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1 min read

How to Manage Multi Teams in CRM

You may allocate salespeople to different sales teams with this capability. Turn on “Multi Teams,” as indicated below.

Select Multi Team

Under the Sales Teams option, you can now hire a salesman to assist several teams. For illustration, let’s establish a new Sales Team and staff it with two salespeople.

Multi Teams Members

Since ‘Multi Teams’ is enabled, you can add these salespersons to any team.

Pre sales Members

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