CRM - Sales Teams Advanced
| Technical name | to_sales_team_advanced_crm |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/17.0/to_sales_team_advanced_crm |
| Read description for | v 14.0 v 13.0 v 10.0 v 11.0 v 12.0 v 15.0 v 16.0 |
| Required Apps | CRM (crm) Discuss (mail) Calendar (calendar) Contacts (contacts) |
| Included Dependencies | Sales Teams Advanced |
What it does
This module extends the CRM application with the Sales Teams Advanced (to_sales_team_advanced) module, which helps companies to build and manage sales teams by region and grant the suitable access with leads, opportunities, reports, etc. according to their needs.
Key Features
- Improve access rights to the CRM module
- Sales/User: Own Documents Only: Create/View/Edit their own leads, opportunities, reports or assigned to or didn't assign to anyone;
- Sales/Sales Team Leader: Inherit the access right of Sales/User: Own Documents Only but extend more with:
- Employees in the team they are in charge of;
- The team they are in charge of (not assigned to any staff but still on their team);
- Or not be in charge of any team.
- Sales/Regional Manager: Inherit the access right of Sales/Sales Team Leader but extend more with:
- Employees in the region they are in charge of;
- The region they are in charge of (not assigned to any staff but still on their region);
- Or not be in charge of any region.
- Sales/User: All Documents: Full access for all teams except the CRM configuration;
- Sales/Administrator: Full access to CRM application, including the configuration.
- Add three new fields (Team Leader, Region, Region Manager) on the leads/opportunities view;
- Add filtering and grouping by regions, sales team, region manager on reports in the CRM module;
- Add menu Sales Regions on CRM ‣ Configuration ‣ Sales Regions.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_sales_team_advanced_crm.
- Press Install.
Instruction
Instruction video: CRM - Sales Teams Advanced
1. Create and configure the Sales Regions, Sales Teams
Please refer to the article Establish Sales Teams and Sales Regions.
2. Create Leads/Opportunities
Please refer to the article Steps to record Leads on CRM apps.
Here, you can see the below information:
- Team Leader: The team leader of the salesman's sales team;
- Region: The region that the above sales team belongs;
- Region Manager: The corresponding manager of the above region.
3. The access rights to leads/opportunities
As the above information:
Employee B belongs to Enterprise Team have the team leader is Employee A; The Enterprise Team belongs to North Region have the manager is Manager X. So:
- Employee B just only can see the report, leads, or opportunities that have Salesman is Employee B:
- Employee A (Team leader) will see the report, leads, and opportunities of Employee B, his own, and the records that the Salesman field is blank.
- Manager X will see all the reports, leads, and opportunities of the Enterprise Team and other sales teams belong the North Region.
4. Provide the filter/group with the criteria Region, Team leader, Region Manager on the reports of CRM
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).
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