We have two sales teams who progress different leads - one is end consumer, and one is business. They each have a separate pipeline as the sales process is different. I'd like to have two slightly different versions of the "opportunity" form in CRM - one for each sales team - because the data that is required to be recorded is different. Is there a no-code way to do this with Odoo Studio? I'm using Enterprise edition hosted on-premise.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Księgowość
- Zapasy
- PoS
- Project
- MRP
To pytanie dostało ostrzeżenie
1
Odpowiedz
2955
Widoki
In V16, you can add fields to opportunity form using "+Add a Property" link present on the form view. The added fields are only visible for opportunities of the specific team.
Not entirely sure of the limitations as you might not be able to report or filter on these new fields by default, also if the opportunities are moved between teams, the data on these extra fields is likely not carried over.
Thank you - we're currently on V14, so I will arrange for us to be upgraded and check this out.
Podoba Ci się ta dyskusja? Dołącz do niej!
Stwórz konto dzisiaj, aby cieszyć się ekskluzywnymi funkcjami i wchodzić w interakcje z naszą wspaniałą społecznością!
Zarejestruj się| Powiązane posty | Odpowiedzi | Widoki | Czynność | |
|---|---|---|---|---|
|
2
lut 23
|
2143 | ||
|
0
kwi 24
|
1167 | ||
|
0
sie 24
|
6011 | ||
|
0
mar 15
|
4365 | ||
|
2
sie 25
|
536 |
