When you set up a Sales Team there are several things to consider. Anyone who is not an “Owner” will NEED to be on a Sales Team if they need to see any Opportunities/POs/Quotes/Samples/etc. for a company that is assigned to that Sales Team (Inside Reps).
If you want to pay commissions, or just keep track, you will have to set up the split amounts for each Sales Team.
- Click “New.”
- Name the sales team -this can be a person’s name, a territory name, or any naming convention you use. We do recommend you begin the name with “Team.” There are some instances in reporting where you will have to choose a “Sales Team” or a “Sales Rep.” A rep is an individual. This will help everyone to understand if they are picking an individual or team when running their own reports. (I know, this is foreign, sales reps running their own reports, lol).
*In this example we put the abbreviation for Hawaii first, so all of the Sales Teams in the list will be grouped together. Definitely plan your names and how you want them to appear in a list. - Assign the portion of the commission that will go to the company. In this example the company is getting 20% and the 80% will be split between one or more members of the team.
- “Save.”
5. Move all users (left side) that need to be on the team to the panel on the right side. Make sure to include anyone that needs to see Opps/POs/etc.
6. Click “Split% and Visibility” tab.
7. Click the edit pencil to assign the 80% to one or more users. Make sure your columns total 100%!
8. If you have put an inside rep or support staff on a sales team but you don’t need them to be able to see the reports for the team. You can place a check mark in the last column to restrict their access to only CRM (Companies/Contacts/Opps/POs?etc.).
*There is also a way to give report visibility to an office admin (or other user) if they need access to commissions reports by individual using the “Sales Rep” field. Please reach out to Support@Repfabric.com if you need help with reporting visibility.