Agent Portal: New Customer Entry | Agent-Initiated Customer for Odoo

Fast Customer Creation Tool (Agents) | Agent Initiated Customer Creation Website

Agent Portal: New Customer Entry: what to validate before go-live

Fast Customer Creation Tool (Agents) | Agent Initiated Customer Creation Website

Customer Creation with Agent Visibility Control

Customer Creation with Agent Visibility Control | Streamlined Contact Creation for Sales & Support Agents

This module extends the functionality of

This module extends the functionality of the Customer Contact Form on the Odoo website for users identified as shop agents.

It introduces a toggle that allows agents to assign themselves as the contacts responsible party, making the contact visible only to selected agents.

The user interface dynamically adapts based on the agents role, ensuring a streamlined and intuitive experience. This helps in maintaining confidentiality and clear responsibility assignments in multi agent environments.

Agent Toggle on Website Contact Form

Agent Toggle on Website Contact Form: If a shop agent is logged in, theyll see a neat toggle (Yes/No switch) on the contact form.

By switching it on they can mark themselves as the person responsible for handling that customer.

If a shop agent is logged

If a shop agent is logged in, theyll see a neat toggle (Yes/No switch) on the contact form. By switching it on they can mark themselves as the person responsible for handling that customer.

Conditional Contact Visibility When an agent

Conditional Contact Visibility: When an agent assigns themselves to a new contact, that customers details will only be visible to that agent (and not to other agents).

This keeps customer info private and helps avoid confusion.

Additional details

When an agent assigns themselves to a new contact, that customers details will only be visible to that agent (and not to other agents). This keeps customer info private and helps avoid confusion.

Smarter Contact List for Agents: Agents will only see the customers theyre allowed to either ones they ve been assigned or those already available to them.

Agents will only see the customers theyre allowed to either ones they ve been assigned or those already available to them.

Conclusion

Agent Portal: New Customer Entry is built for teams that want Odoo workflows they can validate on probuseappdemo.com before production rollout.

Start with one realistic scenario, then expand training once stakeholders see the same data in backend and on mobile or portal where applicable.

Explore Agent Portal: New Customer Entry

Before go-live, test Agent Portal: New Customer Entry with one realistic document flow on probuseappdemo.com so sales, operations, and finance see the same data.
Sananaz Mansuri • Techno-Functional Consultant at Probuse

Agent Portal: New Customer Entry is designed so day-to-day work and management reporting stay on one Odoo database instead of scattered spreadsheets.
Mustufa Rangwala • Chief Executive Officer at Probuse