[RFC] crm_lead_type: Lead Type, for product type/line of business analysis
dreispt opened this issue · 1 comments
Description
Lead Types allow to segment lead by product types or lines of business. It provides a second analysis dimension in addition to the Sales Team.
This is the same concept also available for Sales Orders, with sale_order_type
Configuration
The Sales Manager can configure the available Lead Types in the CRM App > Configuration > Lead Type menu.
Usage
On the Lead form, set the Lead Type field with the appropriate product type, selected from the configured list.
On the Lead list and pivot views, select Group By "Type" to group the data by type.
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