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Sales Teams Advanced
| Technical name | to_sales_team_advanced |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/17.0/to_sales_team_advanced |
| Read description for | v 10.0 v 11.0 v 12.0 v 13.0 v 14.0 v 15.0 v 16.0 |
| Required Apps | Discuss (mail) |
| Extensions | Sales - Sales Teams Advanced Sales Target CRM - Sales Teams Advanced |
Demo video: Sales Teams Advanced
What it does
Businesses with a large number of sales staff will need to arrange and manage sales staff by teams and regions. From there, it is possible to monitor and plan the appropriate team development. This module is a base module, providing various groups of access rights suitable for businesses to secure relevant sales team and sales region information.
Key Features
1. Add and adjust access rights groups in the Sales app:
Access Groups
- Sales / User: Own Documents Only: This is the default group.
- Sales / Sales Team Leader: New access group, inherits access rights of the Sales / User: Own Documents Only group.
- Sales / Regional Manager: New access group, inherits access rights of the Sales / Sales Team Leader group.
- Sales / User: All Documents: A default group, now inherits access rights of the Sales / Regional Manager group instead of the Sales / User: Own Documents Only one.
- Sales / Administrator: Full access to the Sales Management application.
Security Policies
- Sales / User: Own Documents Only: Create/View/Edit their own documents/data or assigned to or didn't assign to anyone;
- Sales / Sales Team Leader: Inherits access rights of the Sales / User: Own Documents Only group and extends the access to information/data of members of the team they are in charge of; or information/data that is not assigned to any team.
- Sales / Regional Manager: Inherits access rights of the Sales / Sales Team Leader group and can also access information/data of staff in the region that they are in charge of; or information/data that is not assigned to any particular region.
- Sales / User: All Documents: Full access for all teams except the Sales configuration.
- Sales / Administrator: Full access to the Sales Management application, including the configuration.
Note:
When this module is installed alone, without other modules such as to_sales_team_advanced_crm or to_sales_team_advanced_sale, the security policies of leads/opportunities or quotation/sales orders are not affected. Therefore, you can install this module in conjunction with:
- CRM - Sales Teams Advanced (to_sales_team_advanced_crm) to set up the security policies for leads/opportunities.
- Sales - Sales Teams Advanced (to_sales_team_advanced_sale) to set up the security policies for quotations/sales orders.
2. Categorize sales teams by sales region.
3. Provides filter/group criteria by sales region.
Benefits
- Data Security: Allow access only to necessary information based on roles.
- Team Management: Group by area, making it easy to monitor and plan.
Who should use this module
- This module is ideal for businesses that have or are about to expand a large number of sales staff, need to organize and manage sales staff by team and region.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_sales_team_advanced.
- Press Install.
Instructions
Instruction video: Sales Teams Advanced
1. Add new access rights to the Sales app
Navigate to Settings ‣ Users & Companies ‣ Users, select a user account, and check the access rights of the Sales app:
2. Categorize sales team by sales region
Navigate to Sales ‣ Configuration ‣ Sales Teams, select the team that needs to have the sales region configured, or create a new one:
In the Region field, select the existing regions list or add the name of a region and press Create/Create and Edit:
Click on the icon to open the sales region configuration and set up information:
Read more on how to establish sales regions.
3. Filter/group, search for a sales team by sales region
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.