According to the client's request, one opportunity should be held by two employees at the same time, and the rest of the sales staff should not see it in the CRM funnel at all.
Is there an option in ODOO 17 to add a second employee as Salesperson for Opportunity?
I would like only these two salespersons to be able to see their opportunity in their CRM funnel and not be able to see other opportunities in the funnel.
Thank you for your advice!
Thanks for the answer. How do I configure the other settings so that the second user sees the first user's opportunity in their CRM funnel by default?
Hi,
In Odoo 17, the field salesperson is many2one, which means you can only add one sales person to an opportunity. To add multiple salespersons, you can add another field which relates to users and add them as many2many. It is not advised to change the existing field, because that field may be used elsewhere and that can cause inconsistencies.
Hope it helps
can we do something like this in 16. I have added a field as user and in drop down i added second salesperson. But still that list not coming in "My Pipeline". This required by us also.
https://www.odoo.com/tr_TR/forum/yardim-1/two-salespersons-for-one-opportunity-244831
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