To create a new Sales Team in Metro CRM, follow these steps:

1) Go to the Metro Dashboard, Click on the CRM module.
 

2)  Access Sales Teams Configuration.

In the top menu bar, click on Configuration, Then select Sales Teams

3) Create a New Sales Team, Click on the “Create” button

4) Fill in Sales Team Details.

A. Sales Team Name: This is where you enter the name of the new sales team. e.g., “Onlie SalesTeam” or “Offline Sales Team”

B.Quotations, Pipeline, Leads (Checkboxes). You can tick/untick as per your team's functionality.

• Quotations: If ticked, the team can manage quotations/sale orders.

• Pipeline: Enables the pipeline (kanban) view for opportunities.

• Leads: Allows the team to handle raw leads before they become opportunities.

C. Team Leader: Select a user (employee) who will lead this sales team.

D. Email Alias (optional): You can configure an email alias for this team to receive leads/opportunities via email.

​Set email filter access:

• Everyone: Any email can create leads

• Authenticated Partners: Only known customers

• Followers Only: Limited to internal users

E. Company: Shows the company name the team belongs to. Here it's ss A One Bharat.

F. Invoicing Target: Enter the team’s monthly or annual sales target (e.g., $50,000). Helps track goals.

D. Team Members:  Click "Add" to select team members (Metro users) who will be part of this team.

5) Finally, Click "Save" to create and activate the Sales Team in the system.

The Sales Team is now active and available in the system.

 

To get more details to how do I create a new Sales Teams in Metro CRM​, please do contact us at  support@metrogroup.solutions