Sales Channel & Team

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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’.

sales channel management

Step-4. Enter the mandatory details & click on the ‘Submit’ button.

Select the channel head designation who will import the leads into the system.

sales management

Step-5. Click on the channel name to view the page & also click on the ‘+’ sign to add more designations below the head.

sales channel details

Step-6. Enter the designation & also select ‘Many’ if more than one designation is there.

Now, Click on the ‘Save’ button.

sales management system

Step-7. You can create the sales channel as per your requirement.

manage sales channel


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’.

manage sales team

Step-4. Enter the Team name & also select the head name according to the designation & click on the ‘Submit’ button.

save sales team details

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.

add sales team details

Step-6. Repeat these steps until your whole sales channel team is created.

create sales channel team