Is it possible to segregate users in a way that they should be able to see on their their assigned leads/pipelines in the CRM?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- 회계
- 재고 관리
- PoS
- Project
- MRP
신고된 질문입니다
1
회신
714
화면
Hi,
To control access to each stage within a pipeline, you must navigate to the stage settings, click "edit," and then choose the sales team containing the specific user. This will restrict access to the stage, ensuring that only members of the selected team can view or utilize it, while other teams will be unable to do so.
Hope it helps
