When starting a business, you have to fill out different positions on the organizational chart. However, as you expand the business you will find that you need additional people to manage specialist jobs. There may be a lot of higher positions from accountant to manager. But sales are one of the first specializations you'd possibly need to recruit since sales are what drives success for your business.
A sales team is a group of staff dedicated to selling the product or service of a company to its customers. After building your sales teams, the next step is to connect the salespeople to their team so they can concentrate on the opportunities they are expected to get. Sometimes your current sales team is not up to the expected target or sometimes the sales team is perfect and they are eligible for revised benefits. So managing your sales team is an important factor.
Odoo sales team allows you to effectively track and manage the sales team operation.
In this blog, I will be explaining how a sales team can be configured.
Initially, install the sales module and CRM from Odoo Apps store.
Now Go to CRM > Configuration > Sales team. You can find all existing sales teams there and also create a new sales team by clicking CREATE.
Add sales team name and all other particulars. Let’s discuss each field.
Team Leader: The person who leads this sales team is specified in this field
Email Alias: The name of the email alias. So all emails for Europe sales come to this email
Accept Email From: It refers to the policy of posting a message to a document via the mail gateway. There are such 4 policies:
1. Everyone: Everyone can post
2. Authenticated partners: Only authorized partners can post
3. Followers-only: Only followers or members of this sales team can post
4. Authenticated employees: Only authorized employees can post
Assign to: Refers owner of the record. If this field is not set it will attempt to find the owner from the sender address or will use an administrative account if no system user is found for that address
Invoicing Target: This is the revenue target amount of the current month (untaxed total of confirmed invoice), ie. the amount expected to be invoiced this month by the Sales team.
Company: Refers to the company for which this sales team belongs
Team members: Those people belong to this sales team
One can add team members to the sales team by simply clicking on the ADD option. Select the members from the list and click on SELECT.
If you want to create a new member, click on CREATE and enter details.
One can add images of team members and SAVE.
One can view the sales team dashboard either through CRM -> Sales -> Team Pipeline or Sales module -> Orders -> Sales Team. The dashboard is shown below.
From here one can manage the opportunities and quotations and an invoice. From the above image, on analyzing the sales team ‘Europe’, there are 40 orders to invoice. Now 3 invoices are done and made the payment.
Thus the invoice status is updated once we invoice the sales order.
Let’s see how the sales team works in the sale order. For that go to the sales module and create a quotation. If you choose a salesperson the sales team field will automatically update in which the salesperson belongs.
The reports give a different view like dashboard view, pivot view and graph view of sales team performance.
This is all about sales team creation and managing in Odoo 13.