CRM - Sales Teams Advanced
| Lines of Code | 1163 |
| 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 10.0 v 11.0 v 12.0 v 13.0 v 14.0 v 15.0 v 16.0 |
| Required Apps | CRM (crm) Discuss (mail) Calendar (calendar) Contacts (contacts) |
| Included Dependencies | Sales Teams Advanced |
CRM - Sales Teams Advanced
Integrate Sales Team Advanced with CRM
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
Built natively on Odoo/Viindoo to streamline real business operations:
Sales/User: Own Documents Only: Create/View/Edit their own leads, opportunities, reports or assigned to or didn't assign to anyone.
Improve access rights to the CRM module.
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
Benefits
Organize and track opportunities by teams and regions to optimize the sales process.
Ensure access to opportunities and leads is only available to employees with appropriate roles and permissions.
Configure the sales teams - CRM Viindoo
Configure leads/opportunities - CRM Viindoo
The access right - Sales: User: Own Documents Only - CRM Viindoo
The access right - Sales: Team Leader - CRM Viindoo
The access right - Sales: Regional Manager - CRM Viindoo
Filter/Group by the criteria sales region, sales team, region manager - CRM Viindoo
See CRM - Sales Teams Advanced in Action
See how this module solves real business problems in a working Viindoo environment.
Need help with CRM - Sales Teams Advanced?
For questions, implementation support, or consulting services, contact Viindoo.
Pre-Sales & Partnership
When contacting us, please include:
- Odoo/Viindoo version (CE/EE).
- Number of users and business scope.
- Other modules currently in use.
Technical Support
For faster troubleshooting, please provide:
- Order number or app reference.
- Odoo/Viindoo version & edition.
- Steps to reproduce the issue.
- Screenshots/logs if available.
Technical Requirement
Who Should Use This Module?
Built for teams that need this capability fully integrated into their Odoo/Viindoo stack.
Executives & Business Owners
Need clear visibility into operations and a stack that scales without bespoke development.
Operations / Department Leaders
Want to streamline daily workflows, remove manual handoffs, and keep data consistent across teams.
Implementers & Odoo Partners
Looking for production-ready Viindoo modules to deliver projects faster and at lower risk.
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).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
