98f306eca5
closes odoo/documentation#1056 Task: 2588786 Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
66 lines
2.4 KiB
ReStructuredText
66 lines
2.4 KiB
ReStructuredText
====================
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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:: multiple_sales_teams/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:: multiple_sales_teams/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:: multiple_sales_teams/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:: multiple_sales_teams/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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