Configuration

To configure if activities have to be transfered or not by default, you need to:

1. Go to CRM -> Configuration -> CRM and check Transfer Activities option.

To configure the stages of the opportunities that can be transferred, you need to:

1. Go to CRM -> Configuration -> Stages
2. Enter the stages that you want to be transferable between users and check the box “Allow transfer at this stage”.

Usage

To use this module, you need to:

Open the CRM application and then Go to Sales and click on ‘Transfer Customer Portfolio’. In the wizard select if you want to update the salesperson on the contacts, the Current Salesperson’ and the new Salesperson. Click on review and select the contacts/opportunities you want to transfer and click on transfer. Once they have been transferred you can view the record in the ‘Transfer Clients Portfolios’ Reports section. In addition, you can see the previous business in the client’s file and in the opportunity.

To use it with server action, you need to:

Open the CRM application and then Select the desired opportunities in list mode and click on “Action” button and select “Transfer selected opportunities”. In the wizard select if you want to update the salesperson on the contacts too and the new Salesperson. Select the contacts/opportunities you want to transfer and click on transfer. One they have been transferred you can view the Record and see the previous salesperson in the ‘Transfer Clients Portfolios’.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits