Odoo Account Manager - Customer Manager Select the Account Manager to continue. Admins can select a manager and provide a referral code from the user list. Add new reasons while viewing all existing reasons. Activate the checkboxes according to your chosen options. Sign up for a new account and include the referral code. Select your choice: Approve or Reject. View the customer requests list with status updates. Navigate to the partner list for quick access. Display the account manager information box during payment confirmation. Fill the form out according to your specific criteria. Review the reference number details. Provide full details on raised tickets, including both open and closed statuses. Access the complete list of tickets. View the sales order history associated with the current manager. Click the 'Account Manager' tab to continue. Select the reference number for detailed information. View all communication records and related interactions. View the complete records of sale orders. Check the sale order details and display your account manager's details. View the list of customers linked to the manager. Customers can choose their own managers for support. View the customer request list with status updates. View the customer request list with status updates. Customers are assigned to managers automatically based on settings. The system automatically assigns the manager as the default. View the list of partners for easy access. Choose the Emails option to continue. Access all available emails in the list. Add a new manager and view the complete list of managers.
Odoo Account Manager - Customer Manager
Select the Account Manager to continue.
Admins can select a manager and provide a referral code from the user list.
Add new reasons while viewing all existing reasons.
Activate the checkboxes according to your chosen options.
Sign up for a new account and include the referral code.
Select your choice: Approve or Reject.
View the customer requests list with status updates.
Navigate to the partner list for quick access.
Display the account manager information box during payment confirmation.
Fill the form out according to your specific criteria.
Review the reference number details.
Provide full details on raised tickets, including both open and closed statuses.
Access the complete list of tickets.
View the sales order history associated with the current manager.
Click the 'Account Manager' tab to continue.
Select the reference number for detailed information.
View all communication records and related interactions.
View the complete records of sale orders.
Check the sale order details and display your account manager's details.
View the list of customers linked to the manager.
Customers can choose their own managers for support.
View the customer request list with status updates.
View the customer request list with status updates.
Customers are assigned to managers automatically based on settings.
The system automatically assigns the manager as the default.
View the list of partners for easy access.
Choose the Emails option to continue.
Access all available emails in the list.
Add a new manager and view the complete list of managers.

Odoo Account Manager - Customer Manager

$50.00
Tax excluded

The Account Manager app enhances customer interactions and streamlines management by allowing admins to assign managers to customers through a unique referral code system. This feature improves communication and service delivery, enabling customers to select their preferred manager during signup. With integrated support options, this app promotes personalized service and efficient issue resolution.

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Description

Odoo Account Manager - Customer Manager

Key Features:

  • Manager Assignment:- Admins can create multiple managers, each with a unique referral code for easier tracking and assignment.
  • Referral and Manager Linking:-  Customers can select or enter a referral code during signup to choose their manager, simplifying the process of management assignment.
  • Approval System:-  Admins receive requests to approve manager-customer links, ensuring that assignments are validated for better service quality.
  • Customer Support Tickets:- Customers can raise support tickets and communicate directly with their manager using a built-in chat feature, facilitating quicker issue resolution.
  • Predefined Message Reasons:- Admins can set standard message reasons to streamline communication and improve response times.

Additional Configurations:

  • Default Manager Assignment:- Automatically assign a manager to new customers if no referral code is provided.
  • Dropdown Manager Selection:-  Allow customers to choose from a dropdown list of available managers.
  • Manager Info on Order Confirmation:-  Display manager details in order confirmation emails for transparency.
  • Manager Info on Order Details:- Show manager information on order detail pages for easy reference.
  • Email Notifications:-  Automatic email alerts for key events such as link approvals or support ticket updates.

Benefits:

  • Improved Customer Support
  • Streamlined Operations
  • Enhanced Personalization
  • Efficient Communication
  • Increased Customer Retention
  • Simplified Manager Assignment

Product Details

WBL-ODOO-064

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