[ADD] crm: How to create a new team?
https://docs.google.com/document/d/1uorlR6N1DGNwlOFnhwAL3KQj-EInFPwLU37fuKzqkoM/edit#
This commit is contained in:
parent
59a679230f
commit
7e490bd811
@ -1,3 +1,40 @@
|
||||
=========================
|
||||
How to create a new team?
|
||||
=========================
|
||||
|
||||
In the Sales module, your sales teams are accessible from the
|
||||
**Dashboard** menu. If you start from a new instance, you will find a
|
||||
sales team installed by default : Direct sales. You can either start
|
||||
using that default sales team and edit it (refer to the section
|
||||
*Create and Organize your stages* from the page :doc:`organize_pipeline`)
|
||||
or create a new one from scratch.
|
||||
|
||||
To create a new team, go to :menuselection:`Configuration --> Sales Teams` and
|
||||
click on **Create**.
|
||||
|
||||
.. image:: ./media/create01.png
|
||||
:align: center
|
||||
|
||||
Fill in the fields :
|
||||
|
||||
- Enter the name of your team
|
||||
|
||||
- Select your team leader
|
||||
|
||||
- Select your team members
|
||||
|
||||
Don't forget to tick the "Opportunities" box if you want to manage
|
||||
opportunities from it and to click on SAVE when you're done. Your can
|
||||
now access your new team from your Dashboard.
|
||||
|
||||
.. image:: ./media/create02.png
|
||||
:align: center
|
||||
|
||||
.. note::
|
||||
|
||||
If you started to work on an empty database and didn't create new users, refer to the page :doc:`../manage/create_salesperson`.
|
||||
|
||||
.. rst-class:: text-muted
|
||||
|
||||
| Written by Geoffrey Bressan (Odoo)
|
||||
| Proofread by Yves-Pascal Mukadi (Odoo)
|
||||
|
Binary file not shown.
Before Width: | Height: | Size: 5.9 KiB After Width: | Height: | Size: 5.9 KiB |
BIN
crm/salesteam/setup/media/create01.png
Normal file
BIN
crm/salesteam/setup/media/create01.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 11 KiB |
BIN
crm/salesteam/setup/media/create02.png
Normal file
BIN
crm/salesteam/setup/media/create02.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 6.2 KiB |
Loading…
Reference in New Issue
Block a user