[REM] CRM: multi teams

closes odoo/documentation#9254

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
This commit is contained in:
jero-odoo 2024-05-08 15:40:09 -04:00
parent f036553f5a
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@ -8,6 +8,5 @@ Organize the pipeline
:titlesonly:
pipeline/lost_opportunities
pipeline/multi_sales_team
pipeline/merge_similar
pipeline/manage_sales_teams

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====================
Multiple 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
=======================
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. Choose whether to
accept emails from :guilabel:`Everyone`, :guilabel:`Authenticated Partners`, or :guilabel:`Followers
Only`.
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.
Add members to a sales team
---------------------------
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 in Odoo CRM.
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
====================
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
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.
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 the team's configuration page.
.. image:: multi_sales_team/team-overview-three-dot-menu.png
:align: center
: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.

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@ -65,4 +65,5 @@ applications/marketing/marketing_automation/getting_started/workflow_activities.
# applications/sales
applications/sales/crm/pipeline/multi_sales_team.rst applications/sales/crm/pipeline/manage_sales_teams.rst # multi_sales_team --> manage_sales_teams
applications/sales/point_of_sale/pricing/digital_labels.rst applications/sales/point_of_sale/pricing/electronic_labels.rst # digital_labels --> electronic_labels