I want a method like the following
- When importing MKT into the system, assign the default manager user_id = Sales Leader
- When the system receives lead input / import, mark lead = "Lead processed"
wish everyone give me suggestions.
I want a method like the following
- When importing MKT into the system, assign the default manager user_id = Sales Leader
- When the system receives lead input / import, mark lead = "Lead processed"
wish everyone give me suggestions.
Hi
For the first question you can set default value for specific field from "Set Default" option in odoo, Activate the developer mode > From the bug mark in the upper right of the screen > select "Set Defaults" this will be shown
you can select any field to be as defaults when creating any record
For the second question: Create new Stage with the name "Lead Processed" from Sales > Configuration > Stages > and you can drag it to the beginning of the list from + mark on the left of the record
When you are creating a lead it will be marked as "Lead Processed"
Créez un compte dès aujourd'hui pour profiter de fonctionnalités exclusives et échanger avec notre formidable communauté !
S'inscrire| Publications associées | Réponses | Vues | Activité | |
|---|---|---|---|---|
|
2
août 25
|
4810 | |||
|
0
mai 25
|
2211 | |||
|
0
août 24
|
2325 | |||
|
2
mars 24
|
2826 | |||
|
CMR - Lead - Oportunidades
Résolu
|
1
juil. 22
|
3908 |
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.