Setting Up Sales Configuration
Configuring the Sales settings in your application is straightforward. Follow these steps to ensure a smooth setup.
Step 1: Complete Users and Teams Setup
Before configuring Sales settings, make sure that you have completed the setup of Users and Teams. This is crucial because the following steps depend on this initial setup.
Step 2: Navigate to Sales Configuration
Go to Settings: Open the Settings module from your main menu.
2. Select Sales Configuration: In the Settings module, click on the Sales Configuration tab.
Step 3: Populate Users in Sales Configuration
Once the Users and Teams are set up, all users created in the Users tab will automatically appear on the Preview page of the Sales Configuration tab.
Step 4: Complete User Mapping
Access User Mapping: Within the Sales Configuration tab, locate the User Mapping section.
2. Map Users: Map each user to their respective roles and responsibilities within the sales framework.
Step 5: Select Metrics
Locate Metric Selection: In the Sales Configuration tab, find the Metric Selection section.
Choose Relevant Metrics: Select the metrics that are important for your sales tracking and reporting.
Summary
By following these steps, you will successfully configure the Sales settings, enabling you to manage your sales operations effectively. First, ensure users and Teams are set up, then proceed with the configuration in the Sales Configuration tab by populating users, mapping them correctly, and selecting the necessary metrics.