Hello, how can ATALINK help you?

1. Assigned to manage the customers/distributors

Step 1: Tap on Options of sales team members > Select + Assign distributors / + Assign customers

Step 2: Select one or more Customers / Distributors to assign to that sales team member > Tap on Save to finish

Step 3: Go to Sales Team Details > CUSTOMERS/DISTRIBUTORS to see the list

2. Edit Sales Team

Step 1: Tap on Options of a Sales Team > Select Edit

Step 2: Edit information from the Sales Team

• Select other Parent Team (only for sub-team)

• Change Team Name

• Change Manager

• Add team members

• Remove team members

Bước 3: After updating, tap on Save to finish.

3. View Detail

Step 1: Tap on Options of a Sales Team > Select View Detail

Step 2 : Take action on the following sections

• TEAM MEMBERS

  • Filters of Team members:

    • Sales Members: Direct members of the sales team

    • Subordinate Sales Members: Members of subordinate sales teams

    • All Salespeople: View all members of the direct sales teams and subordinate sales teams

• • Tap on + to add new members

• • Options for team members: Tap on the … icon to edit each sales team member

• • • View Details: their Teams, Team Members, Customers, Distributors
    • + Assign distributors
    • + Assign customers
    • Remove these team members

• SUB-TEAMS

  • Manage sub-team

  • Tap on + to c reate sub-team

• CUSTOMERS/DISTRIBUTORS

  • Add / View Detail / Remove Distributors or Customers

  • Assign Distributors / Customers for team members