Hello. I would like to know the functionality of "my pipeline" filter on Odoo v15:
1) I attached a sales team to each of the stages of the pipeline on the CRM module
2) I have configured users in each sales team (so the only person who has access to the stage should be the only sales team assigned)
3) I'm logging in as a simple user (non-admin) and I couldn't find the pipeline assigned to the sales team I'm on (however I should see it if I use the filter "my pipeline")
Can someone explain to me how is this possible?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Contabilità
- Magazzino
- PoS
- Project
- MRP
La domanda è stata contrassegnata
You can only view the opportunities assigned to user not the opportunities of the sales team user is part of.
You need to update rules, please refer the post below
https://www.odoo.com/forum/help-1/record-rule-for-sales-team-members-in-crm-202111
Please refer this https://www.odoo.com/documentation/15.0/applications/sales/crm/pipeline/multi_sales_team.html
Ti stai godendo la conversazione? Non leggere soltanto, partecipa anche tu!
Crea un account oggi per scoprire funzionalità esclusive ed entrare a far parte della nostra fantastica community!
Registrati