通达科技 - 宜兴电脑维护及IT服务外包服务商

Under the Sales menu of the CRM module, you can find the Sales Teams option which gives access to the platform where all sales teams are managed. For the effective management of leads, opportunities, and other CRM-related operations, it is very essential to assign sales teams.

在CRM模块的销售菜单下，您可以找到团队选项，该选项允许访问管理所有销售团队的平台。为了有效地管理潜在客户、机会和其他与crm相关的操作，分配销售团队是非常必要的。

As you can see in the image above, you will get separate tabs for all configured sales teams in the CRM module. From the preview itself, you can see the total number of opportunities, quotations, and orders to invoice and the respective expected revenues. By clicking on the Pipeline button, Odoo will direct you to the pipeline of the corresponding sales team.

正如您在上图中看到的，您将获得CRM模块中所有已配置销售团队的单独选项卡。从预览本身，您可以看到机会，报价和订单发票和各自的预期收入的总数。通过点击管道按钮，Odoo将引导您到相应销售团队的管道。

By clicking on the three vertical dots given in the right corner of each sales team tab, you will get additional options to manage the respective sales team. There are options to view Leads, Opportunities, Quotations, Sales Orders, and Invoices assigned for that particular team. Under the New option, the members of the sales team will get options to create new Leads, Opportunities, and Quotations. The advanced Reporting menu available on each sales team will show the reports of the Leads, Opportunities, Quotations, Sales, Invoices, and Activities of the respective team. Apart from these options, you will also be able to get a Configuration button which will help you to make changes in the respective sales team.

通过单击每个销售团队选项卡右上角给出的三个垂直点，您将获得管理各自销售团队的额外选项。有选项可以查看分配给该特定团队的潜在客户、机会、报价、销售订单和发票。在New选项下，销售团队的成员将获得创建新的潜在客户、机会和报价的选项。每个销售团队提供的高级报告菜单将显示各自团队的潜在客户、机会、报价、销售、发票和活动的报告。除了这些选项之外，您还可以获得一个配置按钮，该按钮将帮助您在各自的销售团队中进行更改。

To create and manage new sales teams in the Odoo CRM module, you will get the Sales Teams option in the Configuration menu of the module as shown in the image above. The list of the already configured sales teams can be observed on this platform with the details of the Name of the Sales Team, Alias, Team Leader, and Company.

要在Odoo CRM模块中创建和管理新的销售团队，您将在模块的Configuration菜单中获得sales teams选项，如上图所示。可以在此平台上查看已配置的销售团队列表，其中包含销售团队名称、别名、团队负责人和公司的详细信息。

Using the Create button, you can configure a new team for the management of sales operations.

使用新的按钮，您可以配置一个新的团队来管理销售操作。

In the sales team creation window, you can specify the required details to create a sales team. Will discuss the configuration of the sales team in Odoo in detail in the Sales module chapter.

在销售团队创建窗口中，您可以指定创建销售团队所需的详细信息。将在销售模块一章中详细讨论Odoo中销售团队的配置。

The list of the team members included in each sales team can be observed separately using the Team Members option available under the Configuration window. As you can see in the image below, the list of team members can be seen under the respective sales teams.

可以使用配置窗口下可用的团队成员选项分别观察每个销售团队中包含的团队成员列表。如下图所示，在各自的销售团队下面可以看到团队成员的列表。

It is easy to create new team members on this platform. For this, you can click on the Create button. A window will appear as shown below to mention the Salesperson .

在这个平台上很容易创建新的团队成员。为此，您可以单击新的按钮。将出现如下所示的窗口，以提及销售人员。

By mentioning the Sales Team in the given field, that employee will be added to the mentioned sales team.

通过在给定字段中提到销售团队，该员工将被添加到提到的销售团队中。

The Sales menu includes another option called Customers which will maintain a record of all customers created from various sources in Odoo.

销售菜单包括另一个名为客户的选项，它将维护Odoo中从各种来源创建的所有客户的记录。

All new customers created from leads will be recorded on this platform.

所有新客户创建的线索将记录在这个平台上。