Sales Team Collaboration - CRM
by Viindoo
| Lines of Code | 525 |
| Technical name | viin_sales_team_collaboration_crm |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_sales_team_collaboration_crm |
| Read description for | v 16.0 v 18.0 |
| Required Apps | CRM (crm) Discuss (mail) Calendar (calendar) Contacts (contacts) |
| Included Dependencies | Sales Team Collaboration |
Cover a colleague's opportunity without seeing the whole company's
Team members can edit the leads and opportunities of their own team - but only the ones they follow.
Sales Team Collaboration - CRM (technical name viin_sales_team_collaboration_crm) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for salesperson, team leader, sales director, it.
At a Glance
The facts of Sales Team Collaboration - CRM, version 0.1, in one place. Published by Viindoo.
How It Works
Three screens.
The switch
Collaboration is set per team, not per user.
The teams
Each team decides for itself.
What it unlocks
A team member who follows this record can now work it.
What You Get
Team Member Collaboration, set per sales team
Team members can edit their team's leads and opportunities
Only records they follow
Other teams stay isolated
No need for the All Documents group
Uses the followers you already have
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.
An opportunity
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.
A team member sees a record only once they follow it.
Another team's records stay invisible.
Following is the existing chatter action.
The salesperson on the record stays the salesperson.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Sales Team Collaboration - CRM?
Salesperson
Covers a colleague without asking IT.
Team leader
Turns collaboration on for their team only.
Sales director
Keeps regions separate.
IT
Stops handing out All Documents.
Frequently Asked Questions
What does Sales Team Collaboration - CRM do?
Team members can edit the leads and opportunities of their own team - but only the ones they follow.
What does Sales Team Collaboration - CRM not do?
It is not a blanket permission. A team member sees a record only once they follow it. It does not cross teams. Another team's records stay invisible. It does not add followers for you. Following is the existing chatter action. It does not change ownership. The salesperson on the record stays the salesperson.
Who is Sales Team Collaboration - CRM for?
Salesperson: Covers a colleague without asking IT. Team leader: Turns collaboration on for their team only. Sales director: Keeps regions separate. IT: Stops handing out All Documents.
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: viin_sales_team_collaboration, crm. Odoo installs them with it.
How do I set it up?
Three screens.
What works well with it?
Collaboration - Sales (viin_sales_team_collaboration_sale): The same for quotations and orders. CRM extensions (viin_crm): The reporting over the pipeline. Sales Teams Advanced (to_sales_team_advanced): More team-level access control.
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_crm; pre-sales questions go to sales@viindoo.com.
See Sales Team Collaboration - CRM in Action
Live demo: v17demo-int.viindoo.com/web#action=sales_team.crm_team_action_config
Need help with Sales Team Collaboration - CRM?
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 evaluated through record rules on the 17.0 CRM models.
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.