I am looking to move over all contacts and customers with their current and previous invoices and sales from a soon to be retired salesperson to a new salesperson. Is there a way to do this in bulk without going into each of the thousands of contacts (she is a long time employee) and manually reassigning to the new salesperson?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Contabilidad
- Inventario
- PoS
- Proyectos
- MRP
Se marcó esta pregunta
1
Responder
2499
Vistas
- Group contacts by "Sales person"
- In the list view, open the grouping of the contacts of the sales person you want to change (none in the example)
- Select all by selecting the header checkbox
- Change the sales person of one of the selected contacts and confirm the change for all selected contacts
¿Le interesa esta conversación? ¡Participe en ella!
Cree una cuenta para poder utilizar funciones exclusivas e interactuar con la comunidad.
Registrarse| Publicaciones relacionadas | Respuestas | Vistas | Actividad | |
|---|---|---|---|---|
|
1
jul 23
|
2355 | ||
|
1
jul 25
|
4507 | ||
|
Import contacts in Odoo14
Resuelto
|
|
1
may 21
|
5189 | |
|
0
mar 21
|
3091 | ||
|
1
nov 22
|
2824 |
