ADD-ON
With the "Sales Teams", you can create groups of administrators.
The advantage of this is that administrators only see orders that are relevant to them.
Orders are displayed to the administrator if one or more of the following conditions are met:
- The customer's salesperson is equal to the current administrator
OR
- The customer's sales team is equal to a team to which the current administrator belongs to
OR
- The customer's salesperson belongs to the same sales team as the current administrator
Creating a sales team
| Setting | What it does |
|---|---|
| Label | The name of the sales team. |
| Export Id | ID used in exports. |
| Administrators | Administrators that are included in the sales team. Add an administrator to the team by pressing the row. |
Connect a customer to a sales team
| After saving the sales team, you can press "Connect customer". Add a customer by pressing the row. You can also connect a sales team directly from the customer setting called "Sales team". |
