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migrate client to "piste"

By
F. BERNARD
on 12/5/13, 12:40 PM 957 views

Hello, I test the solution and start learn some addresses of customers who are actually tracks. is there a way to change the topic easily. I do not will wish all recover.

thank you for your return.

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Marc Cassuto

--Marc Cassuto--
815
| 4 4 8
Montreal, Canada
--Marc Cassuto--


Marc Cassuto
On 12/9/13, 12:38 PM

Hello F.

OpenERP works a bit differently : * a lead is at the very beginning of the sale Workflow; a lead is specific to CRM module and can not be reused in other modules * you can convert the lead to an opportunity. By doing so, your lead become a master data and can be accessed by all other modules

Further informations can be found here : * https://doc.openerp.com/6.0/book/2/3_CRM_Contacts/leads/

(google will help you to translate this page)

Regards, Marc

PS: please vote if you find this answer useful.

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Asked: 12/5/13, 12:40 PM
Seen: 957 times
Last updated: 3/16/15, 8:10 AM