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Salesperson Own Customers
Salesperson Own Customers is an Odoo module designed to enhance data privacy and streamline sales operations by restricting access to customer records based on the assigned salesperson. Each salesperson can view and manage only the customers they are responsible for, while managers or other authorized users can retain broader access.
Features
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Support
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Features
Restricted Customer Access
This feature ensures that each salesperson can view and interact only with the customers assigned to them. By limiting access to relevant customer data, the module prevents unauthorized data exposure and maintains privacy.
Flexible Salesperson Allocation
Administrators can assign multiple salespersons to a single customer directly from the customer form. This flexibility supports collaborative sales efforts, allowing teams to manage client relationships more effectively.
Secure Sale Order Management
Salespersons can create quotations and orders only for the customers they are responsible for. This prevents accidental mismanagement of client data and streamlines the sales process.
Screenshot
1.) User Access Settings
Configure sales users to have access only to their assigned customers. This ensures that each salesperson can manage only the customers they are responsible for, maintaining data privacy and focus.
2.) Assign Salespersons to Customers
Administrators can allocate one or more salespersons to a customer, allowing team collaboration while clearly defining responsibility for each client.
3.) Personalized Customer Overview
Salespersons see only their assigned customers in a clean Kanban view, helping them focus on relevant clients and manage their accounts efficiently.
4.) Restricted Sale Order Creation
Salespersons can create quotations or orders only for their assigned customers, ensuring accurate management and adherence to access permissions.
User Guide
