Auto Assign Sales Person
Auto Assign Salesperson
Geminate comes with a feature to auto assign salesperson on Sale quotation / Sale order, CRM Leads, Customer Invoice / Credit note and Customer. It provides complete dynamic configuration that helps autoset sales person based on existing records of related database object. you can select checkbox from setting for particular database object.
For Sale quotation / Sale order, CRM Leads, Customer Invoice / Credit note : it works based on existing records and customer set on them of related database object.
For Customer: it works based on new lead / opportunity created for existing customer and a salesperson assigned on that lead / opportunity.
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Exciting Features
It helps to autoset sales person based on existing records and customer set on them of related database object for Sale quotation / Sale order, CRM Leads, Customer Invoice / Credit note.
It helps to autoset sales person based on new lead / opportunity created for existing customer and a salesperson assigned on that lead / opportunity for Customer.
You can select checkbox from setting for particular database object.
Supports multi companies.
It provides complete dynamic configuration.
Easy to use and quick to configure.
Note: Extensively Tested on Odoo Vanilla with Ubuntu OS
Screenshots
Go to Settings -> General Settings.
Go to Settings -> Users & Companies -> Users.
Go to Contacts -> Contacts.
Go to CRM -> Sales -> My Pipeline.
Go to Contacts -> Contacts.
Go to Sales -> Orders -> Quotations.
Go to Invoicing -> Customers -> Invoices.
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