Odoo 14 Community Edition

Sales team management

A well-planned sales team is an important part of any business organization and they help us to not only increase the revenue but also they are building and keeping long-term customer relationships. This quality will definitely help your business to increase product sales, lead generation, brand reputation, and business growth. All the business activities of the Odoo CRM can be controlled by the sales team.

The sales team menu in the platform can be accessed from the configuration tab of the CRM module.

CRM -> Configuration -> Sales team.

The image of the window is depicted below where you can view the sales team details in a list view. You have the provision to edit the details that you described by selecting the respective teams.

Odoo 14 CRM Module

The various default and customizable functionalities such as filters, group by, favorites options are available. You can create a new sales team by clicking on the Edit button available on the top left corner of this window. The image of the creation window is depicted below where you can provide the name of the sales team in the allotted space. You have to check the box near the option Quotations if you are sending quotations to your customers rather than confirming orders straight away and also you can enable the option Pipeline to manage a pre-sales process with opportunities. Additionally, you can check the box near the option Leads to filter and qualify incoming requests as leads before converting them into opportunities and assigning them to a salesperson. Moreover, you can mention the team leader and email alias, allocate invoicing targets if the company operates based on the sales target terminology. Also, you have the option Accept emails from and it is the policy to post a message on the document using the mail gateway and here you have the different options ;

Everyone: If selecting this option everyone can post.

Authenticated Partners: Only authenticated partners.

Followers-only: Only followers of the related document or members of the following channel.

Finally, you can add channel members to the sales team under the Team members tab. On selecting the Add option you will be depicted with a pop-up window as shown below where you can view all the created members along with the details.

Odoo 14 CRM Module

You can also create new channel members directly from the window by clicking on the create icon. The image of the channel member creation window is depicted below.

Odoo 14 CRM Module

So far we were discussing the sales team management on the platform and now let us have a look at how to convert leads into opportunities.



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