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Open-Source CRM software Forums OroCRM OroCRM – How do I? Questions How to assign a lead to a user

This topic contains 4 replies, has 2 voices, and was last updated by Spurgeon Spurgeon 2 years, 7 months ago.

  • Creator
    Topic
  • #5840
    Spurgeon
    Spurgeon
    Participant

    Hi,

    Sorry, if this is a too noob kind of question.

    We need to assign leads to users as a part of our workflow, and the leads should show up in the user’s dashboards.

    Other than tasks, is there a way to do this?

    Could some one kindly help me on how to go about doing this?

    Thanks!
    warm regards
    Spurgeon

Viewing 4 replies - 1 through 4 (of 4 total)
  • Author
    Replies
  • #5855
    Dima Soroka
    Dima Soroka
    Oro Core

    You should consider to develop “My Leads” widget.

    #5861
    Spurgeon
    Spurgeon
    Participant

    Hi Dima,

    Greetings!

    Thanks for the kind response, info and pointer.

    Understand that My Leads widget would show the user’s leads on his dashboard.

    Regarding the assignment part, could you kindly mention whether it’s doable in existing setup of orocrm, without any additional coding? (may be through workflow?)

    Thanks!

    Warm regards and gratitude,
    Spurgeon

    #5885
    Dima Soroka
    Dima Soroka
    Oro Core

    Not sure i’m clear on your question. If my understanding is correct, you can use “Owner” field for assigning purposes.

    Can you please clarify your question if i got you wrong.

    #5888
    Spurgeon
    Spurgeon
    Participant

    Hi Dima,

    Sorry for the confusion.

    Thanks for the reply.

    You got me right.

    I wanted to know how a lead can be assigned to a user with a default orocrm instance (without any extra coding).

    I was thinking whether this is possible through workflows?

    And related to this requirement of ours, is the need to have address for users. How to enable address for Users?

    Thanks for your time!

    warm regards and gratitude,
    Spurgeon

Viewing 4 replies - 1 through 4 (of 4 total)

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