Navigate to the CRM App
Open the primary Odoo dashboard and click on the CRM application to begin.
Sales
Manage Sales Teams
Step-by-step guide to setting up and managing sales teams in Odoo, including adding salespersons to specific Point of Sale teams.
8 steps
Updated Mar 7, 2026
SOP · Standard
Managing Sales Teams allows you to group users, assign targets, and configure specific permissions for different sales channels (like Point of Sale or B2B sales).
Open Configuration
In the top menu bar, click on Configuration to access the settings for the CRM module.
Select Sales Teams
From the Configuration dropdown menu, click on Sales Teams. This will open the list of all currently configured teams.
Choose a Team
Select the specific team you want to manage. In this example, we are clicking on the Point of Sale team.
Add Salespersons
In the team configuration page, locate the members section and click Add Salespersons to assign new employees to this team.
Select Employees
A list of available users will appear. Click the checkbox next to the name of the employee(s) you wish to add.
Confirm Selection
Once you have selected the appropriate users, click the Select button to confirm and add them to the team.
Save Changes
Click the Save icon (typically represented by a cloud with an arrow) at the top of the screen to lock in your changes.
