[solved] Odoo Sales. Can't see Leads in "my" Leads

Question

Hi,
I have a lead which appears in the Direct Sales. I can access to it when clicking on Sales->Sales Teams->Direct Sales/Leads. It is assigned to me (Salesperson is me). And I am the team leader of Direct Sales team.
But I do not see it in my Leads (Sales->Leads, without going through the Direct Sales sales team.)
- Is it normal by default? Why? Any clue of what lead to this?
- How can I have/see it in my Sales?
Context: Very new to Odoo. Using an unmodified v8. CRM and Sales Management modules

Laurent Charles · Accepted Answer

Is there any way to change/remove this "Unassigned" filter without programming/changing the code?
Thx

Pawan · Answer

Laurent,
In Leads Menu, if you select "My Leads" Filter then it will show all the Leads where Salesperson is the logged in user(in your context, its you), so it will show those Leads where you are the Salesperson, and under 'Unassigned' filter those Leads will be shown which does not have any Salesperson.
If you want to remove/change "Unassigned" filter then you have to inherit SEARCH view of crm.lead and then override the "My Leads" filter for ex:
<filter string="My Leads" position="attributes"

Powiązane posty	Odpowiedzi	Widoki
Lead for a group of users. salesteams leads	1 maj 24	7415
Inclusion of tiktok among the social marketing streams salesteams	1 maj 25	2139
Looking for help to hook a button called "Convert to Lead" from my custom form view passing values to create a new lead Rozwiązane leads	2 wrz 18	4026
Solution for Team Leaders see leads of all Members? salesteams users leads groups	2 maj 24	14411
Cannot change sales person on lead leads	1 lip 15	4696

To pytanie dostało ostrzeżenie

Podoba Ci się ta dyskusja? Dołącz do niej!