Sales teams

How to create and configure sales teams so each team receives only the qualified leads most relevant to it.

Leads in eMarketeer are delivered to a sales team. Sales users in the same team share incoming qualified leads.

If your marketing activity spans multiple markets, brands, or product categories, create multiple sales teams so each one receives only the leads relevant to it.

Create a sales team

Creating a sales team requires admin privileges.

1. Open Settings from the top menu and click User accounts.
2. Open the Sales teams tab.
3. Click Create new team.

   

   Sales teams tab with the Create new team button visible
4. Give the team a name. If you already have sales users, tick the ones who should be members.
5. Click Save changes.