Sales Automations

This feature enables the automatic assignment of team members to new projects based on the designated salesperson. Assigned team members are displayed in the Team Members section within the Project Information tab and are automatically included in the Other User Commissions grid during commission scheduling.

To create a sales team, follow the steps below:

1. Navigate to the Automations tab in the Administrator Application

2. Select your Corporate Division, then click “Configure” next to “Configure Project Sales Teams”

3. Select the salesperson you’d like to assign a team to in the drop-down.

4. Check each user who should be part of this sales team

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