Private CRM view for every salesperson

Question

I just want to know if exist any way to generate a private view on the CRM per salesperson.
My idea it's that every seller can take a new lead (without a salesperson assigned) or load an opportunity manually and set the salesperson field and then in the CRM can only view their own leads / opportunities.
This restriction need to avoid that a salesperson can watch other leads / opportunities and, in a perfect scenario, only their own contacts.

Chris TRINGHAM · Answer

Odoo has a role *Sales / User: Own Documents Only* and the associated Record Rule will limit these users to their own Leads and Opportunities by this domain:
['|',('user_id','=',user.id),('user_id','=',False)]
This Record Rule doesn't apply to Leads & Opportunities in v11 but that's easily fixed!
You can do something similar with customers - here's more information on Record Rules [1]

[1] https://odootricks.tips/record-rules/#own

Haresh Kansara · Answer

Hi,
this module fit in your shared idea?: https://apps.odoo.com/apps/modules/13.0/jt_crm_security/

Related Posts	Besvarelser	Visninger
Lead Generation Løst opportunities crm leads	3 maj 24	3972
How to limit access rights to particular menu items ? opportunities crm leads	3 dec. 22	24291
batch migration from opportunities to leads opportunities crm leads odoo13.0	1 jul. 24	3733
How to generate lead with existing contact information Løst opportunities contacts leads Generation	4 jan. 24	4750
Change email model from "email_from" to "reply_to" opportunities crm email leads	0 jan. 22	3279

Dette spørgsmål er blevet anmeldt

Enjoying the discussion? Don't just read, join in!