CRM - Sales Teams Advanced

by ,
Odoo

$ 77.85

v 13.0 Third Party 10
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Community Apps Dependencies
Lines of code 573
Technical Name to_sales_team_advanced_crm
LicenseOPL-1
Websitehttps://viindoo.com/apps/app/13.0/to_sales_team_advanced_crm
Versions 14.0 16.0 10.0 15.0 12.0 13.0 11.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Community Apps Dependencies
Lines of code 573
Technical Name to_sales_team_advanced_crm
LicenseOPL-1
Websitehttps://viindoo.com/apps/app/13.0/to_sales_team_advanced_crm
Versions 14.0 16.0 10.0 15.0 12.0 13.0 11.0

What it does

This module extends the CRM application with multiple sales teams that set up by the Sales Teams Advanced" module (to_sales_team_advanced), which helps companies can build and manage sales teams according to their needs.

Key Features

  • Improve access rights to CRM module
  • Add filtering and grouping by regions, sales team on reports in the CRM module
  • Provides suitable sales access rights for businesses, this will helps secure sales information by teams, regions.

Businesses with a large sales team will need to divide the sales team into teams, regions. So, this module rearranges Access Groups and Security Policies in the Sales application as follows:

  1. Access Groups
    • Sales / User: Own Documents Only: This is the default group in Odoo.
    • Sales / Sales Team Leader: The new access group that inherits Sales / User: Own Documents Only
    • Sales / Regional Manager: The new access group that inherits the group Sales / Sales Team Leader
    • Sales / User: All Documents: This is the default group in Odoo. It now inherits Sales / Regional Manager instead of Sales / User: Own Documents Only
    • Sales / Administrator: Full access to Sales Management application
  2. Security Policies
    • Sales / User: Own Documents Only: Only view information in their own sales application
    • Sales / Sales Team Leader: View/edit team of which she or he is either a member or the team leader
    • Sales / Regional Manager: View/edit/create/delete team of which she or he is either a member or the team leader or the regional manager
    • Sales / User: All Documents: Full access for all teams except the sales configuration
    • Sales / Administrator: Full access to Sales Management application, including the configuration

Note

For Sales & CRM Integration, you may also want to check out the module Sales - Sales Teams Advanced: https://viindoo.com/apps/app/13.0/to_sales_team_advanced_sale

Supported Editions

  1. Community Edition
  2. Enterprise Edition
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

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.
There are no ratings yet!
Hello, can I support ODOO14?
by
Jason
on 1/20/21, 7:14 PM

Hello, I need a crm advanced permission module. Your module looks great. But I want to use ODOO14, can your module support odoo14? Thank you!