Hello, how can ATALINK help you?

The management of a sales team on ATALINK helps to manage sales team members by centralizing those sales teams effectively.

1. Create a Parent Team

To create a high-level sales team, your login account must be assigned to one of the following roles:

• Super Administrator
• Administrator
• Boss
• Sales Administrator

Step 1 : Access My Tasks > Sales Management > Sales Teams

Step 2: Add Salespeople if there are no salespeople to create the team. Please click here for detail.

Step 3: Tap on the Create Sales Team button.

Step 4: Create the first sales team

• Select Manager : select the person with the highest level of sales, and this person is Level 1 of Sales Manager
• Team Name : In order to accurately create a sales team system, you need to determine the structure of the team. The first sales team created must be the one with the largest scale. For Example: Sales Department, All, Nationwide, …
• Add sales Team Members : The level of the sales team member must be under the level of the manager. For Example: The manager is a Sales Manager with Level 1, members of this sales team will have Level 2

Step 5: Tap on the Create button to finish

2. Create Sub-team

To create a sub-team, your login account must be assigned to one of the following roles:

• Super Administrator
• Administrator
• Boss
• Sales Administrator
• Sales Manager with High Level

Step 1: Access My Tasks > Sales Management > Sales Teams

Step 2: There are 2 options to create a sub-sales team

• Option 1: Tap on + Create Sales Team > Select the Parent Team
• Option 2: Tap on … of the Sales team you want to create the Sub-team > Create sub-team

Step 3: Create the first sales team

• Team Name
• Select Manager : select the person with the highest level of sales, and this person is Level 1 of Sales Manager
• Add sales Team Members : The level of the sales team member must be under the level of the manager

Step 4: Tap on the Create button to finish