Lead import

Question

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.

Tiến Paul · Answer

Hazem Mahmoud : I want to process in code?

Hazem Mahmoud (Rising Systems AG) · Answer

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

Post Terkait	Replies	Tampilan
How to modify the list display fields of crm.lead in Odoo 17 Community Edition? crm.lead	2 Agu 25	2493
stage updated in Kanban View through. so, open a wizard view ? crm.lead	0 Mei 25	1086
I want to lock the opportunities in CRM, when the opportunity is moved to won it locks automatically, crm.lead	0 Agu 24	1380
CRM/ add à custom group crm.lead	2 Mar 24	1686
CMR - Lead - Oportunidades Diselesaikan crm.lead	1 Jul 22	2982

Pertanyaan ini telah diberikan tanda

Menikmati diskusi? Jangan hanya membaca, ikuti!