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. Auto-assignment: Only members in your Sales team will be considered for automatic lead assignment.
   
2. Derived Role: Any member in the assigned teams will also be considered part of the Sales team.
   
3. Teams added here will carry a Sales label in the Teams tab.
   

How to Configure Your Sales Team

1. Go to Settings: From the sidebar, navigate to Settings > Workspace > Departments.
   
2. Under the Departments section, select Sales.
   
3. Add Teams: Choose the team(s) you want to include as part of your Sales team.
   Learn more to Create a Team
   

Once set, all incoming leads will be auto-assigned to members of these teams.

Tip: Update your Sales team regularly to make sure the right people are receiving leads.

Need More Help?

Contact our support team.

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