Odoo is the world's easiest all-in-one management software. It includes hundreds of business apps:
CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
Can I see both Opportunities where I am the Salesperson on the Customer record and Opportunities where I am the Salesperson on the Opportunity record?
In Odoo, a Salesperson can be assigned to a Customer record and can be assigned to an Opportunity record.
In our company, Salespeople enter Opportunities for each other. When others enter Opportunities, THEY are the Salesperson on the Opportunity.
Is it possible to see both types of Opportunities easily? For each Salesperson, they can then look at (1) Opportunities where THEY are the Salesperson on the Opportunity (they entered it) and (2) Opportunities where they are NOT the Salesperson on the Opportunity, but ARE the Salesperson on the Customer related to that Opportunity?
This would give us a way to make sure Opportunities we enter for others are seen by them AND us so we can both make sure they get attention.
In this example, the Salesperson for "Company" is John, but he also sees Opportunities for "Company" that were entered by Jane:
The filter would be defined like this:
<filter string="Entered by Me OR Assigned to Me" name="entered_or_assigned"
help="Opportunities entered for me, or by me."/>
Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!
About This Community
This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.Register
Odoo Training Center
Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.Test it now
|Asked: 5/7/16, 10:29 AM|
|Seen: 296 times|
|Last updated: 6/22/16, 9:20 AM|