One deal, many salespeople
Assign multiple salespersons to leads, opportunities, quotations and contacts, with automatic access, follower sync, rule-based auto-assignment and bulk tools built on Odoo's native security model.
The problem
Odoo assumes one salesperson per record. Real deals are worked by a field rep, an inside-sales coordinator, and an account manager together, but the "Own Documents Only" rule hides the record from everyone except the single owner, breaks accountability, and silently drops co-owners when a lead converts or a customer changes.
The solution
Assign Multi Salesperson adds a co-owner list to leads, opportunities, quotations and contacts. Every co-owner gets instant record access and follower notifications, access is revoked the moment they are removed, and co-owners survive every lifecycle transition, documented and transparent instead of a black box.
Everything a co-selling team needs
Every capability below is implemented in the module.
Co-own leads & opportunities
Add any number of Additional Salespersons to a lead or opportunity so the whole team sees the deal, not just the primary owner.
Co-own sale orders & quotations
Tag additional salespersons on quotations and confirmed orders so inside sales and account managers stay visible on every order.
Co-own contacts
Assign multiple salespersons to a contact so future orders for that customer can inherit the same team automatically.
Transparent access control
Extends Odoo's own "Own Documents Only" rule instead of bolting on a separate permission layer, so co-owners see the record and losing co-owner status revokes access immediately.
Automatic follower sync
Every co-owner is subscribed to the record's chatter the moment they are added, and unsubscribed the moment they are removed, so notifications always match access.
Assignment continuity
Co-owners are preserved when a lead becomes an opportunity, when a contact's team carries onto a new sale order, and by default when a sale order's customer changes.
Rule-based auto-assignment
Automatically assign sale orders using day-of-week rotation, customer geography, a company-wide default, or the customer's last order, evaluated in a documented, sequence-based priority order.
Bulk assign wizard
Select any number of leads, orders, or contacts and add, remove, or replace their salespersons in one confirmed action instead of editing records one by one.
Configurable from Settings
Toggle automatic follower sync, customer-change preservation, and rule-based auto-assignment independently from the Sales settings page.
How it works
Add co-owners
Open any lead, opportunity, quotation, or contact and tag Additional Salespersons directly on the form.
Access & notifications sync
Each co-owner instantly gains record access and is subscribed as a follower, no separate setup step required.
Configure auto-assignment
Set up day-of-week, geography, company-default, or repeat-customer rules in priority order for new sale orders.
Manage at scale
Use the bulk wizard to add, remove, or replace salespersons across many records at once, with a success confirmation.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. The module extends Odoo's own personal security rules, rather than adding a separate mechanism, so a user sees a record when they are the owner or a listed Additional Salesperson. Removing someone from the co-owner list revokes their access to that record instantly.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Assign Multi Salesperson
Multiple salespeople on one lead, sale order or contact, with shared record access, automatic follower sync and rule-based auto-assignment — so co-owners survive lead conversion and customer changes.
Buy on Odoo App Store