Sales Settings

Owned by Jyotsana Gupta
Last updated: Jul 07, 2020 by Priyanka Dadhich (Deactivated)
  • Account Manager - In this section, you can create account managers and assign them regions.
  • Assign Account Manager - In this section, you can assign account managers to one or multiple clients.  

Overview of the Sales Settings section 

Home >> Settings >> Sales 

See the sample screenshot of the Sales setting section:

In this section, you can manage and define all your sales settings, create account managers, assign and manage them.