Assigning/Restricting Text Library Categories to a Specific Sales Team


Larger organisations may have teams of sales staff working in different countries or industry verticals. If your organisation splits the sales quoting activities into specific sales teams, then appropriate text library content can be allocated to each team.

This feature is useful when specific text content is needed for sales quotes for a certain type of sale; for example, if a sales team operates in a definite industry vertical, providing text content relevant only to that industry is preferred.

Let's have a look at how QuoteCloud allows you to set this up.

From the Sales Quote Dashboard, click the Configuration main menu option and select Manage Users & Roles.

Next, press the Team tab button to view the current sales teams

Next, press the Edit button alongside the team you want to update:

Click on the Text tab to specify exactly which categories a sales team should use. By default, a new sales team will have no restrictions applied, and you will see a page as shown below.

To restrict a sales team to only certain text library categories, first, you will need to switch on restrictions. To do this, click on the switch to make Restrictions Active; the button will appear green, and the label will change to Restrictions Active: Place visible folders on the Left.

Now you will see two columns appear below the Restrictions switch. These columns are Visible and Hidden and indicate which text library categories are hidden from this sales team and which are visible to them. 

Using the + or - icon, you can move items from one column to the other.

After moving the correct text library categories from the hidden column to the visible column, as shown above, example, this sales team will be allowed to use the category "Legal"

Now click Save to commit your changes. 

Related User Guide Topics

What is a Sales Team Used For?
29 Oct 2019
The "sales team" concept in QuoteCloud allows you to group individuals into logcial teams. This can mimic your corporate structures, including management hierarchies etc. or could simply allow you to split the sales department into logical groups who sell particular products/services or work in particualr verticals.
Allow Any Team Member To Edit Any Sales Quote
20 Aug 2019
Learn how to update your settings to allow any team member to edit any sales quote owned by other team members.
Assigning/Restricting Sales Quote Templates to Teams
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Assigning/Restricting Image Library Categories to Teams
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Larger organisations may have teams of sales staff working in different countries or industry verticals. If your organisation splits the sales quoting activities into specifc sales teams then appropriate image library content can be allocated to each team.

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