diff --git a/content/applications/sales/crm/pipeline/multi_sales_team.rst b/content/applications/sales/crm/pipeline/multi_sales_team.rst index 86166b4e7..15b686816 100644 --- a/content/applications/sales/crm/pipeline/multi_sales_team.rst +++ b/content/applications/sales/crm/pipeline/multi_sales_team.rst @@ -2,61 +2,61 @@ Multiple sales teams ==================== -Odoo lets you manage several sales teams, departments, or channels, each with their own unique -sales processes, using *Sales Teams*. +Use the *Sales Teams* feature to manage several sales teams, departments, or channels, each with +their own unique sales processes. -Create a new Sales Team +Create a new sales team ======================= -To create a new Sales Team, go to :menuselection:`CRM --> Sales --> Teams` then click -:guilabel:`Create`. +To create a new sales team, go to :menuselection:`CRM --> Configuration --> Sales Teams`, then +click :guilabel:`Create`. 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`. +for this sales team every time a message is sent to that unique email address. Choose whether to +accept emails from :guilabel:`Everyone`, :guilabel:`Authenticated Partners`, or :guilabel:`Followers +Only`. -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. +Set an :guilabel:`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. .. image:: multi_sales_team/sales-team-creation.png :align: center - :alt: Create a Sales Team in Odoo CRM. + :alt: Create a sales team in Odoo CRM. -Add members to a Sales Team +Add members to a sales team --------------------------- -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. +To add team members, click :guilabel:`Add` under the :guilabel:`Members` tab when editing the sales +team's configuration page. Select a salesperson from the drop-down 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: Add a Salesperson inside Odoo CRM. + :alt: Add a salesperson in 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 :guilabel:`Team Leader` to multiple sales teams, +allowing them to access all of the pipelines that they need to. -Sales Team dashboard +Sales team dashboard ==================== -To view the Sales Team dashboard, go to :menuselection:`CRM --> 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`. Odoo users will +see any teams that they are a part of as dashboard tiles. -Each tile gives an overview of the Sales Team's open opportunities, quotations, sales orders, and +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 bar. .. image:: multi_sales_team/sales-team-overview.png :align: center - :alt: Sales Team Overview dashboard in Odoo CRM. + :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 +Click on the three dots in the corner of a tile to open a navigational menu that lets users quickly view documents or reports, create new quotations or opportunities, pick a color for this team, or -access its configuration page. +access the team's configuration page. .. image:: multi_sales_team/team-overview-three-dot-menu.png :align: center diff --git a/content/applications/sales/crm/pipeline/multi_sales_team/add-a-salesperson.png b/content/applications/sales/crm/pipeline/multi_sales_team/add-a-salesperson.png index 675707d71..9343d5abf 100644 Binary files a/content/applications/sales/crm/pipeline/multi_sales_team/add-a-salesperson.png and b/content/applications/sales/crm/pipeline/multi_sales_team/add-a-salesperson.png differ diff --git a/content/applications/sales/crm/pipeline/multi_sales_team/sales-team-creation.png b/content/applications/sales/crm/pipeline/multi_sales_team/sales-team-creation.png index 3b5417c09..dffc52a26 100644 Binary files a/content/applications/sales/crm/pipeline/multi_sales_team/sales-team-creation.png and b/content/applications/sales/crm/pipeline/multi_sales_team/sales-team-creation.png differ diff --git a/content/applications/sales/crm/pipeline/multi_sales_team/sales-team-overview.png b/content/applications/sales/crm/pipeline/multi_sales_team/sales-team-overview.png index 6336336bf..64323b61c 100644 Binary files a/content/applications/sales/crm/pipeline/multi_sales_team/sales-team-overview.png and b/content/applications/sales/crm/pipeline/multi_sales_team/sales-team-overview.png differ diff --git a/content/applications/sales/crm/pipeline/multi_sales_team/team-overview-three-dot-menu.png b/content/applications/sales/crm/pipeline/multi_sales_team/team-overview-three-dot-menu.png index 8e1fa43bd..d0ebb2775 100644 Binary files a/content/applications/sales/crm/pipeline/multi_sales_team/team-overview-three-dot-menu.png and b/content/applications/sales/crm/pipeline/multi_sales_team/team-overview-three-dot-menu.png differ