Skip to Content
This question has been flagged
crmcontactscrm.lead
2 Respostes
2088 Vistes
Avatar
Muhammad Jamshaid

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



Avatar
Descartar
Avatar
Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,

You can try this record rule in your xml file inside the security.

<record id="crm_lead_opportunity_rule" model="ir.rule">


    <field name="name">CRM Lead Team Lead/sales person Rule</field>


    <field name="model_id" ref="model_crm_lead"/>


    <field name="domain_force">['|', '|', ('user_id', '=', user.id), ('team_id.user_id', '=', user.id),('team_id.member_ids', '=', user.id)]</field>


</record>


Regards

Avatar
Descartar
Avatar
Jaideep
Best 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

Avatar
Descartar
Related Posts Respostes Vistes Activitat
CRM, res_partner and fields Solved
crm contacts
Avatar
Avatar
2
de juny 25
1344
Multiple contacts on lead/opportunity & aggregate email chatter Solved
crm contacts
Avatar
Avatar
1
de set. 24
3414
Contact from website --> Opportunity Won in CRM → Company Contact in Contacts app
crm contacts
Avatar
Avatar
1
d’ag. 24
1706
Can a contact be a contact of multiple other contacts without being created x times? Solved
crm contacts
Avatar
Avatar
1
d’ag. 24
1951
new row violates check constraint "ir_model_data_name_nospaces Error while importing data Solved
crm crm.lead
Avatar
Avatar
1
de juny 24
3150