[IMP] CRM: multiple sales teams 17 #8961
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jero-odoo
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Hey @ksc-odoo this is ready for review, thanks! (just a heads up, this is a peer review based on the new chart, not a final review 👍) |
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hey @jero-odoo -- just finished my Peer Review. Great job! Just a handful of suggestions that require your attention. Once you've implemented the necessary adjustments, feel free to move this to the next stage. Thanks! 👍
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
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Hey @StraubCreative sending this to you for final since KC did the peer review. Thanks! |
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Hi @jero-odoo
Some feedback below about the purpose and organization of the content within this doc. I think there's actually a few different paths we could take here— let's connect and figure it out! 💪
| 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. | ||
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| The :guilabel:`Rule-Based Assignment` feature can be set to run :guilabel:`Manually`, meaning an |
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Suggestion for specificity:
It's implied right here to run Manually on the Settings > CRM page, however I would clearly specify where it's possible to run the rules manually, and how to do it, for users who wish to do this.
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| .. _crm/assignment-rules: | ||
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| Enable assignment rules |
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It's not clear to me how this section is exactly tied to the Multi Teams feature, and we already have a doc for the assignment rules. Can we more clearly make that connection? Otherwise if it's relevant in a tertiary way we can just do a seealso, no?
| 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. | ||
| Create sales teams |
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Similar feedback here...I would think the basics of creating and organizing sales teams in the CRM app would ideally be it's own doc, namely these two next sections starting at line 52.
As it is, this doc is coming across as a bit of a hybrid covering multiple topics and not necessarily how to manage multiple sales teams.
Updating CRM: Multiple Sales teams doc for V17. Includes updated screenshots and content.
Additional content for adding members and enabling auto assignments.
https://www.odoo.com/mail/view?model=project.task&res_id=3891260&access_token=ca19d603-51a8-4af7-81cc-ecf4fa32eed2