[IMP] sales: menuselection fix

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

closes odoo/documentation#3942

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 c26a1dafeb
commit b5de4f8bb5
5 changed files with 27 additions and 27 deletions

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Multiple sales teams
====================
Odoo lets you manage several sales teams, departments, or channels, each with their own unique
sales processes, using *Sales Teams*.
Use the *Sales Teams* feature to manage several sales teams, departments, or channels, each with
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
:guilabel:`Create`.
To create a new sales team, go to :menuselection:`CRM --> Configuration --> Sales Teams`, then
click :guilabel:`Create`.
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
whether to accept emails from :guilabel:`Everyone`, :guilabel:`Authenticated Partners`, or
:guilabel:`Followers Only`.
for this sales team every time a message is sent to that unique email address. Choose whether to
accept emails from :guilabel:`Everyone`, :guilabel:`Authenticated Partners`, or :guilabel:`Followers
Only`.
Set a :guilabel:`Domain` to assign leads/opportunities to this Sales Team based on specific
filters, such as country, language, or campaign. Set an :guilabel:`Invoicing Target` if this team
has specific monthly revenue goals.
Set an :guilabel:`Invoicing Target` if this team has specific monthly revenue goals. Set a
:guilabel:`Domain` to assign leads/opportunities to this sales team based on specific filters, such
as country, language, or campaign.
.. image:: multi_sales_team/sales-team-creation.png
: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
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.
To add team members, click :guilabel:`Add` under the :guilabel:`Members` tab when editing the sales
team's configuration page. Select a salesperson from the drop-down 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:: multi_sales_team/add-a-salesperson.png
: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
access all of the pipelines that they need to.
One person can be added as a team member or :guilabel:`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 --> Sales --> Teams`. Any teams you are
a part of will appear as dashboard tiles.
To view the sales team dashboard, go to :menuselection:`CRM --> Sales --> Teams`. Odoo users will
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
bar.
.. image:: multi_sales_team/sales-team-overview.png
: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
access its configuration page.
access the team's configuration page.
.. image:: multi_sales_team/team-overview-three-dot-menu.png
:align: center

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