8722ea902e
Since odoo/documentation#903, the guideline for the location of new resource (images, downloadable files, RST includes...) files is to place those inside the directory of the RST page that references them. For example, if `doc1.rst` has a reference to `image.png` and to `download.zip`, the file structure should look like this: ├── parent_doc/ │ └── doc1/ │ │ └── image.png │ │ └── download.zip │ └── doc1.rst │ └── doc2.rst ├── parent_doc.rst Before this commit, most of the resource files were still located inside 'media' directories holding all the resource files referenced by RST pages located at the same level as these directories. In the example above, a single 'media' directory would hold all the resource files referenced by both `doc1.rst` and `doc2.rst`. Doing so prevented us from figuring out easily which resource file was referenced by which RST page and, thus, lead to unused resource files piling up in the repository. It also made it more complicated to define codeowners regex rules because a team could not simply be assigned to `/some_page.*` but needed to be assigned to both `/some_page\.rst` and to the location of 'media'. In order to help new content writers figure out the guideline when taking examples from other RST pages, this commit retroactively applies the guideline to existing resource files and 'media' directories. The left-over resource files that are not referenced by any RST page are removed. task-2497965 Part-of: odoo/documentation#2068
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66 lines
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====================
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Multiple sales teams
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====================
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Odoo lets you manage several sales teams, departments, or channels, each with their own unique
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sales processes, using *Sales Teams*.
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Create a new Sales Team
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=======================
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To create a new Sales Team, go to :menuselection:`CRM --> Configuration --> Sales Teams` then
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click **Create**.
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On the creation page, set an *Email Alias* to automatically generate a lead/opportunity for this
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Sales Team every time a message is sent to that unique email address. You can also choose whether
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to accept emails from *Everyone*, *Authenticated Partners*, or *Followers Only*.
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Set a *Domain* to assign leads/opportunities to this Sales Team based on specific filters, such as
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country, language, or campaign. Set an *Invoicing Target* if this team has specific monthly revenue
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goals.
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.. image:: multi_sales_team/sales-team-creation.png
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:align: center
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:alt: Creating a Sales Team
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Add members to a Sales Team
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---------------------------
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To add team members, click **Add** under the Assignment tab when editing the Sales Team's
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configuration page. Select a salesperson from the dropdown menu or create new salesperson. Set a
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maximum number of leads that can be assigned to this salesperson in a 30-day period to ensure that
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they do not overwork.
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.. image:: multi_sales_team/add-a-salesperson.png
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:align: center
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:alt: Adding a Salesperson
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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.
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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 --> Configuration --> Sales Teams`. Any
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teams you are a part of will appear as dashboard tiles.
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Each tile gives an overview of the Sales Team's open opportunities, quotations, sales orders, and
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expected revenue, as well as a bar graph of new opportunities per week and an invoicing progress
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bar.
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.. image:: multi_sales_team/sales-team-overview.png
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:align: center
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:alt: Sales Team Overview
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Click on the three dots in the corner of a tile to open a navigational menu that lets you quickly
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view documents or reports, create new quotations or opportunities, pick a color for this team, or
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access its configuration page.
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.. image:: multi_sales_team/team-overview-three-dot-menu.png
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:align: center
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:alt: Three Dot Menu
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Click on the **Pipeline** button to go directly to that team's CRM pipeline.
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