CRM Kanban Drag Back Permission

by
Odoo
v 8.0 v 9.0 v 10.0 Third Party 788
Download for v 10.0 Deploy on Odoo.sh
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Sales (sale)
• Calendar (calendar)
• Discuss (mail)
• Invoicing (account)
Technical Name crm_drag_back_permission
Websitehttp://www.cybrosys.com
Versions 10.0 8.0 9.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Sales (sale)
• Calendar (calendar)
• Discuss (mail)
• Invoicing (account)
Technical Name crm_drag_back_permission
Websitehttp://www.cybrosys.com
Versions 10.0 8.0 9.0
Community
Enterprise

CRM Kanban Drag Back Permission

Permission for Back Drag in CRM Kanban view

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Overview

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Features

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Screenshots

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Overview

This module restricts some users to drag leads backwards in sales pipeline without permission.

Features

Restricts some users to drag leads backwards in sales pipeline

Allows the administrator or head of the team to approve leads

Screenshots

Go to Configuration -> Stages, and set an 'order'(integer value) for each stage you want to use in the pipeline. The drag back works based on this 'order' field value.

Shows the leads that are in the 'Waiting for Approval' State

The Administrator or the Head of Sales of team which the lead belongs to, can approve the lead to the stage requested by the user or decline the lead back to it's previous stage.

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Please choose a rating from 1 to 5 for this module.
by
Reshma krishnan
on 5/25/17, 12:24 AM
Excellent Work
by
NIKHIL KRISHNAN
on 3/14/17, 4:48 AM

Thank you so much Cybrosys Team. It's really useful and worthy product. Good work team..! and it working finely.. Thanks a lot.

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