Configure Sales Team

Configure Sales Team

To ensure leads are automatically assigned, you’ll need to set up your Sales team. Without this, all incoming leads will remain unassigned.

Things to Keep in Mind

  1. Only Owners can configure departments.
  2. Only members of your Sales department are considered for automatic lead assignment.
  3. Members of the teams you add assume a derived Sales role.
  4. Teams added here carry a Sales label in the Teams tab.  Learn more to Create a Team.

How to Configure Sales Team

  1. Go to Settings > Workspace > Departments.
  2. Select Sales.
  3. Choose the teams you want to include in this department.
  4. Click Save.
Once set, all incoming leads will be auto-assigned to members of these teams.

Need More Help?

Contact our support team.