Odoo 14 book

Sales team management

The business operations of the CRM can be controlled based on the sales team in Odoo. The methodology of the sales team will allow the user to have an effective management of the product sale, lead generation and customer relations.

The Odoo sales team menu can be accessed from the configuration as of the CRM module. The teams can be filtered, grouped by and sorted in the instances of a sales team search. The team details can be edited by selecting the respective one

Sales team creation

To create a new sales team the user can select the create option available. In the creation menu the user can provide a name, allocate it to quotations, pipeline operations and leads. An associated team leader can be selected along with the invoicing target if the company operates based on the sales target terminology.

Adding members to Sales team

The user can add members to the sales team by selecting the add option available under the team memberâs menu. On which a pop up window containing all the contact information of all the employees will be listed out. The user also has the provision to create a new employee directly from the window.

Managing multiple sales teams

The Odoo platform allows its users to manage, monitor and control the operations of various sales teams present. The sales teams can be allocated based on the product, region of operation, quantity of the sale.

Reporting

The report generation feature of the Odoo platform allows the users to generate various analytical reports functions which can be filtered, grouped by and sorted out based on the various parameters available both by default as well as the ones which can be customized.

These reports can be viewed in Kanban view, graphical view or list view.

Converting leads into opportunities

The Odoo CRM operation is based on the pipeline terminology which will indicate the users to operate based on the leads and the contact acquired. The leads in the Odoo can be generated into opportunities directly from the lead window. These leads are converted into opportunities under the agreement of the terms and conditions of the business with the customer.

In addition the above mentioned parameters of operation in Odoo for the lead generation will be beneficial injuring them to an opportunity. Their platform also provides provision for the users to turn the opportunities as lost leads or back as draft leads on the occurrence of a mishap leading to the cancellation of the business opportunity.

The lead menu can be accessed from the CRM dashboard where all the leads allocated with the company will be depicted. The user can edit each one available by selecting the respective lead. All the filtering and sorting options are available as per the ones in other windows of the platform.

Creating a lead

To create a new lead, the user can select the create option available from the lead menu. The description of the lead along with probability of acquiring it can be mentioned. The company or the customer name along with the contact details can be described in the window.

The user can enrich the lead by selecting the enrich option available if there is not much contact information at the userâs disposal. It can also be marked as lost when the lead can no longer be created to an opportunity. But on selecting to convert the lead to an opportunity the user will be displayed by a pop up window on which the opportunity can be described. There are options available for the conversion where the lead can be merged with an existing opportunity or a new creation of opportunity. The salesperson and the sales team can be allocated. On selecting to create a separate opportunity the user will be depicted with options to link the lead to the customer available.

Creating Sales quotations

As the lead is converted into an opportunity the user will now have the provisions to create quotations directly from the lead window. The leads can be marked as won or lost based on the user and the real time operations. Either way the lead will be sequenced into the respective operation which has been previously defined.

On selecting to create a new sales quotation the user will be depicted with the quotation generation window. All the required details of the customer can be provided along with the product allocation where the product on which the lead generation was completed can be added.

The quotations can be sent via email to the respective customer, by selecting the send by email option available. The window where the email can be generated is depicted by default with the email template which can be edited and modified based on the user specifications.