What is a Sales Team for?


The "sales team" concept in QuoteCloud will allow you to group users into logical teams. This can mimic your corporate structure, e.g. group users by sales departments or into logical groups that sell particular products/services.  

Sales Teams can also implement a multi-company setup rather than create separate QuoteCloud accounts for each company.  For example, a franchise setup where each franchisee is a separate company and must not be able to see the sales quotes belonging to another franchisee, and perhaps may even have different content in their content libraries & product catalogue.  There are advantages in system management using sales teams rather than separate QuoteCloud accounts, particularly saving time managing configuration and setup of content libraries.

Related User Guide Topics

What is a Sales Team Used For?
29 Oct 2019
The "sales team" concept in QuoteCloud allows you to group individuals into logcial teams. This can mimic your corporate structures, including management hierarchies etc. or could simply allow you to split the sales department into logical groups who sell particular products/services or work in particualr verticals.
Allow Any Team Member To Edit Any Sales Quote
20 Aug 2019
Learn how to update your settings to allow any team member to edit any sales quote owned by other team members.
Assigning/Restricting Sales Quote Templates to Teams
20 May 2019
Larger organisations may have teams of sales staff working in different countries or industry verticals. If your organisation splits the proposal/quoting activities into specifc sales teams then appropriate sales quote templates can be allocated to each team.
Assigning/Restricting Image Library Categories to Teams
20 May 2019
Larger organisations may have teams of sales staff working in different countries or industry verticals. If your organisation splits the sales quoting activities into specifc sales teams then appropriate image library content can be allocated to each team.

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