Managing team pipelines using sales teams

Managing team pipelines using sales teams

Last update: Thursday, Feb 04, 2021

You can create, edit, or delete sales teams using the CRM -> Configuration -> Sales Teams menu. In the sales team form, you will be able to specify the team leader, members, and an invoice target for the sales team.

Email Alias

You may also specify an Email Alias for the sales team. Email Aliases enables you to route emails sent to the address to be automatically captured and logged as an opportunity. The Assigned To field in the sales team is the default salesperson for opportunities created via emails received using the Email Alias.

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