Sales Team Collaboration
by Viindoo
| Lines of Code | 431 |
| Technical name | viin_sales_team_collaboration |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_sales_team_collaboration |
| Read description for | v 16.0 v 18.0 |
| Required Apps | Discuss (mail) |
| Extensions | Sales Team Collaboration - Sales Sales Team Collaboration - CRM |
Let a sales team cover for each other
A switch per team: members can read and work each other's opportunities and orders, without being given the whole company.
Sales Team Collaboration (technical name viin_sales_team_collaboration) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for salesperson, team leader, administrator, customer.
At a Glance
The facts of Sales Team Collaboration, version 0.1, in one place. Published by Viindoo.
How It Works
One switch.
On the team
One field - and the team's members can work each other's documents.
Per team
Teams that should stay separate simply keep it off.
The documents themselves
Unchanged - what changes is who may open them.
What You Get
Collaboration switch per sales team
Members see and work the team's opportunities and orders
Off by default - existing visibility is unchanged
Scoped to the team, not to the company
Works with the region and team-leader rules
No new screen: a field on the team
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.
Sales teams
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.
Collaboration is scoped to the team that enables it.
Ownership of a document does not change.
What a manager sees is still a manager's rule.
Deliberately - visibility changes should be chosen.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Sales Team Collaboration?
Salesperson
Covers for a colleague without asking an administrator.
Team leader
Runs a team that shares accounts.
Administrator
Grants collaboration where it belongs, per team.
Customer
Gets an answer from whoever picks up.
Frequently Asked Questions
What does Sales Team Collaboration do?
A switch per team: members can read and work each other's opportunities and orders, without being given the whole company.
What does Sales Team Collaboration not do?
It does not open the whole pipeline. Collaboration is scoped to the team that enables it. It is not delegation. Ownership of a document does not change. It does not affect reporting rights. What a manager sees is still a manager's rule. Off by default. Deliberately - visibility changes should be chosen.
Who is Sales Team Collaboration for?
Salesperson: Covers for a colleague without asking an administrator. Team leader: Runs a team that shares accounts. Administrator: Grants collaboration where it belongs, per team. Customer: Gets an answer from whoever picks up.
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: sales_team. Odoo installs them with it.
How do I set it up?
One switch.
What works well with it?
Sales Teams Advanced (to_sales_team_advanced): Regions, leaders and the rules above the team. Sales Target (to_sales_target): What the team is measured against. CRM extensions (viin_crm): The pipeline they share.
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 viin_sales_team_collaboration; pre-sales questions go to sales@viindoo.com.
See Sales Team Collaboration in Action
Live demo: v17demo-int.viindoo.com/web#action=sales_team.crm_team_action_config
Need help with Sales Team Collaboration?
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
0.1 - Latest on the 17.0 line
- Collaboration is a per-team switch rather than a global setting.
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.