Lead/Opportunity/Quotation/Sale Order Sales Team Access
Using this module your sales team members can access the sale order/quotation or lead/pipeline.
Live Demo User Guide
Currently, odoo not provide access to the sales team to quotation or lead. Using this module your sales team members can access the sale order/quotation or lead/pipeline. This module automatically adds sales team members to the follower's list. All followers can see the sales order/lead. when the salesperson login they can see all the sales orders/quotations or lead/pipeline. This will be applicable from new leads/pipeline or new quotation/sale orders as we are adding team members as followers on create of records. We have applied this rule in own for the user who has their own documents group. so this rule will be not applied to other groups.
- 1) Sales team members can access the sale order/quotation or lead/pipeline.
- 2) Sales team members automatically added to the follower's list on record create for lead/pipeline and quotation/sale order.
- 3) No special configuration required just install it and cheers!
- 4) This module saves your important time.
| Version | Details |
|---|---|
| v 13.0.1 | Initial Release. |
| Product Version | 1.0.1 |
| Categories | Sales |
| Released | 10/23/2020 |
| Last Updated | 10/23/2020 |
| Depends | Sales Management (sale_management) CRM (crm) |
| License | OPL |
| Supported Browsers | |
| Tags |
Currently, odoo not provide access to the sales team to quotation or lead. Using this module your sales team members can access the sale order/quotation or lead/pipeline. This module automatically adds sales team members to the follower's list. All followers can see the sales order/lead. when the salesperson login they can see all the sales orders/quotations or lead/pipeline. This will be applicable from new leads/pipeline or new quotation/sale orders as we are adding team members as followers on create of records. We have applied this rule in own for the user who has their own documents group. so this rule will be not applied to other groups.
- 1) Sales team members can access the sale order/quotation or lead/pipeline.
- 2) Sales team members automatically added to the follower's list on record create for lead/pipeline and quotation/sale order.
- 3) No special configuration required just install it and cheers!
- 4) This module saves your important time.
| Version | Details |
|---|---|
| v 13.0.1 | Initial Release. |
| Product Version | 1.0.1 |
| Technical name | sh_crm_lead_sales_team_access |
| Categories | Sales |
| Released | 10/23/2020 |
| Last Updated | 10/23/2020 |
| Depends | Sales Management (sale_management) CRM (crm) |
| License | OPL |
