Assigning/Restricting Cover Pages to a Specific Sales Team


Larger organisations may have teams of sales staff working in different countries or industry verticals. If your organisation splits the proposal/quoting activities into specific sales teams, appropriate cover pages can be allocated to each team.

This feature is useful when specific content is needed in cover pages for that sales team; for example, if a team operates in a certain industry vertical, providing cover pages relevant only to that target industry is preferred.

Let's have a look at how QuoteCloud allows you to set this up.

From the Sales Quote Dashboard, click the Configuration main menu option and select Manage Users & Roles.

Sales Quote and Sales Proposal Software - Assigning/Restricting Cover Pages to Sales Teams - illustration 1

Next, press the Team tab button to view the current sales teams

Sales Quote and Sales Proposal Software - Assigning/Restricting Cover Pages to Sales Teams - illustration 2

Next, press the Edit button alongside the team you want to update:

Sales Quote and Sales Proposal Software - Assigning/Restricting Cover Pages to Sales Teams - illustration 3

Click on the Cover Pages tab to specify exactly which cover pages s a sales team can use. By default, a new sales team will have no restrictions applied, and you will see a page as shown below.

Sales Quote and Sales Proposal Software - Assigning/Restricting Cover Pages to Sales Teams - illustration 4

To restrict a sales team to only certain cover pages, first, you will need to switch on restrictions. To do this, click on the switch to make Restrictions Active. The button will appear green, and the label will change to Restrictions Active: Visible cover images are highlighted blue

 

Sales Quote and Sales Proposal Software - Assigning/Restricting Cover Pages to Sales Teams - illustration 5

Click on the cover pages you wish to assign to this sales team, and click on Save to commit your changes.

Related User Guide Topics

What is a Sales Team Used For?
29 Oct 2019
The QuoteCloud can also be used by Sales Teams with multiple companies rather than having to create separate accounts for each one.
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
Large organisations using QuoteCloud can ensure that specific teams can only see there information and styling.
Assigning/Restricting Image Library Categories to Teams
20 May 2019
Make sure images in your Image Library can only been seen by the right user.

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