Operating Unit in CRM

This module introduces the following features:

Adds the Operating Unit (OU) to the Lead.
The user’s default Operating Unit (OU) is proposed at the time of creating the Lead / Opportunity.
Security rules are defined to ensure that users can only see the Opportunity / Lead of that Operating Units in which they are allowed access to.

Table of contents

Usage
Bug Tracker
Credits

Usage

To use this module, you need to:

Go to CRM > Sales > Leads or CRM > Sales > Opportunities
When creating a new lead or opportunity, the operating unit will be automatically set based on:
- The operating unit of your default sales team, or
- Your default operating unit if the sales team doesn’t have an operating unit
You can filter leads and opportunities by operating unit using the search filter
You can only see leads and opportunities from operating units you have access to
The operating unit field is only visible if you belong to the “Multi Operating Unit” group

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

ForgeFlow
Serpent Consulting Services Pvt. Ltd.

Contributors

ForgeFlow S.L. <contact@forgeflow.com>
Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>
Jarsa Sistemas, S.A. de C.V. <info@jarsa.com.mx>
Tran Thanh Trai <traitt@trobz.com>
Heliconia Solutions Pvt. Ltd. <https://www.heliconia.io>_

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/operating-unit project on GitHub.