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Managing your Sales Team

The Sales Team is a group role that come preconfigured as part of the CRM module. This means that users within the system can be assigned to the Sales Team. As a result, any tasks assigned to the Sales Team will appear in the “My Tasks” view for those users.

This allows the Sales Team to easily have visibility of all of their tasks and anyone within the team can pick up the tasks as they come in

Adding a User to the Sales Team​

  1. Navigate to the Users & Groups table by clicking System > Settings > Users & Groups

Navigate to users and groups

  1. Select the users you want to add to the Sales Team, then click Add x Principals to Group, finally click Sales Team

Select users and add to group

Removing User(s) from the Sales Team​

  1. Navigate to the Users & Groups table by clicking System > Settings > Users & Groups

Navigate to users and groups

  1. Select the Sales Team from the list of Principals (Users) (Find this group by either scrolling through the list or using the search bar)

Select Sales Team

  1. Select the Members tab

Select the Members tab

  1. Select the users you want to remove from the group

  2. Click Remove X Principals from Group

Remove users from group