How to Assign a Salesperson to Multiple Sales Teams in Odoo 18 Enterprise

Introduction

With Odoo 18 Enterprise, managing diverse sales operations has become more flexible and efficient. One of the key enhancements is the ability to assign a single salesperson to multiple sales teams. This feature is especially beneficial for businesses operating across various regions, customer segments, or product lines, as it allows for greater adaptability and resource optimization within the sales department.

Purpose

The primary purpose of enabling multi-team assignments is to empower sales professionals to contribute to different sales strategies simultaneously. Whether it's managing high-value clients, targeting specific industries, or handling regional markets, assigning a salesperson to multiple teams helps streamline coordination and improve performance across the board.

Step-by-Step: Assigning a Salesperson to Multiple Sales Teams

Step 1: Enable the Multi Teams Feature

* Navigate to the CRM module.

* Go to Configuration > Settings.

* In the CRM settings page, locate the Multi Teams option.

* Enable the checkbox and click Save to apply changes.

Step 2: Access Sales Teams

* You can access sales teams via either of the following paths:

* From CRM > Configuration > Sales Teams

* Or from the Sales module under the Teams menu

* Click to open the Sales Teams dashboard where existing teams are listed or create a new team by clicking New.

Step 3: Add a Salesperson to a Sales Team

* Open a sales team from the list.

* In the detailed team view, locate the Members tab.

* Click Add to open a pop-up window listing available salespersons.

* Select the desired salesperson(s) by checking the boxes.For example: Alex, Kowsalya

* Click Select to assign them to the team.

Step 4: Assign the Same Salesperson to Another Team

* Return to the Sales Teams overview.

* Select another sales team For example: Sales Surge

* Add the same salesperson to this second team. For example: Kowsalya.

✅ The salesperson will now appear as a member of both teams, confirming the multi-team setup.

Step 5: Remove a Salesperson from a Team (Optional)

* Go to the Members tab of the sales team.

 * Click on the salesperson you wish to remove.

 * In the pop-up window, click the Remove button.

Conclusion

Odoo 18 Enterprise provides a robust framework for managing complex sales structures. The Multi Teams feature allows businesses to assign salespersons to multiple teams seamlessly, promoting cross-functional collaboration and maximizing productivity. By leveraging this capability, companies can better align their sales strategies, ensure comprehensive customer coverage, and ultimately drive higher revenue. Proper team configurations, clear role definitions, and ongoing performance tracking are key to making the most of this functionality.