Assigning/Restricting Text Library 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 proposal/quoting activities into specific sales teams, then specific text blocks can be allocated to each team.

This feature is useful when specific content is needed in sales quote text blocks for that sales team, for example, the correct introduction text specific to a country, or if a team operates in a certain industry vertical, then providing sales quote call-to-actions 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 Text tab to specify exactly which categories a sales team should 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 text library 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 Available and Assigned and indicate which text library categories are hidden from this sales team and which are visible to them. 

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

After moving the correct text library categories from the hidden column to the visible column, as shown above, example, this sales team will be allowed to use the Call to Action, Must Tell When Sell, and Introduction categories.

Now click Save to commit your changes. 

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