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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 this week

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.

First, click Your Roles > Sales Company> Settings and locate the "auto-sync sales teams to V2" toggle.

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To set up a new sales team in click Your Roles > Sales Company > Sales offices. Create your new office, and add the users. Only users with the Super Admin role will be able to see the Sales Offices tab and create new offices.

Adding the users to the office will trigger the sync to V2 sales teams.

Team management is not done under Sales Teams and all needs to be managed with V1 offices. Only Enerflo admins have the ability to add or remove users from existing sales teams in V2.

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