[IMP] sales: menuselection fix

Fixed a menuselection error and deleted instances of second-person pov
Closes task 3116083

closes odoo/documentation#3938

X-original-commit: f30f6d2003
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
This commit is contained in:
Melanie Nguyen (meng) 2023-01-04 00:51:19 +00:00 committed by Zachary Straub (ZST)
parent 711a30bdd1
commit 7bcbc2d4fc
5 changed files with 27 additions and 27 deletions

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Multiple sales teams Multiple sales teams
==================== ====================
Odoo lets you manage several sales teams, departments, or channels, each with their own unique Use the *Sales Teams* feature to manage several sales teams, departments, or channels, each with
sales processes, using *Sales Teams*. their own unique sales processes.
Create a new Sales Team Create a new sales team
======================= =======================
To create a new Sales Team, go to :menuselection:`CRM --> Sales --> Teams` then click To create a new sales team, go to :menuselection:`CRM --> Configuration --> Sales Teams`, then
:guilabel:`Create`. click :guilabel:`Create`.
On the creation page, set an :guilabel:`Email Alias` to automatically generate a lead/opportunity 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 for this sales team every time a message is sent to that unique email address. Choose whether to
whether to accept emails from :guilabel:`Everyone`, :guilabel:`Authenticated Partners`, or accept emails from :guilabel:`Everyone`, :guilabel:`Authenticated Partners`, or :guilabel:`Followers
:guilabel:`Followers Only`. Only`.
Set a :guilabel:`Domain` to assign leads/opportunities to this Sales Team based on specific Set an :guilabel:`Invoicing Target` if this team has specific monthly revenue goals. Set a
filters, such as country, language, or campaign. Set an :guilabel:`Invoicing Target` if this team :guilabel:`Domain` to assign leads/opportunities to this sales team based on specific filters, such
has specific monthly revenue goals. as country, language, or campaign.
.. image:: multi_sales_team/sales-team-creation.png .. image:: multi_sales_team/sales-team-creation.png
:align: center :align: center
:alt: Create a Sales Team in Odoo CRM. :alt: Create a sales team in Odoo CRM.
Add members to a Sales Team Add members to a sales team
--------------------------- ---------------------------
To add team members, click :guilabel:`Add` under the Assignment tab when editing the Sales Team's To add team members, click :guilabel:`Add` under the :guilabel:`Members` tab when editing the sales
configuration page. Select a salesperson from the dropdown menu or create new salesperson. Set a team's configuration page. Select a salesperson from the drop-down menu or create new salesperson.
maximum number of leads that can be assigned to this salesperson in a 30-day period to ensure that Set a maximum number of leads that can be assigned to this salesperson in a 30-day period to ensure
they do not overwork. that they do not overwork.
.. image:: multi_sales_team/add-a-salesperson.png .. image:: multi_sales_team/add-a-salesperson.png
:align: center :align: center
:alt: Add a Salesperson inside Odoo CRM. :alt: Add a salesperson in Odoo CRM.
One person can be added as a team member or Team Leader to multiple Sales Teams, allowing them to One person can be added as a team member or :guilabel:`Team Leader` to multiple sales teams,
access all of the pipelines that they need to. allowing them to access all of the pipelines that they need to.
Sales Team dashboard Sales team dashboard
==================== ====================
To view the Sales Team dashboard, go to :menuselection:`CRM --> Sales --> Teams`. Any teams you are To view the sales team dashboard, go to :menuselection:`CRM --> Sales --> Teams`. Odoo users will
a part of will appear as dashboard tiles. 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 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 expected revenue, as well as a bar graph of new opportunities per week and an invoicing progress
bar. bar.
.. image:: multi_sales_team/sales-team-overview.png .. image:: multi_sales_team/sales-team-overview.png
:align: center :align: center
:alt: Sales Team Overview dashboard in Odoo CRM. :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 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 view documents or reports, create new quotations or opportunities, pick a color for this team, or
access its configuration page. access the team's configuration page.
.. image:: multi_sales_team/team-overview-three-dot-menu.png .. image:: multi_sales_team/team-overview-three-dot-menu.png
:align: center :align: center

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