Sales group functions when you have several group categories in the distribution of commissions in your company such as, Senior Sales, Junior Sales, and Sales Training. It will help you to categorize your distribution of commissions, because there will be a couple or more categories of sales. Later their commissions can be adjusted based on the group where they are chosen.

Table of Content :

I. Add Sales Group

II. Assign Sales Person to Group


I. Add Sales Group

Step 1. Go to Contacts, Click More Menu, then Select Sales (Group)

Contacts menu - More menu - Group - Sales

Step 2. Click Add Button

create sales group

Step 3. Fill Sales Group Detail, then Click Save

Fill name and sales group description then save.

sales group form

II. Assign Sales Person to Group

Step 1. Go to Contacts, Select Sales Person Tab, then Select Any Sales

Edit the sales person you want to assign to the sales group.

assign sales group

Step 2. Choose Sales Group, then Click Save

select group sales

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