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