$ 135.94
| Required Apps |
•
CRM (crm)
• Sales Management (sale_management) • Invoicing Management (account_invoicing) |
| Lines of code | 165 |
| Technical Name |
goexcel_mass_reassign_salesperson |
| License | OPL-1 |
| Website | https://www.excelroot.com/ |
| Also available in version | v 15.0 v 14.0 v 13.0 v 12.0 |
| Required Apps |
•
CRM (crm)
• Sales Management (sale_management) • Invoicing Management (account_invoicing) |
| Lines of code | 165 |
| Technical Name |
goexcel_mass_reassign_salesperson |
| License | OPL-1 |
| Website | https://www.excelroot.com/ |
| Also available in version | v 15.0 v 14.0 v 13.0 v 12.0 |
GoExcel Mass Customer/Opportunities Reassign to Salesperson
In the standard Odoo or most of the CRM software, the challenges to mass re-assign customers or opportunities to a salesperson, when salesperson resigned and new salesperson is taking over, or territory has been re-allocated. A quick solution is to rename the old salesperson to the new salesperson, but that would inherit all the customers, but that also will lost the historical transaction data and problematic to the commission analytic.
User can search all customers to be re-assigned, based on city or salesperson
Mass re-assign customers in a certain city or area, to a salesperson.
Mass re-assign customers of a salesperson, to another salesperson. Any customers in the search result can be deleted (to not reassign).
User can search all the opportunities of a salesperson and filter the stage, to mass reassign
Mass re-assign all opportunities or stages
Kindly contact us for the query. Do get in touch if you are interested
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module