[ADD] CRM: manage sales teams 17

closes odoo/documentation#9250

X-original-commit: 25f44f7ac2
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: brse-odoo <brse@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>

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

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
+   <crm/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`