What it does
This module extends the CRM application with multiple sales teams that set up by the Sales Teams Advanced" module (to_sales_team_advanced), which helps companies can build and manage sales teams according to their needs.
Key Features
- Improve access rights to CRM module
- Add filtering and grouping by regions, sales team on reports in the CRM module
- Provides suitable sales access rights for businesses, this will helps secure sales information by teams, regions.
Businesses with a large sales team will need to divide the sales team into teams, regions. So, this module rearranges Access Groups and
Security Policies in the Sales application as follows:
- Access Groups
- Sales / User: Own Documents Only: This is the default group in Odoo.
- Sales / Sales Team Leader: The new access group that inherits Sales / User: Own Documents Only
- Sales / Regional Manager: The new access group that inherits the group Sales / Sales Team Leader
- Sales / User: All Documents: This is the default group in Odoo. It now inherits Sales / Regional Manager instead of Sales / User: Own Documents Only
- Sales / Administrator: Full access to Sales Management application
- Security Policies
- Sales / User: Own Documents Only: Only view information in their own sales application
- 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 for all teams except the sales configuration
- Sales / Administrator: Full access to Sales Management application, including the configuration
Supported Editions
- Community Edition
- Enterprise Edition
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