Introduction
Let's see how this works.
The Challenge Before Odoo 19.4
Imagine a sales manager creating a follow-up activity.
Call Customer
Assigned To: John
- On leave
- Busy with another customer
- In a meeting
Someone must manually reassign the activity, slowing down the process.
Instead of assigning the task to a single user:
Call Customer
Assigned To:
Role: Call Team
The Call Team can include:
- Marc Demo
- Mitchel Admin
Now the activity belongs to the team, enabling any team member to take ownership.
Managers don't need to decide who should handle every task.
Automated actions can assign activities directly to departments such as:
- Sales Team
- Support Team
- HR Team
- Accounts Team
Real-World Example
A customer submits a request through your website.
Instead of assigning the follow-up call to a specific salesperson:
Call Customer
Assigned To:
Role: Sales Team
The next available team member can handle it promptly.
Who Benefits?
- Sales Teams
- Customer Support
- HR Departments
- Recruitment Teams
- Finance Teams
- Operations Teams
By shifting from individual-based assignments to team-based ownership, organizations can improve collaboration, reduce administrative overhead, and respond more efficiently to customer needs.