455f4a9359
Cherry-pick of #2652:
>To view the Sales Team dashboard, go to `:menuselection:CRM --> Sales --> Teams.`
closes odoo/documentation#2739
X-original-commit: 1b7ec7ca20
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
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2.6 KiB
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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 --> Sales --> Teams` then click
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: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. You can also choose
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whether to accept emails from :guilabel:`Everyone`, :guilabel:`Authenticated Partners`, or
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:guilabel:`Followers Only`.
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Set a :guilabel:`Domain` to assign leads/opportunities to this Sales Team based on specific
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filters, such as country, language, or campaign. Set an :guilabel:`Invoicing Target` if this team
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has specific monthly revenue goals.
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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 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: Add a Salesperson inside Odoo CRM.
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One person can be added as a team member or Team Leader to multiple Sales Teams, allowing them to
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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`. Any teams you are
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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 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 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: 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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