What is a Sales Team for?


The "sales team" concept in QuoteCloud will allow you to group users into logical teams. This can mimic your corporate structure, e.g. group users by sales departments or into logical groups that sell particular products/services.  

Sales Teams can also implement a multi-company setup rather than create separate QuoteCloud accounts for each company.  For example, a franchise setup where each franchisee is a separate company and must not be able to see the sales quotes belonging to another franchisee, and perhaps may even have different content in their content libraries & product catalogue.  There are advantages in system management using sales teams rather than separate QuoteCloud accounts, particularly saving time managing configuration and setup of content libraries.

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.

Getting Started

QuoteCloud 2013-2021 Copyright all rights reserved