4.2. How to setup your teams, sales process and objectives

Step 1: Creating sales team

Go to Sales/ Configuration/ Sales team/ Click Create

Enter your team name such as retail sale, choose team leader and team member.

You can tick to Quotation/ Pineline/ Leads if you want to control the quotation/ Pineline/ Leads created by this sales team

In Kiu CRM, each sales team can have their own email alias so that when customers send emails to the email alias of the sales team, this will automatically create a new lead in the sales process.

After click on Add, You can choose the existed team member or create new team member by click Create

Upon filtering the specific channel in the pipeline, one can view all of his opportunities.

Step 2: Creating sales process and objectives

Now that your sales team is created and your sales-people are included in the sales team, you will need to set up your pipeline or create the process by which your team will generate, qualify and close opportunities through your sales cycle. Refer to point 2 How to set up and organize your sales pipeline.

For setting objectives for the team, set Invoicing target in the Sales team in the Dashboard tab