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[IMP] CRM: update multiple sales teams doc
closes #1959 Task: 2588786 X-original-commit: 98f306e Signed-off-by: Antoine Vandevenne (anv) <[email protected]>
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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
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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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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 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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Create a new Sales Team
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=======================
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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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To create a new Sales Team, go to :menuselection:`CRM --> Configuration --> Sales Teams` then
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click **Create**.
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.. image:: media/multi_sales_team01.png
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:align: center
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On the creation page, set an *Email Alias* to automatically generate a lead/opportunity for this
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Sales Team every time a message is sent to that unique email address. You can also choose whether
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to accept emails from *Everyone*, *Authenticated Partners*, or *Followers Only*.
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Add members to your sales channel
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---------------------------------
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Set a *Domain* to assign leads/opportunities to this Sales Team based on specific filters, such as
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country, language, or campaign. Set an *Invoicing Target* if this team has specific monthly revenue
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goals.
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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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.. 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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This will ease the process review of the team manager.
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Add members to a Sales Team
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---------------------------
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.. image:: media/multi_sales_team02.png
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:align: center
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To add team members, click **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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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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.. 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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.. image:: media/multi_sales_team03.png
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:align: center
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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.
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Sales channel dashboard
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=======================
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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 --> Configuration --> Sales Teams`. Any
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teams you are 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:: 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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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:: 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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Click on the **Pipeline** button to go directly to that team's CRM pipeline.
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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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