Create two forms for CRM opportunities

Question

We have two sales teams who progress different leads - one is end consumer, and one is business. They each have a separate pipeline as the sales process is different. I'd like to have two slightly different versions of the "opportunity" form in CRM - one for each sales team - because the data that is required to be recorded is different. Is there a no-code way to do this with Odoo Studio? I'm using Enterprise edition hosted on-premise.

Jaideep · Answer

In V16, you can add fields to opportunity form using "+Add a Property" link present on the form view. The added fields are only visible for opportunities of the specific team.
Not entirely sure of the limitations as you might not be able to report or filter on these new fields by default, also if the opportunities are moved between teams, the data on these extra fields is likely not carried over.

Related Posts	Replies	Views
How to send a unique form with odoo16 crm form	2 फ़र॰ 23	2778
Need Assistance with Customizing Opportunity Naming Convention in Odoo CRM crm form opportunity convention Studio	0 अप्रैल 24	1677
connect website form to CRM crm form api	0 अग॰ 24	7183
It's possible connect OE with a wordpress form? crm form integration wordpress	0 मार्च 15	4968
Can i create multiple forms for a single model using studio ? Solved form	2 सित॰ 25	1236

This question has been flagged

Enjoying the discussion? Don't just read, join in!