TWO salespersons for ONE opportunity

Question

We are in Odoo 16 online.

We have 2 Teams. BD and sales. BD team checks the opportunity in Odoo. Once the lead is termed qualified, it should go to sales team.
Problem starts here. BD team want to keep track of this opportunity till it is converted in sales or lost. They want to see all the work sales team is doing and even update if and we require.
As all the users has sales user rights one person is not able to view the opportunity of others and we cannot give uses  "all documents rights".

I

Jaideep · Answer

Have you tried adding the BD person as a follower to the leads they pass over to sales?
Believe a follower would have access to view the opportunities
========
Updated Answer
As default a follower does not have access to view opportunities. You would need to modify the record rule for Sales - Own documents only
Setting > Technical > Record Rule - Personal leads

['|','|',('user_id','=', user.id [1] ),('user_id','=',False),('message_partner_ids', 'in', [ user.partner_id.id [2] ])]

[1] http://us

Manish Bohra · Answer

Hello Jivenra,

first, you need to add the many2many field using odoo studio in CRM lead or pipeline screen and many2 many relations with res. users.

Second, you need to create record rules based on you're many2many field.
[('x_m2m_filed','=', user.id [1] )]
Thanks

[1] http://user.id

Adithya · Answer

Hi,
You can achieve this by writing record rules on the many2one fields which are already available. But, need more context to suggest the rule as it has to be written on case to case basis depending on how the sale process works in the organization.

Nikhil Nakrani · Answer

Hi Jivendra Singh,
can you check this,
https://www.odoo.com/tr_TR/forum/yardim-1/two-salespersons-for-one-opportunity-239709 [1]
Thanks.

[1] https://www.odoo.com/tr_TR/forum/yardim-1/two-salespersons-for-one-opportunity-239709

Postări similare	Răspunsuri	Vizualizări
CREATE OPPORTUNITIES FROM INITIAL LIST OF CONTACTS opportunity	0 aug. 24	2430
Good morning, could you please help me salesperson	0 nov. 22	3212
Administrator as default salesperson in list of sales quotations sort of breaks the “My”-View Rezolvat salesperson	2 oct. 18	9168
Set Opportunity subject automatically to the Customer name when creating an Opportunity from a customer opportunity	1 mar. 15	6322
TWO salespersons for ONE opportunity crm opportunity accessrules salesperson funnel	2 feb. 24	4346

Această întrebare a fost marcată

Îți place discuția? Nu doar citi, alătură-te!