How to automatically set sales team if salesman is set?

Question

All our salesmen are in only one sales team. Can I set "sales team" automatically when a salesman is set?
This is for sale order and opportunity object.

edit:

I created sales team "default/interne" and "default/externe"

salesmen A, B, C and D are in "default/interne" team
salesmen E and F are in "default/interne" team
When I set any salesman to a quotation/sale order/lead/opportunity th salesteam field is not set automatically.
Is it a bug?

Cordialement.

Wibowo Sulistio · Answer

I figured this out. If you export "Contacts >> Customers" data and include "Sales Team/Channel" field (which would be FALSE), and then put the "External ID" of the actual Sales Team/Channel which you can obtain from exporting "Sales module >> Sales Team/Channel" data, and then importing it back into the Contacts module, the next time you create a sales quotation/order, once you pick the customer, the Sales Channel/Team will automatically adjust as specified in the database/import.

OpenERP4You · Answer

Hello Denis,
In Sales Configuration-> Sales Teams, you can define your Sales Teams and you can add the member who all are the part of your Sales Team. Then automatically on selecting sales man, sales team will automatically be fetched.
Hope this answers your query.
Shruti
OpenERP Consultant @OpenERP4You
www.openerp4you.in
sales@openerp4you.in

Related Posts	Odgovori	Prikazi
[solved] CRM. How to add/change Sales Teams Solved salesteams crm	2 sep. 15	6510
What is the use of "Reassign Escalated" ? salesteams sale	0 mar. 15	4680
What is escalate in openerp 7 and where to define the tree structure or department hierarchy for that? crm sale	1 mar. 15	5880
Odoo 10 - How to assign a user in two sales teams simultaneously Solved salesteams crm odoo10.0	12 mar. 24	16378
I don't have configuration option in CRM configuration salesteams crm	2 maj 19	4897

This question has been flagged

Enjoying the discussion? Don't just read, join in!