Managing Sales Teams

QuoteCloud has a concept of Sales Teams; each Sales Consultant (QuoteCloud User) must belong to a Sales Team; the structure of sales teams can optionally mirror your company structure if that is how you would like to configure your QuoteCloud setup.

To manage Sales Teams, from the Sales Quote Dashboard, click on the Configuration menu, and select the option Manage Users & Roles.

Sales Quote and Sales Proposal Software - Managing Sales Teams - illustration 1

The Team tab displays the list of different groups available in the system. You can add, edit and delete teams as required. 

To add a new team, just click the Add Team button:

Sales Quote and Sales Proposal Software - Managing Sales Teams - illustration 2

Enter a name for your new team and select if they should have restrictive access to content or see everything; you set this using the slider button. Setting the slider to on will allow you to give individual teams access to a specific subset of the content within each library.

As in the example below, to restrict what a team has access to, first, slide the "Restrictions Active" slider to on (as below), then click the plus sign next to folders in the right-hand column (Hidden Folders) to make them appear in the left-hand column (Visible Folders). By allocating folders to a team, you allow them to see only that content; if you select no folders, they will see nothing in this content library.

This allows you to segment your libraries to provide specific internal or external teams with only the content and products they should have access to. One reason you would want to do this is to ensure sensitive pricing is only shown to the correct team, or possibly you might want a team to specialise in selling only a sub-set of your entire product catalogue. A concrete example of this is when you have a distributor or reseller model (also known as partner/channel sales teams); under this structure, they would only see the items they should be selling at agreed price levels. You could even have multiple sets of pricing for individual teams.

Sales Quote and Sales Proposal Software - Managing Sales Teams - illustration 3

Related User Guide Topics

Managing User Profiles
29 Oct 2019
Learn how to manage your QuoteCloud users, teams and their associated roles and privileges
Changing a Sales Consultants Email Address
20 Aug 2019
The Sales Consultants email address is a very important data item, it is used to login, as the address sales quotes are sent from and more. Learn how to change an email address in this topic.
Creating Sales Team Managers
14 Jun 2019
In some cases you may want a QuoteCloud user to be able to view all sales quotes created by a set of Sales Consultants that report to them in your organisation.  Learn how this is done.
Managing Sales Teams
1 Jan 1900
QuoteCloud has a concept of Sales Teams of users, optionally mirroring your company structure, learn how to set these up.

Getting Started

QuoteCloud 2013-2021 Copyright all rights reserved