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CRM - Sales Teams Advanced

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Odoo

$ 84.28

v 15.0 Third Party 10
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Community Apps Dependencies
Lines of code 622
Technical Name to_sales_team_advanced_crm
LicenseOPL-1
Websitehttps://viindoo.com/apps/app/15.0/to_sales_team_advanced_crm
Versions 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Community Apps Dependencies
Lines of code 622
Technical Name to_sales_team_advanced_crm
LicenseOPL-1
Websitehttps://viindoo.com/apps/app/15.0/to_sales_team_advanced_crm
Versions 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0

Demo video: CRM - Sales Teams Advanced

What it does

This module extends the CRM application with the Sales Teams Advanced (to_sales_team_advanced) module, which helps companies to build and manage sales teams by region and grant the suitable access with leads, opportunities, reports, etc. according to their needs.

Key Features

  1. Improve access rights to the CRM module
    • Sales/User: Own Documents Only: Create/View/Edit their own leads, opportunities, reports or assigned to or didn't assign to anyone;
    • Sales/Sales Team Leader: Inherit the access right of Sales/User: Own Documents Only but extend more with:
      • Employees in the team they are in charge of;
      • The team they are in charge of (not assigned to any staff but still on their team);
      • Or not be in charge of any team.
    • Sales/Regional Manager: Inherit the access right of Sales/Sales Team Leader but extend more with:
      • Employees in the region they are in charge of;
      • The region they are in charge of (not assigned to any staff but still on their region);
      • Or not be in charge of any region.
    • Sales/User: All Documents: Full access for all teams except the CRM configuration;
    • Sales/Administrator: Full access to CRM application, including the configuration.
  2. Add three new fields (Team Leader, Region, Region Manager) on the leads/opportunities view;
  3. Add filtering and grouping by regions, sales team, region manager on reports in the CRM module;
  4. Add menu Sales Regions on CRM ‣ Configuration ‣ Sales Regions.

Supported Editions

  1. Community Edition
  2. Enterprise Edition

Installation

  1. Navigate to Apps.
  2. Search with keyword to_sales_team_advanced_crm.
  3. Press Install.

Instruction

Instruction video: CRM - Sales Teams Advanced

1. Create and configure the Sales Regions, Sales Teams

Please refer to the article Establish Sales Teams and Sales Regions.

Configure the sales teams - CRM Viindoo

2. Create Leads/Opportunities

Please refer to the article Steps to record Leads on CRM apps.

Here, you can see the below information:

  • Team Leader: The team leader of the salesman's sales team;
  • Region: The region that the above sales team belongs;
  • Region Manager: The corresponding manager of the above region.
Configure leads/opportunities - CRM Viindoo

3. The access rights to leads/opportunities

As the above information:

Employee B belongs to Enterprise Team have the team leader is Employee A; The Enterprise Team belongs to North Region have the manager is Manager X. So:

  • Employee B just only can see the report, leads, or opportunities that have Salesman is Employee B:
The access right - Sales: User: Own Documents Only - CRM Viindoo
  • Employee A (Team leader) will see the report, leads, and opportunities of Employee B, his own, and the records that the Salesman field is blank.
The access right - Sales: Team Leader - CRM Viindoo
  • Manager X will see all the reports, leads, and opportunities of the Enterprise Team and other sales teams belong the North Region.
The access right - Sales: Regional Manager - CRM Viindoo

4. Provide the filter/group with the criteria Region, Team leader, Region Manager on the reports of CRM

Filter/Group by the criteria sales region, sales team, region manager - CRM Viindoo 
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
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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,
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