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Odoo 12 Sales team Management

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ales Teams in odoo, Odoo supports multiple sales teams. We can set a user as the Team Leader of the corresponding Sales Team.

also can set Sales Target for each sales team. And the main benefit of the sales team is that we can easily analyze the activities and performance from the dashboard of Sales team. Sales Team can manage each opportunity through the pipelines.

In the pipeline, the user can change stages by probability and can schedule activity from the pipeline.

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Odoo 12 Sales team Management

  1. 1. Sales Team Management in Odoo v12 www.cybrosys.com
  2. 2. INTRODUCTION ● Odoo provide multiple sales teams management. ● An employee can be assigned as team leader,. ● Sales target can be set to each team.
  3. 3. Let us check how it works: Go to -> Sales -> Configuration-> Sales Teams
  4. 4. ● One can set employee user ad the team leader and can assign specific sales team to send quotations if required. ● While creating quotation sales team can be chosen.
  5. 5. To analyse the sales team Goto->Orders-> Sales teams Here, one can analyse the sales of sales teams.
  6. 6. For More Information, watch the video: Odoo 12 Sales teams Management
  7. 7. Cybrosys Technologies Pvt. Ltd. 1st Floor, Thapasya Building, Infopark, Kakkanad, Kochi, Kerala, India-682030. Cybrosys Technologies Pvt. Ltd. 1st Floor, Thapasya Building, Infopark, Kakkanad, Kochi, Kerala, India-682030. Cybrosys Technologies Pvt. Ltd. Neospace, Kinfra Techno Park, Kakkancherry, Calicut University P.O. Calicut Kerala, India - 673635. Cybrosys Ltd Cybrosys Limited Alpha House, 100 Borough High Street, London, Greater London, SE1 1LB, United Kingdom Thank You ! Cybrosys Technologies Pvt. Ltd. 1st Floor, Thapasya Building, Infopark, Kakkanad, Kochi, India - 682030.

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