Sales teams that mirror your real hierarchy, not a flat list.
Give every regional director, area manager, and rep exactly the visibility their role calls for — with cascading access control, a visual org chart, bulk reorganization tooling, and boundary-crossing escalation built on native Odoo CRM and Sales.
The problem
Native Odoo sales teams are flat: a user belongs to one team, and visibility stops there. The moment a manager needs to see their own team plus every subordinate team beneath them — without exposing data to unrelated branches — admins are stuck hand-wiring record rules or accepting company-wide access as a workaround.
The solution
Multilevel Sales Team Operation turns crm.team into an unlimited parent/child hierarchy with cascading, rule-based visibility. Leaders see exactly their span of control across leads, opportunities, quotations, and sales orders, while a visual org chart, guided setup wizard, and bulk reassignment tooling make building and reorganizing that hierarchy fast instead of tedious.
Everything a layered sales org needs
Every capability below is implemented in the module.
Unlimited Hierarchy Depth
Turn crm.team into a real parent/child tree of any depth. Every team tracks its complete name, computed level, and full list of subordinate teams automatically as the structure grows.
Cascading Visibility
Team leaders automatically see their own team plus every subordinate team's leads, opportunities, quotations, and sales orders — enforced by record rules, never manual sharing.
Visual Hierarchy List & Org Chart
A dedicated hierarchy list and an org-chart-style kanban show the entire structure at a glance, with leaders, sub-team counts, member counts, and expected revenue per team.
Guided Single-Screen Setup
Create a new team, pick its parent, assign leaders and members, and set its commission rate — all from one guided wizard instead of jumping between screens.
Bulk Reassignment Wizard
Move members between teams or re-parent whole branches in a single batch action, turning reorganizations that used to take dozens of edits into one operation.
Boundary-Crossing Escalation
High-value opportunities that cross a team boundary are escalated automatically against a configurable threshold, or any lead can be escalated manually with one click.
Full Audit Trail
Every hierarchy change, membership update, and escalation is logged to a dedicated audit log — who did what, to which team, and when — for compliance and accountability.
Hierarchy KPI Rollups
Each team's form shows expected revenue, won revenue, sales total, and commission amount rolled up across itself and every subordinate team, so leaders see the numbers for their full span of control.
Multiple Leaders & Central Settings
Assign more than one leader per team for shared management, and configure the global escalation threshold, default commission rate, and audit logging from one Settings screen.
How it works
Build Your Hierarchy
Use the guided setup wizard to name a team, choose its parent, and assign leaders and members in a single screen.
See the Whole Structure
Review the hierarchy list or org-chart kanban to check levels, leaders, and rolled-up KPIs for every team at a glance.
Get Automatic Visibility
Leaders instantly gain access to their own team plus every subordinate team's leads, opportunities, quotations, and sales orders.
Reorganize & Escalate
Bulk-reassign members or re-parent teams as the org changes, while high-value cross-boundary opportunities escalate automatically and every change is audited.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. It extends the existing crm.team model with parent/child hierarchy fields, so your current teams, leads, and sales orders keep working exactly as before — you simply gain hierarchy structure and cascading visibility on top.
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.
Multilevel Sales Team Operation
Unlimited-depth sales team hierarchies with cascading visibility, an org chart and escalation across boundaries — plus bulk reassignment and KPI rollups up the tree.
Buy on Odoo App StoreMore Odoo sales apps
Print Lead or Opportunity
Designed PDF reports and XLSX exports for leads and opportunities, with batch printing, date-range filters and customizable sections — plus scheduled email delivery.
Quotation From CRM Opportunity (Extended)
A complete in-CRM quoting workspace — product lines, live stock, and one-click quote generation — without leaving the pipeline to convert an opportunity.
RFQ / Purchase Order from CRM
Capture requested products on an opportunity, auto-group them by vendor, preview, and raise one RFQ per vendor in a click — always traceable back to the deal.
Sales Territory & Lead Assignment
Weighted assignment pools and hierarchical territories with a live preview and explicit conflict detection — plus weighted lead scoring, A/B/C/D grades and a plain-language audit log.
Sequence Number CRM Opportunity
A persistent, source-aware reference assigned the moment a lead becomes an opportunity — configurable prefixes and padding from Settings, guaranteed uniqueness, batch renumbering, manual override, and an audit log.
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.