|
1 | | -=========================== |
2 | | -Manage multiple sales teams |
3 | | -=========================== |
| 1 | +==================== |
| 2 | +Multiple sales teams |
| 3 | +==================== |
4 | 4 |
|
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*. |
| 5 | +Odoo lets you manage several sales teams, departments, or channels, each with their own unique |
| 6 | +sales processes, using *Sales Teams*. |
8 | 7 |
|
9 | | -Create a new sales channel |
10 | | -========================== |
11 | 8 |
|
12 | | -To create a new *Sales Channel*, go to :menuselection:`Configuration --> Sales Channels`. |
| 9 | +Create a new Sales Team |
| 10 | +======================= |
13 | 11 |
|
14 | | -There you can set an email alias to it. Every message sent to that email |
15 | | -address will create a lead/opportunity. |
| 12 | +To create a new Sales Team, go to :menuselection:`CRM --> Configuration --> Sales Teams` then |
| 13 | +click **Create**. |
16 | 14 |
|
17 | | -.. image:: media/multi_sales_team01.png |
18 | | - :align: center |
| 15 | +On the creation page, set an *Email Alias* to automatically generate a lead/opportunity for this |
| 16 | +Sales Team every time a message is sent to that unique email address. You can also choose whether |
| 17 | +to accept emails from *Everyone*, *Authenticated Partners*, or *Followers Only*. |
19 | 18 |
|
20 | | -Add members to your sales channel |
21 | | ---------------------------------- |
| 19 | +Set a *Domain* to assign leads/opportunities to this Sales Team based on specific filters, such as |
| 20 | +country, language, or campaign. Set an *Invoicing Target* if this team has specific monthly revenue |
| 21 | +goals. |
22 | 22 |
|
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. |
| 23 | +.. image:: multiple_sales_teams/sales-team-creation.png |
| 24 | + :align: center |
| 25 | + :alt: Creating a Sales Team |
27 | 26 |
|
28 | | -This will ease the process review of the team manager. |
| 27 | +Add members to a Sales Team |
| 28 | +--------------------------- |
29 | 29 |
|
30 | | -.. image:: media/multi_sales_team02.png |
31 | | - :align: center |
| 30 | +To add team members, click **Add** under the Assignment tab when editing the Sales Team's |
| 31 | +configuration page. Select a salesperson from the dropdown menu or create new salesperson. Set a |
| 32 | +maximum number of leads that can be assigned to this salesperson in a 30-day period to ensure that |
| 33 | +they do not overwork. |
32 | 34 |
|
33 | | -If you now filter on this specific channel in your pipeline, you will |
34 | | -find all of its opportunities. |
| 35 | +.. image:: multiple_sales_teams/add-a-salesperson.png |
| 36 | + :align: center |
| 37 | + :alt: Adding a Salesperson |
35 | 38 |
|
36 | | -.. image:: media/multi_sales_team03.png |
37 | | - :align: center |
| 39 | +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. |
38 | 40 |
|
39 | | -Sales channel dashboard |
40 | | -======================= |
| 41 | +Sales Team dashboard |
| 42 | +==================== |
| 43 | + |
| 44 | +To view the Sales Team dashboard, go to :menuselection:`CRM --> Configuration --> Sales Teams`. Any |
| 45 | +teams you are a part of will appear as dashboard tiles. |
| 46 | + |
| 47 | +Each tile gives an overview of the Sales Team's open opportunities, quotations, sales orders, and |
| 48 | +expected revenue, as well as a bar graph of new opportunities per week and an invoicing progress |
| 49 | +bar. |
| 50 | + |
| 51 | +.. image:: multiple_sales_teams/sales-team-overview.png |
| 52 | + :align: center |
| 53 | + :alt: Sales Team Overview |
| 54 | + |
| 55 | +Click on the three dots in the corner of a tile to open a navigational menu that lets you quickly |
| 56 | +view documents or reports, create new quotations or opportunities, pick a color for this team, or |
| 57 | +access its configuration page. |
| 58 | + |
| 59 | +.. image:: multiple_sales_teams/team-overview-three-dot-menu.png |
| 60 | + :align: center |
| 61 | + :alt: Three Dot Menu |
| 62 | + |
| 63 | +Click on the **Pipeline** button to go directly to that team's CRM pipeline. |
41 | 64 |
|
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 | 65 |
|
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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