Often in our sales process we deal with multiple people in the customer organisation. Can we add multiple customer contacts onto an opportunity?
If that is possible, I would then like the opportunity chatter log to show all email correspondence between all the contacts for that opportunity and all the internal staff. Is that possible?
You can add contacts as followers to an opportunity, they will receive emails and their responses are captured in chatter
Erstellen Sie heute ein Konto, um exklusive Funktionen zu nutzen und mit unserer tollen Community zu interagieren!
Registrieren| Verknüpfte Beiträge | Antworten | Ansichten | Aktivität | |
|---|---|---|---|---|
|
CRM, res_partner and fields
Gelöst
|
|
2
Juni 25
|
4986 | |
|
1
Aug. 24
|
3384 | ||
|
1
Aug. 24
|
3886 | ||
|
0
Aug. 24
|
252 | ||
|
0
Mai 21
|
4924 |
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
Hey,
I don't quite understand how this question has been deemed as "solved". You're not able to have multiple stakeholders to a single opportunity. You can add followers, but it's not the same thing. Odoo is the only CRM I know that doesn't allow for more than one contact per deal.
If I'm wrong and I have misunderstood, and love to hear it. I'm looking for a solution myself, but Odoo doesn't allow to make my sales efforts efficient.
thank you.
Paal