3 Level Hierarchy in sales team: Restrict Team Leader to access the data of sales person, who is not in his team.
by Teknovative Solution http://www.teknovatesolution.com
Odoo
$ 90.11
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 50 |
| Technical Name |
crm_rule |
| License | AGPL-3 |
| Website | http://www.teknovatesolution.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 50 |
| Technical Name |
crm_rule |
| License | AGPL-3 |
| Website | http://www.teknovatesolution.com |
3 Level of Hierarchy in the sales team
Features :
By using this module you can set 3 Level of Hierarchy in the sales team. It will help you to create & manage Multiple sales teams by allocating team leader of each team having multiple sales persons. You can also easily manage the access rights of all the team members as well as team leaders. like
- Sales person : who can use only his own data.
- Team Leader: Who can access the leads & sales orders of all the members of his team but can not access the data of other team members.
- Sales admin: who can access all the data.
You can Set Team Leader in each Sales Team.
Salesperson User Configuration
Set User Own Document True in sales Access of this user.
In Sales person's Contact: Set His/Her own name in sales person.
Team Leader Configuration
Set User Own Document in sales Access for Team Leader.
Set CRM: Lead Manager & Sales: Manager True for Team Leader user.
In Team leader's contact: Set His/Her own name in sales person.
Let's Check the Data Access of Sales Admin
Sales Admin can access the leads of all users.
Sales Admin can also access the sales order of all users.
Let's Check the Data Access of Team Leader
Teamleader can access the leads of his own team members only.
Teamleader can view the sales order of his own team members only.
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Our Service
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- You will get 30 Days free support incase any bugs or issue.
Get Help & Support
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| sales@teknovativesolution.com | +91 94292 42201 | teknovativesolution.com |
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