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IT PPM Roles: Sales

Sales roles: access hierarchy and account handover

Sales v18.0.1.1.8 it_ppm_roles_crm

Purpose

Module it_ppm_roles_crm Generic sales roles model for any organisation. Implements a seven-level hierarchy: sales analyst, operator, sales manager, key account manager, group head, sales lead, sales director. Includes hierarchical access to CRM accounts, opportunities and quotations, plus an account-handover wizard between managers and groups

Dependencies

sale_management contacts it_ppm_roles