Lead and Sales Order Access by Sales Team(Followers)

by
Odoo

43.16

v 13.0 Third Party
Live Preview
Required Apps CRM (crm)
Sales (sale_management)
Invoicing (account)
Included Dependencies
Technical Name crm_lead_sales_team_access_app
LicenseOPL-1
Also available in version v 13.0 v 12.0 v 11.0
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Required Apps CRM (crm)
Sales (sale_management)
Invoicing (account)
Included Dependencies
Technical Name crm_lead_sales_team_access_app
LicenseOPL-1
Also available in version v 13.0 v 12.0 v 11.0

Lead/Pipeline and Sales Order/Quotation Access by Sales Team(Followers)


Default Odoo Lead/Pipeline and Quotation/Sales Order Either have access of Own Document and All Documents only. Odoo doesn't have feature to provide access of whole sales team to lead, pipeline and sales order/Quotation.This odoo app will automatically add sales team members to the followers list of lead, pipeline and sales order and with access of "User:Followers Only"(New Access Group) all the followers of lead/sale order will be able to access that lead and sale order in Odoo ERP module.All Sales team person can have this access assinged and when Sales Person will login they will see all the leads, pipelines, sales order and quotation belongs to them. Also When its require to give access to another sales person then on that Sales order or Quote just add them as followers manually , if this sales person is not part of sales team and that sales person can also have access of this assinged lead, pipeline and Sales order/Quotation.


Configure Sales Team & Members

Define Sales Team, Team Members & Team Leader.

Auto Add Team Members in CRM Lead & Quotations Followers

Auto Add Team Members in CRM Lead & CRM Quotations followers base on Sales Team.

Lead and Quotations Access by Sales Team(followers)

Lead and Quotations/Sale order Access by Sales Team(followers).


Description


Configure Team Members for Europe Sales Team

Configure Sales Team, Team Members & Team Leader for CRM.


Configure Team Members for America Sales Team

Configure Sales Team, Team Members & Team Leader for CRM.


Auto Added Sales Team Members & Leader in Followers

Auto Added Sales Team Members and Leader in CRM Lead Followers List.


Auto Added Sales Team Members & Leader in Followers

Auto Added Sales Team Members and Leader in CRM Quotations Followers List.


Configure User Access for CRM by Sales Team(followers)

Configure User Access for CRM Lead and Quotations/Sale order Access by Sales Team(followers).


Access CRM Lead Only for Added Followers

Access CRM Lead Records Only for Added Followers.


Access CRM Quotations Only for Added Followers

Access Quotations Records Only for Added Followers.



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