Creating a Sales Team
Go to “Sales Management”, and click on “Sales Team Management”
Go to “Details” and click on the “+” icon to create a new sales team.
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”.
Click on Save.
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 “+”.
Click on save to finish adding the calendar.
Add the sales person into a “Sales Team”.
- Go to Sales Team and click on edit.
Select which product series will be available for the “Sales Team”.
Go to “Series” and click on the edit icon.
Select the product series and then click on “>” to make it available.
Click on Save to finish.