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Sales Channel & Team
In this article, you’ll learn how to manage the Sales Channel & Sales Team in your Membroz account.
Steps to manage Sales Channel:
Step-1. In the organization menu, Select ‘Marketing’.
Step-2. Navigate to the ‘Sales Channel’.
Step-3. Click on ‘Add Sales Channel’.
Step-4. Enter the mandatory details & click on the ‘Submit’ button.
Select the channel head designation who will import the leads into the system.
Step-5. Click on the channel name to view the page & also click on the ‘+’ sign to add more designations below the head.
Step-6. Enter the designation & also select ‘Many’ if more than one designation is there.
Now, Click on the ‘Save’ button.
Step-7. You can create the sales channel as per your requirement.
Steps to Manage Sales Team:
Step-1. In the organization menu, Select ‘Marketing’.
Step-2. Navigate to the ‘Sales Team’.
Step-3. Click on ‘Add Sales Channel Team’.
Step-4. Enter the Team name & also select the head name according to the designation & click on the ‘Submit’ button.
Step-5. Click on the particular Channel & Add Sales Team Details.
Also, click on the team name to view the page & select the staff according to the designation.
Step-6. Repeat these steps until your whole sales channel team is created.
