Sales Teams are a group of users who are created and managed by an Admin or Manager. In Freshworks CRM, Sales Teams can be created by Account Admins, Admins, and Managers. Creating Sales Teams allows users to execute various activities such as sharing reports with a relevant group, extending group invites for appointments, adding sales teams to territories, etc.

ARTICLE NAVIGATION

How to create a Sales Team?

1. Got to Admin Settings > Sales Teams


Alternatively, you can click on the profile icon and choose Teams


2. Click the Create Team button. This opens the Create team form.

3. Name your team and add members by clicking on the dropdown with the placeholder Choose a user to add to this group

 

Where can the Sales teams feature be used? How is it different from territories?


Territories are directly associated with records and controls scope of data. Sales Teams, on the other hand, is a feature that helps you group multiple users for ease of sharing reports, sequences etc. A Sales Team does not impact the scope of the data you can view. 


The Sales Teams feature can be used in one of the following ways:

  • Filter contact based on the Sales Teams

  • Sharing and scheduling reports for an entire Sales Team as opposed to an individual user.

  • Tracking a Sales Team's overall performance by aggregating the performance of individual users.

  • Share sequences with an entire Sales Team.

  • Create tasks and appointments for the entire team.

  • Assign contacts to a specific set of users in territories by selecting the respective Sales Team.

Filter contacts based on Sales Team

You can apply Sales Teams as a filter on the list view. When you add a Sales Team as a filter, the records assigned to users belonging to the particular Sales Team will be filtered out. If a user is added later to the Sales Team, the view will be automatically updated to show results for the user.

Tracking a Sales Team's overall performance by aggregating the performance of individual users.

When creating reports to track a Sales Team's performance, you can add the entire Sales Team to the report to aggregate the performance of individual users. All users that are part of the Sales Team will be added to report filtering. When a new user is added later to the Sales Team, the user will automatically be added to the report.

Share sequence with Sales Team

You can share a sales sequence with an entire Sales Team by editing the visibility settings of your sequence. All users that are part of the Sales Team will be able to view the sequence. Whenever a new user is added to the Sales Team, the sequence will be automatically shared with the user.

Create tasks and appointments for the entire Sales Team

You can schedule tasks and appointments to an entire Sales Team by simply adding them as attendees. This is useful when you are looking to invite an entire Sales Team for a particular event. All users that are part of the SalesTeam will be added to the task and appointment. However, if a new user is added later to the Sales Team, the user will not be added to the task or appointment.

Assign contacts to a specific set of users in territories by selecting their Sales Team

When creating a territory, you can add a Sales teams. All users that are part of a Sales team will be added to the territory. If a new user is added later to the Sales team, the user will not be added to the territory.