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closes #9207 Signed-off-by: Jessica Rogers (jero) <jero@odoo.com> Co-authored-by: brse-odoo <brse@odoo.com> Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com> Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
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content/applications/sales/crm/pipeline/manage_sales_teams.rst
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================== | ||
Manage sales teams | ||
================== | ||
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The *Sales Teams* feature within Odoo's *CRM* app allows for the creation and management of multiple | ||
sales teams, each with their own assignment rules, invoicing targets, and roster of salespeople. | ||
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Create a sales team | ||
=================== | ||
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To create a new sales team, go to :menuselection:`CRM app --> Configuration --> Sales Teams`, then | ||
click :guilabel:`New`. | ||
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On the blank sales team form, enter a name in the :guilabel:`Sales Team` field. | ||
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Next, select a :guilabel:`Team Leader` from the drop-down list. | ||
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Set an :guilabel:`Email Alias` to automatically generate a lead/opportunity for this sales team | ||
whenever a message is sent to that unique email address. Choose whether to accept emails from | ||
:guilabel:`Everyone`, :guilabel:`Authenticated Partners`, :guilabel:`Followers Only`, or | ||
:guilabel:`Authenticated Employees`. | ||
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Select a :guilabel:`Company` from the drop-down menu to assign this team to. | ||
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.. note:: | ||
The :guilabel:`Company` field is only visible in multi-company databases, and is not required. | ||
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.. image:: manage_sales_teams/sales-team-creation.png | ||
:align: center | ||
:alt: The settings page for a new sales team. | ||
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.. note:: | ||
If the *Sales* app is installed on the database, an :guilabel:`Invoicing Target` field appears on | ||
the sales team form. This is the revenue target for the current month. The amount entered in this | ||
field is used to populate the invoicing progress bar on the :ref:`sales team dashboard | ||
<crm/sales-team-dashboard>`. | ||
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Add sales team members | ||
---------------------- | ||
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To add team members, click :guilabel:`Add` under the :guilabel:`Members` tab when editing the sales | ||
team's configuration page. This opens a :guilabel:`Create Sales Team Members` pop-up window. | ||
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.. note:: | ||
If the :guilabel:`Rule-Based Assignment` feature has **not** been enabled on the *CRM* app's | ||
*Settings* page, clicking :guilabel:`Add` under the :guilabel:`Members` tab opens an | ||
:guilabel:`Add: Salespersons` pop-up window. Tick the checkbox to the far-left of the | ||
salesperson to be added to the team, then click :guilabel:`Select`. | ||
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.. image:: manage_sales_teams/add-salespersons.png | ||
:align: center | ||
:alt: The Add: Salespersons pop-up window on a new sales team. | ||
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Select a user from the :guilabel:`Salesperson` drop-down list to add them to the team. To prevent | ||
this salesperson from being automatically assigned leads, tick the :guilabel:`Skip auto assignment` | ||
checkbox. If this feature is activated, the salesperson can still be assigned leads manually. | ||
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.. image:: manage_sales_teams/create-sales-team-members.png | ||
:align: center | ||
:alt: The Create Sales Team Members pop-up window. | ||
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The :guilabel:`Leads (30 days)` field tracks how many leads the salesperson has been assigned in the | ||
past thirty days for this team, and the maximum number of leads they should be assigned. To edit the | ||
maximum number of leads this salesperson can be assigned, enter that amount in the :guilabel:`Leads | ||
(30 days)` field. | ||
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.. tip:: | ||
:doc:`Assignment rules <../track_leads/lead_scoring>` can be configured for individual | ||
salespeople using the :guilabel:`Domain` section. | ||
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Click :guilabel:`Save & Close` when finished, or :guilabel:`Save & New` to add additional members. | ||
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Enable multi teams | ||
================== | ||
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To allow salespeople to be assigned to more than one sales team, the *Multi Teams* setting needs to | ||
be enabled. First, navigate to :menuselection:`CRM app --> Configuration --> Settings`. Under the | ||
:guilabel:`CRM` section, tick the checkbox labeled :guilabel:`Multi Teams`. Then, click | ||
:guilabel:`Save` at the top-left of the page. | ||
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.. image:: manage_sales_teams/enable-multi-teams.png | ||
:align: center | ||
:alt: The settings page of the CRM app with the Multi Teams setting enabled. | ||
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.. _crm/sales-team-dashboard: | ||
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Sales team dashboard | ||
==================== | ||
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To view the sales team dashboard, go to :menuselection:`CRM app --> Sales --> Teams`. Any team the | ||
user is a member of appears in the dashboard. | ||
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.. image:: manage_sales_teams/sales-teams-dashboard.png | ||
:align: center | ||
:alt: The sales team dashboard in the CRM app. | ||
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Each Kanban card gives an overview of the sales team's open opportunities, quotations, sales orders, | ||
and expected revenue, as well as a bar graph of new opportunities per week, and an invoicing | ||
progress bar. | ||
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Click the :guilabel:`Pipeline` button to go directly to that team's *CRM* pipeline. | ||
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Click on the :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon in the top-right corner of | ||
the Kanban card to open a drop-down menu. Then, to view or edit the team's settings, click | ||
:guilabel:`Configuration`. | ||
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.. seealso:: | ||
- :doc:`../optimize/utilize_activities` | ||
- :doc:`../track_leads/lead_scoring` |
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