My leads are grouped by date of creation and then by salesperson. How can I group by salesperson first and then by date of creation?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Účtovníctvo
- Sklady
- PoS
- Project
- MRP
This question has been flagged
1
Odpoveď
4135
Zobrazenia
Starting from the selected grouping by Creation and then by Salesperson, you can do the following. Click the arrow next to the filter box. In the Group by list, first click Creation to untick it, then click Creation again. The grouping order has now changed to Salesperson, Creation date.
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Registrácia| Related Posts | Replies | Zobrazenia | Aktivita | |
|---|---|---|---|---|
|
0
mar 16
|
3718 | ||
|
|
1
mar 15
|
4518 | ||
|
How can I group my leads?
Solved
|
|
1
mar 15
|
4282 | |
|
How can CRM help my Company?
Solved
|
|
1
mar 15
|
7035 | |
|
|
1
mar 15
|
6814 |
