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crmcontactscrm.lead
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Muhammad Jamshaid

in my organisation there are 2 teams working together 


  • Marketing Team / Leads Assigner Team
  • Sales Team / Leads Assignee Team

I am looking for solution that the leads assign by marketing should be visible to Marketing team like how much number of leads / contacts assign by them to sales team and restrict marketing person can only see thier own contact or leads uploaded from day one

So here i wanna manage both team performance and privacy together 


Kindly help me solve my case



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Kassér
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Cybrosys Techno Solutions Pvt.Ltd
Bedste svar

Hi,

You can try this record rule in your xml file inside the security.

<record id="crm_lead_opportunity_rule" model="ir.rule">


    <field name="name">CRM Lead Team Lead/sales person Rule</field>


    <field name="model_id" ref="model_crm_lead"/>


    <field name="domain_force">['|', '|', ('user_id', '=', user.id), ('team_id.user_id', '=', user.id),('team_id.member_ids', '=', user.id)]</field>


</record>


Regards

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Jaideep
Bedste svar

Below post might help in creating the rule. additionally you might need rule to  limit use of contacts between the teams

https://www.odoo.com/forum/help-1/record-rule-for-sales-team-members-in-crm-202111

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