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[IMP] CRM: multiple sales teams 17 #8961
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Multiple sales teams | ||
==================== | ||
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Use the *Sales Teams* feature to manage several sales teams, departments, or channels, each with | ||
their own unique sales processes. | ||
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. | ||
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Enable multi teams | ||
================== | ||
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Create a new sales team | ||
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 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. | ||
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.. image:: multi_sales_team/multi-team-setting.png | ||
:align: center | ||
:alt: The Multi Teams setting in the CRM app. | ||
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.. _crm/assignment-rules: | ||
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Enable assignment rules | ||
======================= | ||
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To create a new sales team, go to :menuselection:`CRM --> Configuration --> Sales Teams`, then | ||
click :guilabel:`Create`. | ||
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 app | ||
--> Configuration --> Settings`. Under the :guilabel:`CRM` section, tick the checkbox labeled | ||
:guilabel:`Rule-Based Assignment`. | ||
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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 | ||
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Suggestion for specificity: |
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Odoo user must manually trigger the assignment, or :guilabel:`Repeatedly`, meaning Odoo | ||
automatically triggers the assignments. | ||
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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, though it can be manually updated, if needed. | ||
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Once all desired configurations are complete, click :guilabel:`Save`. | ||
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.. image:: multi_sales_team/rule-based-assignment.png | ||
:align: center | ||
:alt: The Rule-Based Assignment setting enabled in the CRM app. | ||
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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`. | ||
.. seealso:: | ||
For more information on assigning leads, see the :doc:`assign leads | ||
<../track_leads/lead_scoring>` documentation. | ||
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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 | ||
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. 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. |
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================== | ||
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To create a new sales team, go to :menuselection:`CRM app --> Configuration --> Sales Teams`, then | ||
click :guilabel:`New`. | ||
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On the blank sales team form, enter a name in the :guilabel:`Sales Team` field. | ||
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Next, select a :guilabel:`Team Leader` from the drop-down list. | ||
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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`, :guilabel:`Followers Only`, or | ||
:guilabel:`Authenticated Employees`. | ||
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.. image:: multi_sales_team/sales-team-creation.png | ||
:align: center | ||
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--------------------------- | ||
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To add team members, click :guilabel:`Add` under the :guilabel:`Members` tab when editing the sales | ||
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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. | ||
team's configuration page. This opens a :guilabel:`Create Sales Team Members` pop-up window. | ||
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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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.. image:: multi_sales_team/add-a-salesperson.png | ||
The :guilabel:`Leads (30 days)` field tracks how many leads the salesperson has been assigned in the | ||
past thirty days, and the maximum number of leads they should be assigned. To edit the maximum | ||
number of leads this salesperson can be assigned, enter the new number in the :guilabel:`Leads (30 | ||
days)` field. | ||
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.. tip:: | ||
:doc:`Assignment rules <../track_leads/lead_scoring>` can be configured for individual | ||
salespeople using the :guilabel:`Domain` section. | ||
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.. image:: multi_sales_team/create-team-members.png | ||
:align: center | ||
:alt: Add a salesperson in Odoo CRM. | ||
:alt: The Create Sales Team Members pop-up window. | ||
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Click :guilabel:`Save & Close` when finished, or :guilabel:`Save & New` to add additional members. | ||
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.. note:: | ||
If the :guilabel:`Rule-Based Assignment` feature has **not** been enabled, clicking | ||
:guilabel:`Add` under the :guilabel:`Members` tab opens a :guilabel:`Add:Salespersons` pop-up | ||
window. Tick the checkbox to the far-left of the salesperson to be added to the team, then click | ||
:guilabel:`Select`. | ||
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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. | ||
.. image:: multi_sales_team/add-salespersons.png | ||
:align: center | ||
:alt: The Add:Salespersons pop-up window in the CRM app. | ||
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Sales team dashboard | ||
==================== | ||
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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 app --> Sales --> Teams`. Any team a | ||
user is a member of appears in the dashboard. | ||
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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 | ||
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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?