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Admin Settings & Customization
Admin Settings & Customization
Admin Settings & Customization
Admin Settings & Customization
Admin Settings & Customization
Admin Settings & Customization
Admin Settings & Customization
Admin Settings & Customization
Teams
Admin Settings & Customization

Teams

A walkthrough on how to set your teams and organize

Sales Simplify does its best to help organize sales agents into an effective and consistent team. We also work to help managers keep their team pointed towards their ultimate goal and directed towards the success of the company.

 

The sales Simplify Teams feature allows Team Managers to keep an eye on their team's progress without having to interrupt them for updates.

 

Step 1 - Go to Admin Settings->Teams

Step 2 - Click the Add Team button.

Step 3 - Provide a team name, designate a team manager, choose the team members, and provide a description for the team. Once that information is provided, click Add Teams.

Once a team has been established in your Sales Simplify account, you can utilize the Teams feature to get more effective reporting on the information within your Sales Simplify account.

Note: The owner and Admin can edit and delete teams.
Note: If 2 or more Users are Team Managers in a Team, they have access to their data and team members' data. Managers will not be able to see each other's data.

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