[IMP] CRM: multiple sales teams 17

content/applications/sales/crm/pipeline/multi_sales_team.rst

@@ -5,21 +5,31 @@ Multiple sales teams
 Use the *Sales Teams* feature to manage several sales teams, departments, or channels, each with
 their own unique sales processes.
 
+Enable multi teams
+==================
+
+To allow salespeople to be assigned to more than one sales team, the :guilabel:`Multi Teams` setting
+needs to be enabled. First, navigate to :menuselection:`CRM -->Configuraiton --> Settings`. Under
+the :guilabel:`CRM` section, tick the checkbox labeled :guilabel:`Multi Teams`. Then, click
+:guilabel:`Save` at the top-left of the page.
+
+.. image:: multi_sales_team/multi-team-setting.png
+   :align: center
+   :alt: The Multi Teams setting in the CRM app.
 
 Create a new sales team
 =======================
 
 To create a new sales team, go to :menuselection:`CRM --> Configuration --> Sales Teams`, then
-click :guilabel:`Create`.
+click :guilabel:`New`.
+
+On the blank record enter a name in the :guilabel:`Sales Team` field.
 
-On the creation page, set an :guilabel:`Email Alias` to automatically generate a lead/opportunity
-for this sales team every time a message is sent to that unique email address. Choose whether to
-accept emails from :guilabel:`Everyone`, :guilabel:`Authenticated Partners`, or :guilabel:`Followers
-Only`.
+Next, select a :guilabel:`Team Leader` from the drop-down list.
 
-Set an :guilabel:`Invoicing Target` if this team has specific monthly revenue goals. Set a
-:guilabel:`Domain` to assign leads/opportunities to this sales team based on specific filters, such
-as country, language, or campaign.
+Set an :guilabel:`Email Alias` to automatically generate a lead/opportunity for this sales team when
+a message is sent to that unique email address. Choose whether to accept emails from
+:guilabel:`Everyone`, :guilabel:`Authenticated Partners`, or :guilabel:`Followers Only`.
 
 .. image:: multi_sales_team/sales-team-creation.png
    :align: center
@@ -29,22 +39,13 @@ Add members to a sales team
 ---------------------------
 
 To add team members, click :guilabel:`Add` under the :guilabel:`Members` tab when editing the sales
-team's configuration page. Select a salesperson from the drop-down 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.
-
-.. image:: multi_sales_team/add-a-salesperson.png
-   :align: center
-   :alt: Add a salesperson in Odoo CRM.
-
-One person can be added as a team member or :guilabel:`Team Leader` to multiple sales teams,
-allowing them to access all of the pipelines that they need to.
+team's configuration page.
 
 Sales team dashboard
 ====================
 
-To view the sales team dashboard, go to :menuselection:`CRM --> Sales --> Teams`. Odoo users will
-see any teams that they are a part of as dashboard tiles.
+To view the sales team dashboard, go to :menuselection:`CRM --> Sales --> Teams`. Any team a user
+is a member of appears in the dashboard.
 
 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