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 a lead which appears in the Direct Sales. I can access to it when clicking on Sales->Sales Teams->Direct Sales/Leads. It is assigned to me (Salesperson is me). And I am the team leader of Direct Sales team.
But I do not see it in my Leads (Sales->Leads, without going through the Direct Sales sales team.)
- Is it normal by default? Why? Any clue of what lead to this?
- How can I have/see it in my Sales?
Context: Very new to Odoo. Using an unmodified v8. CRM and Sales Management modules installed.
Thank you for your help
In Leads Menu, if you select "My Leads" Filter then it will show all the Leads where Salesperson is the logged in user(in your context, its you), so it will show those Leads where you are the Salesperson, and under 'Unassigned' filter those Leads will be shown which does not have any Salesperson.
If you want to remove/change "Unassigned" filter then you have to inherit SEARCH view of crm.lead and then override the "My Leads" filter for ex:
<filter string="My Leads" position="attributes">
<attribute name="string">MY Test Leads</attribute>
Hope it helps
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|Asked: 8/20/15, 2:28 AM|
|Seen: 1998 times|
|Last updated: 9/9/15, 11:53 AM|