How to set up your sales teams and assign leads

1. 1. Click on CRM

   

2. 2. Click on Configuration > Settings

   

3. 3. Tick on this to assign salespersons into multiple Sales Teams.

   

4. 4. Tick on this to automatically assign leads to salespersons based on rules

   

5. 5. Select running cycle

   

6. 6. Set accordingly

   

7. 7. Click on repeat icon

   

8. 8. Click on Save

   

9. 9. Make sure to click on Save to apply changes

   

10. 10. Then, head back to Configuration > Sales Teams

    

11. 11. Click on New to create a sales team

    

12. 12. Enter your new sales team's name

    

13. 13. Select the team leader

    

14. 14. To add sales team members, click Add

    

15. 15. Check on which users needed

    

16. 16. Click on Select

    

17. 17. All members will be shown here

    

18. 18. To remove, click on the member and then, click Remove

    

19. 19. Click on Save manually for the system to take effect

    

20. 20. To assign leads based on rules, click Edit Domain

    

21. 21. Set your rules and click on Confirm

    

22. 22. Click on Assign Leads

    

23. 23. This will assign leads to all members

    

24. 24. Leads are assigned to all members according to your rules