diff --git a/content/applications/sales/crm/pipeline.rst b/content/applications/sales/crm/pipeline.rst index 3e4b5b479..8ad80df33 100644 --- a/content/applications/sales/crm/pipeline.rst +++ b/content/applications/sales/crm/pipeline.rst @@ -8,6 +8,5 @@ Organize the pipeline :titlesonly: pipeline/lost_opportunities - pipeline/multi_sales_team pipeline/merge_similar pipeline/manage_sales_teams diff --git a/content/applications/sales/crm/pipeline/multi_sales_team.rst b/content/applications/sales/crm/pipeline/multi_sales_team.rst deleted file mode 100644 index 15b686816..000000000 --- a/content/applications/sales/crm/pipeline/multi_sales_team.rst +++ /dev/null @@ -1,65 +0,0 @@ -==================== -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. 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 deleted file mode 100644 index 9343d5abf..000000000 Binary files a/content/applications/sales/crm/pipeline/multi_sales_team/add-a-salesperson.png and /dev/null 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 deleted file mode 100644 index dffc52a26..000000000 Binary files a/content/applications/sales/crm/pipeline/multi_sales_team/sales-team-creation.png and /dev/null 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 deleted file mode 100644 index 64323b61c..000000000 Binary files a/content/applications/sales/crm/pipeline/multi_sales_team/sales-team-overview.png and /dev/null 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 deleted file mode 100644 index d0ebb2775..000000000 Binary files a/content/applications/sales/crm/pipeline/multi_sales_team/team-overview-three-dot-menu.png and /dev/null differ diff --git a/redirects/17.0.txt b/redirects/17.0.txt index 5c0e5c8c4..a59d2d5a8 100644 --- a/redirects/17.0.txt +++ b/redirects/17.0.txt @@ -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