Hi List , I am trying to implement OFBiz for a client organization whose main requirement is CRM,Sales and Marketing and I am facing some challenges.
Request help on the same. (1) *Lead Assignment* Is it possible for a "Manager" to assign Unassigned leads to team members ? I see that there is facility of "Assign to Me" , i assume it assigns to the logged in user. But i require that leads to assigned rather than taken by the user. (2) *Lead Visibility* Is it possible that lead assigned to one party (user) gets hidden from the other party / user / team member. (3) *Maintain historical data about followup.* I see that under "opportunity" creation and update there is a field of "Next Step". What is the ideal / recommended way to keeping notes of the development of a lead / opportunity so that it can be useful to the next person , should the lead get re-assigned . Regards Rajesh Mallah.
