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Hi, I would like to add Specific Team into my menu instead always click Sales Team/Pipeline to locate the specific team, I was trying adjust the menu item in Technical/User Interface/Menu Item but I only can put CRM/Sales/Sales Team/ to CRM/Sales Team, is anyway can I adjust to CRM/Team Name? Hope anyone can assist

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Hi,

Can you please specify which Odoo version you're using.

Autor

It's Odoo 17

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Thanks, It's works very well !

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Best Answer

1.Create a Windows Action: Settings > Technical > Windows Action

Quick way might be to duplicate the windows action 'Pipeline'

a.Provide the action name

b.Add the domain - In your case you want a specific sales team

c. On the url make note of the action ID

2. Create a new external identifier Settings > Technical > External Identifier 

3. Create a new menu - Settings > Technical > Menu Items

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