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Salesperson Own Customers

Currently in odoo all customers are visible to salesperson, For this our module will help to show only specific customers to Salesperson.

Key features:
  • Easy to use
  • It will show customers records of own only
  • Quotation or Sales Order have only specific customers visible to salesperson.
  • Easy to hide confidential records of customers

Salesperson 1 having rights of Sales : "Own Documents Only".

For Customer "Allocate Salespersons", you can allocate more than one salespersons.

Salesperson 1 can see only those customer, for which this salesperson is allocated.

Salesperson 1 can create quotation/order for only those customers, for which salesperson 1 is allocated.


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Help & Support

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Separate Quotation v9

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