Hi.
How can make one pipeline common. I.e. one pipeline can be seen for all members of specific groups.
Regards
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Účetnictví
- Sklad
- PoS
- Project
- MRP
This question has been flagged
2
Odpovědi
3791
Zobrazení
I have in my company technical team to review the opportunities and make the offer;
so I need to specify on pipeline that is common and if any sales move the opportunities to it, the opportunities will appear in technical team pipeline pages so they can work on in and review the files.
or if there is a way that I can specify that can only view the opportunities that have activity called ( make quotation ) for instance and the technical team can't move the opportunities from pipeline to another they can just make quotation for it.
thanks alot
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Přihlásit se| Related Posts | Odpovědi | Zobrazení | Aktivita | |
|---|---|---|---|---|
|
0
čvn 25
|
596 | ||
|
0
dub 25
|
3 | ||
|
0
dub 25
|
680 | ||
|
0
říj 22
|
1639 | ||
|
2
bře 15
|
11463 |
Hi, can you give more information ... ?