* 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 auto set 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.

2. 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 auto
set 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.

3. Editions Supported
●
1. Community Version
●
2. Enterprise Version
●
Note: This module is developed, designed and
tested on odoo vanila.

4. Available Key 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.

5. Screenshots
●
Go to Settings -> General Settings.

7. ●
Go to Settings -> Users & Companies -> Users.

10. ●
Go to Contacts -> Contacts.

15. ●
Go to Contacts -> Contacts.

17. ●
Go to Sales -> Orders -> Quotations.

22. ●
Go to Invoicing -> Customers -> Invoices.

27. Find more Apps from Geminate
Our Services
Odoo Customization Odoo Implementation Odoo Integration Odoo Support

28. Complimentary Support
You will get 90 days free support for any doubt,
queries, and bug fixing (excluding data recovery)
or any type of issue related to this module.

29. Contact / Support
Need assistance?
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