Hi,
Is there any module to make the employee(saleperson) see HIS OWN pipline, customers(created by him), quotations, in CRM module.
If not please suggest any solution thanks.
Regards,
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Hello Medmars,
Add record rule for user. Try below record rule.
<record id="crm_crm_lead_user_wise" model="ir.rule">
<field name="name">User wise Lead</field>
<field ref="crm.model_crm_lead" name="model_id"/>
<field name="domain_force">[('user_id','=',user.id)]</field>
<field name="groups" eval="[(6, 0, [ref('sales_team.group_sale_salesman')])]"/>
</record>
Hope this helps you.
Thanks,
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