lead_approval.model_crm_approval_wizard
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msgid "CRM Approval Wizard"
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msgstr ""
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#. module: crm_lead_approval
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#: model:ir.model.fields,field_description:crm_lead_approval.field_res_config_settings__approval_tag_ids
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msgid "CRM Tags opportunities approval"
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msgstr ""
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#. module: crm_lead_approval
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#: model_terms:ir.ui.view,arch_db:crm_lead_approval.view_crm_approval_wizard_form
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msgid "Cancel"
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msgstr ""
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#. module: crm_lead_approval
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#: model:ir.model.fields,help:crm_lead_approval.field_res_config_settings__approval_tag_ids
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msgid "Choose CRM tags for which you want opportunity approval"
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msgstr ""
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#. module: crm_lead_approval
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#: model:ir.model.fields,help:crm_lead_approval.field_res_config_settings__approval_team_ids
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msgid "Choose Sales Teams for which you want opportunity approval"
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msgstr ""
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#. module: crm_lead_approval
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#: model:ir.model,name:crm_lead_approval.model_res_company
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msgid "Companies"
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msgstr ""
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#. module: crm_lead_approval
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#: model:ir.model,name:crm_lead_approval.model_res_config_settings
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msgid "Config Settings"
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msgstr ""
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#. module: crm_lead_approval
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#: model:ir.model.fields,field_description:crm_lead_approval.field_crm_approval_wizard__create_uid
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msgid "Created by"
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msgstr ""
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#. module: crm_lead_approval
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#: model:ir.model.fields,field_description:crm_lead_approval.field_crm_approval_wizard__create_date
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msgid "Created on"
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msgstr ""
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#. module: crm_lead_approval
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#: model:ir.model.fields.selection,name:crm_lead_approval.selection__crm_lead__approval__blocked
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#: model_terms:ir.ui.view,arch_db:crm_lead_approval.view_crm_approval_wizard_form
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msgid "Disapprove"
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msgstr ""
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#. module: crm_lead_approval
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#: model:ir.model.fields,field_description:crm_lead_approval.field_crm_approval_wizard__display_name
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msgid "Display Name"
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msgstr ""
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#. module: crm_lead_approval
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#: model_terms:ir.ui.view,arch_db:crm_lead_approval.res_config_settings_approved_teams
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msgid ""
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"Enable these Sales Teams to provide their approval in the opportunities "
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"assigned to them."
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msgstr ""
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#. module: crm_lead_approval
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#: model:ir.model.fields,field_description:crm_lead_approval.field_crm_approval_wizard__id
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msgid "ID"
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msgstr ""
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#. module: crm_lead_approval
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#: model:ir.model.fields,help:crm_lead_approval.field_crm_lead__to_be_approved
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msgid ""
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"Indicates whether the record required approval or not"
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msgstr ""
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#. module: crm_lead_approval
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#: model:ir.model.fields,field_description:crm_lead_approval.field_crm_approval_wizard__write_uid
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msgid "Last Updated by"
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msgstr ""
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#. module: crm_lead_approval
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#: model:ir.model.fields,field_description:crm_lead_approval.field_crm_approval_wizard__write_date
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msgid "Last Updated on"
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msgstr ""
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#. module: crm_lead_approval
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#: model:ir.model,name:crm_lead_approval.model_crm_lead
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msgid "Lead/Opportunity"
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msgstr ""
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#. module: crm_lead_approval
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#: model:ir.model.fields.selection,name:crm_lead_approval.selection__crm_lead__approval__none
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msgid "None"
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msgstr ""
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#. module: crm_lead_approval
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#: model:ir.model.fields,field_description:crm_lead_approval.field_crm_approval_wizard__approval_comment
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msgid "Observation"
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msgstr ""
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#. module: crm_lead_approval
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#: model:ir.model.fields,field_description:crm_lead_approval.field_crm_approval_wizard__lead_id
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msgid "Opportunity"
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msgstr ""
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#. module: crm_lead_approval
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#: model:ir.model.fields.selection,name:crm_lead_approval.selection__crm_lead__approval__normal
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#: model_terms:ir.ui.view,arch_db:crm_lead_approval.view_crm_approval_wizard_form
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msgid "Reserved"
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msgstr ""
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#. module: crm_lead_approval
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#: model:ir.model.fields,field_description:crm_lead_approval.field_res_config_settings__approval_team_ids
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msgid "Sales Teams opportunities approval"
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msgstr ""
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#. module: crm_lead_approval
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#: model:ir.model.fields,field_description:crm_lead_approval.field_crm_lead__to_be_approved
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msgid "To be approved"
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msgstr ""

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