BIM 2.0 · Process manualOdoo 19 · EnglishSource: www.bim20.com/manual/odoo-19/en

BIM 2.0Odoo 19

Process manual

Search for what you want to do and follow the steps. Each process shows where it is in the menu, what you need first and which mistakes to avoid.

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The life of a project

1 process

CRM and sales

How do I assign and notify the Project Manager of an opportunity?The technical lead gets the notice in their Odoo inbox, not by email.

Where CRM › Opportunity › Project Manager field

How do I assign and notify the Project Manager of an opportunity?

Steps

Open the opportunity.
In the Project Manager field, next to the salesperson, choose the user.
Save. The user receives a notice in their Odoo inbox.
To notify them again, click Notify PM in the header.

Site note

The Project Manager also appears on the CRM Kanban cards.

When you create the project from the opportunity, the Project Manager becomes its project manager.