Customer Relationship Management

Last updated: october 24, 2019

Customer Relationship Management

Add members to your sales channel

One can add members to the sales team; that way those members will see the pipeline structure of the sales team when opening it. Any lead/opportunity appointed to them will connect to the sales team Hence, you must be an individual/member from one channel.

You can define maximum leads that ought to be relegated to the part inside 30 days, this will facilitate the way toward assigning leads to the member effectively.

One can also add an explicit domain to each user so as to assure that each user gets specific leads to work on based on their field of expertise or country, so on…


Odoo aids you to deal with several sales teams, offices or channels with explicit sales processes. One can spread their business exercises or the sales activities into the numerous sales team, contingent upon the product, service or region, the motivation behind setting various sales group may likewise be to setup the various sales process as well.

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 the end user can provide an email alias to it. All messages sent across to that email address shall generate a lead/opportunity.

Add members to your sales team

You can add members to any business channel or sales group; that way those members will see the pipeline structure of the business group when opening it. Any lead/opportunity doled out to them will connect to the sales team. Subsequently, you must be an individual from one group.

This will facilitate the process review of the group administrator/team manager.

Upon filtering the specific channel in pipeline, one can view all the opportunities.



Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635



Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.



Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

Send Us A Message