diff --git a/crm/salesteam/setup/create_team.rst b/crm/salesteam/setup/create_team.rst index 5a02bc127..18a466d47 100644 --- a/crm/salesteam/setup/create_team.rst +++ b/crm/salesteam/setup/create_team.rst @@ -1,15 +1,15 @@ -========================= -How to create a new team? -========================= +============================ +How to create a new channel? +============================ -In the Sales module, your sales teams are accessible from the +In the Sales module, your sales channels are accessible from the **Dashboard** menu. If you start from a new instance, you will find a -sales team installed by default : Direct sales. You can either start -using that default sales team and edit it (refer to the section +sales channel installed by default : Direct sales. You can either start +using that default sales channel and edit it (refer to the section *Create and Organize your stages* from the page :doc:`organize_pipeline`) or create a new one from scratch. -To create a new team, go to :menuselection:`Configuration --> Sales Teams` and +To create a new channel, go to :menuselection:`Configuration --> Sales Channels` and click on **Create**. .. image:: ./media/create01.png @@ -17,15 +17,15 @@ click on **Create**. Fill in the fields : -- Enter the name of your team +- Enter the name of your channel -- Select your team leader +- Select your channel leader - Select your team members Don't forget to tick the "Opportunities" box if you want to manage opportunities from it and to click on SAVE when you're done. Your can -now access your new team from your Dashboard. +now access your new channel from your Dashboard. .. image:: ./media/create02.png :align: center