Sales Team

Introduction

A Sales Team comprises a list of users. Sales Teams can be used to send group notifications (e.g. from an opportunity or from a quotation), or to restrict certain products available to a Sales Team.

Creating a Sales Team

To define a Sales Team, the administrator can go to ‘Administration’ → ‘Employee Management’ → ‘Sales Team’ and add users to the sales team:

Assign Products to a Sales Team

An administrator can restrict the products to a sales team that are available via the product catalog while quoting: