3.3.1. 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 direct sale, choose team leader and team member:

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

This will create new users in the system. Enter the information of new team member such as name, email, phone, etc … then click Save

You can tick to Quotation/ Opportunities/ Invoice if you want to control the quotation/ opportunities/ invoice created by this sales team

In Kiu BMP, each sales team can have their own email alias so that when customers send emails to the email alias of sales team, this will automatically create new lead in sales process. After that,  click on SAVE when you’re done.

Your can now access your new team from your Dashboard.                               

  • Step 2: Creating sales process and objectives

Now that your sales team is created and your salespeople 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 3.3.2 How to set up and organize your sales pipeline.

For setting objectives for the team, choose Click to define a team target in the Sales team in the Dashboard