We have added some predefined languages (English, German / Deutsch, Arabic, Spanish / Español, French / Français, Chinese) in the module. If you want to add other languages, you can contact us at support@softhealer.com . We use Google Translator tools for multiple languages, so possible translations may not be accurate. We welcome suggestions to make the translations more accurate at support@softhealer.com.
Lead/Opportunity/Quotation/Sale Order Sales Team Access
by Softhealer Technologies https://www.softhealer.com
Odoo
$ 45.43
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 190 |
| Technical Name |
sh_crm_lead_sales_team_access |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 190 |
| Technical Name |
sh_crm_lead_sales_team_access |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Days Free Support
365
Custom Apps
1300+
top seller of odoo marketplace
Happy Customer
8987+
Year Of Experience
9+
countries
50+
Talented healers
100+
Industries Served
45+
Odoo Community Implementation
200+
Best partner Nominee
2024
Branches
4
Demo
support@softhealer.com
Support
support@softhealer.com
Customization
sales@softhealer.com
Community
Enterprise
Odoo.sh
Lead/Opportunity/Quotation/Sale Order Sales Team Access
Currently, odoo not provide access to the sales team to quotation or lead. Using this module your sales team members can access the sale order/quotation or lead/pipeline. This module automatically adds sales team members to the follower's list. All followers can see the sales order/lead. when the salesperson login they can see all the sales orders/quotations or lead/pipeline. This will be applicable from new leads/pipeline or new quotation/sale orders as we are adding team members as followers on create of records. We have applied this rule in own for the user who has their own documents group. so this rule will be not applied to other groups.
Features
- Sales team members can access the sale order/quotation or lead/pipeline.
- Sales team members automatically added to the follower's list on record create for lead/pipeline and quotation/sale order.
Go to 'Users & Companies' => Users. In the user tick the group 'User: Own Documents Only'.
Now go to the configuration => sales teams to create or edit the sales team.
Now in the quotation, we set salesperson and sales team.
After creating a sale order, sales team members automatically added to the follower's list.
If we change the sales team or salesperson, the followers are automatically added to the follower's list.
The follower's list looks like below.
The added followers can see the sales order.
Followers can edit or change in quotation/sale order.
Lead/Pipeline Workflow
Now we create the lead.
If we change the sales team or salesperson, the followers are automatically added to the follower's list.
The added followers can see the lead/pipeline.
Followers can edit or change in lead/pipeline.
Version 18.0.1 | Released on : 22nd August 2024
Initial
Initial Release.
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & On-Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas/Odoo Online).
- Please Contact Us at sales@softhealer.com to request customization.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- For version 12 or upper, you will need to purchase the module for each version that you want to use.
- Yes, we provide free support for 100 days.
- No, We do not provide any kind of exchange.
Multi-Languages
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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.
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