Sales Roles

Description

Sales teams usually have a manager that is responsible for the team. But some companies might want to define several managers for a team, or even specific roles for salespeople that, due to their position, should receive a commission every time a team member posts a sale.

Roles can be seen to the right of the name of each team member and can be defined by the user. See the direct commission example in this chapter, to learn how you could define commission rates so that, in the example screenshot above, both David Serna (DS, the team manager) and Dalia Pelayo (submanager) get a commission when Marissa Naddler performs a sale.

Note

The same salesperson can be assigned multiple times to a team, in order to assign several roles to them.