How do I create Sales Groups?
Sales Groups can be used in conjunction with Sales Campaigns. A crucial element of the Sales Campaign is the ‘follow up’. When you have sent 1000 prospects a letter you will want to follow it up with a phone call to see if there is any interest. Sales Groups allow you to create Tasks to make these calls and spread them over several sales people rather than having a large pool of follow ups for one person.
To create Sales Groups, go to:
System > CRM > Sales Groups
![](https://support.proteansoftware.com/wp-content/uploads/sites/3/2019/02/Sales-Group-1.png")
• Click the ‘Add’ button and enter a name for the new Sales Group
• Tick employees you’d like to be added to this Group
• To edit the employees in a group click it once and amend the users as necessary
• To amend the name of the group, highlight the group and click the ‘Edit’ button to amend the name as necessary
Note: Employees can belong to more than one group.