Assigning the sales representative or account manager

In Odoo 10, like in most CRM systems, the sales representative or account manager plays an important role. Typically, this is the person that will ultimately be responsible for the customer account and a satisfactory customer experience.

While most often a company will use real people as their salespeople, it is certainly possible to instead have a salesperson record refer to a group, or even a sub-contracted support service.

We will begin by creating a salesperson that will handle standard customer accounts. Note that a sales representative is also a user in the Odoo system.

Create a new salesperson by going to the Settings menu, selecting Users, and then clicking the Create button. The new user form will appear. We have filled in the form with values for a fictional salesperson, Terry Zeigler.

The following is a screenshot of the user's Access Rights tab:

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