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.
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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.
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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。
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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。
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Click on the Pipeline button to go directly to that team’s CRM pipeline.