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Multiple Branch Lead
The Multiple Branch Lead module allows CRM leads in Odoo to be assigned and filtered by branch, helping teams manage customer inquiries separately across different business units, locations, or outlets. It enforces branch-specific lead access, enabling better control and improved team focus in multi-branch setups. Ideal for companies with multiple sales locations handling localized leads.
Video Tutorial
Features
Screenshots
Support
Service
Features
Restrict Lead Access by Branch
Users can only view or manage leads belonging to their assigned branch, ensuring secure and relevant data access.
Branch Filters in CRM Views
CRM kanban, list, and form views support filtering and grouping by branch.
Assign Branch to CRM Leads
Adds a Branch field to every CRM lead and opportunity, auto-filled from the users active branch.
Screenshot
1) Branch Admin Access Assign
2) Branch User Access Assign
Marc Demo now has Branch and Multi-Branch access.
3) Branch View
4) Assign multiple Branches to user.
Marc Demo now has access to multiple branches.
5) Branch Selection User Side
Marc Demo can easily switch branches anytime.
6) Branch based Record visibility
Here marc demo changed his current branch into Mumbai.Marc Demo now sees only Lead from the Mumbai branch.
7) Admin Access Leads
Admins have unrestricted access to all Leads, and users can view them with convenient grouping options.
8) Lead Filter By Branch
Find lead quickly by branch.
User Guide
