| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Lines of code | 54 |
| Technical Name |
restrict_sales_person_contacts |
| License | OPL-1 |
| Website | https://odoosphere.in |
| Versions | 14.0 15.0 16.0 17.0 18.0 |
Community
Enterprise
Odoo.sh
Salesperson See Only Own Contacts
Overview
Enhance your Odoo security and streamline sales processes with the "Salesperson See Only Own Contacts" feature. This functionality ensures that sales representatives can only access and manage their assigned contacts, protecting sensitive customer information and improving data accuracy.
Configuration
No additional configuration required
Features
- Restricted Contact Access: Sales representatives are limited to viewing and interacting with only their own assigned contacts
- Improved Sales Focus: By restricting access, salespeople can focus on their designated clients and prospects, leading to more personalized interactions and improved sales performance.
- Enhanced Data Integrity: This feature minimizes the risk of data conflicts and duplications by ensuring that each contact is managed by a single, responsible salesperson, maintaining cleaner and more accurate customer records.
- No Configurations required !
Screenshots
Sales Person will get automatically assigned while creating a contact.
Check the contact list with assigned sales persons.
Enable 'Only Own Contacts' from user from view.
So when seller try to check their contacts list, they can only see their contacts and unassigned contacts only.
Explore More On Our Website! www.odoosphere.in
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