🌈Sales Team Management
Overview of the sales team
Sales team is composed of multiple sales representatives and sales managers. Sales managers have the ability to assign clients to the sales representatives on their team and can also view performance statistics for the entire team as well as individual team members.
The sales team is created and maintained by the system administrator. Any changes to sales managers or sales person need to be performed by the system administrator.
Handover Customers
Sales managers of the sales team can allocate clients to team members in two ways. One way is to assign all clients of a member to other members, and the other way is to assign some clients of a member to other members. Please refer to the screenshot below for the user interface of these operations.
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