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96 lines
4.0 KiB
96 lines
4.0 KiB
<section class="oe_container">
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<div class="oe_row oe_spaced">
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<h2 class="oe_slogan">CRM Kanban Drag Back</h2>
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<h3 class="oe_slogan">Permission for Back Drag in CRM Kanban view</h3>
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<h4 class="oe_slogan">Author : Cybrosys Techno Solutions , www.cybrosys.com</h4>
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</div>
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<div class="oe_row oe_spaced">
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<div>
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This module restricts some users to drag leads backwards in sales pipeline without permission.
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</div>
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</div>
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<div class="oe_row oe_spaced">
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<div class="oe_span6">
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<div class="oe_demo oe_picture oe_screenshot">
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<img src="image1.png">
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</div>
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</div>
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<div class="oe_span12">
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<p class='oe_mt32'>
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Go to Configuration -> Sales Teams, and enable the 'Leads' option for the teams you want to use.
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</p>
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</div>
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<div class="oe_span12">
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<div class="oe_demo oe_picture oe_screenshot">
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<img src="image2.png">
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</div>
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</div>
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<div class="oe_span12">
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<p class='oe_mt32'>
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Go to Configuration -> Stages, and set an 'order'(integer value) for each stage you want to use in the pipeline.
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The drag back is working based on this 'order' field value. When a user tries to drag a lead from one stage to another,
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we will check the 'order' of those two stages.
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If the movement is from a stage with higher order value to a stage with lower order value, it will be considered
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as a back drag.
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</p>
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</div>
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</div>
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</section>
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<section>
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<div class="oe_row oe_spaced">
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<div class="oe_span12">
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<p class='oe_mt32'>
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When a salesperson tries to perform a back drag, the lead will go to a new stage, 'Waiting for Approval'.
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From this stage, the Administrator or the Head of Sales of team which the lead belongs to, can
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approve the lead to the stage requested by the user or decline the lead back to it's previous stage.
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The salesperson can't move the lead from this stage.
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</p>
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<div class="oe_span6">
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<div class="oe_demo oe_picture oe_screenshot">
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<img src="image3.png">
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</div>
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</div>
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<div class="oe_span12">
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<div class="oe_demo oe_picture oe_screenshot">
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<img src="image5.png">
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</div>
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</div>
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</div>
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</div>
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</section>
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<section>
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<div class="oe_row oe_spaced">
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<div class="oe_span12">
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<p class='oe_mt32'>
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In the 'Waiting for Approval' stage, a lead will be visible only to the administrator,
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the user to which the lead is assigned to and the head of sales of team that the lead belongs to.
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When we select a lead in the 'Waiting for Approval' stage, we can see the stages, the lead comes from and where the lead is headed to.
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</p>
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</div>
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<div class="oe_span12">
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<div class="oe_demo oe_picture oe_screenshot">
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<img src="image4.png">
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</div>
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</div>
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</div>
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</section>
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<section class="oe_container oe_dark">
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<h2 class="oe_slogan">Need Any Help?</h2>
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<div class="oe_slogan">
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<a class="btn btn-primary btn-lg mt8"
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style="color: #FFFFFF !important;" href="http://www.cybrosys.com"><i
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class="fa fa-envelope"></i> Email </a> <a
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class="btn btn-primary btn-lg mt8" style="color: #FFFFFF !important;"
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href="http://www.cybrosys.com/contact/"><i
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class="fa fa-phone"></i> Contact Us </a> <a
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class="btn btn-primary btn-lg mt8" style="color: #FFFFFF !important;"
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href="http://www.cybrosys.com/odoo-customization-and-installation/"><i
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class="fa fa-check-square"></i> Request Customization </a>
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</div>
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</section>
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