多个销售团队¶
Odoo允许您使用 销售团队 管理多个销售团队,部门或渠道,每个团队都有自己独特的销售流程。
创建新的销售团队¶
要创建新的销售团队,请转到:菜单选择:menuselection:CRM --> 配置 --> 销售团队
,然后单击 创建 。
On the creation page, set an Email Alias to automatically generate a lead/opportunity for this Sales Team every time a message is sent to that unique email address. You can also choose whether to accept emails from Everyone, Authenticated Partners, or Followers Only.
Set a Domain to assign leads/opportunities to this Sales Team based on specific filters, such as country, language, or campaign. Set an Invoicing Target if this team has specific monthly revenue goals.
为销售团队增加成员¶
To add team members, click Add under the Assignment tab when editing the Sales Team’s configuration page. Select a salesperson from the dropdown menu or create new salesperson. Set a maximum number of leads that can be assigned to this salesperson in a 30-day period to ensure that they do not overwork.
可以将人员添加为多个销售团队的成员或负责人,允许其访问所需访问的全部通道。
销售团队仪表板¶
To view the Sales Team dashboard, go to
. Any teams you are a part of will appear as dashboard tiles.各分区概述销售团队的开放销售机会、报价、销售订单、预期收入、每周新销售机会的条形图和开票进度条。
单击分区一角的三个点,打开导航菜单,快速查看文件或报告、创建报价或销售机会、为销售团队选择颜色、进入配置页面。
Click on the Pipeline button to go directly to that team’s CRM pipeline.