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David Tran CRM Hits: 604

In Odoo, you can manage several sales teams, departments or channels with specific sales processes. To do so, we use the concept of Sales Team.

Create a new sales team

To create a new Sales Team, go to Configuration --> Sales Team.

There you can set an email alias to it. Every message sent to that email address will create a lead/opportunity.


Add members to your sales team

You can add members to any team; that way those members will see the pipeline structure of the sales team when opening it. Any lead/opportunity assigned to them will link to the sales team. Therefore, you can only be a member of one team.

This will ease the process review of the team manager.

media/multi_sales_team02.png

If you now filter on this specific channel in your pipeline, you will find all of its opportunities.

media/multi_sales_team03.png


Sales team reports

To see the operations and results of any sales channel at a glance, the sales manager also has access to the Sales--> Reporting-->Sales