Creating a Sales TeamCreated OnAugust 4, 2020Last Updated OnMarch 23, 2022bysherif You are here: Main Sales Management Creating a Sales Team < All Topics 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.