Sales teams group your sales reps and give each group its own Kanban board with independently configured pipeline stages. This article covers how to create a sales team, configure its pipeline stages, and see the default pipeline and team lead permissions.
Creating a sales team
Go to
Sales Teamsin the sidebar.Click
New Team.Enter a team name and assign members.
Click
Save.
Configuring pipeline stages
Each team has its own set of pipeline stages.
Click on a team name to open it.
Click
Stages.Add, reorder, rename, or remove stages.
For each stage, you can set:
Setting | Description |
Close rate | Estimated probability this stage reaches a close |
Note required | Whether a rep must add a note when moving a deal into this stage |
Entrance criteria | Optional questions or required fields that appear when a deal is moved into the stage |
Locked | Prevents reps from moving deals out of this stage manually (used for first and last stages) |
Default stages
New sales teams are pre-populated with a default pipeline: Engaged → Scheduled → Solutioning → Negotiating → Offered → Signed.
Team leads
You can designate one or more members of each team as team leads. Team leads can view and manage their teammates' companies and to-dos.