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Salesperson Own Contact
The Salesperson Own Contact module for Odoo is designed to allow salespeople to efficiently manage their own contacts and customers. It enables a more focused approach to handling customer relations by restricting access to only those records linked to the specific salesperson.
Features
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Features
Customizable Access Rights for Salespeople
Salespeople and their managers can easily manage the access rights for each user within the system. The Salesperson Own Contact module allows for fine-grained control over which documents and records are visible to the salesperson. The flexibility to choose whether they can only view their own documents or access a broader range of documents ensures that the salesperson's environment is tailored to their specific needs, improving efficiency and focus on relevant tasks.
Own Contacts View
This feature allows salespeople to view only their own assigned contacts, ensuring they can easily access the information they need without cluttering the interface with unrelated data. This view helps salespeople manage their client relationships by providing a clear and direct overview of the contacts they are responsible for.
Screenshot
1.) Users View
Here salesperson manager can see the Access Rights from where they can decide that what this salesperson can see like Own Documents Only.
2.) Own Contacts View
Here this salesperson "Marc Demo" can see the own contacts only in which contact Marc Demo is salesperson.
3.) User Permissions for All Documents
Here salesperson manager can set the value to All Document so, the salesperson can see the all document whether the salesperson is this allowed person or not.
4.) Quotation View
Here after allowing this user to all document can see the all salespersons document.
User Guide
