diff --git a/content/applications/sales/crm/pipeline.rst b/content/applications/sales/crm/pipeline.rst index cee546bf5..3e4b5b479 100644 --- a/content/applications/sales/crm/pipeline.rst +++ b/content/applications/sales/crm/pipeline.rst @@ -10,3 +10,4 @@ Organize the pipeline pipeline/lost_opportunities pipeline/multi_sales_team pipeline/merge_similar + pipeline/manage_sales_teams diff --git a/content/applications/sales/crm/pipeline/manage_sales_teams.rst b/content/applications/sales/crm/pipeline/manage_sales_teams.rst new file mode 100644 index 000000000..497aa48e4 --- /dev/null +++ b/content/applications/sales/crm/pipeline/manage_sales_teams.rst @@ -0,0 +1,109 @@ +================== +Manage sales teams +================== + +The *Sales Teams* feature within Odoo's *CRM* app allows for the creation and management of multiple +sales teams, each with their own assignment rules, invoicing targets, and roster of salespeople. + +Create a sales team +=================== + +To create a new sales team, go to :menuselection:`CRM app --> Configuration --> Sales Teams`, then +click :guilabel:`New`. + +On the blank sales team form, enter a name in the :guilabel:`Sales Team` field. + +Next, select a :guilabel:`Team Leader` from the drop-down list. + +Set an :guilabel:`Email Alias` to automatically generate a lead/opportunity for this sales team +whenever a message is sent to that unique email address. Choose whether to accept emails from +:guilabel:`Everyone`, :guilabel:`Authenticated Partners`, :guilabel:`Followers Only`, or +:guilabel:`Authenticated Employees`. + +Select a :guilabel:`Company` from the drop-down menu to assign this team to. + +.. note:: + The :guilabel:`Company` field is only visible in multi-company databases, and is not required. + +.. image:: manage_sales_teams/sales-team-creation.png + :align: center + :alt: The settings page for a new sales team. + +.. note:: + If the *Sales* app is installed on the database, an :guilabel:`Invoicing Target` field appears on + the sales team form. This is the revenue target for the current month. The amount entered in this + field is used to populate the invoicing progress bar on the :ref:`sales team dashboard + `. + +Add sales team members +---------------------- + +To add team members, click :guilabel:`Add` under the :guilabel:`Members` tab when editing the sales +team's configuration page. This opens a :guilabel:`Create Sales Team Members` pop-up window. + +.. note:: + If the :guilabel:`Rule-Based Assignment` feature has **not** been enabled on the *CRM* app's + *Settings* page, clicking :guilabel:`Add` under the :guilabel:`Members` tab opens an + :guilabel:`Add: Salespersons` pop-up window. Tick the checkbox to the far-left of the + salesperson to be added to the team, then click :guilabel:`Select`. + + .. image:: manage_sales_teams/add-salespersons.png + :align: center + :alt: The Add: Salespersons pop-up window on a new sales team. + +Select a user from the :guilabel:`Salesperson` drop-down list to add them to the team. To prevent +this salesperson from being automatically assigned leads, tick the :guilabel:`Skip auto assignment` +checkbox. If this feature is activated, the salesperson can still be assigned leads manually. + +.. image:: manage_sales_teams/create-sales-team-members.png + :align: center + :alt: The Create Sales Team Members pop-up window. + +The :guilabel:`Leads (30 days)` field tracks how many leads the salesperson has been assigned in the +past thirty days for this team, and the maximum number of leads they should be assigned. To edit the +maximum number of leads this salesperson can be assigned, enter that amount in the :guilabel:`Leads +(30 days)` field. + +.. tip:: + :doc:`Assignment rules <../track_leads/lead_scoring>` can be configured for individual + salespeople using the :guilabel:`Domain` section. + +Click :guilabel:`Save & Close` when finished, or :guilabel:`Save & New` to add additional members. + +Enable multi teams +================== + +To allow salespeople to be assigned to more than one sales team, the *Multi Teams* setting needs to +be enabled. First, navigate to :menuselection:`CRM app --> Configuration --> Settings`. Under the +:guilabel:`CRM` section, tick the checkbox labeled :guilabel:`Multi Teams`. Then, click +:guilabel:`Save` at the top-left of the page. + +.. image:: manage_sales_teams/enable-multi-teams.png + :align: center + :alt: The settings page of the CRM app with the Multi Teams setting enabled. + +.. _crm/sales-team-dashboard: + +Sales team dashboard +==================== + +To view the sales team dashboard, go to :menuselection:`CRM app --> Sales --> Teams`. Any team the +user is a member of appears in the dashboard. + +.. image:: manage_sales_teams/sales-teams-dashboard.png + :align: center + :alt: The sales team dashboard in the CRM app. + +Each Kanban card 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 bar. + +Click the :guilabel:`Pipeline` button to go directly to that team's *CRM* pipeline. + +Click on the :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon in the top-right corner of +the Kanban card to open a drop-down menu. Then, to view or edit the team's settings, click +:guilabel:`Configuration`. + +.. seealso:: + - :doc:`../optimize/utilize_activities` + - :doc:`../track_leads/lead_scoring` diff --git a/content/applications/sales/crm/pipeline/manage_sales_teams/add-salespersons.png b/content/applications/sales/crm/pipeline/manage_sales_teams/add-salespersons.png new file mode 100644 index 000000000..ade248611 Binary files /dev/null and b/content/applications/sales/crm/pipeline/manage_sales_teams/add-salespersons.png differ diff --git a/content/applications/sales/crm/pipeline/manage_sales_teams/create-sales-team-members.png b/content/applications/sales/crm/pipeline/manage_sales_teams/create-sales-team-members.png new file mode 100644 index 000000000..8698f396a Binary files /dev/null and b/content/applications/sales/crm/pipeline/manage_sales_teams/create-sales-team-members.png differ diff --git a/content/applications/sales/crm/pipeline/manage_sales_teams/enable-multi-teams.png b/content/applications/sales/crm/pipeline/manage_sales_teams/enable-multi-teams.png new file mode 100644 index 000000000..ee9b97a46 Binary files /dev/null and b/content/applications/sales/crm/pipeline/manage_sales_teams/enable-multi-teams.png differ diff --git a/content/applications/sales/crm/pipeline/manage_sales_teams/sales-team-creation.png b/content/applications/sales/crm/pipeline/manage_sales_teams/sales-team-creation.png new file mode 100644 index 000000000..279c63e89 Binary files /dev/null and b/content/applications/sales/crm/pipeline/manage_sales_teams/sales-team-creation.png differ diff --git a/content/applications/sales/crm/pipeline/manage_sales_teams/sales-teams-dashboard.png b/content/applications/sales/crm/pipeline/manage_sales_teams/sales-teams-dashboard.png new file mode 100644 index 000000000..c369cc4a0 Binary files /dev/null and b/content/applications/sales/crm/pipeline/manage_sales_teams/sales-teams-dashboard.png differ