Sales team

What is a sales team?

Create a sales team to:

• Send notifications to a specific group of users, such as information about an opportunity or a quotation.
• Restrict availability to certain products.

Create a sales team

1. From the left navigation area, select Administration.
2. From the top navigation bar, select User Management.
3. From the sub-navigation bar, select Sales Team.
4. Select +.
5. Enter a name for the new sales team, then select Create.

Add team members

1. From the Sales Team page, select Team Members.
2. Select +.
3. From the list of users, select one or more users, then select Add.

Add products

Use this area to set which products are available from the product catalog to sales team members while quoting.

1. Select +.
2. From the list, select one or more products, then select Add.