Sales Team Management (Odoo CRM)

Sales Team Management

Odoo CRM provides robust Sales Team Management capabilities that allow organizations to create multiple sales teams such as Corporate Sales, Digital Services, or Field Sales. Each team can be structured with a designated Sales Manager and assigned Sales Executives, ensuring clear ownership and accountability. Leads can be captured centrally from website forms, emails, or manual entry, with automatic assignment rules distributing them to the appropriate teams. Sales teams work within a defined pipeline - New, Qualified, Proposal, Negotiation, and Won/Lost - while revenue targets can be set per team in the Enterprise edition to measure performance against goals.
The platform also delivers comprehensive activity and follow-up management, enabling sales staff to schedule and track calls, meetings, emails, and tasks with clear deadlines and reminders. Sales managers gain visibility into team performance by monitoring pending versus completed activities, ensuring timely follow-ups and consistent engagement across the pipeline. This structured approach improves discipline, accountability, and conversion rates throughout the sales cycle.

Through the official Odoo Android app, sales teams can access CRM, Sales, Contacts, and Calendar modules with real-time synchronization to the web version and secure database-based login. Sales representatives can view and update assigned leads and opportunities, change opportunity stages instantly, add notes and internal comments, log calls and meetings from the field, and review complete customer histories. Sales managers can monitor team pipelines, analyze deal values by salesperson, review activity performance, track overdue actions, and where Enterprise features are enabled approve quotations. The app also supports creating and managing quotations and sales orders on the go, including editing pricing and discounts, emailing quotations, confirming orders, and tracking their status from draft to confirmation or cancellation.

Create multiple sales teams (e.g., Corporate Sales, Digital Services, Field Sales).

Configure team-specific email aliases for lead intake.

Define target revenue per team (Enterprise feature).

Centralized lead capture from:

Automatic lead assignment rules to sales teams.

Convert leads into opportunities.

Sales pipeline stages:

Schedule and track:

Activity reminders with deadlines.

Sales managers can monitor pending vs completed activities by team.

Access CRM, Sales, Contacts, Calendar.

Fully synced with web version (real-time).

Secure login (database-based).