Sales Team
A sales team is a group of sales people who sell units together.
What it is for
The team is a label on a Sales Agreement Request. The team members grid on this screen is switched off in the layout, so a team is a code and a name only.
Every field in plain words
| Field | What it means | What to put |
|---|---|---|
| Sales Team | The code | A short code. Required; unique |
| Name | What it is called | North Team |
| Block | Marks the record as blocked | Tick to mark it blocked |
How to configure it
Nothing beyond the list.
Scenarios
- A developer sells through its own staff and through outside dealers. Keep each route, team or agent here so agreements can be reported by it.
What it is connected to
- Sales Agreement and Sales Agreement Request refer to it.
If something looks wrong
- Save refuses and marks the code. The code is empty, or another record of this screen already uses it. Codes must be unique; type a new one.