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Assign Multi Salesperson

by
Odoo

$ 34.12

v 19.0 Third Party 3
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Invoicing (account)
Lines of code 358
Technical Name gt_assign_multi_salesperson
Websitehttp://www.globalteckz.com/
Versions 17.0 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Invoicing (account)
Lines of code 358
Technical Name gt_assign_multi_salesperson
Websitehttp://www.globalteckz.com/
Versions 17.0 18.0 19.0

Advanced Multi-Salesperson Access

Architect granular access controls for Teams, Leaders, and Salespersons. Maintain data security while empowering collaboration across CRM, Sales, and Contacts.

Overview

System Logic & Utility
Core Features

Capability Matrix
Configuration

Step-by-Step Guide

Secure Collaborative Environment

The Multi-Salesperson Module is designed for complex sales organizations. It allows administrators to break Odoo's standard "Own Document" silo by granting specific access to multiple users for the same record, ensuring Team Leaders oversee their teams without exposing global data.

User Management
Role Assignment
Multi-Company
Activity Logging
2FA Ready
CRM Opportunity Sync

Technical Configuration Guide

Phase 01

Leader & Team Hierarchy

Grant Team Leaders "All Documents" and "All Contacts" rights to empower effective team oversight.

Phase 02

Salesperson Restrictions

Set salespeople to "Own Documents Only" while utilizing the Multi-Salesperson access for collaborative deals.

Phase 03

CRM & Quotation Synchronization

Opportunities created in CRM automatically fetch Multi-Salesperson IDs when generating quotations, ensuring seamless visibility across the sales funnel.

Globalteckz Logo

Certified Odoo Partner | ERP Implementation Experts

Based in the financial capital of India, Globalteckz is a leading Certified Odoo Silver Partner with over 13 years of excellence. We specialize in complex Odoo implementations across the USA, Europe, and Asia-Pacific, delivering high-performance, bug-free solutions following strict Odoo Standard Coding. Our Mumbai-headquartered team has successfully completed 250+ projects, ensuring digital transformation that scales with your growth.

Strategic Expertise

Accounting
Manufacturing
API Integrations
FMCG & Trade
Export & Import
E-commerce
IT & Telecom
Maintenance
Tailored Solutions

Need a specific business model or unique feature? Connect with us for further customization to align this app perfectly with your operational requirements.

Platform Compatibility
Odoo Community Odoo Enterprise Odoo.sh On-Premise
Not compatible with Odoo Online (SaaS).
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