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
- Contabilidad
- Inventario
- PoS
- Project
- MRP
Se marcó esta pregunta
2
Respuestas
3774
Vistas
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
¿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 | |
|---|---|---|---|---|
|
0
jun 25
|
565 | ||
|
0
abr 25
|
3 | ||
|
0
abr 25
|
648 | ||
|
0
oct 22
|
1635 | ||
|
2
mar 15
|
11448 |
Hi, can you give more information ... ?