How Can We Help?
A sales team groups sales reps of one branch under a team
leader. Teams are set up in Sales Management → Sales Team Management. Teams
decide which reps are offered on a customer (by the customer’s address) and what a team leader
is allowed to see.
What, where, who, when, why
| What | A named team of reps of one branch with a leader, a shared e-mail alias, its own calendar and an optional list of product series. |
| Where | Sales Management → Sales Team Management. Membership is edited here or from the rep’s own Sales Team button. |
| Who | Sales management. Reps themselves never edit their teams. |
| When | When a branch splits its sales area; when a new rep must become selectable for customers in an area; when a leader changes (a rep leading one team cannot lead another). |
| Why it matters | Team membership is what filters the customer’s Sales Rep list (teams serving the customer’s ship-to branches) and what gives a team leader visibility of members’ customers and documents. |
The screen
The left-hand list shows the teams with their leader. Administrators and sales/marketing
leaders see the teams of every branch; other users see only their own branch’s teams. Deleted
teams are hidden. The buttons on the right:
| Button | What it does |
|---|---|
| Details | The team record (fields below). |
| Calendar | The team’s working calendar (weekend days, timetable, holidays, exceptions). |
| Sales Team | The Team Members panel: Edit, move reps between the two lists, Save. The New button on this panel opens the Sales Person form to create a brand-new rep (see Sales people setup). |
| Series | The Team Series panel: Edit, move product series between the two lists, Save. |
Details — fields and validation
| Field | What it does |
|---|---|
| Branch (required) | The team’s branch. Defaults to your branch (or the main office) on New, where only administrators and sales/marketing leaders can change it; locked on Edit. |
| Resource (required) | Resource type from the shared list. Locked on Edit. |
| Team Leader (required) | A rep of that branch who does not already lead another team. Saving also makes the leader a member of the team. |
| Name (required) | The team name. |
| Email Alias (required) | A shared e-mail address for the team. Stored with the team. |
| Start Operations (required) | The date the team started. Stored with the team. |
| Notes | Free formatted notes. |
Missing values stop the save with Branch Required!, Resource TypeRequired!,
Team Leader Required!, Name Required!, Email Alias Required! or
Operation Start Date Required!. Delete asks Delete Record? and marks the
team deleted.
Team Members
The left list (candidates) shows reps of the team’s branch who are not leading a team; the
right list holds the members. Moving a rep out and saving removes the membership; moving one in
adds it. A rep can belong to several teams — this can also be managed from the rep’s own
Sales Team button on Sales Partner Management.
Worked example — an “East” team
| Field / step | Value | Why |
|---|---|---|
| Details | Branch = Main, Resource = Sales Team, Team Leader = Jane Roe, Name = “East”, Email Alias = east@company.com, Start Operations = today |
All six are required; Jane must not already lead another team, and saving adds her as a member too. |
| Team Members | Move in Jane, John, Sue | Only these three are offered on the Sales Rep list of customers served by the Main branch’s teams in the team’s area. |
| Leader visibility | Jane, at login, is treated as a team leader: she sees team members’ customers and documents without being an administrator. |
|
| Series (optional) | left empty | The Team Series list is stored only in this version — it does not restrict what the team can sell. |
What teams change elsewhere
| Where | Effect |
|---|---|
| Customer Sales Rep list | The reps offered are the members of the sales teams of the branches that serve the customer’s ship-to address. See Sales people setup. |
| Who is a team leader | At login, a user who is the Team Leader of a team is treated as a sales team leader. |
| Lead Management and Lead View | A team leader who is not an administrator, view-all user or sales/marketing manager is meant to see the leads of their own branch whose rep is a member of a team they lead. |
In the current version the team filter of the Lead Management / Lead View lists is built with an
unbalanced bracket, so for a team leader (who is not an administrator, view-all user or
sales/marketing manager) these lists can fail to load. Administrators and plain sales reps are
not affected.
Team Series
The candidates are the active product series not yet on the team. The list is stored with
the team; no screen, report or calculation was found that uses it in the current version, so it
does not restrict what the team can sell.