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, then specific cover pages can be allocated to each team.

This feature is useful when specific content is needed in sales quote cover pages for that sales team, for example, the correct logo and/or company template specific to a country, or if a team operates in a certain industry vertical, then providing cover pages with imagery relevant only to that 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.

Next, press the Teams tab button to view the current sales teams.

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

Click on the Cover Pages tab to specify exactly which sales quote templates 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.

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.

Click on the cover pages you wish to assign to this sales team. These will show with a blue border and tick as seen below.

Now click Save to commit your changes. 

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