25f44f7ac2
closes odoo/documentation#9207 Signed-off-by: Jessica Rogers (jero) <jero@odoo.com> Co-authored-by: brse-odoo <brse@odoo.com> Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com> Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
110 lines
4.6 KiB
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110 lines
4.6 KiB
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==================
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Manage sales teams
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==================
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The *Sales Teams* feature within Odoo's *CRM* app allows for the creation and management of multiple
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sales teams, each with their own assignment rules, invoicing targets, and roster of salespeople.
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Create a sales team
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===================
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To create a new sales team, go to :menuselection:`CRM app --> Configuration --> Sales Teams`, then
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click :guilabel:`New`.
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On the blank sales team form, enter a name in the :guilabel:`Sales Team` field.
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Next, select a :guilabel:`Team Leader` from the drop-down list.
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Set an :guilabel:`Email Alias` to automatically generate a lead/opportunity for this sales team
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whenever a message is sent to that unique email address. Choose whether to accept emails from
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:guilabel:`Everyone`, :guilabel:`Authenticated Partners`, :guilabel:`Followers Only`, or
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:guilabel:`Authenticated Employees`.
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Select a :guilabel:`Company` from the drop-down menu to assign this team to.
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.. note::
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The :guilabel:`Company` field is only visible in multi-company databases, and is not required.
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.. image:: manage_sales_teams/sales-team-creation.png
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:align: center
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:alt: The settings page for a new sales team.
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.. note::
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If the *Sales* app is installed on the database, an :guilabel:`Invoicing Target` field appears on
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the sales team form. This is the revenue target for the current month. The amount entered in this
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field is used to populate the invoicing progress bar on the :ref:`sales team dashboard
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<crm/sales-team-dashboard>`.
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Add sales team members
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----------------------
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To add team members, click :guilabel:`Add` under the :guilabel:`Members` tab when editing the sales
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team's configuration page. This opens a :guilabel:`Create Sales Team Members` pop-up window.
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.. note::
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If the :guilabel:`Rule-Based Assignment` feature has **not** been enabled on the *CRM* app's
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*Settings* page, clicking :guilabel:`Add` under the :guilabel:`Members` tab opens an
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:guilabel:`Add: Salespersons` pop-up window. Tick the checkbox to the far-left of the
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salesperson to be added to the team, then click :guilabel:`Select`.
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.. image:: manage_sales_teams/add-salespersons.png
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:align: center
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:alt: The Add: Salespersons pop-up window on a new sales team.
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Select a user from the :guilabel:`Salesperson` drop-down list to add them to the team. To prevent
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this salesperson from being automatically assigned leads, tick the :guilabel:`Skip auto assignment`
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checkbox. If this feature is activated, the salesperson can still be assigned leads manually.
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.. image:: manage_sales_teams/create-sales-team-members.png
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:align: center
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:alt: The Create Sales Team Members pop-up window.
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The :guilabel:`Leads (30 days)` field tracks how many leads the salesperson has been assigned in the
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past thirty days for this team, and the maximum number of leads they should be assigned. To edit the
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maximum number of leads this salesperson can be assigned, enter that amount in the :guilabel:`Leads
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(30 days)` field.
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.. tip::
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:doc:`Assignment rules <../track_leads/lead_scoring>` can be configured for individual
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salespeople using the :guilabel:`Domain` section.
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Click :guilabel:`Save & Close` when finished, or :guilabel:`Save & New` to add additional members.
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Enable multi teams
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==================
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To allow salespeople to be assigned to more than one sales team, the *Multi Teams* setting needs to
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be enabled. First, navigate to :menuselection:`CRM app --> Configuration --> Settings`. Under the
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:guilabel:`CRM` section, tick the checkbox labeled :guilabel:`Multi Teams`. Then, click
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:guilabel:`Save` at the top-left of the page.
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.. image:: manage_sales_teams/enable-multi-teams.png
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:align: center
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:alt: The settings page of the CRM app with the Multi Teams setting enabled.
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.. _crm/sales-team-dashboard:
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Sales team dashboard
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====================
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To view the sales team dashboard, go to :menuselection:`CRM app --> Sales --> Teams`. Any team the
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user is a member of appears in the dashboard.
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.. image:: manage_sales_teams/sales-teams-dashboard.png
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:align: center
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:alt: The sales team dashboard in the CRM app.
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Each Kanban card gives an overview of the sales team's open opportunities, quotations, sales orders,
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and expected revenue, as well as a bar graph of new opportunities per week, and an invoicing
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progress bar.
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Click the :guilabel:`Pipeline` button to go directly to that team's *CRM* pipeline.
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Click on the :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon in the top-right corner of
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the Kanban card to open a drop-down menu. Then, to view or edit the team's settings, click
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:guilabel:`Configuration`.
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.. seealso::
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- :doc:`../optimize/utilize_activities`
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- :doc:`../track_leads/lead_scoring`
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