In openERP v6.1 the method by which a stage could be changed on a lead or opportunity was a green arrow which the user could press.
In v7 I cannot see a way to change the stage of a lead (even when editing the lead it is not possible to change the status under 'extra info').
For opportunities the stage can be changed from the Kanban view, but again I can't see how to from form view. Sometimes the blue icon in the top right appears as an array of arrows and sometimes just a single box (this does not appear to be consistent each time an opportunity is opened).
Is there a simple way to do this?
In V7, I create a lead. When saving this, I get a button called 'Convert to Opportunity'. When clicking this button, it shows a window, with the option of choosing the conversion action and the related customer. You might have to add additional info to the lead in order to convert it to a new customer.
When I go to the opportunity, I have a button to 'Mark won', 'Mark lost' and 'Convert quotation'. The last button gives me a screen to specify some additional info and will create a new Quotation for this user.
I am using openERP V7, from nightly (and updated today).
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|Asked: 4/4/13, 12:49 PM|
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|Last updated: 3/16/15, 8:10 AM|