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.
I have multible saleteams and I don't want them to see pipeline for the others, how can I prevent that.
I also want that some pipelines can being hide on the dashboard
It's an out-of-the-box configuration. Basically you have groups in sales application, to manage, Own Leads or All Leads.
If you wish a salesman sees it's own list/pipes then you can assign that user a rule Manage Own leads and it can see only
Pipelines on which he is assigned(or those pipelines on which nobody assigned).
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: 9/26/16, 6:10 PM|
|Seen: 237 times|
|Last updated: 9/28/16, 4:55 AM|