Skip to content
Closed
Show file tree
Hide file tree
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
Binary file not shown.
Binary file not shown.
Binary file not shown.
84 changes: 51 additions & 33 deletions content/applications/sales/crm/pipeline/multi_sales_team.rst
Original file line number Diff line number Diff line change
@@ -1,47 +1,65 @@
===========================
Manage multiple sales teams
===========================
====================
Multiple sales teams
====================

In Odoo, you can manage several sales teams, departments or channels
with specific sales processes. To do so, we use the concept of *Sales
Channel*.
Odoo lets you manage several sales teams, departments, or channels, each with their own unique
sales processes, using *Sales Teams*.

Create a new sales channel
==========================

To create a new *Sales Channel*, go to :menuselection:`Configuration --> Sales Channels`.
Create a new Sales Team
=======================

There you can set an email alias to it. Every message sent to that email
address will create a lead/opportunity.
To create a new Sales Team, go to :menuselection:`CRM --> Configuration --> Sales Teams` then
click **Create**.

.. image:: media/multi_sales_team01.png
:align: center
On the creation page, set an *Email Alias* to automatically generate a lead/opportunity for this
Sales Team every time a message is sent to that unique email address. You can also choose whether
to accept emails from *Everyone*, *Authenticated Partners*, or *Followers Only*.

Add members to your sales channel
---------------------------------
Set a *Domain* to assign leads/opportunities to this Sales Team based on specific filters, such as
country, language, or campaign. Set an *Invoicing Target* if this team has specific monthly revenue
goals.

You can add members to any channel; that way those members will see the
pipeline structure of the sales channel when opening it. Any
lead/opportunity assigned to them will link to the sales channel.
Therefore, you can only be a member of one channel.
.. image:: multiple_sales_teams/sales-team-creation.png
:align: center
:alt: Creating a Sales Team

This will ease the process review of the team manager.
Add members to a Sales Team
---------------------------

.. image:: media/multi_sales_team02.png
:align: center
To add team members, click **Add** under the Assignment tab when editing the Sales Team's
configuration page. Select a salesperson from the dropdown menu or create new salesperson. Set a
maximum number of leads that can be assigned to this salesperson in a 30-day period to ensure that
they do not overwork.

If you now filter on this specific channel in your pipeline, you will
find all of its opportunities.
.. image:: multiple_sales_teams/add-a-salesperson.png
:align: center
:alt: Adding a Salesperson

.. image:: media/multi_sales_team03.png
:align: center
One person can be added as a team member or Team Leader to multiple Sales Teams, allowing them to access all of the pipelines that they need to.

Sales channel dashboard
=======================
Sales Team dashboard
====================

To view the Sales Team dashboard, go to :menuselection:`CRM --> Configuration --> Sales Teams`. Any
teams you are a part of will appear as dashboard tiles.

Each tile 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.

.. image:: multiple_sales_teams/sales-team-overview.png
:align: center
:alt: Sales Team Overview

Click on the three dots in the corner of a tile to open a navigational menu that lets you quickly
view documents or reports, create new quotations or opportunities, pick a color for this team, or
access its configuration page.

.. image:: multiple_sales_teams/team-overview-three-dot-menu.png
:align: center
:alt: Three Dot Menu

Click on the **Pipeline** button to go directly to that team's CRM pipeline.

To see the operations and results of any sales channel at a glance, the
sales manager also has access to the *Sales Channel Dashboard* under
*Reporting*.

It is shared with the whole ecosystem so every revenue stream is
included in it: Sales, eCommerce, PoS, etc.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.