Pular para o conteúdo
Menu
Esta pergunta foi sinalizada
2 Respostas
5511 Visualizações

I am sure this is a rookie question.  

However, when I try to import leads I get the following error.  When I look at all possible values, it shows only the companies I have listed as a company.  I would expect that I can import new leads than have not yet been converted as a company. 

What part of the methodology am I missing? 

Avatar
Cancelar

Thanks for the repsonse. Found it!  Thank you!

Feel free to upvote good answer/questions... this is how people build karma to be able to do more advance features in the forums.

Autor

Thanks Stephen! Up voted!

Melhor resposta

You need to First import  or create the new company (list), which then receives an id.

Then import the leads with the name of the companies; make sure that the names to be imported EXACTLY match the names as they exist within your database.

Avatar
Cancelar
Autor Melhor resposta

One last question. I have been able to successfully add my leads.  Thanks. 

When I look at the "Extra Info" tab I see the Company under Marketing is my business name.  I am assuming that is because Odoo can manage multiple Companies?  Just want to clarify before I migrate all my leads. 

Thank you! 

 

Avatar
Cancelar

yes, exactly... Odoo have multi_company option. you can activate it at top of "General Settings". (https://www.diigo.com/file/image/rebecebzcoaddrcqpzbpqedqba/multi+company+-+General+Settings+-+Odoo.jpg)

Publicações relacionadas Respostas Visualizações Atividade
0
mar. 15
4574
3
jul. 25
2154
1
abr. 25
1613
0
out. 24
1282
2
mai. 24
4141