Larger organisations may have specific sales teams who work in a particular vertical; Insurance,Â Health, Government, for example. If your organisation splits the proposal/quotingÂ activities into specialised sales teams then appropriate templates and cover pages can be allocated to each team. This ensures theyÂ only sees the relevantÂ content for their asscoiated vertical.
Let's have a look at how QuoteCloud allows you to set this up.
From the Dashboard, click the Configuration main menu option and select "Manage Users & Roles". Next press the Edit button alongside the team you want to update:Â
Clcik on theÂ "Cover Pages" tab to specify exactly what the "MyÂ Sales Team" will see. If the "Restrictions Active" slider is not green, click it to change state. Now you will see two columns,Â visible cover pages in the left and Hidden cover pages on the right. Using the + or - icon you can move cover pages between the columns until you have exactly those required visible for this team.
Similarly, from the Templates tab you can manage which templates the sales team will see. If easier you can click the "Add all" and then individually remove items you don't want them to see. A search box is also present above the Hidden column allowing you search quickly through any long lists.
Once the appropriate content has been set in the visible column and you have clicked "Save", this team will only be able to see the sub-set of content.