CRM help required

Question

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

Cybrosys Techno Solutions Pvt.Ltd · Answer

Hi, You can try this record rule in your xml file inside the security. CRM Lead Team Lead/sales person Rule ['|', '|', ('user_id', '=', user.id), ('team_id.user_id', '=', user.id),('team_id.member_ids', '=', user.id)] Regards

Jaideep · Answer

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 [1]

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

Relaterade inlägg	Svar	Vyer
CRM, res_partner and fields Löst crm contacts	2 juni 25	4925
Multiple contacts on lead/opportunity & aggregate email chatter Löst crm contacts	1 sep. 24	5626
Contact from website --> Opportunity Won in CRM → Company Contact in Contacts app crm contacts	1 aug. 24	3341
Can a contact be a contact of multiple other contacts without being created x times? Löst crm contacts	1 aug. 24	3822
new row violates check constraint "ir_model_data_name_nospaces Error while importing data Löst crm crm.lead	1 juni 24	5831

Denna fråga har flaggats

Njuter du av diskussionen? Läs inte bara, delta också!