How to Create Sales Teams?

Note: Design/UI/Button/Terms might change in order to provide a better user experience. Users are suggested to read this article in order to have a basic understanding of the ORGTraq Software.

Step 1: From the left side menu bar select the “CRM” module and click on “Teams & Targets” from the menu dropdown. (CRM > Teams & Targets)

Step 2: You will be redirected to the “Manage Teams & Targets” page.

Step 3: Click on the “Add Team” button from the top right corner.

Step 4: Fill in the “Team Name” and add the team members you want to create for the sales team.