How to Create Sales Team?

To create your Sales Team refer the following steps.

  • Login in your autoresponder account.
  • Click on Team Management
  • Click on three Bars icon at bottom of your screen -> Add Sales Executive
  • Create an account for your sales person and map with the department.
  • Click here to Login from Sales Executive Accounts.
  • You can assign single team to them or assign lead category wise.
  • Your can assign TASK to sales team
  • Sales team can add lead’s remark
  • Sales team can add lead’s follow up
  • Sales Team can add reminder’s to lead
  • Sales Team can chat on WhatsApp
  • Sales Team can update lead value
  • Sales Team can send quotation
  • Sales Team can create invoice
  • Sales Team can close the deal.

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