diff --git a/crm/salesteam/setup/create_team.rst b/crm/salesteam/setup/create_team.rst index 4ab30cb70..868ecce3a 100644 --- a/crm/salesteam/setup/create_team.rst +++ b/crm/salesteam/setup/create_team.rst @@ -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) diff --git a/crm/salesteam/setup/media/add_column.png b/crm/salesteam/setup/media/add_column.png index 2510ecfd3..1c241e9f2 100644 Binary files a/crm/salesteam/setup/media/add_column.png and b/crm/salesteam/setup/media/add_column.png differ diff --git a/crm/salesteam/setup/media/create01.png b/crm/salesteam/setup/media/create01.png new file mode 100644 index 000000000..3d7d84973 Binary files /dev/null and b/crm/salesteam/setup/media/create01.png differ diff --git a/crm/salesteam/setup/media/create02.png b/crm/salesteam/setup/media/create02.png new file mode 100644 index 000000000..f71e09808 Binary files /dev/null and b/crm/salesteam/setup/media/create02.png differ