Sales Teams Configuration

Use this feature to add Sales Teams to the system, associate Employees or Brokers to sales teams, and designate particular sales team members as Sales Managers.

Follow the steps below to add a Sales Team to the system.

1. From the Home screen, do one of the following:
    

   • Click Configure on the navigation panel.

   • Click the down arrow next to Home on the menubar and select Configure.

   • Click Areas > Configure on the menubar.

From any other area of the program, do one of the following:

2. • Click the down arrow to the right of the Home options bar button and select Configure.

   • Click Home > Configure on the menubar. The Configure screen displays.

2. Click Account on the navigation panel or Areas > Account on the menubar.
3. Click Sales Teams on the navigation panel.

4. A list of the Sales Teams in your system displays. By default, only active Sales Teams display. To view inactive Sales Teams as well, click the Include Inactive link label.
   
   You can do the following from here:

   • Add a Sales Team
     1. Do one of the following:
        • Click the Add button to the left of the list.
        • Click New > Sales Team on the options bar.
        • Click File > New > Sales Team on the menubar.
        • With focus on the list, press [Insert] on your keyboard.
     2. Two tabs display:
        • Details
          1. Specify whether the sales team Manager is an Employee or Broker by selecting EM or BR from the first dropdown menu. Select the Manager from the second dropdown menu. 
             
             Note: Only Active Employees/Brokers who have the Sales Manager checkbox selected on the Sales tab of Account Detail display in this menu.
          2. Select the Broker checkbox to enable Brokers to be added to the Sales Team. Unchecking this box automatically removes any Brokers from the Members list. 
          3. Select the Employee checkbox to enable Employees to be added to the Sales Team. Unchecking this box automatically removes any Employees from the Members list.
          4. The active language displays in the Language dropdown menu and is based on your Primary Language as set up in Regional Settings Configuration.
          5. Enter the new sales team Name.
             1. If you have more than one language available, the Name you enter populates for every language.
             2. To change the Name that will display in a different language, select the Language from the list or the dropdown menu and enter a Name.
             3. The Update matching descriptions in other languages options defaults as checked or unchecked based on your previous selection for it. The option cannot be changed during this workflow.
        • Members
          1. To add members to the team, one of the following:
             • Click the Add button to the left of the list.
             • Press [Insert] on your keyboard.
          2. To locate employees or brokers who meet specific criteria, use the search bar .

             Make a selection in each dropdown menu to locate the desired employees or brokers. These are the choices in the first dropdown menu:

             1. • Lookup Code
                • Name
                • Department
                • Job Title

             These are the choices in the second dropdown menu:

             1. • Equals: Enter the search criterion (e.g. name, department) in the field to the right. Click Find.
                • Contains: Enter at least one character of the search criterion. Click Find. 

             To see the filter that is currently applied to the list, hover over the Search where text.

             You can apply multiple filters if necessary.

             1. To apply multiple filters to the list, do one of the following:
                • Click the Edit Filter button . 
                • Press [Ctrl] + E.
             2. The Edit Filter pop-up window displays. 
                
                Note: You can also use the Edit Filter button, rather than the search bar, to apply a single filter to the list if you prefer.

             

             3. Select and/or enter your desired search criteria using the dropdown menus and fields, and then click the Add button. The Name, Compare Type, and Criteria for your filter display in the list. Click one of these column headings to sort the list by that column. To reverse the sort order, click the column heading again.
             4. To apply additional filters, enter additional search criteria and continue clicking Add. To remove a filter from the list, select it and click the Delete button.
             5. Click Finish when you have applied all of your desired filters.
                
                To exit the dialog without applying any filters, click Cancel.
          3. Select the users you wish to add as Members from the Available Brokers or Available Employees list. Click the Select All link label to select all brokers or employees in the list. 
          4. To add the currently selected Employees and/or Brokers as Members and then select additional Employees and/or brokers to add, click the Add button. This option is especially helpful if you are adding both Employees and Brokers to the Sales Team and must toggle between the two lists.
          5. When you have added all desired Members, click Finish.
             
             To close the Add Member screen without adding members, click Cancel.

           

     3. Click Add to save your changes and add another Sales Team.
        
        Click Finish to save your changes.  
        
        Click Cancel to discard your changes. 
   • Edit a Sales Team
     1. Select the sales team that you wish to revise in the list.
     2. Do one of the following:
        • Click the Edit button to the left of the list.
        • Click File > Open on the menubar.
        • Double click the sales team.
        • Press [Enter].
     3. Amend the fields on the tabs as necessary. 
        • If the Update matching descriptions in other languages option is checked and names for more than one language match, any change you make to one name will be applied to the other name after you click Finish. Deselect this box if you prefer to update each name individually.
     4. Click Finish to complete the record.
        
        Click Cancel to discard your changes.  
   • Delete a Sales Team

     Note: Sales Teams that are in use cannot be deleted.

     1. Click to highlight the Sales Team that you wish to delete in the list.
     2. Do one of the following:
        • Click the Delete button to the left of the list.
        • Click File > Delete on the menubar.
        • Press [Delete] on your keyboard.
     3. You are prompted, "Do you wish to delete this record?" Click Yes.
   • Activate/Inactivate a Sales Team
     1. If you want to reactivate a sales team, click the Include Inactive link label in the list header.
     2. Select the sales team that you wish to inactivate or reactivate in the list.
     3. Do one of the following:
        • Click Actions > Inactivate/Reactivate on the options bar.
        • Click Actions > Inactivate/Reactivate on the menubar.
     4. You are prompted to confirm that you want to inactivate or reactivate the selected sales team. Click Yes. 
   • Print a List of Sales Teams
     1. To print a list of sales teams, do one of the following:
        • Click the Print button to the left of the list.
        • Click Print > Listview on the options bar.
        • Click File > Print > Listview on the menubar.
     2. The Print window displays. Print this list as you would any other document.