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Organize the pipeline https://www.odoo.com/documentation/user/11.0/discuss/plan_activities.html (clone it here) Manage lost opportunities -> https://docs.google.com/document/d/1Uxr5L0tmNTv4cUiq948_8KgHMAgtB--Ib-h9K_XjYQM/edit Manage multiple sales teams -> https://docs.google.com/document/d/1xbQzJozfPyGJxtu1dlYaBvmtU4aZkkGnRT3jmdzp84s/edit Acquire leads Convert leads into opportunities -> https://docs.google.com/document/d/15huZHD7NLqUC-XyogT1cR_oBof-DlC6U-olfxJLuGfY/edit Generate leads from emails -> https://docs.google.com/document/d/1qt5LAyb7jjArZqFQbwHANKhkE1uifVuc0I2pnf9eF7k/edit Generate leads from your website contact page -> https://docs.google.com/document/d/1shcyTp4gMuekRMIbJqbHfFIIk10N0GHtHIQlPXuax-Q/edit Send quotations -> https://docs.google.com/document/d/1wYfImnN1XxxaPQMjTvvIDgMkhXE5ud1D-9pbkr0khsA/edit Assign and track leads Track your prospect visits -> https://docs.google.com/document/d/1wSoV9wgI6HwD7pogTbPuapIfxCgQ5fUWhZ3frU_iOTk/edit Assign leads automatically based on scoring -> https://docs.google.com/document/d/1cBc4XOTAnSjjfg3Q-BS14dB2lvv09NaUCEpIlMKyp6U/edit Analyze performance Check your Win/Loss ratio -> https://docs.google.com/document/d/1_-I50VbyWwSrp63pRYq7_Lo7QSr0b-0ru4FLQZv3C2k/edit Get an accurate probable turnover -> https://docs.google.com/document/d/1tfCntvywMehg9xVF5NsjA6-6m7QQ-FryfwGkPAOJPNE/edit Optimize your Day-to-Day work Synchronize Google Calendar with Odoo -> https://www.odoo.com/documentation/user/11.0/crm/calendar/google_calendar_credentials.html (Change name) Use VOIP services in Odoo with OnSIP -> https://www.odoo.com/documentation/user/11.0/crm/leads/voip/onsip.html (Change name) Configure your VOIP Asterisk server for Odoo -> https://www.odoo.com/documentation/user/11.0/crm/leads/voip/setup.html (Change name)
48 lines
1.4 KiB
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48 lines
1.4 KiB
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===========================
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Manage multiple sales teams
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===========================
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In Odoo, you can manage several sales teams, departments or channels
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with specific sales processes. To do so, we use the concept of *Sales
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Channel*.
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Create a new sales channel
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==========================
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To create a new *Sales Channel*, go to :menuselection:`Configuration --> Sales Channels`.
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There you can set an email alias to it. Every message sent to that email
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address will create a lead/opportunity.
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.. image:: media/multi_sales_team01.png
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:align: center
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Add members to your sales channel
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---------------------------------
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You can add members to any channel; that way those members will see the
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pipeline structure of the sales channel when opening it. Any
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lead/opportunity assigned to them will link to the sales channel.
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Therefore, you can only be a member of one channel.
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This will ease the process review of the team manager.
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.. image:: media/multi_sales_team02.png
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:align: center
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If you now filter on this specific channel in your pipeline, you will
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find all of its opportunities.
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.. image:: media/multi_sales_team03.png
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:align: center
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Sales channel dashboard
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=======================
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To see the operations and results of any sales channel at a glance, the
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sales manager also has access to the *Sales Channel Dashboard* under
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*Reporting*.
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It is shared with the whole ecosystem so every revenue stream is
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included in it: Sales, eCommerce, PoS, etc.
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