Skip to main content
All CollectionsPartner Support
How to Set Up a Sales Team/Office in V2
How to Set Up a Sales Team/Office in V2

How to Set Up a Sales Team/Office in V2

Emilie avatar
Written by Emilie
Updated this week

Offices have a new name in V2. Offices are now known as sales teams. Offices in V1 DO NOT transfer over to V2 and will need to be set up again. To set up a new sales team in V2, click settings > Sales team and then add sales team.

/span>

Once the sales team has been created, navigate to the "people" tab and click the + sign. Search for the sales rep's name and add them to the office. Users will not show up in the search bar. They have to be searched through the + symbol. /span>

Did this answer your question?