Assigning a Salesperson to multiple teams in Odoo

Let us discuss how to efficiently assign a Salesperson to multiple teams in Odoo. Starting from the CRM module, at the Configuration menu, click the Sales Teams button. Here, you are able to see multiple Sales teams in the listview who are working in the system at the moment, as shown in the screenshot below.

Moving on, let us click on Sales or any other department intended of your choice. You will then see the form which helps you to initiate the process of building the sales team.

Scrolling down at the Members panel, you will see the Add button which enables you to add members to the team which will appear the list of members once clicked, as shown in the screenshot below.

Here as shown in the list view, you are able to select an individual member and also able to add new members into the team by clicking on the New button.

So once you add a new member to the team, by selecting the existing one or more members given in the list view, click on the Select button. The member’s details will appear within the panel below.

Similarly to remove the member from the team, click on the member which was recently added. A box will appear which shown you the details of the team member, and then click on the Remove button.

If I wanted to put this particular member assigned to the Presales team who was previously assigned in the Sales, select the Presales at the Sales Team list view and assign that particular member to the Presales. You will notice that the particular member who was previously assigned to the Sales will be removed and assigned to the Presales simultaneously.

Here, if you would like to assign Salesperson to multiple team members at the same time, you need to enable the option in advance by clicking on the Configuration menu button, and clicking on the Settings. Then click on the check box given as Multi Teams which helps you to achieve for assigning multiple teams, as shown in the screenshot below.

Then click on the Save button which will in turn assign salespersons into multiple Sales Teams.

Now let us try assigning one member to multiple teams, so go to the Sales Teams which is at the Configuration menu, and add a new member at the Sales team which was similarly mentioned previously.

Then, click on the Save button after clicking the Select button while appearing at the bottom within the Members panel and click on the Save button which is a small cloud-shaped icon on the top, as shown in the screenshot below.

You will see that the individual member has been assigned to Sales. Now moving on, do the same step again which was done previously to assign a member to the Website.

Here, you will be able to notice that the same member who was previously assigned to the Sales can be assigned to the Website.

Hence you will then see that the particular member has been assigned to both the teams.

The seamless way to assign Salesperson to multiple teams is one of the user-friendly features implemented in common with our multiple stakeholders.

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