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I have scenario like this;

my sales division has 5 sales persons. some of my sales persons are into selling multipe product categories. e.g. lets say I have Computer , Accessory  and Software sale categories.

I have created three sales team for each category. I want to distribute my 5 staff members to all three teams. So 2 of my staff members from above 5 required to sell both computer and accessories.

The problem is when I add a member to computer team and add the same member to accessories, Odoo 13 CRM removes the member from computer team. This is not what I want!

How can I add one member to both teams sententiously?

Thank you.

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Abbandona
Risposta migliore

Hi, 

I see that the question is posted almost 2 years ago. If you have updated to Odoo 15 in the meantime, than you have a simple solution. Under Settings, go to CRM and there you will find an option called Multi Teams. Tick the checkbox, Save changes and you will be able to add one person to multiple teams.

BR

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Abbandona
Risposta migliore

We added the feature that enables to create Opportunity Teams per each Opportunity.

Now you may assign different members to different roles to different opportunities with different Amount, %.

If you need something like this don't hesitate to ask me in DM.

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Abbandona
Risposta migliore

Hi,

Please check this existing thread : https://www.odoo.com/forum/help-1/question/odoo-10-how-to-assign-a-user-in-two-sales-teams-simultaneously-114971


Thanks

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Abbandona
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