Sales Teams
You can access the platform where all sales teams are maintained by selecting the Sales Teams option under the Sales menu of the CRM module. Assigning sales teams is crucial for the efficient administration of leads, opportunities, and other CRM-related processes.
You will receive distinct tabs for each configured sales team in the CRM module, as seen in the image. The entire number of possibilities, quotes, and orders to invoice, as well as the corresponding estimated revenues, are displayed in the preview itself. By selecting the Pipeline button, Odoo will take you to the associated sales team's pipeline.
You may access more management options for each sales team by selecting the three vertical dots that are located in the right corner of each tab. For that specific team, there are choices to View Leads, Opportunities, Quotations, Sales Orders, and Invoices.
The sales team members will have options to create New Leads, Opportunities, and Quotations under the New option. Each sales team's advanced Reporting option displays reports on the Leads, Opportunities, Quotations, Sales, Invoices, and Activities of that team. Along with these choices, you will also have access to a Configuration button, which will enable you to modify the relevant sales team.
You can find the Sales Teams option in the module's Configuration menu, as shown in the image, to create and manage new sales teams in the Odoo17 CRM module.
On this platform, a list of the sales teams that have previously been set up may be seen, together with information on the team's name, alias, team leader, and company.
You can set up a new team for the management of sales operations by using the New button. You can enter the information needed to create a sales team in the sales team creation box.
In the chapter on the Sales module, we'll describe how to configure the sales team in Odoo 17.
Using the Team Members option found under the Configuration window, it is possible to view the list of team members that make up each sales team separately. The list of Team Members is located under each sales team, as seen in the figure below.
On this platform, adding additional team members is simple. You can do this by selecting the New button.
The Salesperson will be mentioned in a window that will display as seen below. The employee will be added to the specified sales team if they mention it in the form provided.
Customers is a different option under the Sales menu that will keep track of all customers created in Odoo 17 from different sources.
There will be a record of every new customer acquired through leads on this platform.