Sales Team

In order to manage all sales-related operations inside a company, the necessity of having an efficient group of employees is very high. With the help of the Odoo Sales module, you can create multiple efficient teams of responsible employees to monitor your sales programs and thereby improve sales. The configuration option for the sales team can be seen in the CRM module also which we already discussed in the earlier chapter. The method of sales team configuration is similar in both the Sales and CRM modules. Under the Configuration menu of the Sales module, you can find the Sales Teams option which will give access to the platform as shown below to create and manage sales teams.

You will be able to see the already configured sales teams on this platform along with the details of the name of the Sales Team, Alias, Team Leader, and Company. Using the Create button, you can effortlessly create a new team to manage your sales operations.

In the new sales team configuration window, you can mention a suitable name for your team in the Sales Team field. Then you can check the Quotations box if you want to send quotations to your customers rather than confirming sales orders straight away. You can check the Pipeline box to manage a pre sales process with opportunities. You can check the Leads box to filter and qualify incoming requests as leads before converting them into opportunities and assigning them to a salesperson.

Under the Team Details section, you can assign an employee as the Team Leader. Then specify Email Alias and for this, you can configure a custom domain in the given field. This sales team can accept emails from Everyone, Authenticated Partners, Followers only, or Authenticated Employees based on the option you select in the Accept Emails From field. The Company related to the sales team can be specified in the corresponding field. In the Invoicing Target field, you can define the revenue target for the current month.

Under the Members tab, you can add employees to the team using the Add button. You will get a new wizard as shown in the image below as soon as you select the Add button.

You can select members for your team from this window. After adding members, the new sales team will be saved to your system.

All Sales Teams configured in the Odoo Sales module can be managed in a separate platform which is available under the Orders menu. This platform will display all sales teams in an organized manner. You will get the number of opportunities, quotations, sales orders, orders to invoice, leads, and many more sales-related operations managed by each sales team from the preview itself.

The Sales Analysis button will lead you to a new window where you will get the sales analysis report of the selected group. This report can be used to analyze the performance of the team based on various criteria.

Clicking on the three vertical dots given on the top right corner of each sales team will give you some advanced options to manage the sales operations.

Here, you will get the options to view Opportunities, Quotations, Sales Orders, and Invoices managed by this sales team. Similarly, you will get options to create new Opportunities and Quotations from this menu. The Reporting field includes the options to generate reports of the Opportunities, Quotations, Sales, Invoices, and Activities managed by this particular team. These options are available on each sales team in the Kanban view.

After configuring sales teams, let’s move to the creation of sales quotations in the Sales module.