{"id":2573,"date":"2017-07-16T18:17:35","date_gmt":"2017-07-16T16:17:35","guid":{"rendered":"http:\/\/modulus.help\/kb\/?p=2573"},"modified":"2017-09-17T17:26:11","modified_gmt":"2017-09-17T15:26:11","slug":"sales-team-management-features","status":"publish","type":"post","link":"https:\/\/modulus.help\/kb\/sales-team-management-features\/","title":{"rendered":"Sales Team Management Overview"},"content":{"rendered":"<h1><span style=\"color: #000080\">1. Introduction<\/span><\/h1>\n<p style=\"text-align: justify\">Modulus provides a module that provides sales departments and teams with an easy tool to manage their work process.\u00a0Modulus Sales Team Management Module, enables you to\u00a0manage your sales department system, customers\/leads, sales teams, and work progress with a simple mouse click. \u00a0It\u00a0organizes and facilitates all procedures.<\/p>\n<p>Modulus offers multiple authentication user levels for employees, and managers. Each user level is authorized for specific functions.<\/p>\n<h2><span style=\"color: #333399\"><em>1.1. User Levels<\/em><\/span><\/h2>\n<p><div class=\"row\"><div class=\"column col-half\"><\/p>\n<ul>\n<li style=\"text-align: justify\"><strong>Sales Manager:<\/strong> A user who can view all system pages; he has all authorities and privileges. He can assign activities to all users beneath him, and monitor them all.<\/li>\n<li style=\"text-align: justify\"><strong>Data Manager:<\/strong> A user who is only allowed to enter all the modules data and setup.<\/div><\/li>\n<\/ul>\n<div class=\"column col-half\">\n<ul>\n<li style=\"text-align: justify\"><strong>Team Lead:<\/strong> A user who lies under the Sales Manager&#8217;s authority and is responsible for Sales Persons. He can assign activities to any Sales Person who is a member of his team.<\/li>\n<li style=\"text-align: justify\"><strong>Sales Person:<\/strong> A user who lies under the Team Lead\/Sales Manager&#8217;s authority. He can assign activities to himself.<\/div><\/div><\/li>\n<\/ul>\n<h1><span style=\"color: #000080\">2. Sales Team Management <\/span><span style=\"color: #000080\">Module<\/span><\/h1>\n<p style=\"text-align: justify\">This module covers all sales related functionalities, such as:<\/p>\n<ul style=\"text-align: justify\">\n<li><strong>Sales Teams<\/strong><\/li>\n<li><strong>Activities:\u00a0<\/strong>On daily basis.<\/li>\n<li><strong>Events:\u00a0<\/strong>Not daily, unlike the activities; they can be only added by Sales Manager.<\/li>\n<li><strong>Products<\/strong><\/li>\n<li><strong>Leads: <\/strong>Clients.<\/li>\n<\/ul>\n<h2 style=\"text-align: justify\"><span style=\"color: #333399\"><em>2.1 Landing Page<\/em><\/span><\/h2>\n<p style=\"text-align: justify\">This page is the Sales Manager&#8217;s window on all the\u00a0sales&#8217; company&#8217;s processes. From his landing page he can view graphs and stats for all teams, products and activities.<\/p>\n<p style=\"text-align: justify\"><a href=\"https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Landing-Page-Charts.jpg\" rel=\"attachment wp-att-2601\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2601\" src=\"https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Landing-Page-Charts.jpg\" alt=\"Landing Page Charts\" width=\"1121\" height=\"406\" srcset=\"https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Landing-Page-Charts.jpg 1121w, https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Landing-Page-Charts-300x109.jpg 300w, https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Landing-Page-Charts-768x278.jpg 768w, https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Landing-Page-Charts-1024x371.jpg 1024w, https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Landing-Page-Charts-60x22.jpg 60w, https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Landing-Page-Charts-150x54.jpg 150w\" sizes=\"(max-width: 1121px) 100vw, 1121px\" \/><\/a><\/p>\n<h2><span style=\"color: #333399\"><em>2.2 Teams<\/em><\/span><\/h2>\n<p style=\"text-align: justify\">From this page you can easily divide your department into teams, add members to each team, and assign its Team Lead as well.<\/p>\n<h2><em><span style=\"color: #333399\">2.3 Dashboard<\/span><\/em><\/h2>\n<p style=\"text-align: justify\">This page helps Sales Manager easily view activities statuses per Sales Person and Product.<\/p>\n<p style=\"text-align: justify\"><div class=\"st-alert st-alert-info \">Hint: The Dashboard is your quick view to monitor all your stats.<\/div><\/p>\n<h2><span style=\"color: #333399\"><em>2.4 Activity Calendar<\/em><\/span><\/h2>\n<p style=\"text-align: justify\">From this page the Sales Manager can easily track all the Sales Persons&#8217; activities by date and time. The Sales Manager can also add activities to any Sales Person.<\/p>\n<p style=\"text-align: justify\"><a href=\"https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Activity-Calendar.jpg\" rel=\"attachment wp-att-2602\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2602\" src=\"https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Activity-Calendar.jpg\" alt=\"Activity Calendar\" width=\"837\" height=\"682\" srcset=\"https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Activity-Calendar.jpg 837w, https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Activity-Calendar-300x244.jpg 300w, https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Activity-Calendar-768x626.jpg 768w, https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Activity-Calendar-60x49.jpg 60w, https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Activity-Calendar-150x122.jpg 150w\" sizes=\"(max-width: 837px) 100vw, 837px\" \/><\/a><\/p>\n<p style=\"text-align: justify\">A Sales Person can assign activities to himself, same as his Team Lead\/Sales Manager who can assign him activities as well.<\/p>\n<p style=\"text-align: justify\"><div class=\"st-alert st-alert-info \">Hint:\u00a0Sales Person user can write reports on his activities, so that the Sales Manager\/Team Lead can view any of these reports any time they want.<\/div><\/p>\n<h3 style=\"text-align: justify\"><span style=\"color: #0000ff\">2.4.1 Activity Types<\/span><\/h3>\n<p style=\"text-align: justify\">From this page you add all activity types required for your sales department management. So that, you would be able to use them later while assigning activities to team lead\/members.<\/p>\n<p><a href=\"https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Activity-Types.jpg\" rel=\"attachment wp-att-2607\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2607\" src=\"https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Activity-Types.jpg\" alt=\"Activity Types\" width=\"1104\" height=\"466\" srcset=\"https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Activity-Types.jpg 1104w, https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Activity-Types-300x127.jpg 300w, https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Activity-Types-768x324.jpg 768w, https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Activity-Types-1024x432.jpg 1024w, https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Activity-Types-60x25.jpg 60w, https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Activity-Types-150x63.jpg 150w\" sizes=\"(max-width: 1104px) 100vw, 1104px\" \/><\/a><\/p>\n<h2><span style=\"color: #333399\"><em>2.5 Leads<\/em><\/span><\/h2>\n<p style=\"text-align: justify\">From this page you can view all the leads that deal with your department. You can also add a new lead to the system. This page makes you able to keep all your leads&#8217; history, contacts, data,&#8230; etc.<\/p>\n<p style=\"text-align: justify\"><a href=\"https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Leads.jpg\" rel=\"attachment wp-att-2606\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2606\" src=\"https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Leads.jpg\" alt=\"Leads\" width=\"816\" height=\"338\" srcset=\"https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Leads.jpg 816w, https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Leads-300x124.jpg 300w, https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Leads-768x318.jpg 768w, https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Leads-60x25.jpg 60w, https:\/\/modulus.help\/kb\/wp-content\/uploads\/2017\/07\/Leads-150x62.jpg 150w\" sizes=\"(max-width: 816px) 100vw, 816px\" \/><\/a><\/p>\n<p style=\"text-align: justify\"><div class=\"st-alert st-alert-info \">Hint: All employees can view all the leads added to the system and their data as well.<\/div><\/p>\n<h2><span style=\"color: #333399\"><em>2.6 Products<\/em><\/span><\/h2>\n<p style=\"text-align: justify\">From this page you can add\/view all of your products, upon which the whole activities and events are based.<\/p>\n<h2><em><span style=\"color: #333399\">2.7 Events<\/span><\/em><\/h2>\n<p style=\"text-align: justify\">From this page you can view all the events\u00a0that your\u00a0department is dealing with. You can also add a new event to the system, which is only allowed to the Sales Manager user.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>1. Introduction Modulus provides a module that provides sales departments and teams with an easy tool to manage their work process.\u00a0Modulus Sales Team Management Module, enables you to\u00a0manage your sales department system, customers\/leads, sales teams, and work progress with a simple mouse click. \u00a0It\u00a0organizes and facilitates all procedures. Modulus offers multiple authentication user levels for [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[495,340,317,494,492,493,320],"_links":{"self":[{"href":"https:\/\/modulus.help\/kb\/wp-json\/wp\/v2\/posts\/2573"}],"collection":[{"href":"https:\/\/modulus.help\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/modulus.help\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/modulus.help\/kb\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/modulus.help\/kb\/wp-json\/wp\/v2\/comments?post=2573"}],"version-history":[{"count":34,"href":"https:\/\/modulus.help\/kb\/wp-json\/wp\/v2\/posts\/2573\/revisions"}],"predecessor-version":[{"id":2882,"href":"https:\/\/modulus.help\/kb\/wp-json\/wp\/v2\/posts\/2573\/revisions\/2882"}],"wp:attachment":[{"href":"https:\/\/modulus.help\/kb\/wp-json\/wp\/v2\/media?parent=2573"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/modulus.help\/kb\/wp-json\/wp\/v2\/categories?post=2573"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/modulus.help\/kb\/wp-json\/wp\/v2\/tags?post=2573"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}