[IMP] CRM: update multiple sales teams doc

Task: 2588786
X-original-commit: 98f306eca5

content/applications/sales/crm/pipeline/multi_sales_team.rst

@@ -1,47 +1,65 @@
-===========================
+====================
-Manage multiple sales teams
+Multiple sales teams
-===========================
+====================
 
-In Odoo, you can manage several sales teams, departments or channels
+Odoo lets you manage several sales teams, departments, or channels, each with their own unique
-with specific sales processes. To do so, we use the concept of *Sales
+sales processes, using *Sales Teams*.
-Channel*.
 
-Create a new sales channel
-==========================
 
-To create a new *Sales Channel*, go to :menuselection:`Configuration --> Sales Channels`.
+Create a new Sales Team
-
-There you can set an email alias to it. Every message sent to that email
-address will create a lead/opportunity.
-
-.. image:: media/multi_sales_team01.png
-    :align: center
-
-Add members to your sales channel
----------------------------------
-
-You can add members to any channel; that way those members will see the
-pipeline structure of the sales channel when opening it. Any
-lead/opportunity assigned to them will link to the sales channel.
-Therefore, you can only be a member of one channel.
-
-This will ease the process review of the team manager.
-
-.. image:: media/multi_sales_team02.png
-    :align: center
-
-If you now filter on this specific channel in your pipeline, you will
-find all of its opportunities.
-
-.. image:: media/multi_sales_team03.png
-    :align: center
-
-Sales channel dashboard
 =======================
 
-To see the operations and results of any sales channel at a glance, the
+To create a new Sales Team, go to :menuselection:`CRM --> Configuration --> Sales Teams` then
-sales manager also has access to the *Sales Channel Dashboard* under
+click **Create**.
-*Reporting*.
+
+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*.
+
+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.
+
+.. image:: multiple_sales_teams/sales-team-creation.png
+   :align: center
+   :alt: Creating a Sales Team
+
+Add members to a Sales Team
+---------------------------
+
+To add team members, click **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:: multiple_sales_teams/add-a-salesperson.png
+   :align: center
+   :alt: Adding a Salesperson
+
+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.
+
+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:: multiple_sales_teams/sales-team-overview.png
+   :align: center
+   :alt: Sales Team Overview
+
+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
+access its configuration page.
+
+.. image:: multiple_sales_teams/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.
+
 
-It is shared with the whole ecosystem so every revenue stream is
-included in it: Sales, eCommerce, PoS, etc.