Skip to Content
Odoo Menu
  • Prijavi
  • Try it free
  • Aplikacije
    Finance
    • Knjigovodstvo
    • Obračun
    • Stroški
    • Spreadsheet (BI)
    • Dokumenti
    • Podpisovanje
    Prodaja
    • CRM
    • Prodaja
    • POS Shop
    • POS Restaurant
    • Naročnine
    • Najem
    Spletne strani
    • Website Builder
    • Spletna trgovina
    • Blog
    • Forum
    • Pogovor v živo
    • eUčenje
    Dobavna veriga
    • Zaloga
    • Proizvodnja
    • PLM
    • Nabava
    • Vzdrževanje
    • Kakovost
    Kadri
    • Kadri
    • Kadrovanje
    • Odsotnost
    • Ocenjevanja
    • Priporočila
    • Vozni park
    Marketing
    • Družbeno Trženje
    • Email Marketing
    • SMS Marketing
    • Dogodki
    • Avtomatizacija trženja
    • Ankete
    Storitve
    • Projekt
    • Časovnice
    • Storitve na terenu
    • Služba za pomoč
    • Načrtovanje
    • Termini
    Produktivnost
    • Razprave
    • Artificial Intelligence
    • IoT
    • Voip
    • Znanje
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industrije
    Trgovina na drobno
    • Book Store
    • Trgovina z oblačili
    • Trgovina s pohištvom
    • Grocery Store
    • Trgovina s strojno opremo računalnikov
    • Trgovina z igračami
    Food & Hospitality
    • Bar and Pub
    • Restavracija
    • Hitra hrana
    • Guest House
    • Beverage Distributor
    • Hotel
    Nepremičnine
    • Real Estate Agency
    • Arhitekturno podjetje
    • Gradbeništvo
    • Property Management
    • Vrtnarjenje
    • Združenje lastnikov nepremičnin
    Svetovanje
    • Računovodsko podjetje
    • Odoo Partner
    • Marketinška agencija
    • Law firm
    • Pridobivanje talentov
    • Audit & Certification
    Proizvodnja
    • Tekstil
    • Metal
    • Pohištvo
    • Hrana
    • Brewery
    • Poslovna darila
    Health & Fitness
    • Športni klub
    • Trgovina z očali
    • Fitnes center
    • Wellness Practitioners
    • Lekarna
    • Frizerski salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Sistemi sončne energije
    • Izdelovalec čevljev
    • Čistilne storitve
    • HVAC Services
    Ostali
    • Neprofitna organizacija
    • Agencija za okolje
    • Najem oglasnih panojev
    • Fotografija
    • Najem koles
    • Prodajalec programske opreme
    Browse all Industries
  • Skupnost
    Learn
    • Tutorials
    • Dokumentacija
    • Certifikati
    • Šolanje
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Prenesi
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Dogodki
    • Prevodi
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
    • Meet an advisor
    • Implementation Services
    • Sklici kupca
    • Podpora
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Get a demo
  • Določanje cen
  • Pomoč
You need to be registered to interact with the community.
All Posts People Badges
Ključne besede (View all)
CRM pipeline Lead sales crm
About this forum
You need to be registered to interact with the community.
All Posts People Badges
Ključne besede (View all)
CRM pipeline Lead sales crm
About this forum
  1. CRM
  2. Forum

Add single salesperson to multiple teams

Naroči se

Get notified when there's activity on this post

This question has been flagged
salespersonteam
3 Odgovori
5501 Prikazi
Avatar
Suraj Wellala

I have scenario like this;

my sales division has 5 sales persons. some of my sales persons are into selling multipe product categories. e.g. lets say I have Computer , Accessory  and Software sale categories.

I have created three sales team for each category. I want to distribute my 5 staff members to all three teams. So 2 of my staff members from above 5 required to sell both computer and accessories.

The problem is when I add a member to computer team and add the same member to accessories, Odoo 13 CRM removes the member from computer team. This is not what I want!

How can I add one member to both teams sententiously?

Thank you.

0
Avatar
Opusti
Avatar
Modoolar, Emin Devlic
Best Answer

Hi, 

I see that the question is posted almost 2 years ago. If you have updated to Odoo 15 in the meantime, than you have a simple solution. Under Settings, go to CRM and there you will find an option called Multi Teams. Tick the checkbox, Save changes and you will be able to add one person to multiple teams.

BR

2
Avatar
Opusti
Avatar
Alexander Koltsov
Best Answer

We added the feature that enables to create Opportunity Teams per each Opportunity.

Now you may assign different members to different roles to different opportunities with different Amount, %.

If you need something like this don't hesitate to ask me in DM.

0
Avatar
Opusti
Avatar
Niyas Raphy (Walnut Software Solutions)
Best Answer

Hi,

Please check this existing thread : https://www.odoo.com/forum/help-1/question/odoo-10-how-to-assign-a-user-in-two-sales-teams-simultaneously-114971


Thanks

0
Avatar
Opusti
Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Prijavi
Related Posts Odgovori Prikazi Aktivnost
Good morning, could you please help me
salesperson
Avatar
0
nov. 22
3292
Administrator as default salesperson in list of sales quotations sort of breaks the “My”-View Solved
salesperson
Avatar
Avatar
Avatar
2
okt. 18
9261
Default Invoice Salesperson is not Inherited from Customer
accounting salesperson
Avatar
Avatar
1
sep. 25
2384
Help Desk Team Members Solved
helpdesk team
Avatar
Avatar
Avatar
Avatar
Avatar
4
jun. 24
7956
TWO salespersons for ONE opportunity
opportunity salesperson
Avatar
Avatar
Avatar
Avatar
Avatar
4
feb. 24
4435
Community
  • Tutorials
  • Dokumentacija
  • Forum
Open Source
  • Prenesi
  • Github
  • Runbot
  • Prevodi
Services
  • Odoo.sh Hosting
  • Podpora
  • Nadgradnja
  • Custom Developments
  • Izobraževanje
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Sredstva blagovne znamke
  • Kontakt
  • Zaposlitve
  • Dogodki
  • Podcast
  • Blog
  • Stranke
  • Pravno • Zasebnost
  • Varnost
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk Slovenščina Español (América Latina) Español Svenska ภาษาไทย Türkçe українська Tiếng Việt

Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now