From 050b5d98896b2523d56446a9b0bd68f21ef86e83 Mon Sep 17 00:00:00 2001 From: "Jonathan Quique (jqu)" <63339356+jqu-odoo@users.noreply.github.com> Date: Wed, 31 Aug 2022 12:48:06 +0000 Subject: [PATCH] [FIX] sales/crm: fix menu path and RST formatting Cherry-pick of #2652: >To view the Sales Team dashboard, go to `:menuselection:CRM --> Sales --> Teams.` closes odoo/documentation#2738 X-original-commit: 1b7ec7ca2060ed21a90670289a032a419184a4a2 Signed-off-by: Antoine Vandevenne (anv) --- .../sales/crm/pipeline/multi_sales_team.rst | 38 +++++++++---------- 1 file changed, 19 insertions(+), 19 deletions(-) diff --git a/content/applications/sales/crm/pipeline/multi_sales_team.rst b/content/applications/sales/crm/pipeline/multi_sales_team.rst index 20ba4eadd..86166b4e7 100644 --- a/content/applications/sales/crm/pipeline/multi_sales_team.rst +++ b/content/applications/sales/crm/pipeline/multi_sales_team.rst @@ -9,40 +9,42 @@ sales processes, using *Sales Teams*. Create a new Sales Team ======================= -To create a new Sales Team, go to :menuselection:`CRM --> Configuration --> Sales Teams` then -click **Create**. +To create a new Sales Team, go to :menuselection:`CRM --> Sales --> Teams` then click +:guilabel:`Create`. -On the creation page, set an *Email Alias* to automatically generate a lead/opportunity for this -Sales Team every time a message is sent to that unique email address. You can also choose whether -to accept emails from *Everyone*, *Authenticated Partners*, or *Followers Only*. +On the creation page, set an :guilabel:`Email Alias` to automatically generate a lead/opportunity +for this Sales Team every time a message is sent to that unique email address. You can also choose +whether to accept emails from :guilabel:`Everyone`, :guilabel:`Authenticated Partners`, or +:guilabel:`Followers Only`. -Set a *Domain* to assign leads/opportunities to this Sales Team based on specific filters, such as -country, language, or campaign. Set an *Invoicing Target* if this team has specific monthly revenue -goals. +Set a :guilabel:`Domain` to assign leads/opportunities to this Sales Team based on specific +filters, such as country, language, or campaign. Set an :guilabel:`Invoicing Target` if this team +has specific monthly revenue goals. .. image:: multi_sales_team/sales-team-creation.png :align: center - :alt: Creating a Sales Team + :alt: Create a Sales Team in Odoo CRM. Add members to a Sales Team --------------------------- -To add team members, click **Add** under the Assignment tab when editing the Sales Team's +To add team members, click :guilabel:`Add` under the Assignment tab when editing the Sales Team's configuration page. Select a salesperson from the dropdown menu or create new salesperson. Set a maximum number of leads that can be assigned to this salesperson in a 30-day period to ensure that they do not overwork. .. image:: multi_sales_team/add-a-salesperson.png :align: center - :alt: Adding a Salesperson + :alt: Add a Salesperson inside Odoo CRM. -One person can be added as a team member or Team Leader to multiple Sales Teams, allowing them to access all of the pipelines that they need to. +One person can be added as a team member or Team Leader to multiple Sales Teams, allowing them to +access all of the pipelines that they need to. Sales Team dashboard ==================== -To view the Sales Team dashboard, go to :menuselection:`CRM --> Configuration --> Sales Teams`. Any -teams you are a part of will appear as dashboard tiles. +To view the Sales Team dashboard, go to :menuselection:`CRM --> Sales --> Teams`. Any teams you are +a part of will appear as dashboard tiles. Each tile gives an overview of the Sales Team's open opportunities, quotations, sales orders, and expected revenue, as well as a bar graph of new opportunities per week and an invoicing progress @@ -50,7 +52,7 @@ bar. .. image:: multi_sales_team/sales-team-overview.png :align: center - :alt: Sales Team Overview + :alt: Sales Team Overview dashboard in Odoo CRM. Click on the three dots in the corner of a tile to open a navigational menu that lets you quickly view documents or reports, create new quotations or opportunities, pick a color for this team, or @@ -58,8 +60,6 @@ access its configuration page. .. image:: multi_sales_team/team-overview-three-dot-menu.png :align: center - :alt: Three Dot Menu - -Click on the **Pipeline** button to go directly to that team's CRM pipeline. - + :alt: Click the Three Dot Menu in Odoo CRM dashboard to view documents and create opportunities. +Click on the :guilabel:`Pipeline` button to go directly to that team's CRM pipeline.