CRM - Sales Teams Advanced
| Lines of Code | 218 |
| Technical name | to_sales_team_advanced_crm |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/15.0/to_sales_team_advanced_crm |
| Read description for | v 10.0 v 11.0 v 12.0 v 13.0 v 14.0 v 16.0 v 17.0 |
| Required Apps | CRM (crm) Discuss (mail) Calendar (calendar) Contacts (contacts) |
| Included Dependencies | Sales Teams Advanced |
Demo video: CRM - Sales Teams Advanced
What it does
This module extends the CRM application with the Sales Teams Advanced (to_sales_team_advanced) module, which helps companies to build and manage sales teams by region and grant the suitable access with leads, opportunities, reports, etc. according to their needs.
Key Features
- Improve access rights to the CRM module
- Sales/User: Own Documents Only: Create/View/Edit their own leads, opportunities, reports or assigned to or didn't assign to anyone;
- Sales/Sales Team Leader: Inherit the access right of Sales/User: Own Documents Only but extend more with:
- Employees in the team they are in charge of;
- The team they are in charge of (not assigned to any staff but still on their team);
- Or not be in charge of any team.
- Sales/Regional Manager: Inherit the access right of Sales/Sales Team Leader but extend more with:
- Employees in the region they are in charge of;
- The region they are in charge of (not assigned to any staff but still on their region);
- Or not be in charge of any region.
- Sales/User: All Documents: Full access for all teams except the CRM configuration;
- Sales/Administrator: Full access to CRM application, including the configuration.
- Add three new fields (Team Leader, Region, Region Manager) on the leads/opportunities view;
- Add filtering and grouping by regions, sales team, region manager on reports in the CRM module;
- Add menu Sales Regions on CRM ‣ Configuration ‣ Sales Regions.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_sales_team_advanced_crm.
- Press Install.
Instruction
Instruction video: CRM - Sales Teams Advanced
1. Create and configure the Sales Regions, Sales Teams
Please refer to the article Establish Sales Teams and Sales Regions.
2. Create Leads/Opportunities
Please refer to the article Steps to record Leads on CRM apps.
Here, you can see the below information:
- Team Leader: The team leader of the salesman's sales team;
- Region: The region that the above sales team belongs;
- Region Manager: The corresponding manager of the above region.
3. The access rights to leads/opportunities
As the above information:
Employee B belongs to Enterprise Team have the team leader is Employee A; The Enterprise Team belongs to North Region have the manager is Manager X. So:
- Employee B just only can see the report, leads, or opportunities that have Salesman is Employee B:
- Employee A (Team leader) will see the report, leads, and opportunities of Employee B, his own, and the records that the Salesman field is blank.
- Manager X will see all the reports, leads, and opportunities of the Enterprise Team and other sales teams belong the North Region.
4. Provide the filter/group with the criteria Region, Team leader, Region Manager on the reports of CRM
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