Skip to Content
Menu
This question has been flagged
2 Replies
3868 Views

 I want a method like the following

- When importing MKT into the system, assign the default manager user_id = Sales Leader

- When the system receives lead input / import, mark lead = "Lead processed"

wish everyone give me suggestions.

Avatar
Discard
Author Best Answer
Hazem Mahmoud : I want to process in code?
Avatar
Discard
Best Answer

Hi

For the first question you can set default value for specific field from "Set Default" option in odoo, Activate the developer mode > From the bug mark in the upper right of the screen > select "Set Defaults" this will be shown


you can select any field to be as defaults when creating any record 


For the second question: Create new Stage with the name "Lead Processed" from Sales > Configuration > Stages >  and you can drag it to the beginning of the list from + mark on the left of the record


When you are creating a lead it will be marked as "Lead Processed"

Avatar
Discard
Related Posts Replies Views Activity
2
Aug 25
1637
0
May 25
817
0
Aug 24
1112
2
Mar 24
1368
1
Jul 22
2707