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
Follow these steps to use this module:
If you don’t have any Operation Unit created, go to Settings -> Operating Units to create one.
Same with Sales Channel, to create one go to CRM -> Configuration -> Sales Channel.
Assign an Operating Unit to the Sales Channel.
Add members to the Sales Channel. Those members must have the same Operating Unit.
Go to CRM -> Pipeline to create a new Lead with the new Sales Channel. The Operating Unit of the Sales Channel is propagated.
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 smashing it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
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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.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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