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Re: CRM and Personnel Change

by
Serpent Consulting Services Pvt. Ltd., Jay Vora
- 2018年09月08日 07時06分49秒
Mark,

You may smartly use MassEditing, or Employee Assign module.

Thanks.

On Sat, Sep 8, 2018 at 2:11 PM, Saurav Kumar <saurav@geotechnosoft.com> wrote:

What about followers feature which is outofbox, also basic access rights change will work better.


On 08-Sep-2018 13:27, "Contact- TechUltra Solutions" <contact@techultrasolutions.com> wrote:
Hello Mark,

We have developed the module for that. Actually it has advance functionality.

Now you can assign the lead to multiple sales person as well and it will be divide on them.
 
Module : https://apps.odoo.com/apps/modules/10.0/assign_salesperson/

Please let me know if you find any difficulty

Thanks,
TechUltra Solutions
 
 
 
On 2018-09-08 03:04, Mark Robinson wrote:
Hi All,

I’m curious what others are doing with their leads when they have a
personnel change. If a salesperson is assigned to a bunch of
leads/opportunities, what do you do with these leads when that user
leaves the company? Is there a built-in process to switch the leads
over to someone else?

In the past I’ve had clients switch the Pipeline Kanban view to
group by salesperson, and then just drag the leads out of the
ex-salesperson and into other salespersons.

Wondering if there is a better way.

Cheers,
Mark Robinson

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