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CRM pipeline Lead sales crm
O tomto fóru
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Hediya

Hi, 

I need to give my clients the right to access to the opportunities related to them, now they access their quotation, invoices ect, but not to the CRM part, what's the solution ? 

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Smita Henej
Nejlepší odpověď

Hello,

You can add your clients as your contact and add them as followers in the oppurtunity created for them.


In this way the clients will be able to follow the changes and update made on that particular oppurtunity.

Thanks,

Smita Henej

Junior Odoo Consultant


Tel: +353 1 886 5684 (IE) +44 121 285 5684 (UK)  +91 964 381 7554 (IN)

 

Target Integration | CRM • ERP • Cloud

Website | LinkedIn | Twitter | Facebook | Youtube | Instagram

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Ricardo Gross

Did you test it and did it works? On which version?

Smita Henej

Hello Ricardo,

Yes, I have tested it on Odoo V14 and it worked.

Smita Henej

Junior Odoo Consultant

Tel: +353 1 886 5684 (IE) +44 121 285 5684 (UK)  +91 964 381 7554 (IN) Target Integration | CRM • ERP • CloudWebsite | LinkedIn | Twitter | Facebook | Youtube | Instagram