OdooWiki OCA HUB

Crm Secondary Salesperson

crm_secondary_salesperson folder_open OCA/crm open_in_new
Customer Relationship Management License: AGPL-3

This module extends CRM to allow the definition of a secondary salesperson

auto_awesome What this module does

AI-generated from the code · Odoo 13.0

Adds a "Secondary Salesperson" field to CRM leads and opportunities, so a second salesperson can be linked to a lead alongside the main one.

This module extends the CRM lead and opportunity form with one extra field: Secondary Salesperson. It appears right after the main Salesperson field on the lead/opportunity form, so users can pick a second internal user to associate with the record.

Business rules added by the code: - The secondary salesperson must be different from the primary salesperson. If you try to save a lead where both fields point to the same user, Odoo blocks the save with the message "The secondary salesperson must be different from the primary salesperson!". - Only internal users can be selected (external/portal users are excluded from the selection). - Changes to this field are tracked in the chatter, so the history of who was set as secondary salesperson is recorded.

The field is added to the crm.lead model, which covers both leads and opportunities, and the change is visible on the standard CRM lead form. No new menus, reports, emails or scheduled actions are introduced by this module.

Depends on

crm

Required by other modules

crm_sale_secondary_salesperson
Models and fields (1)
  • crm.lead · extends an existing modelsecondary_user_id (Secondary Salesperson)

Text generated by AI (DeepSeek) from reading the Odoo 13.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 2 confirmed, 7 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 13.0

Configuration

Source · Odoo 13.0

There is no need to do anything to configure this module

Usage

Source · Odoo 13.0
  • Go to CRM
  • Create or select a opportunity
  • Select Secondary Salesperson

No verified information in OCA: Installation.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.