I want a method like the following
- When importing MKT into the system, assign the default manager user_id = Sales Leader
- When the system receives lead input / import, mark lead = "Lead processed"
wish everyone give me suggestions.
I want a method like the following
- When importing MKT into the system, assign the default manager user_id = Sales Leader
- When the system receives lead input / import, mark lead = "Lead processed"
wish everyone give me suggestions.
Hi
For the first question you can set default value for specific field from "Set Default" option in odoo, Activate the developer mode > From the bug mark in the upper right of the screen > select "Set Defaults" this will be shown
you can select any field to be as defaults when creating any record
For the second question: Create new Stage with the name "Lead Processed" from Sales > Configuration > Stages > and you can drag it to the beginning of the list from + mark on the left of the record
When you are creating a lead it will be marked as "Lead Processed"
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