Introduction

It’s time to start managing your sales team in Odoo ERP. Whether you just got a new job or have been using Odoo for years, this post will help you get started with setting up and managing your sales teams.

Sales team

You can create a team for each sales person, and then add them to multiple teams. You can also add a sales person to a team, and then remove them from that team. If you want to remove a salesperson from all teams at once, go ahead! It’s easy as pie.

Alias

Alias is a user-defined name that you can use to filter and sort your sales orders. You may want to give aliases to the members of your sales team, for example:

• Info
• Inactive Alias

Team leader

The team leader is the person who is responsible for the team’s performance. He/she can be added from the company’s employees list, or removed from it. If you wish to change your team leader, you can do so in the Sales Order’s ‘Other Info’ page by clicking on ‘Change Team Leader’.

Create a sales order and edit it. Go to the ‘Other Info’ page. Enter the data for ‘sale team’. Save changes. Now, when you list all sales orders, they are grouped by team and orders are listed by alias.

In this section, you’ll learn how to create a sales order and edit it. Go to the ‘Other Info’ page. Enter the data for ‘sale team’. Save changes. Now, when you list all sales orders, they are grouped by team and orders are listed by alias.

Conclusion

This tutorial shows how to set up sales teams in Odoo ERP. We also show how to create an alias for your sales team and add members.