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[FIX] sales/crm: fix menu path and RST formatting

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Cherry-pick of #2652:
>To view the Sales Team dashboard, go to `:menuselection:CRM --> Sales --> Teams.`

closes odoo/documentation#2739

X-original-commit: 1b7ec7ca20
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
This commit is contained in:
Jonathan Quique (jqu) 2022-08-31 12:48:06 +00:00 committed by Zachary Straub (ZST)
parent fa5dcc6940
commit 455f4a9359
1 changed files with 19 additions and 19 deletions
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38
content/applications/sales/crm/pipeline/multi_sales_team.rst
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@ -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.