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
Step 1. Go to Contacts, Click More Menu, then Select Sales (Group)
Step 2. Click Add Button
Step 3. Fill Sales Group Detail, then Click Save
Fill name and sales group description then save.
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.
Step 2. Choose Sales Group, then Click Save
You might also like to read these articles below :
To add new sales person, you can check this article Add New Sales Person
To split sales commission, you can check this article Split Sales Commission
If you want to add sales person group commission, you can check this article How to add Sales Person Group Commission
If you want to see the sales person commission report, maybe you can check the steps in this article Report Sales Person Commission