Skip to Content
Meniu
Trebuie să fiți înregistrat pentru a interacționa cu comunitatea.
Această întrebare a fost marcată
1 Răspunde
4009 Vizualizări


Hello, 

I used the contact form builder to create diffrent forms. Now I want to create Leads/Opportunities from these form for the sales team. 

e.g. Product "Type A" has a specitic from which is supposed to be linked to sales team  "TypeA" and create a lead

and Product "Type B" has a specitic from which is supposed to be linked to sales team "Type " B ect. 

Does anyone know how to solve this ?

I am using Odoo V12. e+. I have set up multiple sales teams and they have email aliases. In the contact form I have set the Form parameters to "create a lead" instead of send and e-mail. Because if i set it to send an e-mail I don't get the same options as field in the from (like customers, Company, ect. ).

thanks


Imagine profil
Abandonează
Cel mai bun răspuns

You can add a Sales team field to the form and delete out all the other options besides the one you want the lead to be assigned to. Then hide the field so it is invisible to the lead.

Imagine profil
Abandonează
Related Posts Răspunsuri Vizualizări Activitate
2
iun. 25
1666
2
sept. 15
5531
12
mar. 24
15249
0
mar. 24
2600
0
iul. 19
36