콘텐츠로 건너뛰기
메뉴
커뮤니티에 참여하려면 회원 가입을 하시기 바랍니다.
신고된 질문입니다
1 회신
3896 화면

Often in our sales process we deal with multiple people in the customer organisation. Can we add multiple customer contacts onto an opportunity?

If that is possible, I would then like the opportunity chatter log to show all email correspondence between all the contacts for that opportunity and all the internal staff. Is that possible?

아바타
취소

Hey,

I don't quite understand how this question has been deemed as "solved". You're not able to have multiple stakeholders to a single opportunity. You can add followers, but it's not the same thing. Odoo is the only CRM I know that doesn't allow for more than one contact per deal.

If I'm wrong and I have misunderstood, and love to hear it. I'm looking for a solution myself, but Odoo doesn't allow to make my sales efforts efficient.

thank you.
Paal

베스트 답변

You can add contacts as followers to an opportunity, they will receive emails and their responses are captured in chatter

아바타
취소
관련 게시물 답글 화면 활동
2
6월 25
2184
1
8월 24
2025
1
8월 24
2369
0
8월 24
252
0
5월 21
3633