콘텐츠로 건너뛰기
메뉴
커뮤니티에 참여하려면 회원 가입을 하시기 바랍니다.
신고된 질문입니다
3 답글
8161 화면

I want to make automated action that would assign person on lead/opportunity every time stages is changed depending on what person (user) is chosen for given stage. I know firstly I would need to expand crm.case.stage module, so there you could add users that belong to particular stage. So with that information, automated action would check what user must be assigned if stage changes. Fro example let say there are three stages - first, second and third. So user1 belongs to first stage, user2, belongs to stage2 and three. When stage changes to second, it assigns that lead/opportunity to user2.

I think it should looks something like this example (assigns sales team to sales deparament on lead/opportunity):

sales_team = self.pool.get('ir.model.data').get_object(cr, uid, 'crm', 'section_sales_department')
object.write({'section_id': sales_team.id})

But this action only assigns specific sales team. It would be best to have an approach that universally selects which user needs to be assigned depending on a stage and user added to that stage.

Any suggestions?

아바타
취소

Have you found any solution ?

베스트 답변

You could just assign sales teams making user1 a child team of user two and only able to use or see there stage. Then when it's time for the next stage you escalate the lead to the next team and define an auto saleman assignment for each team.

아바타
취소
베스트 답변

Hi John, 

Do you have the code for an auto escalate?

아바타
취소
관련 게시물 답글 화면 활동
3
4월 24
2389
1
9월 23
2225
0
10월 24
6921
5
7월 20
6176
2
7월 17
7590