Setting Up Sales Teams

Sales Teams

Go to Sales > Configuration > Sales Teams.

Creating a Sales Team

1. Click Create.
2. Team Name - "Enterprise Sales", "SMB", "EMEA Region".
3. Team Leader - Manager. Receives notifications and approval requests.
4. Email Alias - Auto-create leads from incoming emails.
5. Company - For multi-company setups.
6. Members - Add salespeople. Their orders attributed to this team.
7. Dashboard Tab: Configure pipeline stages, fold stage, invoicing target.
8. Click Save.

Pipeline Kanban

• Quotations as cards in stage columns. Drag-and-drop to change stage.
• Card shows: customer, amount, salesperson, expected close date, activities.
• Click to preview. + button to create quotation in that stage.

Team Dashboard

Shows: Quotations this month, Won opportunities, Win rate, Average order value, Target progress bar, Pipeline by stage.

Salesperson Assignment

Salesperson defaults to current user. Sales team defaults from their team. Both overridable.