Team Members

Through the Team Members page, you can add salesmen to teams, and manage their joining date and end date of being team members;

Figure 21 (Team Members)

The List of predefine Sales Team will be displayed in the Sales Teams block;
The List of predefined Salesmen will be displayed in the Salesmen block;

To add a salesman to a certain sales team, you need to perform the following steps:

Select the team to which you want to add the salesmen by clicking on it;
Select the salesmen from the Salesmen block by checking their checkboxes;
Click <Down Arrow> to add the salesmen to the selected sales team
To remove a certain salesman from the sales team, you need to select the needed salesman from the Sales Team Members block and then click <Up Arrow>

Or you can add salesmen to the sales team through the Team Members Entry block;

Figure 22 (Team Members Entry)

Select the Team from the predefined list;
Select the Salesman from the predefined list;
Enter the Joining Date;
Enter the End Date; the date on which the salesman will be removed from the team;
Check the Leader checkbox if you want to assign the added member as a leader

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