u. Sales Teams

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:

• 1. All Traffic Log 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.

  2. 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.

  3. Reports: Traffic Analysis > All Sales Cycle Reports can now be viewed by Sales Team.  Click the Sales Team sort option to view by team.