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David Tran CRM Lượt Xem: 161

In Odoo, you can manage several sales teams, departments or channels with specific sales processes. To do so, we use the concept of Sales Channel.

Create a new sales channel

To create a new Sales Channel, go to :menuselection:`Configuration --> Sales Channels`.

There you can set an email alias to it. Every message sent to that email address will create a lead/opportunity.

media/multi_sales_team01.png

Add members to your sales channel

You can add members to any channel; that way those members will see the pipeline structure of the sales channel when opening it. Any lead/opportunity assigned to them will link to the sales channel. Therefore, you can only be a member of one channel.

This will ease the process review of the team manager.

media/multi_sales_team02.png

If you now filter on this specific channel in your pipeline, you will find all of its opportunities.

media/multi_sales_team03.png

Sales channel dashboard

To see the operations and results of any sales channel at a glance, the sales manager also has access to the Sales Channel Dashboard under Reporting.

It is shared with the whole ecosystem so every revenue stream is included in it: Sales, eCommerce, PoS, etc.