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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 today

Offices have a new name in V2. Offices are now known as sales teams. Offices in V1 can transfer over to V2 if the Auto Sync Sales Team to V2 setting is toggled on. To get your office and users to sync, you will need to first have the toggle on, and then add your office and all the users to V1. Once added in V1, they will sync to V2.

/span> To set up a new sales team in click your roles > Sales Company > Sales offices. Create your new office, and add the users.

The information below is how to add sales teams in V2, and is an outdated process that we no longer use. Only platform admins can see the +add button to add people, or the trash cans to remove people from existing sales teams. All team management needs to be done in V1

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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>

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