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Hello Team

I am using Odoo 13 community edition. And i would like to know how i can give access of Pipeline stages to users at respective times so they can update the pipeline stages with data.


For example, a sales person will create an opportunity and will enter all requirements. As the time comes for ordering materials, i want the the access to be given to only Finance team so they can update the pipeline with invoice #, purchase order #, ETA. And the when Finance team have updated their work, then Sales person can see in the pipeline and update customer on the ETA for ordered parts.


Please assist on this.


Thanks

Rishal Chand




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This app partially fulfills your requirement: https://apps.odoo.com/apps/modules/13.0/crm_checklist/

"CRM Stage" is not a question - I have edited your post - please consider using a Question next time so readers are not forced to open your post to understand what you want.

베스트 답변

Hi, what user rights have your sales person?

if sales/administrator, yes he can change.

but you can adopt by user groups not allow this.


crm stage -read-write-create-delete.

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