Creating a Sales Team

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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.