CRM - Sales Teams Advanced

  • Odoo Version

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Integrate Sales Team Advanced with CRM


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This module extends CRM with more sales teams that offered by the module Sales Team Advanced to have complex sales teams organization that may be required by larger companies

Key Features

  • Improve access rights to crm models
  • CRM reports now support filter and group by sales region, sales team leader, sales regional manager

Access Groups

  • Sales / User: Own Documents Only: this is a default group in Odoo.
  • Sales / Sales Team Leader: new access group that inherits "Sales / User: Own Documents Only"
  • Sales / Regional Manager: a new access group that inherits the group "Sales / Sales Team Leader"
  • Sales / User: All Documents: this is a default group in Odoo. It now inherits "Sales / Regional Manager" instead of "Sales / User: Own Documents Only"
  • Sales / Manager: Full access rights to Sales Management application

Security Policies

  • Sales / User: Own Documents Only: view team of which she or he is a member
  • Sales / Sales Team Leader: view/edit team of which she or he is either a member or the team leader
  • Sales / Regional Manager: view/edit/create/delete team of which she or he is either a member or the team leader or the regional manager
  • Sales / User: All Documents: full access rights for all teams but sales configurations
  • Sales / Manager: Full access rights to Sales Management application, including doing configuration

Note

For Sales & CRM Integration, you may also want the module "Sales - Sales Teams Advanced": https://apps.odoo.com/apps/modules/13.0/to_sales_team_advanced_sale/

Editions Supported

  1. Community Edition
  2. Enterprise Edition