Setting Up Teams in Salesmate CRM

This section will cover the following topics: 

Team: A team is a group of users that work together to achieve some common goals. Salesmate allows you to organize your users into teams for reporting and maintaining organization structure for some quick actions.

With Team Management, you will be able to:

• Filter your contacts, companies, deals, or activities.
• Mention teams to quickly notify and promptly initiate a discussion with the team. 
  • Inside timeline notes
  • On Team Inbox notes