Odoo 16 Community Book

Sales Team

A dedicated team is necessary to manage all sales-related activities within a company. For this purpose, a company can create a group of salespeople to manage and monitor all sales-related activities. When you get a new sales order or quotation, you can assign this sales team to manage all operations. In the Odoo Sales module, you can create such sales teams as per your company's requirements. The option to configure the sales team can be seen under the Configuration menu of the module. The platform will show already configured sales teams as shown below.

You can group the sales team based on Team Leader using the Group By option. Now, click the Create button. A new window will appear to create the new sales team.

Provide a name for the sales team in the given space. By activating the Quotation and Pipeline options, the new sales team will get access to manage these operations. Under the Team Details field, you can set a Team Leader for this sales team. Set Email Alias and policy to post messages on the documents using the mail gateway in the respective fields. The name of the Company will be available in the form view. You can set a monthly revenue in the Invoicing Target field. Now, you can add Members to this sales team using the Add button available under the Members tab.

You will get a pop-up to select members for the team. The list will show the Name, Login, Language, Latest Authentication, Company, and Status. After selecting suitable members for the team, the sales team is ready for operations.

Under the Orders menu, you will get a Kanban view of the all configured sales team as shown below. This dedicated platform will provide an organized view of the sales details of each team.

On each sales team tab, you can observe the details of open opportunities, overdue quotations, quotations, orders to invoice, and unassigned leads. Using the Sales Analysis button, you can perform the sales analysis of the respective sales team. It will also show the invoicing target of each sales team. For getting extra tools for the operations, you can use the three small vertical dots available on the top right corner of each sales team as shown in the screenshot below.

Here, you can use the button to view Opportunities, Quotations, Sales Orders, and Invoices. This also includes options to create new opportunities and Quotations under the respective sales team. The Reporting options available here are Opportunities, Quotations, Sales, Invoices, and Activities. Once you complete the configuration of a sales team, you can use them while creating a new quotation or sales order.