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.

• Related Articles

• Set Reschedule Reasons

  Workspaces can configure reasons that members or customers must choose when rescheduling a booking. This helps standardise the rescheduling process and ensures consistency. Things to Keep in Mind Only owners can configure reschedule reasons. You can ...

• Set Follow-Up Reasons

  Workspaces can configure follow-up reasons for bookings. This helps standardize the follow-up process and ensures members select from a predefined list of reasons when booking or extending a follow-up. Things to Keep in Mind Only owners can configure ...

• Set Public Holidays

  Block days when your office is closed, such as public holidays, festivals, or company-wide breaks. On these days, your store will not accept any bookings. Things to Keep in Mind Who Can Set Holidays: Only Owners and Managers can configure holidays. ...

• Set Cancellation Reasons

  Workspaces can define the reasons customers or members must select when cancelling a booking. This helps standardise cancellations and provides clarity on the reasons behind them. Things to Keep in Mind Only owners can configure cancellation reasons. ...

• Add Workspace Details

  Provide a brief bio and website link for your workspace to help others understand more about your business and the services you offer. Things to Keep in Mind Only Owners can edit these details. Managers, Support, and Members can view this ...