Add single salesperson to multiple teams

Question

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, Od

Emin Devlic · Accepted Answer

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

Alexander Koltsov · Answer

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.

Niyas Raphy (Walnut Software Solutions) · Answer

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

Post correlati	Risposte	Visualizzazioni
Good morning, could you please help me salesperson	0 nov 22	1867
Administrator as default salesperson in list of sales quotations sort of breaks the “My”-View Risolto salesperson	2 ott 18	7576
Default Invoice Salesperson is not Inherited from Customer accounting salesperson	0 dic 24	863
Help Desk Team Members Risolto helpdesk team	4 giu 24	5370
TWO salespersons for ONE opportunity opportunity salesperson	4 feb 24	2231

La domanda è stata contrassegnata

Ti stai godendo la conversazione? Non leggere soltanto, partecipa anche tu!