undefined - What is a Sales Team Used For? - illustration 06a6cdda-2e0c-4345-a3de-6be30f5393ad

What is a Sales Team for?

Home

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

Allow Any Team Member To Edit Any Sales Quote
Allow Any Team Member To Edit Any Sales Quote
13 Mar 2022
Learn how to update your settings to allow any team member to edit any sales quote owned by other team members.
Assigning/Restricting Spreadsheet Library Categories to Teams
Assigning/Restricting Spreadsheet Library Categories to Teams
13 Mar 2022
Larger organisations may have teams of sales staff working in different countries or industry verticals. If your organisation splits the sales quoting activities into specifc sales teams then appropriate spreadsheet library content can be allocated to each team.
Assigning/Restricting Video Library Categories to Teams
Assigning/Restricting Video Library Categories to Teams
13 Mar 2022
Larger organisations may have teams of sales staff working in different countries or industry verticals. If your organisation splits the sales quoting activities into specifc sales teams then appropriate video library content can be allocated to each team.
Assigning/Restricting PDF Library Categories to Teams
Assigning/Restricting PDF Library Categories to Teams
13 Mar 2022
Larger organisations may have teams of sales staff working in different countries or industry verticals. If your organisation splits the sales quoting activities into specifc sales teams then appropriate PDF library content can be allocated to each team.
Assigning/Restricting Text Library Categories to Teams
Assigning/Restricting Text Library Categories to Teams
13 Mar 2022
Larger organisations may have teams of sales staff working in different countries or industry verticals. If your organisation splits the sales quoting activities into specifc sales teams then appropriate text library content can be allocated to each team.
Assigning/Restricting Image Library Categories to Teams
Assigning/Restricting Image Library Categories to Teams
13 Mar 2022
Larger organisations may have teams of sales staff working in different countries or industry verticals. If your organisation splits the sales quoting activities into specifc sales teams then appropriate image library content can be allocated to each team.