Přejít na obsah
Menu
You need to be registered to interact with the community.
This question has been flagged
2 Odpovědi
2885 Zobrazení

According to the client's request, one opportunity should be held by two employees at the same time, and the rest of the sales staff should not see it in the CRM funnel at all.

Is there an option in ODOO 17 to add a second employee as Salesperson for Opportunity?

I would like only these two salespersons to be able to see their opportunity in their CRM funnel and not be able to see other opportunities in the funnel. 


Thank you for your advice!

Avatar
Zrušit
Autor Nejlepší odpověď

Thanks for the answer. How do I configure the other settings so that the second user sees the first user's opportunity in their CRM funnel by default?

Avatar
Zrušit
Nejlepší odpověď

Hi,

In Odoo 17, the field salesperson is many2one, which means you can only add one sales person to an opportunity. To add multiple salespersons, you can add another field which relates to users and add them as many2many. It is not advised to change the existing field, because that field may be used elsewhere and that can cause inconsistencies.


Hope it helps

Avatar
Zrušit

can we do something like this in 16. I have added a field as user and in drop down i added second salesperson. But still that list not coming in "My Pipeline". This required by us also.

https://www.odoo.com/tr_TR/forum/yardim-1/two-salespersons-for-one-opportunity-244831

Related Posts Odpovědi Zobrazení Aktivita
0
pro 24
1496
0
zář 24
1523
4
úno 24
2607
2
říj 22
2610
1
bře 21
2668