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Creating a Sales Team
Step One
Go to “Sales Management”, and click on “Sales Team Management”
Step Three
Go to “Details” and click on the “+” icon to create a new sales team.
Step Three
Fill in the required fields.
- Select the company branch where the sales team will be assigned to.
- Resource should be set as “Sales Team”.
- In “Team Leader” you will see a drop down of sales partners. Select which sales partner you will be assigning as a “Team Leader”.
Step Four
Click on Save.
Step Five
Add the sales team availability.
In this section we will define the working times, weekend and holidays for the sales team.
- Go to Calendar and click con the “+”.
Step Six
Click on save to finish adding the calendar.
Step Seven
Add the sales person into a “Sales Team”.
- Go to Sales Team and click on edit.
Step Eight
Select which product series will be available for the “Sales Team”.
Go to “Series” and click on the edit icon.
Step Nine
Select the product series and then click on “>” to make it available.
Step Ten
Click on Save to finish.
