Portofolio : User assignment to third parties and groups

Module presentation

The Portfolio module for Dolibarr ERP/CRM facilitates the mass management and assignment of sales representatives to third parties, as well as the organization of products, services, users, and contacts within groups and categories.

Key Features:

Sales Representative Assignment:

Quickly assign users to third parties as sales representatives, thus optimizing customer relationship management.

Advanced User Group Management:

Efficiently organize your users and contacts by assigning them to specific groups, improving internal collaboration.

Category Management:

Categorize your products, services, users, and contacts into custom categories, making them easier to identify and manage.

Third-Party Clone:

Easily duplicate third-party records while maintaining a reference to the original entity, simplifying the creation of new, similar records.

Automated Notifications:

Automatically add the associated sales representative as a recipient when sending emails or setting up appointments, ensuring seamless communication.

Detailed Reports:

Access reports on outstanding invoices by customer or sales representative, providing increased visibility into performance. commercial.

Latest developments of the module