Skip to Content
This question has been flagged
crm.lead
2 Replies
4456 Views
Avatar
Tiến Paul

 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
Avatar
Tiến Paul
Author Best Answer
Hazem Mahmoud : I want to process in code?
Avatar
Discard
Avatar
Hazem Mahmoud (Rising Systems AG)
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
How to modify the list display fields of crm.lead in Odoo 17 Community Edition?
crm.lead
Avatar
Avatar
Avatar
2
Aug 25
4811
stage updated in Kanban View through. so, open a wizard view ?
crm.lead
Avatar
0
May 25
2216
I want to lock the opportunities in CRM, when the opportunity is moved to won it locks automatically,
crm.lead
Avatar
0
Aug 24
2325
CRM/ add à custom group
crm.lead
Avatar
Avatar
2
Mar 24
2832
CMR - Lead - Oportunidades Solved
crm.lead
Avatar
Avatar
1
Jul 22
3909