| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 183 |
| Technical Name |
crm_lead_sales_team_access_app |
| License | OPL-1 |
| Versions | 16.0 17.0 13.0 15.0 11.0 14.0 12.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 183 |
| Technical Name |
crm_lead_sales_team_access_app |
| License | OPL-1 |
| Versions | 16.0 17.0 13.0 15.0 11.0 14.0 12.0 |
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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edgetechnologies.odoo@gmail.comOdoo 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.
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