CRM - Sales Teams Advanced
| Lines of Code | 1173 |
| Technical name | to_sales_team_advanced_crm |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/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 v 18.0 |
| Required Apps | CRM (crm) Discuss (mail) Calendar (calendar) Contacts (contacts) |
| Included Dependencies | Sales Teams Advanced |
A pipeline that knows which region it belongs to
Leads and opportunities carry their sales region, team leader and regional manager - and each role sees exactly the part of the pipeline it is responsible for.
CRM - Sales Teams Advanced (technical name to_sales_team_advanced_crm) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for salesperson, team leader, regional manager, sales director.
At a Glance
The facts of CRM - Sales Teams Advanced, version 1.0.0, in one place. Published by Viindoo.
How It Works
Three screens.
The region on the opportunity
Filled from the team, kept in step when the team changes, and carried through a merge.
The pipeline as a whole
Nothing changes in how the pipeline is worked - what changes is who can see which part of it.
Analysis by region
The group-by is added to the report CRM already ships, so no new report has to be learned.
Activity, by region too
Calls, meetings and to-dos split by region - the leading indicator behind the pipeline number.
What You Get
Sales Region, Team Leader and Regional Manager on every lead and opportunity
Group Pipeline Analysis and Activities analysis by region, leader or manager
Record rules per role: own, team, region - read and write, no delete
Salesperson and team selections restricted to what the current user may assign
Region kept in step when the team of a lead changes
Lead merging carries the three fields rather than dropping them
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
The pipeline
Activities analysis
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
Assignment rules stay Odoo's; this decides who may see and edit what.
They appear in developer mode; Sales Region is the field a user reads and edits.
Read and write inside their scope; deletion stays with the administrator.
The structure is configured once, on the teams.
Works Well With
Apps from the same stack, built to fit this one:
Sales Teams Advanced
The regions, leaders and rules this bridge applies to CRM.
to_sales_team_advancedSales - Sales Teams Advanced
The same structure on quotations, orders and invoices.
to_sales_team_advanced_saleWho Should Use CRM - Sales Teams Advanced?
Salesperson
Sees their own pipeline; the region is filled in for them.
Team leader
Works the team's pipeline, and nothing beyond it.
Regional manager
Reads every team in the region, nested regions included.
Sales director
Compares regions on the standard CRM reports.
Frequently Asked Questions
What does CRM - Sales Teams Advanced do?
Leads and opportunities carry their sales region, team leader and regional manager - and each role sees exactly the part of the pipeline it is responsible for.
What does CRM - Sales Teams Advanced not do?
It does not change how leads are assigned. Assignment rules stay Odoo's; this decides who may see and edit what. Team Leader and Regional Manager are technical fields on the lead. They appear in developer mode; Sales Region is the field a user reads and edits. No delete rights for leaders or regional managers. Read and write inside their scope; deletion stays with the administrator. A team without a region gives a lead without a region. The structure is configured once, on the teams.
Who is CRM - Sales Teams Advanced for?
Salesperson: Sees their own pipeline; the region is filled in for them. Team leader: Works the team's pipeline, and nothing beyond it. Regional manager: Reads every team in the region, nested regions included. Sales director: Compares regions on the standard CRM reports.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: to_sales_team_advanced, crm. Odoo installs them with it.
How do I set it up?
Three screens.
What works well with it?
Sales Teams Advanced (to_sales_team_advanced): The regions, leaders and rules this bridge applies to CRM. Sales - Sales Teams Advanced (to_sales_team_advanced_sale): The same structure on quotations, orders and invoices. CRM extensions (viin_crm): The rest of the Viindoo CRM layer.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name to_sales_team_advanced_crm; pre-sales questions go to sales@viindoo.com.
See CRM - Sales Teams Advanced in Action
Live demo: v17demo-int.viindoo.com/web#action=crm.crm_lead_action_pipeline
Need help with CRM - Sales Teams Advanced?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
1.0.0 - Latest on the 17.0 line
- Region, team leader and regional manager are stored on leads and opportunities.
- Pipeline Analysis and Activities analysis group by all three.
- Merging opportunities keeps the three fields.
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).
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