Assigning/Restricting Product Categories 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 sales quoting activities into specific sales teams, then appropriate product categories can be allocated to each team.  This is useful if product pricing varies between countries or if salespeople are working in a specific industry and are only interested in (or should be restricted to) product categories relevant to those industry verticals

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 Product Categories to Teams - illustration 1

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

Sales Quote and Sales Proposal Software - Assigning/Restricting Product Categories to Teams - illustration 2

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

Sales Quote and Sales Proposal Software - Assigning/Restricting Product Categories to Teams - illustration 3

Click on the Products tab to specify exactly which product categories a sales team is allowed to 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 Product Categories to Teams - illustration 4

To restrict a sales team to only certain product categories, 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: Place visible folders on the Left

Now you will see two columns appear below the Restrictions switch. These columns are Visible and Hidden and indicate which product categories are hidden from this sales team and which are visible. 

Using the + or - icon, you can move items from one column to the other.

Sales Quote and Sales Proposal Software - Assigning/Restricting Product Categories to Teams - illustration 5

After moving the correct product categories from the hidden column to the visible column, as shown above, this sales team will be allowed to use the Telco and Insurance product categories

Now click Save to commit your changes. 

Related User Guide Topics

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Make sure images in your Image Library can only been seen by the right user.

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