Odoo V14 - How can I create 2 CRM - One CRM by Sales Team

Question

Hello,
I will have 2 sales Team :
- Sales Team A
- Sales Team B

My Goal is to  have To CRM.
- One CRM for sales Team A  (CRM stages : New - Qualification - Quotation - Installation - Invoiving)
- Other one for sales Team B  (CRM stages : New - Qualification - Quotation - *delivery* - Invoiving)

How Can I do that ?

Thanks a lot.

Jaideep · Accepted Answer

You can create the 2 teams and assign team leader and manage members from CRM > Configuration > Sales Teams
You can also create and manages the stages from CRM > Configuration > Stages, you would need to activate developer mode for this. This allows you to create stage and assign to relevant teams. (a stage can be assigned to multiple teams)
Users can navigate by either viewing all their opportunities with stages (if they are on both teams) CRM > Sales > My Pipeline or team specific opportunitie

Mounir Aamara · Answer

Thanks a lot,
It 's clear

Це запитання позначене

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