Sales Teams
Description
As its name implies, sales teams let you group salespeople into teams. At its most basic level, this feature can be used to keep track of the different teams within the company, and who is in charge of each one. It can also be used to define direct commission rates for members of the team so that when a salesperson posts a sale, not only do they receive a commission, but also the manager and/or any other roles that have been configured within the team.
In this video, we explain how to define and use sales teams.
Configure Sales Teams
At its most basic, teams group a list of salespeople and (optionally) their manager.
Learn how to create and configures sales teams
Configure Roles
You can define different roles within a team. Not just to know who is who in the team, but also to later be able to define commission rates for the different roles, when a member of the team posts a sale.
Configure Direct Commission Rates
Once you have created sales teams, there is a good chance that you might want to define commissions for the managers or members (with a role) of the different teams.