ebc3e70d0f
Co-authored-by: Victor Feyens (vfe) <vfe@odoo.com> Co-authored-by: Elisabeth Dickinson (edi) <edi@odoo.com> Co-authored-by: Antoine Vandevenne (anv) <anv@odoo.com>
48 lines
1.4 KiB
ReStructuredText
48 lines
1.4 KiB
ReStructuredText
===========================
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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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