Manage sales teams

The Sales Teams functionality in the CRM module enables businesses to structure their sales operations by creating dedicated teams. Each team can have its own members, assignment logic, and performance targets, helping streamline collaboration and accountability.

Create a sales team

To set up a new sales team, navigate to CRM app ‣ Configuration ‣ Sales Teams, and click New.

In the team form:

• Enter a name in the Sales Team field

• Choose a Team Leader from the available users

You can also configure an Email Alias for the team. This allows incoming emails sent to that address to automatically generate leads or opportunities. Define who is allowed to send emails by selecting one of the following options:

• Everyone

• Authenticated Partners

• Followers Only

• Authenticated Employees

Assign the team to a specific Company if applicable.

Note

The Company field appears only when working in a multi-company environment and is optional.

Note

If the Sales module is installed, an Invoicing Target field will be available. This represents the expected revenue for the current period and is reflected in the team’s performance dashboard.

Add sales team members

To include members in the team, go to the Members tab and click Add. This opens a configuration window for assigning salespeople.

Note

If Rule-Based Assignment is disabled in CRM settings, a simpler selection window will appear instead. Just select users from the list and confirm.

From the member configuration window:

• Select a user in the Salesperson field

• Enable Skip auto assignment if you don’t want leads to be assigned automatically to this user

The Leads (30 days) field shows how many leads the salesperson has handled in the past month, along with their assignment limit. You can adjust this value to control workload distribution.

Tip

Advanced lead distribution can be configured using assignment rules, allowing you to define conditions for how leads are allocated.

Once done, click Save & Close, or Save & New to continue adding more members.

Enable multi-team functionality

If you want users to belong to multiple teams, you need to enable this feature.

1. Go to CRM app ‣ Configuration ‣ Settings

2. Locate the Multi Teams option under CRM settings

3. Enable it and click Save

Sales team dashboard

To access the sales team overview, navigate to CRM app ‣ Sales ‣ Teams. All teams you are part of will be displayed here.

Each team appears as a Kanban card showing key performance metrics, such as:

• Open opportunities

• Quotations and sales orders

• Expected revenue

• Weekly opportunity trends

• Progress toward invoicing targets

You can click Pipeline to view that team’s opportunities directly.

To access additional options, click the (three-dot menu) in the top-right corner of the card. From there, select Configuration to modify team settings.