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Re: Manage opportunity's : More partners + possibility to assign tasks to contacts

by
Lithin T
- 10/09/2015 10:04:45

On Fri, Oct 9, 2015 at 5:52 PM, Jordi Ballester Alomar <jordi.ballester@eficent.com> wrote:
Hi Van Hityum Joahn,

We had a similar need for Projects, and we solved it by defining a new tab 'Stakeholders'. You could use the same concept, but in Opportunities.

This module offers the possibility to register at project level the stakeholders involved in a project.
        - It adds a 'Stakeholders' tab in the project form.
        - The stakeholder can be registered as a partner, or a contact person. 
        - You can specify the roles and responsibilities of the stakeholders in this project.
        - You can maintain a master data for roles and responsibilities.


The module can be found here:


On Fri, Oct 9, 2015 at 3:41 PM, Johan Van Hirtum <johan@vanhirtum.be> wrote:

Dear community,

 

We are in the construction business. We want to do the follow up of our opportunity’s with the Odoo CRM module. But mostly we have on a job different partners involved : the customer, a general contractor, an architect, the location of the new building,…. And when partners are bigger companies, we need to note the responsible person in this company for the given job. So we want to connect more partners with the opportunity and, with the partner, assign contact persons with their role in regard to the job. Does someone knows there is an existing module for this. We work with Odoo 8.

 

Sometimes we have to make an offer for the same job to different partners ( for example different general contractors who want to build a new building and are in negotiation with the customer ). Is there a way to manage this in Odoo CRM ?

 

Thanks a lot for your help !

 

 

With kind regards,

 

 

Van Hirtum Johan

 

 

 

 

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Thanks & Regards,

Lithin T
Software Engineer
Mob  : +971556712557(UAE)
Mail  : lithint.mail@gmail.com | Skype : lithint.skype