How to Configure Sales Team & Team Members in Odoo 17 Sales | Odoo 17 Functional Tutorials
3Odoo 17 Sales Teams: Streamlining Your Sales Force
Odoo 17 equips you with a robust Sales Team functionality to organize, manage, and track your sales personnel. This integrated system fosters collaboration, boosts efficiency, and empowers you to gain valuable insights into your sales pipeline.
Creating and Configuring Sales Teams
Setting Up: Navigate to the CRM app -- Configuration -- Sales Teams. Click "New" to establish a new team. Assign a suitable name and designate a Team Leader.
Enabling Features: Odoo 17 lets you tailor your Sales Teams to your specific workflow. Activate the "Leads" option to manage incoming inquiries and convert them into opportunities. Enable "Quotations" if your sales process involves sending quotations before confirming orders.
Team Management and Member Addition
Adding Members: Click the "Members" tab within the Sales Team configuration window. Utilize the "Add" button to select team members from a user list.
Team Dashboard: Access the Sales -- Teams menu to view the Sales Team dashboard. This dashboard provides a quick overview for each team, including:
Open Opportunities
Quotations
Sales Orders
Expected Revenue
New Opportunities per Week (bar graph)
Invoicing Progress (progress bar)
Pipeline Management and Reporting
Kanban View: Each Sales Team dashboard utilizes a Kanban view, visually representing the sales pipeline. Drag and drop opportunities between stages like "Qualification," "Proposal," and "Won/Lost."
Detailed Insights: Click the three vertical dots on the top right corner of the Kanban view to access a menu. Here, you can delve into Leads, Opportunities, Quotations, Sales Orders, Invoices, and Activities associated with the team.
Additional Features
Email Alias: Establish a unique email alias for each Sales Team. Any email sent to this address automatically generates a lead or opportunity within that team. Configure access permissions (Everyone, Authenticated Partners, Followers Only, or Authenticated Employees) for receiving emails through the alias.
Reporting: Odoo 17 offers a comprehensive reporting suite accessible from the "Reporting" menu within the Sales Team dashboard. Generate reports on the team's activities and sales performance, encompassing Leads, Opportunities, Sales, Invoices, and Activities.
Benefits of Using Sales Teams in Odoo 17
Organized Sales Structure: Group your sales personnel based on product lines, territories, or expertise, fostering a streamlined workflow.
Enhanced Collaboration: Improve communication and teamwork within sales teams through shared pipelines and activity tracking.
Performance Tracking: Gain insights into individual and team performance with detailed reports and pipeline visualizations.
Improved Lead Management: Efficiently manage incoming inquiries, nurture leads, and convert them into paying customers.
Streamlined Sales Process: Automate repetitive tasks and standardize the sales process for consistent results.
By leveraging Sales Teams in Odoo 17, you can empower your sales force, optimize your sales pipeline, and achieve significant sales growth.
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