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salesteamsleads
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Laurent Charles

Hi,

I have a lead which appears in the Direct Sales. I can access to it when clicking on Sales->Sales Teams->Direct Sales/Leads. It is assigned to me (Salesperson is me). And I am the team leader of Direct Sales team.

But I do not see it in my Leads (Sales->Leads, without going through the Direct Sales sales team.)

- Is it normal by default? Why? Any clue of what lead to this?

- How can I have/see it in my Sales?

Context: Very new to Odoo. Using an unmodified v8. CRM and Sales Management modules installed.

Thank you for your help

-- Laurent

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Buang
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Laurent Charles
Penulis Jawaban Terbai

Is there any way to change/remove this "Unassigned" filter without programming/changing the code?

Thx 

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Buang
Pawan

u can go to the search view of crm.lead object and remove this line: "
"<filter string="Unassigned" name="unassigned" domain="[('user_id','=', False)]" help="No salesperson"/>"
this you can do from front end only using "debug mode" or from [settings->technical->user interface->views] and search for crm.lead search view,
but once update the crm module this will be rolled-back to the previous state

Laurent Charles
Penulis

Great it works. Not very sustainable in the long term if there are many such changes, but it works. Thx a lot.

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Pawan
Jawaban Terbai

Laurent,

In Leads Menu, if you select "My Leads" Filter then it will show all the Leads where Salesperson is the logged in user(in your context, its you), so it will show those Leads where you are the Salesperson, and under 'Unassigned' filter those Leads will be shown which does not have any Salesperson.

If you want to remove/change "Unassigned" filter then you have to inherit SEARCH view of crm.lead and then override the "My Leads" filter for ex:

<filter string="My Leads" position="attributes">

        <attribute name="string">MY Test Leads</attribute>

</filter>

Hope it helps

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Buang
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