About Module
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.
Videos
Features
- 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.
Versions
- v13.0
- v12.0
- v11.0
Installations
1) You will receive the link to download the zip file of the module please download it.
2) Extract the zip file, you will see a folder named ‘sh_crm_lead_sales_team_access’.
3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.
4) Now, open the odoo as Developer Mode.
5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button.
6) In the search bar, search ‘sh_crm_lead_sales_team_access’.
7) Click on ‘Install’ to install it.
Workflow
Sale order/Quotation Workflow
Go to "Users & Companies" => Users. In the user tick the group "User: Own Documents Only".
Now go to the configuration => sales teams to create or edit the sales team.
Now in the quotation, we set salesperson and sales team.
After creating a sale order, sales team members automatically added to the follower's list.
Now, we edit the sale order.
If we change the sales team or salesperson, the followers are automatically added to the follower's list.
The follower's list looks like below.
The added followers can see the sales order.
Followers can edit or change in quotation/sale order.
Lead/Pipeline Workflow
Now we create the lead.
The sales team members automatically added to the follower's list.
Now we edit the created lead.
If we change the sales team or salesperson, the followers are automatically added to the follower's list.
The follower's list looks like below.
The added followers can see the lead/pipeline.
Followers can edit or change in lead/pipeline.
