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opportunitiescrmcontactsleadssalesperson
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Nicolas Robles

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.

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Chris TRINGHAM
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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

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Haresh Kansara
Best Answer

Hi,

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



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