An unlimited number of Sales Team may be setup for any store/branch. Salespeople and Managers may only be linked to one team at a time. Simply click Options and Add a new Team then use the pencil on the grid to add members to each team.
Once teams are setup and saved you can view the following using Team View:
All Traffic Log tabs can be viewed by Team.Â
Sales Teams will appear at the top of the Salesperson list, separated by a line before the Salesperson list begins.
All Workplan tabs can be viewed by Team.
Sales Teams will appear at the top of the Salesperson list, separated by a line before the Salesperson list begins.
Reports: Traffic Analysis > All Sales Cycle Reports can now be viewed by Sales Team. Click the Sales Team sort option to view by team.