TWO salespersons for ONE opportunity

Question

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!

Ihor Sniezhko · Answer

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?

Cybrosys Techno Solutions Pvt.Ltd · Answer

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

Powiązane posty	Odpowiedzi	Widoki
CRM Phone and Email Updates crm opportunity	0 gru 24	1496
lock CRM crm opportunity	0 wrz 24	1528
TWO salespersons for ONE opportunity opportunity salesperson	4 lut 24	2636
Assigning opportunity sales person based on contact owner Rozwiązane crm salesperson	2 paź 22	2616
Edit "New Opportunity" fields crm opportunity	1 mar 21	2675

To pytanie dostało ostrzeżenie

Podoba Ci się ta dyskusja? Dołącz do niej!