Hi,
I tried to google this, but couldn't find the answer.
We have plenty of leads coming in as an opportunity. Our old customers/contacts have sales person already assigned, so I'd like to have same sales persons in opportunity as in contact owner.
So John is already a customer and Matt is the customer owner. John downloads a free training from our website and comes as a lead, so I'd like to have Matt as the crm opportunity owner automaticly.
I think I can do this via automated actions, which I just found today?
I have my Odoo in Finnish so translation is not perfect, but could this be the right way to fill automated action? ?
Model: Opportunity
Action: Update record
Trigger: At creation
New data
Field: sales person (crm,.lead)
Type: Value
Record: Adminstratior (this cannot ba changed)
Value: ????? something like record.owner ??
Is this a correct way or even correct place to this? I have a person who can write me a code for this if needed.
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Odoo v.15