6f125de01b
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 closes odoo/documentation#2006 Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
48 lines
1.5 KiB
ReStructuredText
48 lines
1.5 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:: multi_sales_team/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:: multi_sales_team/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:: multi_sales_team/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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