Sales Management\Teams Definition

 

Using this page you can define the teams to which you will add salesmen;

 

Figure 16 (Teams Definition)

 

  • To view a certain predefined Team, you need to fill in one or more of the search criteria with its proper details and then click<Search>, accordingly the matching results will be displayed in the Teams List block, or leave all fields empty and just click <Search>  to view all the available results in the system;

 

  • To add new Teams, you need to click <Add>  and then perform the necessary steps in the Entry panel;

 

  • To edit a certain Team, you need to select the needed team by clicking on it, and then proceed with the same steps as adding a new one, once you are done, click <Save>

 

  • To delete a certain Team, select the team needed by checking its checkbox and then click<Delete>.

 

 

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