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So I've got a group of Jr sales reps that I just want them to be able to create leads only. I don't want them to be presented with Sales info or qualifying the lead to an opportunity.


I could just setup a form that they fill out and it gets directed to the incoming Lead form, but was wondering if there is a more Odoo centric way of doing this, keeping a log updating their dashboard, being able to gamify the process.


I've tried setting up various view and access rights within their own department, but it seems that Lead-->Opportunity are inextricably joined.


Thanks for your time,

d

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Annuleer
Beste antwoord

Hi Damon:

One option is to have them use the Contact us form on the Website (by activating the Odoo Website app) to submit the leads/opportunites.

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Auteur

Yeah, I just wanted to see if there was a way I could keep the history/creator track of it more automatically within Odoo itself. thanks

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