Odoo Help

0

How can I group my leads?

By
Els Van Vossel (evv)
on 6/11/14, 8:17 AM 1,083 views

My leads are displayed as a simple list. I would like to see them grouped by date of creation and then by salesperson. How can I make this work?

This question has been included in the official documentation.
0
Els Van Vossel (evv)
On 6/11/14, 8:20 AM

To group your leads by date of creation and then by salesperson, go to the menu Sales > Leads and remove any preselected filters. Click the arrow at the right side of the filter box. In the Group by list, first click Creation, then click Salesperson. Close the filter window, e.g. by clicking the filter arrow.

Notice that no lead is visible, but only one or more months followed by a number indicating the total number of leads for that month. Each month has an arrow in front; click the arrow to display all the salespersons for that month. Click the arrow in front of a salesperson to have a look at the corresponding leads for that month / salesperson.

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

Question tools

1 follower(s)

Stats

Asked: 6/11/14, 8:17 AM
Seen: 1083 times
Last updated: 3/16/15, 8:10 AM