(posted on behalf of another Odoo user)
Here is the workflow I am using so far:
1. The salesperson creates a Quote.
The salesperson automatically made a follower.
2. The salesperson sends a message below the Quote to Engineering so they can price the Quote.
PROBLEM 1: Customer is added as a follower and receives an invitation to look at their order. At this point, the salesperson isn't ready for them to look at it.
PROBLEM 2: Since the Customer is a follower, any additional messages will go to them. If the salesperson forgets to remove them, they might get future messages that were not intended for them. Since Odoo doesn't show who is getting the email "just Followers
PROBLEM 3: If Engineering replies to this message beneath the quote, since the Customer is a follower, they will see the reply.
PROBLEM 4: If I remove the Customer as a follower, then the invitation they received won't work - not a great experience for them.
PROBLEM 5: Once the salesperson confirms the Quotation, if they log into the Portal, they will see my message to the Engineer.
I'm clearly not understanding something about how this is supposed to work.