I have imported a list of contacts (Company & Individuals linked to these Companies).
Each of these Contacts (Company) has a sales person allocated.
In Bulk, I now what to create opportunity (1st stage of pipeline) for each customer, with the associated SalesPerson, so that when the salesperson views their own pipeline, they will see and opportunity for each of their own allocated customers in the first stage.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Accounting
- Inventory
- PoS
- Project
- MRP
This question has been flagged
975
Prikazi
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Prijavi| Related Posts | Odgovori | Prikazi | Aktivnost | |
|---|---|---|---|---|
|
1
mar. 15
|
4697 | ||
|
0
dec. 24
|
1133 | ||
|
0
sep. 24
|
1134 | ||
|
4
feb. 24
|
2136 | ||
|
0
nov. 22
|
2989 |
