Setting up and managing sales teams in Revlitix is a straightforward process. Follow these steps to create new teams, add members, and manage team settings effectively.
Step 1: Access the Settings Module
Navigate to Settings: From the main dashboard, click on the Settings module located in the navigation bar.
Step 2: Open the Teams Tab
Select Teams: Within the Settings page, click on the Teams tab to access the Teams management section.
Step 3: Add a New Team
Click 'Add Teams': On the Teams page, click the Add Teams button.
Enter Team Details:
Team Name: Provide a unique name for the team.
Department: Select the appropriate department, such as Sales or Marketing.
Save the Team: After entering the necessary details, click Save. A confirmation message will appear, and the new team will be listed on the Teams page.
View the New Team: The newly added team name will now appear on the Teams listing page.
Step 4: Add Users to the Team
Select the Team: Click on the name of the team you wish to add users to.
Click 'Add Users':
For New Teams: The Add Users button will appear in the center of the page.
For Existing Teams: The Add Users button is located in the upper right corner.
Add Team Members:
A list of available users will be displayed.
Check the boxes next to the names of the users you want to add.
Click Save to add the selected users to the team.
Step 5: Manage Team Members
Remove a User:
To remove a user from the team, click the delete icon next to the user's name on the right side.
Step 6: Edit or Delete a Team
Access Team Options:
On the Teams page, locate the team you wish to modify.
Click the options button (usually represented by three dots) on the right side of the team name.
Edit Team:
Select Edit to modify the team's name or department.
Make the necessary changes and click Save.
Delete Team:
Select Delete to remove the team.
Confirm the deletion when prompted.
Confirm Actions: Upon confirmation, you can complete the desired action to edit or delete the team name.
By following these steps, you can efficiently create and manage sales teams within Revlitix, ensuring your organizational structure aligns with your business needs.