Is your sales department ready for peak performance? In Odoo 18 CRM, the “Sales Team” functionality provides the essential framework to organise, manage, and empower your sales force for maximum efficiency and goal achievement.
This video dives into the strategic advantages and practical setup of Sales Teams in Odoo 18. You’ll learn how to:
Create and configure dedicated sales teams (e.g., by region, product line, or customer segment).
Assign team members and define their roles within each team.
Set clear sales targets (invoicing targets) to drive performance.
Leverage team-specific pipelines to streamline sales processes and stages.
Utilise email aliases for seamless lead routing, ensuring no opportunity is missed.
Analyse team performance with Odoo’s integrated reporting to identify trends and top performers.
Whether you’re a sales manager looking to optimise your structure, a business owner aiming to scale your sales operations, or just starting with Odoo 18, mastering Sales Teams is crucial for success.
🔔 Ready to transform your sales organisation? Hit subscribe for more Odoo 18 insights and practical tutorials!
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