Setting for Sales Team
To access this setting, your login account must be assigned to one of the following roles:
- Super Administrator
Step 1: Access My Tasks by one of the following options:
- Option 1: Tap on the icon at the Menu bar
- Option 2: At the Home page, swipe to the left
Step 2: Tap on the icon at the top left corner
1. Set up Job Titles
Add Job Titles in Sales & Marketing section
Step 1: You continue to access the Job Titles > Sales & Marketing and lookup if the titles in the company's sales system are available in the title list from ATALINK or not.
Step 2: At the Job Titles Screen, tap on + in the right corner of the screen to add a new title
Step 3: Choose Job Title Group and type new Job Title
Step 4: Tap on Save to finish
2. Set up Sales Manager Levels
Step 1: You continue to access the Sales Setting > Sales Manager Levels.
This configuration will help your company build a hierarchy in the company's sales management team. Depending on the model of each company that the hierarchy will be different, ATALINK makes available a standard hierarchy commonly used in companies:
- Level 1: Sales Director
- Level 2: Regional Sales Manager
- Level 3: Area Sales Manager
- Level 4: Sales Supervisor
If this model is not suitable for the operation of your company, you can revise it accordingly:
Tap on the icon to edit the title of the Sales Manager > Save to finish
Tap on the icon to delete this level. If there is a lower level, this one will automatically be upgraded.
Tap on the icon + in the right corner of the screen to add a Sales Manager level (lower level)