Odoo 13 Community Edition

Manage multiple sales team

Odoo CRM assists you to manage several offices, channels, and sales teams with a single mode of operation. This will enhance your business opportunity and also will make your task very easy and simple. It is very difficult to manage numerous salespersons, especially from different regions at a time. Odoo aids you to manage all these problems in a systematic and centralized way. You can manage this problem by splitting salespersons into a manageable sales team. When we split salespersons into the sales team, it will be a more easier task to manage everything in the group. We can split the team on the basis of localization, countries, regions, or states, or product and also on the basis of languages they speak for easy communication. All these problems will be solved by enabling the option to manage multiple sales teams.

For enabling this option what you want to do is to go to configuration ->sales team

Odoo 13 CRM Module

For creating a new sales team we can choose the create button.

Odoo 13 CRM Module

In the sales team creation window, we can provide the sales team name and it can be allocated to quotations, pipeline operations, and leads. We can assign a team leader along with the invoicing target. We can provide the company details and can set an email alias name. All the messages sent to the email address will create a lead or opportunity.

Add members to your sales channel

We can add the members to any sales team by selecting the add option available under the team member’s menu. When the members open it, the pipeline structure of the sales channel will be visible. Any lead or opportunity assigned to them will link to the sales channel.

Odoo 13 CRM Module

When clicking on this ADD button, the Add Channel Members page will be visible.

Odoo 13 CRM Module

All the contact information of the employees is defined in this window and also you can create new employees directly using this window.



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