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Assigning the sales representative or account manager

As in most CRM systems, the sales representative, or account manager, plays an important role in Odoo 12. Typically, this is the person that will ultimately be responsible for the customer account and a satisfactory customer experience.

Often, a company will use real people as their salespeople; however, it is certainly possible to have a salesperson record refer to a group, or even a subcontracted support service instead.

We will begin by creating a salesperson that will handle standard customer accounts. Note that a sales representative is also a user in the Odoo system.

Create a new salesperson by going to the Settings menu, selecting Users & Companies, then Users, and, finally, clicking ...