Problem
In a company where quotations/sales orders preparation requires collaboration of members of the same team
by allowing team members to edit/update their team's leads/quotes/orders, the only way to do it is to grant
all members permission to the "Users: All Documents" access group.
In case the company has several sales teams and wants to secure and isolate information from each other,
this solution is really not feasible.
Solution
This module adds a field named "Team Member Collaboration" to the sales team to allow Sales Administrator
to enable/disable this option for each and every sales team.
If enabled, all the sales persons of the team will be able to edit/update their team's leads/quotations/sales orders
provided that they follow the leads/quotations/sales/orders
Note
This module itself does not work as described above. The following additional modules are required:
- viin_sales_team_collaboration_crm: for leads collaboration
- viin_sales_team_collaboration_sale: for quotations/sales orders collaboration
Editions Supported
- Community Edition
- Enterprise Edition
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