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jero-odoo and ksc-odoo committed Apr 29, 2024
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30 changes: 16 additions & 14 deletions content/applications/sales/crm/pipeline/multi_sales_team.rst
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Multiple sales teams
====================

The *Multi Teams* feature in Odoo's *CRM app* allows salespeople to be assigned to multiple sales
teams. Multiple teams can be created and manage in one dashboard, each with their own pipeline for
The *Multi Teams* feature in Odoo's *CRM* app allows salespeople to be assigned to multiple sales
teams. Multiple teams can be created and managed in one dashboard, each with their own pipeline for
leads and opportunities.

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 --> Configuration --> Settings`. Under
needs to be enabled. First, navigate to :menuselection:`CRM app --> Configuration --> Settings`. Under
the :guilabel:`CRM` section, tick the checkbox labeled :guilabel:`Multi Teams`. Then, click
:guilabel:`Save` at the top-left of the page.

Expand All @@ -24,39 +24,41 @@ Enable assignment rules
=======================

To periodically :doc:`assign leads <../track_leads/lead_scoring>` based on rules, the
:guilabel:`Rule-Based Assignment` feature needs to be enabled. Navigate to :menuselection:`CRM -->
:guilabel:`Rule-Based Assignment` feature needs to be enabled. Navigate to :menuselection:`CRM app -->
Configuration --> Settings`. Under the :guilabel:`CRM` section, tick the checkbox labeled
:guilabel:`Rule-Based Assignment`.

This causes a new field, :guilabel:`Running` to appear. Select an option from the drop-down to
This causes a new field, :guilabel:`Running`, to appear. Select an option from the drop-down menu in this field to
manage how assignments are triggered.

The rule-based assignment feature can be set to run :guilabel:`Manually`, meaning an Odoo user must
The :guilabel:`Rule-Based Assignment` feature can be set to run :guilabel:`Manually`, meaning an Odoo user must
manually trigger the assignment, or :guilabel:`Repeatedly`, meaning Odoo automatically triggers the
assignments.

Selecting :guilabel:`Repeatedly` causes additional fields to appear. Use the :guilabel:`Repeat
every` fields to select how frequently the rules should be triggered. The :guilabel:`Next Run` field
automatically updates, thought it can be manually updated.
automatically updates, though it can be manually updated, if needed.

Once all desired configurations are complete, click :guilabel:`Save`.

.. image:: multi_sales_team/rule-based-assignment.png
:align: center
:alt: The Rule-Based Assignment setting enabled in the CRM app.

.. seealso::
For more information on assigning leads, see :doc:`assign leads <../track_leads/lead_scoring>`.
For more information on assigning leads, see the :doc:`assign leads <../track_leads/lead_scoring>` documentation.

Create a new sales team
Create sales teams
=======================

To create a new sales team, go to :menuselection:`CRM --> Configuration --> Sales Teams`, then
To create a new sales team, go to :menuselection:`CRM app --> Configuration --> Sales Teams`, then
click :guilabel:`New`.

On the blank record enter a name in the :guilabel:`Sales Team` field.
On the blank sales team form, enter a name in the :guilabel:`Sales Team` field.

Next, select a :guilabel:`Team Leader` from the drop-down list.

Set an :guilabel:`Email Alias` to automatically generate a lead/opportunity for this sales team when
Set an :guilabel:`Email Alias` to automatically generate a lead/opportunity for this sales team whenever
a message is sent to that unique email address. Choose whether to accept emails from
:guilabel:`Everyone`, :guilabel:`Authenticated Partners`, or :guilabel:`Followers Only`.

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To add team members, click :guilabel:`Add` under the :guilabel:`Members` tab when editing the sales
team's configuration page. This opens a :guilabel:`Create Sales Team Members` pop-up window.

Select a user from the :guilabel:`Salesperson` drop-down list to add to the team. To prevent this
Select a user from the :guilabel:`Salesperson` drop-down list to add them to the team. To prevent this
salesperson from being :ref:`automatically assigned leads <crm/assignment-rules>`, tick the
:guilabel:`Skip auto assignment` checkbox. If this feature is activated, the salesperson can still
be assigned leads manually.
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Sales team dashboard
====================

To view the sales team dashboard, go to :menuselection:`CRM --> Sales --> Teams`. Any team a user
To view the sales team dashboard, go to :menuselection:`CRM app --> 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
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