How a Salesperson Can Be Assigned to Multiple Sales Teams in Odoo 18

Odoo 18 introduces a range of enhancements that streamline business operations, making it one of the most powerful ERP solutions available today. One such improvement is the ability to assign a salesperson to multiple sales teams, a crucial feature for businesses with dynamic sales structures. Whether you're managing regional teams, specialized product lines, or industry-specific sales groups, Odoo 18 offers the flexibility needed for optimal sales performance. If you're considering an Odoo implementation, understanding this feature can help you better structure your sales force and boost efficiency.

Why Assign a Salesperson to Multiple Sales Teams?

Sales operations often require flexibility. In many businesses, a salesperson might work across different teams to maximize reach and effectiveness. Some key benefits of this feature in Odoo 18 include:

• Better Sales Team Collaboration – Sales representatives can contribute to multiple teams, ensuring leads are assigned effectively.
• Increased Revenue Opportunities – A salesperson working with different teams can tap into diverse market segments.
• Improved Performance Tracking – Odoo 18 allows managers to track performance across various sales teams without redundancy.
• Simplified Workflow Management – Reducing restrictions on sales team assignments ensures smoother business operations.

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

Step 1: Enable Multi-Team Assignment

Before assigning a salesperson to multiple sales teams, ensure the feature is enabled in your Odoo 18 instance.

1. Navigate to Sales > Configuration > Settings.
2. Locate the option Multi-Sales Teams and enable it.
3. Click Save to apply the changes.

Step 2: Create or Configure Sales Teams

If your sales teams are not yet configured, follow these steps:

1. Go to Sales > Configuration > Sales Teams.
2. Click Create to add a new sales team.
3. Enter the sales team name, assign a leader, and configure any additional settings such as invoicing targets or sales goals.
4. Click Save.

Step 3: Assign a Salesperson to Multiple Sales Teams

Now that the setup is complete, you can assign a salesperson to multiple teams:

1. Navigate to Sales > Users & Companies > Users.
2. Select the user (salesperson) you want to assign.
3. Scroll down to the Sales Teams section.
4. Click Add a Line and select the sales teams the salesperson should be part of.
5. Click Save to apply the changes.

Step 4: Verify the Assignment

To confirm that the salesperson is correctly assigned to multiple teams:

1. Go to Sales > Orders > Quotations.
2. Select a quotation and try assigning it to the salesperson.
3. You should see multiple sales team options associated with the salesperson.

Custom Code: Allowing Salespersons to Access Multiple Sales Teams in Odoo 18

For businesses that require more customization, the following Odoo module can enhance multi-team assignment functionalities. This code snippet ensures that a salesperson can access and manage multiple teams effectively.

from odoo import models, fields

 

class ResUsers(models.Model):

    _inherit = 'res.users'

 

    sales_team_ids = fields.Many2many(

        'crm.team',

        string='Assigned Sales Teams',

        help='Salesperson can be assigned to multiple sales teams'

    )

How This Custom Code Works:

• This modifies the res.users model by adding a Many2many relationship with the crm.team model.
• It enables a user (salesperson) to be linked to multiple sales teams simultaneously.
• The added field appears under User Settings, where you can select multiple teams.

Common Issues & Troubleshooting

Issue 1: Salesperson Not Visible in a Sales Team

• Ensure the salesperson is correctly added under Sales Teams > Members.
• Verify that the Multi-Sales Teams setting is enabled.

Issue 2: Salesperson Not Receiving Leads for All Teams

• Check the Lead Assignment Rules under CRM Settings.
• Ensure there are no conflicting access control settings.

Issue 3: Performance Tracking Issues

• Use Reporting > Sales Team Performance to view detailed reports for each salesperson across teams.

Conclusion

Assigning a salesperson to multiple sales teams in Odoo 18 is a game-changer for businesses looking to enhance collaboration and efficiency. By following the steps outlined above and leveraging custom code where necessary, you can optimize your sales team structure effortlessly.

If you need assistance with configuring your Odoo 18 system or developing custom functionalities, our team of expert Odoo consultants is here to help. Contact us today to get started with a seamless Odoo implementation tailored to your business needs!