b5de4f8bb5
Fixed a menuselection error and deleted instances of second-person pov
Closes task 3116083
closes odoo/documentation#3942
X-original-commit: f30f6d2003
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
66 lines
2.6 KiB
ReStructuredText
66 lines
2.6 KiB
ReStructuredText
====================
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Multiple sales teams
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====================
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Use the *Sales Teams* feature to manage several sales teams, departments, or channels, each with
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their own unique sales processes.
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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 :guilabel:`Create`.
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On the creation page, set an :guilabel:`Email Alias` to automatically generate a lead/opportunity
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for this sales team every time a message is sent to that unique email address. Choose whether to
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accept emails from :guilabel:`Everyone`, :guilabel:`Authenticated Partners`, or :guilabel:`Followers
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Only`.
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Set an :guilabel:`Invoicing Target` if this team has specific monthly revenue goals. Set a
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:guilabel:`Domain` to assign leads/opportunities to this sales team based on specific filters, such
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as country, language, or campaign.
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.. image:: multi_sales_team/sales-team-creation.png
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:align: center
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:alt: Create a sales team in Odoo CRM.
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Add members to a sales team
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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. Select a salesperson from the drop-down menu or create new salesperson.
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Set a maximum number of leads that can be assigned to this salesperson in a 30-day period to ensure
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that 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: Add a salesperson in Odoo CRM.
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One person can be added as a team member or :guilabel:`Team Leader` to multiple sales teams,
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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 --> Sales --> Teams`. Odoo users will
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see any teams that they are a part of 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 dashboard in Odoo CRM.
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Click on the three dots in the corner of a tile to open a navigational menu that lets users 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 the team's 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: Click the Three Dot Menu in Odoo CRM dashboard to view documents and create opportunities.
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Click on the :guilabel:`Pipeline` button to go directly to that team's CRM pipeline.
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