| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales Management (sale) • Calendar (calendar) • Social Network (mail) • Online Billing (account_voucher) |
| Technical Name |
crm_drag_back_permission |
| License | See License tab |
| Website | http://www.cybrosys.com |
| Versions | 8.0 9.0 10.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales Management (sale) • Calendar (calendar) • Social Network (mail) • Online Billing (account_voucher) |
| Technical Name |
crm_drag_back_permission |
| License | See License tab |
| Website | http://www.cybrosys.com |
| Versions | 8.0 9.0 10.0 |
CRM Kanban Drag Back Permission
Permission for Back Drag in CRM Kanban view
Explore this module
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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