[IMP] CRM: multiple sales teams 17

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

@@ -2,24 +2,67 @@
 Multiple sales teams
 ====================
 
-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.
 
+Enable multi teams
+==================
 
-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.
+
+.. image:: multi_sales_team/multi-team-setting.png
+   :align: center
+   :alt: The Multi Teams setting in the CRM app.
+
+.. _crm/assignment-rules:
+
+Enable assignment rules
 =======================
 
-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`.
+
+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 :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, 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.
 
-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.
 
-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
+==================
+
+To create a new sales team, go to :menuselection:`CRM app --> Configuration --> Sales Teams`, then
+click :guilabel:`New`.
+
+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
+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`.
 
 .. image:: multi_sales_team/sales-team-creation.png
    :align: center
@@ -29,22 +72,43 @@ 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.
+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 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.
 
-.. 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.
+
+.. tip::
+   :doc:`Assignment rules <../track_leads/lead_scoring>` can be configured for individual
+   salespeople using the :guilabel:`Domain` section.
+
+.. 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.
+
+Click :guilabel:`Save & Close` when finished, or :guilabel:`Save & New` to add additional members.
+
+.. 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`.
 
-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.
 
 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 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
 expected revenue, as well as a bar graph of new opportunities per week and an invoicing progress