NextERP/documentation
5
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

[FIX] sales/crm: fix menu path and RST formatting

Browse Source 
Cherry-pick of #2652:
>To view the Sales Team dashboard, go to `:menuselection:CRM --> Sales --> Teams.`

closes odoo/documentation#2737

X-original-commit: 1b7ec7ca20
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
This commit is contained in:
Jonathan Quique (jqu) 2022-08-31 12:48:06 +00:00 committed by Zachary Straub (ZST)
parent d97d2d61c4
commit a97d39d7d2
1 changed files with 19 additions and 19 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

38
content/applications/sales/crm/pipeline/multi_sales_team.rst
View File

@ -9,40 +9,42 @@ sales processes, using *Sales Teams*.
Create a new Sales Team Create a new Sales Team
======================= =======================
To create a new Sales Team, go to :menuselection:`CRM --> Configuration --> Sales Teams` then To create a new Sales Team, go to :menuselection:`CRM --> Sales --> Teams` then click
click **Create**. :guilabel:`Create`.
On the creation page, set an *Email Alias* to automatically generate a lead/opportunity for this On the creation page, set an :guilabel:`Email Alias` to automatically generate a lead/opportunity
Sales Team every time a message is sent to that unique email address. You can also choose whether for this Sales Team every time a message is sent to that unique email address. You can also choose
to accept emails from *Everyone*, *Authenticated Partners*, or *Followers Only*. whether to accept emails from :guilabel:`Everyone`, :guilabel:`Authenticated Partners`, or
:guilabel:`Followers Only`.
Set a *Domain* to assign leads/opportunities to this Sales Team based on specific filters, such as Set a :guilabel:`Domain` to assign leads/opportunities to this Sales Team based on specific
country, language, or campaign. Set an *Invoicing Target* if this team has specific monthly revenue filters, such as country, language, or campaign. Set an :guilabel:`Invoicing Target` if this team
goals. has specific monthly revenue goals.
.. image:: multi_sales_team/sales-team-creation.png .. image:: multi_sales_team/sales-team-creation.png
:align: center :align: center
:alt: Creating a Sales Team :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 **Add** under the Assignment tab when editing the Sales Team's To add team members, click :guilabel:`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 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 maximum number of leads that can be assigned to this salesperson in a 30-day period to ensure that
they do not overwork. 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: Adding a Salesperson :alt: Add a Salesperson inside Odoo CRM.
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. 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 Sales Team dashboard
==================== ====================
To view the Sales Team dashboard, go to :menuselection:`CRM --> Configuration --> Sales Teams`. Any To view the Sales Team dashboard, go to :menuselection:`CRM --> Sales --> Teams`. Any teams you are
teams you are a part of will appear as dashboard tiles. a part of will appear 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
@ -50,7 +52,7 @@ 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 :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 you 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
@ -58,8 +60,6 @@ access its 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
:alt: Three Dot Menu :alt: Click the Three Dot Menu in Odoo CRM dashboard to view documents and create opportunities.
Click on the **Pipeline** button to go directly to that team's CRM pipeline.
Click on the :guilabel:`Pipeline` button to go directly to that team's CRM pipeline.