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How do I Manage my Sales Team?

Last Updated: Sep 13, 2017 06:28PM EDT

PestPac Lead Management allows you to define the structure of your sales team for your operations. Specific information includes:
 
Marketing Area
Your Marketing Area is the geographic region (or regions) where you provide service to your customers. 

Sales Regions
Sales Regions are sub-sections of your marketing area(s). Sales Regions are required to be associated with a PestPac branch. You can create multiple Sales Regions in each Marketing Area, but they should be 1:1 with your branches.

Sales Roles
Sales Roles are named positions that you can provide for your sales team. Usually, Sales Manager and Salesperson.

So, it goes: Marketing Area > Sales Region > Sales Role. 

 
Individual sales users can then be assigned to one or more sales regions from the Employee Lookup Table
 

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