Sales Teams

Sales Teams, within CRM → Configurations, lets you organize the people involved in your commercial process. Each team can have a leader and settings for leads, opportunities, and an invoicing target.

In this guide

• View the Sales Teams list
• Create a Sales Team
• Configure team details
• Manage an existing team

General workflow

1. Open CRM → Configurations → Sales Teams.
2. Review or search the existing teams.
3. Select New Sales Team.
4. Enter the team's general information and configuration.
5. Select Create to save the team.

View the Sales Teams list

Go to CRM → Configurations → Sales Teams. The list displays the teams registered in the system. From here, you can create a team or open an existing one to view, edit, or delete it.

Figure 1. Sales Teams list

List tools

Tool	What it does
Search	Finds a sales team using the available search criteria.
Records per Page	Sets how many teams appear on each page and lets you navigate through the results.

Create a Sales Team

From the Sales Teams list, select New Sales Team. Complete the form, then select Create to save the new team.

Figure 2. Sales Team creation form

Configure team details

General

The General section contains the team's identifying information, leader, email settings, and target.

Field	What it defines
Name	Name of the sales team.
Company	Company associated with the team.
Team Leader	Person responsible for coordinating the team.
Email Alias	Email address used by the team.
Receive Incoming Emails	Whether incoming emails automatically generate leads.
Invoicing Target	Invoicing target assigned to the team.

Configuration

The Configuration section controls which commercial records the team uses and whether it is available.

Setting	What it does
Use Leads	Enables lead management for the team.
Use Opportunities	Enables opportunity management for the team.
Active	Makes the team available for use.

Save the team

Choose one of the actions at the bottom of the form:

Action	Result
Create	Saves the team.
Create & Create Another	Saves the team and opens a new form.
Cancel	Closes the form without saving.

Manage an existing team

After creation, the team appears in the Sales Teams list. Open its record to review its information or use the available actions to edit or delete it.

Figure 3. Created Sales Teams

View a Sales Team

Select View to see the team's general information and configuration.

Edit a Sales Team

Select Edit to open the form with the team's existing information. Make the necessary changes and save them.

Delete a Sales Team

Select Delete to remove a team. Once deleted, it no longer appears in the list or remains available for new commercial operations.