SalesNOW allows you to organize your SalesNOW database to match your corporate structure. By creating your corporate sales structure within SalesNOW, data access and security are controlled. The top level team within SalesNOW is called the Executive Team. SalesNOW allows you to create two levels of sub teams.
For example, your team structure may look something like this:
Level 1: Executive Team
Level 2: East Region Central Region West Region
Level 3: Branches E1 & E2 Branches C1 & C2 Branches W1 & W2
To create your SalesNOW Teams within SalesNOW on the Web follow these steps:
Click Setup | Account Administration | Teams |
To create a sub team, click new sub team
Enter the sub team name.
Click save and close.
Note: If you would like to setup a sub team for the Central Region Team, for example, first select the Central Region Team in the team list and then click new sub team.