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CRM pipeline Lead sales crm
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Laurent SAMAILLE

Hello,

We've got 2 seller's manager. Each one manage 5 sellers.

We want that the first manager see CRM activities from his 5 sellers but not the others.

And sellers can only see own activities.

Is it possible ?

Thanks,

Laurent.

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Hello Laurent SAMAILLE,

 
Create one group and one record rule in the xml file and then install / upgrade module. 

<record id="group_cem_team_leader" model="res.groups">
    <field name="name">Team Leader</field>
    <field name="category_id" ref="base.module_category_sales_sales"/>
    <field name="implied_ids" eval="[(4, ref('sales_team.group_sale_salesman'))]"/>
</record>

Create record rule for the team leader group. 


<record id="crm_all_team_leads" model="ir.rule">
	<field name="name">Team : All leads</field>
	<field ref="crm.model_crm_lead" name="model_id"/>
	<field name="domain_force">['|','|',('user_id','=',user.id),('user_id','=',False),('team_id.user_id','=',user.id)]</field>
	<field name="groups" eval="[(4, ref('group_cem_team_leader'))]"/>
	<field name="perm_read">1</field>
	<field name="perm_unlink">1</field>
	<field name="perm_write">1</field>
	<field name="perm_create">1</field>
</record>

Then user will see only it's team's record.
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