diff --git a/content/applications/sales/crm/pipeline/media/multi_sales_team01.png b/content/applications/sales/crm/pipeline/media/multi_sales_team01.png deleted file mode 100644 index 9d71b8b5e..000000000 Binary files a/content/applications/sales/crm/pipeline/media/multi_sales_team01.png and /dev/null differ diff --git a/content/applications/sales/crm/pipeline/media/multi_sales_team02.png b/content/applications/sales/crm/pipeline/media/multi_sales_team02.png deleted file mode 100644 index 7b5108e5d..000000000 Binary files a/content/applications/sales/crm/pipeline/media/multi_sales_team02.png and /dev/null differ diff --git a/content/applications/sales/crm/pipeline/media/multi_sales_team03.png b/content/applications/sales/crm/pipeline/media/multi_sales_team03.png deleted file mode 100644 index eef8468fb..000000000 Binary files a/content/applications/sales/crm/pipeline/media/multi_sales_team03.png and /dev/null differ diff --git a/content/applications/sales/crm/pipeline/multi_sales_team.rst b/content/applications/sales/crm/pipeline/multi_sales_team.rst index aea11adce..dafeb5bc3 100644 --- a/content/applications/sales/crm/pipeline/multi_sales_team.rst +++ b/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 -with specific sales processes. To do so, we use the concept of *Sales -Channel*. +Odoo lets you manage several sales teams, departments, or channels, each with their own unique +sales processes, using *Sales Teams*. -Create a new sales channel -========================== -To create a new *Sales Channel*, go to :menuselection:`Configuration --> Sales Channels`. - -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 +Create a new Sales Team ======================= -To see the operations and results of any sales channel at a glance, the -sales manager also has access to the *Sales Channel Dashboard* under -*Reporting*. +To create a new Sales Team, go to :menuselection:`CRM --> Configuration --> Sales Teams` then +click **Create**. + +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. diff --git a/content/applications/sales/crm/pipeline/multiple_sales_teams/add-a-salesperson.png b/content/applications/sales/crm/pipeline/multiple_sales_teams/add-a-salesperson.png new file mode 100644 index 000000000..675707d71 Binary files /dev/null and b/content/applications/sales/crm/pipeline/multiple_sales_teams/add-a-salesperson.png differ diff --git a/content/applications/sales/crm/pipeline/multiple_sales_teams/sales-team-creation.png b/content/applications/sales/crm/pipeline/multiple_sales_teams/sales-team-creation.png new file mode 100644 index 000000000..3b5417c09 Binary files /dev/null and b/content/applications/sales/crm/pipeline/multiple_sales_teams/sales-team-creation.png differ diff --git a/content/applications/sales/crm/pipeline/multiple_sales_teams/sales-team-overview.png b/content/applications/sales/crm/pipeline/multiple_sales_teams/sales-team-overview.png new file mode 100644 index 000000000..6336336bf Binary files /dev/null and b/content/applications/sales/crm/pipeline/multiple_sales_teams/sales-team-overview.png differ diff --git a/content/applications/sales/crm/pipeline/multiple_sales_teams/team-overview-three-dot-menu.png b/content/applications/sales/crm/pipeline/multiple_sales_teams/team-overview-three-dot-menu.png new file mode 100644 index 000000000..8e1fa43bd Binary files /dev/null and b/content/applications/sales/crm/pipeline/multiple_sales_teams/team-overview-three-dot-menu.png differ