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:
- 客户关系管理
- e-Commerce
- 会计
- 库存
- PoS
- Project
- MRP
此问题已终结
917
查看
| 相关帖文 | 回复 | 查看 | 活动 | |
|---|---|---|---|---|
|
1
3月 15
|
4669 | ||
|
0
12月 24
|
1072 | ||
|
0
9月 24
|
1086 | ||
|
4
2月 24
|
2082 | ||
|
0
11月 22
|
2920 |
