u/5tarlorcl

▲ 2 r/Odoo

So actually I am a newbie transitioning to Odoo Functional from the Business Development role.
I have a client in Odoo and while configuring with the DB he asked a setup to do in Odoo. ie,
His team will have some number of leads in the pipeline and while his salespersons will be planning across all the leads.
He want to see the complete plan of each and every sales person.
How to achieve this with the default functionality in Odoo.
Main thing is the team find complexity in opening each and every lead and planning each and every activity.

Edit:
I am using Odoo community 19

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u/5tarlorcl — 11 days ago