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+ 
+
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+ 
+
+
+
+
+
+
+
+ Community
+
+
+ Enterprise
+
+ + Sales Team Access Controls
++ Provides Access Control for Sales Team Members and Leaders. +
+ +
+
+
+
+ 
+
+
+ + Explore This + Module
+
+
+
+
+
+
+
+
+
+
+
+ 
+
+
+ + Overview +
+
+
+
+
+
+ This module comes with a feature that empowers the sales team to manage
+ access
+ control for Sale Quotations, Sale Orders, CRM Leads, Sales Teams, and
+ Contacts based on Team Leader and Team Member roles. This feature
+ enhances data security by granting team leaders full access to all data
+ generated by their team members. However, team members are limited to
+ accessing only their own data. This functionality ensures data security
+ while providing relevant information to users based on their designated
+ roles.
+
+
+
+
+ 
+
+
+ + Features +
+
+
+
+
+
+
+
+ 
+ Sales team members have restricted access to only
+ the sales orders, leads, and customers they have personally
+ created.
+
+
+ Sales team members have restricted access to only
+ the sales orders, leads, and customers they have personally
+ created.
+
+
+ Sales team leaders have access to sales orders,
+ leads, and customers they have personally created, as well as
+ those created by team members.
+
+
+ Sales team leaders have access to sales orders,
+ leads, and customers they have personally created, as well as
+ those created by team members.
+
+
+
+ 
+
+
+ + Screenshots +
+
+
+
+
+
+ 
+
+ + Select the Sales Team access right as Team Member.
+
+
+ 
+
+ + User can access only the Sale Orders created by him.
+
+
+ 
+
+ + User can access only the Leads created by him. +
+
+
+ 
+
+ + User can access only the Customers created by him.
+
+
+ 
+
+ + Select the Sales Team access right as Team Leader.
+
+
+ 
+
+ + User can access only the Sale Orders created by him and + his team members.
+
+
+ 
+
+ + User can access only the Leads created by him and + his team members. +
+
+
+ 
+
++ User can access only the Customers created by him and + his team members.
+
+
+
+
+ 
+
+
+ + Related + Products +
+
+
+
+
+
+
+ 
+ 
+ 
+ 
+ 
+
+
+
+ 
+
+
+ + Our Services +
+
+
+
+
+
+
+
+
+
+ 
+
+
+ + Odoo + Customization
+
+
+
+ 
+
+
+ + Odoo + Implementation
+
+
+
+ 
+
+
+ + Odoo + Support
+
+
+
+ 
+
+
+ + Hire + Odoo + Developer
+
+
+
+ 
+
+
+ + Odoo + Integration
+
+
+
+ 
+
+
+ + Odoo + Migration
+
+
+
+ 
+
+
+ + Odoo + Consultancy
+
+
+
+ 
+
+
+ + Odoo + Implementation
+
+
+
+ 
+
+
+ + Odoo + Licensing Consultancy
+
+
+
+ 
+
+
+ + Our + Industries +
+
+
+
+
+
+
+
+
+
+ 
+
+
+ + Trading +
++ Easily procure + and + sell your products
+
+
+
+ 
+
+
+ + POS +
++ Easy + configuration + and convivial experience
+
+
+
+ 
+
+
+ + Education +
++ A platform for + educational management
+
+
+
+ 
+
+
+ + Manufacturing +
++ Plan, track and + schedule your operations
+
+
+
+ 
+
+
+ + E-commerce & Website +
++ Mobile + friendly, + awe-inspiring product pages
+
+
+
+ 
+
+
+ + Service Management +
++ Keep track of + services and invoice
+
+
+
+ 
+
+
+ + Restaurant +
++ Run your bar or + restaurant methodically
+
+
+
+ 
+
+
+ + Hotel Management +
++ An + all-inclusive + hotel management application
+
+
+
+ 
+
+
+ + Support +
+
+
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