Hello Team
I have a group of customers that we have assigned to a sales person by using Zip code field (many to many config does not allow for salesman allocation to allocate the account to that sales man. And for this set of customers, I want to give the allocated salesperson to have access to add and change contacts and address to the existing customers that are already in CRM. No other rights are to be given to the salesperson allocated to the account. Can someone please guide and assist with this request. The sales man in Zipcode is userid of the sales man this account is allocated to.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Accounting
- Inventory
- PoS
- Project management
- MRP
This question has been flagged
1345
Views
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Sign up