Group your salespeople into teams

To group your salespeople into teams, you'll first need to create sales teams, then add salespeople to the teams.

Create sales teams

Add salespeople to sales teams

Create sales teams

To create a sales team:

1. Go to Partner Center > CRM > Sales Teams.
2. Click Create Team. 

   

3. Enter a name for the sales team, and select the Market.
4. Click Create. 

Create sales team

Add salespeople to sales teams

To add salespeople to a sales team:

1. Go to Partner Center > CRM > Sales Teams.
2. Find the sales team you want to add salespeople to. Click the sales team name > Add Team Member.  

   

3. Select the salespeople you want to add to the team.
   Can't find a salesperson in the list? Make sure you've created a salesperson profile for them.
4. Click Add Team Members.

   

The salespeople you selected will now be grouped into the sales team. Sales managers can filter their salespeople by sales team (for their Market) within Partner Center > CRM > Salespeople.