Sales Teams
Groups of sales people with a leader.
Overview
A sales team has a lead and members. Targets, commissions and reports can be viewed by team as well as by person.
When to use sales teams
- You organise reps into teams.
Step by step
In the Sales module open Sales Management in the green navigation bar, then choose Sales Teams under Sales Ops.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- sales.teams.manage
- sales.teams.view