If ive dealt with a lead and not turned into an opportunity and archived it how do i find it later?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Бухгалтерия
- Склад
- PoS
- Project
- MRP
Этот вопрос был отмечен
2
Ответы
3502
Представления
Hi,
For any model you can find the archived records using the filter and setting the value as Active False, you can see that here in this video: https://www.youtube.com/watch?v=pHkAZu9BMPQ
For the CRM there is a default filter for this, see the Archived Filter in the below image,
Thanks
If you are using Odoo 13, there is a filter in the list view of the leads. Apply the filter and you can see all Archived leads.
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Регистрация