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What is a Sales Team for?


The "sales team" concept in QuoteCloud will allow you to group users into logcial teams. This can mimic your corporate structure, e.g. group users by sales departments or into logical groups that sell particular products/services.  

Sales Teams can also be used to implement a multi-company setup, rather than create seperate QuoteCloud accounts for each company.  For example, a franchise setup where each franchisee is a seperate company and must not be able to see the sales quotes belonging to another franchisee, and perhaps may even have different content in their content libraries & product catalogue.  There are advantages in system management using sales teams rather than seperate QuoteCloud accounts, particularly saving time managing configuration and setup of content libraries.

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