Skip to main content

Sales Teams

What are Sales Teams?

Sales Teams allow the organization and management of workgroups within the commercial process.

Each team can be made up of different members and may have an assigned leader responsible for coordinating commercial activities.

Sales Team Management

Accessing Sales Teams

To access the sales teams list, go to:

CRM → Configurations → Sales Teams

Once inside, the list of sales teams registered in the system will be displayed. From this screen, you will be able to create, view, edit, and delete teams.

Sales teams list

Figure 1. Sales teams list

List Tools

The sales teams list includes tools that make it easier to search and manage records.

Search

Allows locating specific sales teams using search criteria.

Records per Page

Allows defining the number of records displayed per page and navigating through the available results.

Create a Sales Team

To create a new sales team:

  1. Go to CRM → Configurations → Sales Teams.
  2. Click on New Sales Team.
  3. Complete the required information in the creation form.
  4. Click Create to save the record.

Sales Team Creation Form

When creating a new sales team, a form will be displayed where the corresponding information must be completed.

Sales team form

Figure 2. Sales team creation form

General

The General section allows defining the main team information.

  • Name: team name.
  • Company: company associated with the team.
  • Team Leader: person responsible for the sales team.
  • Email Alias: email address used by the team.
  • Receive Incoming Emails: allows generating Leads automatically from received emails.
  • Invoicing Target: invoicing target assigned to the team.

Configuration

The Configuration section allows defining the team’s behavior within the system.

  • Use Leads: enables Lead management for the team.
  • Use Opportunities: enables Opportunity management for the team.
  • Active: indicates whether the team is enabled for use.

Final Actions

Once the information has been completed, the following actions will be available:

  • Create: saves the record and creates the sales team.
  • Create & Create Another: saves the current record and opens a new form to create another team.
  • Cancel: cancels the operation without saving changes.

Actions on a Sales Team

Once a sales team has been created, it will be possible to access its information from the list to view, edit, or delete the record.

Sales teams records

Figure 3. Created sales teams

View a Sales Team

The View option allows access to the complete details of a sales team.

Once inside, all the information registered for the team will be displayed, including its general data and associated configuration.

Edit a Sales Team

The Edit option allows modifying the information of an existing sales team.

When accessing it, the form will display the previously registered data so the necessary changes can be made.

Delete a Sales Team

The Delete option allows removing a sales team from the system.

Once this action is executed, the team will no longer be available in the list and cannot be used in new commercial operations.