|
1 | | -=========================== |
2 | | -Manage multiple sales teams |
3 | | -=========================== |
| 1 | +==================== |
| 2 | +Multiple sales teams |
| 3 | +==================== |
| 4 | + |
| 5 | +In Odoo, you can manage several sales teams, departments, or channels with each having their own |
| 6 | +specific sales processes. These can be managed using *Sales Teams*. |
4 | 7 |
|
5 | | -In Odoo, you can manage several sales teams, departments or channels |
6 | | -with specific sales processes. To do so, we use the concept of *Sales |
7 | | -Channel*. |
8 | 8 |
|
9 | 9 | Create a new sales channel |
10 | 10 | ========================== |
11 | 11 |
|
12 | | -To create a new *Sales Channel*, go to :menuselection:`Configuration --> Sales Channels`. |
| 12 | +To create a new *Sales Team*, go to :menuselection:`CRM --> Configuration --> Sales Teams` then |
| 13 | +click **Create**. |
| 14 | + |
| 15 | +Once on the creation page, you can set an email alias for your team, and every message sent to that |
| 16 | +email address will create a lead/opportunity in your pipeline. You can also choose whether you |
| 17 | +accept emails from *Everyone*, *Authenticated Partners*, or *Followers Only*. |
| 18 | + |
| 19 | +Additionally, you can set up a domain if you want your team to receive leads/opportunities based on |
| 20 | +specific filters, such as country, language, etc. Set an invoicing target if your team has specific |
| 21 | +monthly revenue targets they need to achieve. |
| 22 | + |
| 23 | +.. image:: multiple_sales_teams/sales-team-creation.png |
| 24 | + :align: center |
| 25 | + :alt: Creating a Sales Team |
| 26 | + |
| 27 | +.. tip:: |
| 28 | + A team name, who you accept emails from, and a minimum score are all required form fields. |
| 29 | + |
| 30 | +Add members to your Sales Team |
| 31 | +------------------------------ |
| 32 | + |
| 33 | +Team members can be added directly to the Sales Teams creation template when creating a new team or |
| 34 | +at a later time via editing. Click on *Add* under the *Assignment* tab, and choose a salesperson by |
| 35 | +typing in their name, selecting them from the drop down, or adding in a new name. If your team wants |
| 36 | +to ensure that your salespeople are not overdoing it, you can set a maximum number of leads in a 30 |
| 37 | +day period. |
| 38 | + |
| 39 | +.. image:: multiple_sales_teams/add-a-salesperson.png |
| 40 | + :align: center |
| 41 | + :alt: Adding a Salesperson |
| 42 | + |
| 43 | +Assigning a *Team Leader* to your Sales Team follows a similar process as a adding a salesperson. |
| 44 | +Type in the leader's name or choose their name from the dropdown menu. |
13 | 45 |
|
14 | | -There you can set an email alias to it. Every message sent to that email |
15 | | -address will create a lead/opportunity. |
| 46 | +Both team members and Team Leaders can be added to multiple Sales Teams, which allows them to easily |
| 47 | +check all of the pipelines they need access to. |
16 | 48 |
|
17 | | -.. image:: media/multi_sales_team01.png |
18 | | - :align: center |
| 49 | +Sales Team Overviews |
| 50 | +==================== |
19 | 51 |
|
20 | | -Add members to your sales channel |
21 | | ---------------------------------- |
| 52 | +To head over to the overview, go to :menuselection:`CRM --> Configuration --> Sales Teams`. Any |
| 53 | +teams you are a part of will appear as overview tiles. |
22 | 54 |
|
23 | | -You can add members to any channel; that way those members will see the |
24 | | -pipeline structure of the sales channel when opening it. Any |
25 | | -lead/opportunity assigned to them will link to the sales channel. |
26 | | -Therefore, you can only be a member of one channel. |
| 55 | +Each tile shows: |
27 | 56 |
|
28 | | -This will ease the process review of the team manager. |
| 57 | +- All of the open and overdue opportunities, quotations, and orders needing an invoice and the |
| 58 | + revenue associated with each. |
| 59 | +- Graphs showing new opportunities broken down by week |
| 60 | +- An invoicing progress bar to show your team’s progress towards the invoicing goal set in the team |
| 61 | + settings |
29 | 62 |
|
30 | | -.. image:: media/multi_sales_team02.png |
31 | | - :align: center |
| 63 | +.. image:: multiple_sales_teams/sales-team-overview.png |
| 64 | + :align: center |
| 65 | + :alt: Sales Team Overview |
32 | 66 |
|
33 | | -If you now filter on this specific channel in your pipeline, you will |
34 | | -find all of its opportunities. |
| 67 | +Clicking on the three little dots opens another menu where you can quickly access information, |
| 68 | +such as viewing quotations, creating a new opportunity, or opening a report. Additionally, you can |
| 69 | +choose a color for your team as well as access the team configuration template. |
35 | 70 |
|
36 | | -.. image:: media/multi_sales_team03.png |
37 | | - :align: center |
| 71 | +.. image:: multiple_sales_teams/team-overview-three-dot-menu.png |
| 72 | + :align: center |
| 73 | + :alt: Three Dot Menu |
38 | 74 |
|
39 | | -Sales channel dashboard |
40 | | -======================= |
| 75 | +If you are a sales manager managing multiple teams, you can easily tap on *Pipeline*, and Odoo will |
| 76 | +take you directly to that team’s pipeline without having to access the Sales menu. |
41 | 77 |
|
42 | | -To see the operations and results of any sales channel at a glance, the |
43 | | -sales manager also has access to the *Sales Channel Dashboard* under |
44 | | -*Reporting*. |
45 | 78 |
|
46 | | -It is shared with the whole ecosystem so every revenue stream is |
47 | | -included in it: Sales, eCommerce, PoS, etc. |
|
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