Sales
Contact Visibility by Salesperson & Team
Restrict which contacts each salesperson or team can see, using record rules on res.partner.
Contact Visibility by Salesperson & Team keeps your Odoo contact database properly segmented so each user sees only the customers they are responsible for. It is a simple, free way to protect customer data, reduce poaching between reps, and keep your CRM tidy.
What it does
The module applies record rules to res.partner based on the assigned salesperson and sales team membership. Salespeople see the contacts assigned to them and, optionally, those belonging to their team, while managers retain the broader access they need. There is nothing to script, the rules work across the contact views your team already uses.
Key features
- Record rules on res.partner driven by the assigned salesperson
- Optional visibility by sales-team membership
- Keeps managers' wider access intact
- Free and open source under LGPL-3
Who it's for
Sales-driven businesses on Odoo that want clean territory boundaries, better data privacy, and fewer disputes over who owns which customer.
FAQ
Questions about Contact Visibility by Salesperson & Team
How do I restrict which contacts a salesperson can see in Odoo?
Contact Visibility by Salesperson & Team applies record rules so each salesperson or team only sees their own contacts.
Can I hide other salespeople's customers in Odoo CRM?
Yes. Visibility is based on salesperson and sales team membership, with no custom code needed.
Does it affect managers and admins?
No. Managers and admins keep full visibility; the restriction applies only to the groups you configure.
Need this customised for your business?
We can tailor any of our modules, or build a new one to your exact requirements.