Odoo Help

0

0
2 Answers
3
Avatar

Ray Carnes

--Ray Carnes--
20941
| 10 7 11
Greater Los Angeles, United States
--Ray Carnes--

Business Analyst

OpenERP 6.1, 7.0; Odoo 8.0, 9.0, 10.0, 11.0 and 12.0.

Completed Odoo Functional and Technical Training.

Functional Areas:

  • CRM/Sales

  • Inventory

  • Manufacturing

  • Accounting

  • Purchasing

Major Skills:

  • Business Process Reengineering

  • Efficiency Consulting

  • User Needs and GAP Analysis;

  • Functional and Technical Design;

  • Prototyping and Proof of Concepts;

  • Requirements Specifications;

  • Agile Implementation;

  • Data Migration;

  • Configuration & Customization (UI and code);

  • Integration - Odoo and non Odoo Applications and Services;

  • Training and Knowledge Transfer;

  • Go Live Support;

  • Helpdesk;

  • Version Upgrades and Migration.

  • Accounting Expert.

I have over 20 years of experience empowering and enabling users with enterprise information systems that make a real and measurable difference in their ability to proactively manage their businesses and organizations. 

I am a skilled Communicator and I only take the serious things seriously!

Ray Carnes
09/07/15 15.55

1.  Assign a single lead to a specific salesperson.

2.  Export all leads to be assigned to that salesperson, including the one you've already assigned.  Just the salesperson field.

3.  The CSV will contain the ID of the lead and the salesperson.  Edit it to fill in the salesperson from the assigned lead to all others.

4.  Import the CSV.

OR

Install mass editing.

https://apps.openerp.com/apps/modules/8.0/mass_editing/  

0
Avatar

Axel Mendoza

--Axel Mendoza--
13613
| 8 8 10
Camaguey, Cuba
--Axel Mendoza--

DevOps - Full stack - Software Architect - Developer - Technology Integrator

I could help you to develop anything and solve complex problems based on technologies, integrations and tricky stuffs mostly in Python with OpenERP/Odoo, Zato, Django and many others frameworks programming languages and technologies.

I offers consulting services to anyone with an unanswered questions or needs for customizations. Think about it, maybe it's better to have an expert to solve your issues and projects than having a full-time employee trying to understand what to do and how

Reach me at aekroft@gmail.com

Axel Mendoza
10/07/15 01.08

If your leads are not into the odoo database you could create an excel format for someone to enter the data and then import into the system using a custom parser

Ask a Question
Writer
Keep Informed
2 follower(s)
About This Community

This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.

Register
Odoo Training Center

Access to our eLearning platform and experience all Odoo Apps through learning videos, use cases and quizzes.

Test it now