Customer Portfolio MFH

by
Odoo
v 10.0 v 11.0 Third Party 44
Download for v 10.0 Deploy on Odoo.sh
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Sales (sale)
• Invoicing (account)
• Discuss (mail)
Technical Name customer_portfolio
LicenseAGPL-3
Websitehttp://www.falconsolutions.cl
Versions 10.0 11.0
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Portfolio of clients

This module allows generating a portfolio of clients and associating it with a seller.

After the customer portfolio is created, the customer file in the seller field takes the assigned one. A customer portfolio can not be deleted if you have assigned customers and and salesperson. it must first be removed from the customer file.

Customer file

Only the user who has the permission of sales manager can create and assign sellers and customers.

Marlon Falcon Hernandez http://falconsolutions.cl/odoo-precios WhatsApp: +56 9 4299 4534 mfalcon@falconsolutions.cl www.falconsolutions.cl Santiago. Chile

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