Assigning Sales Activities to Sales Teams

Sales Teams allow you to:

 
  • Group your sales documents (leads, opportunities, sales orders) into several sales departments/activities/regions;
  • Automatically screen and assign leads to the right people since Sales Teams have their own email alias (see Sales Team settings);
  • Customize the Leads/Opportunities Kanban Stages for each activity (see Sales Team configuration form);
  • Get main statistics from the Kanban View. This dashboard is extended with new items including goal gauges once the Sales application installed. 
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If your company has several business activities with specific sales processes, you need a flexible CRM tool fitting all of them and enabling you to keep track of each activity separately. Odoo allows you to do this with Sales Teams.
  • Tick Organize Sales activities into multiple Sales Teams in the Sales settings.
  • The Sales Team view is now the first page you see in the Sales menu. You can assign new leads and opportunities to those sales teams.
  • Create new sales teams (e.g. B2C & B2B) and add team members.
  • Customize Kanban stages of the new sales team.
  • Check the email aliases. Leads can be automatically generated from customer emails sent to those email aliases.
  • Now play the role of a prospect and send an email to sales_team_name@yourdatabasename.odoo.com to get more information about your services (price, installation details, etc.).
  • This request will enter Odoo as a new lead assigned to the dedicated Sales Team. You can open the leads from the Sales team Kanban view and discuss with the customer thanks to the chatter.
 

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