Ir al contenido
Menú
Se marcó esta pregunta
1 Responder
4508 Vistas

Hello everybody,

I need your help. I'm looking for how I can have a different CRM pipeline.

Here is the example:

Company A:

- 1 seller

- 1 product A

- 1 product B

I would like to have a sales script with steps for product A and I would like to have a sales script with different steps for product B.

The two pipelines will be completely different. And only one seller access to this two pipeline.

I'm looking for the same thing to have two different pipeline between company A and company B

Anyone have the solution?

Thank you in advance for your help.

Avatar
Descartar
Mejor respuesta

Hi,

For this, you need to customise stage and recird rules.

We have already developed this functionality. Check: https://apps.odoo.com/apps/modules/13.0/lead_stages_by_company

thanks

Avatar
Descartar
Publicaciones relacionadas Respuestas Vistas Actividad
5
jul 24
14905
1
jun 24
1299
1
jun 22
3176
2
feb 22
4102
2
jun 25
535