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[IMP] CRM: update multiple sales teams doc
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content/applications/sales/crm/pipeline/multi_sales_team.rst

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===========================
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Manage multiple sales teams
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===========================
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====================
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Multiple sales teams
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====================
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In Odoo, you can manage several sales teams, departments, or channels with each having their own
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specific sales processes. These can be managed using *Sales Teams*.
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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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To create a new *Sales Team*, go to :menuselection:`CRM --> Configuration --> Sales Teams` then
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click **Create**.
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Once on the creation page, you can set an email alias for your team, and every message sent to that
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email address will create a lead/opportunity in your pipeline. You can also choose whether you
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accept emails from *Everyone*, *Authenticated Partners*, or *Followers Only*.
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Additionally, you can set up a domain if you want your team to receive leads/opportunities based on
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specific filters, such as country, language, etc. Set an invoicing target if your team has specific
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monthly revenue targets they need to achieve.
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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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.. tip::
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A team name, who you accept emails from, and a minimum score are all required form fields.
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Add members to your Sales Team
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------------------------------
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Team members can be added directly to the Sales Teams creation template when creating a new team or
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at a later time via editing. Click on *Add* under the *Assignment* tab, and choose a salesperson by
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typing in their name, selecting them from the drop down, or adding in a new name. If your team wants
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to ensure that your salespeople are not overdoing it, you can set a maximum number of leads in a 30
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day period.
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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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Assigning a *Team Leader* to your Sales Team follows a similar process as a adding a salesperson.
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Type in the leader's name or choose their name from the dropdown menu.
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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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Both team members and Team Leaders can be added to multiple Sales Teams, which allows them to easily
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check all of the pipelines they need access to.
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.. image:: media/multi_sales_team01.png
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:align: center
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Sales Team Overviews
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====================
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Add members to your sales channel
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---------------------------------
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To head over to the overview, go to :menuselection:`CRM --> Configuration --> Sales Teams`. Any
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teams you are a part of will appear as overview tiles.
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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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Each tile shows:
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This will ease the process review of the team manager.
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- All of the open and overdue opportunities, quotations, and orders needing an invoice and the
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revenue associated with each.
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- Graphs showing new opportunities broken down by week
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- An invoicing progress bar to show your team’s progress towards the invoicing goal set in the team
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settings
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.. image:: media/multi_sales_team02.png
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:align: center
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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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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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Clicking on the three little dots opens another menu where you can quickly access information,
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such as viewing quotations, creating a new opportunity, or opening a report. Additionally, you can
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choose a color for your team as well as access the team configuration template.
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.. image:: media/multi_sales_team03.png
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:align: center
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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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Sales channel dashboard
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=======================
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If you are a sales manager managing multiple teams, you can easily tap on *Pipeline*, and Odoo will
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take you directly to that team’s pipeline without having to access the Sales menu.
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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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