Configuration

Configure the necessary settings to manage your sales process effectively.

Sales Team

The Sales Team configuration allows you to manage your sales teams and assign team members to specific sales orders.

To setup a new sales team, you can follow the steps below:

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Step 1 — Navigation

To access the Sales Team configuration, navigate to Sales ‣ Configuration ‣ Sales Team.

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Step 2 — Create

Click the Create button to set up a new sales team.

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Step 3 — Fill in the necessary fields

Fill in the required fields to create a new sales team:

1. Team Name: Enter a name for the sales team (e.g., "North Region Sales Team").
2. Team Leader: Select a team leader from your list of employees.
3. Members: Add team members who will be part of this sales team. You can select multiple employees to include in the team.