Sales Groups

You can use the Sales Group info area to depict your internal sales structure.

You can use sales groups to:

Subdivide sales activities according to product types.
Assign reps to companies and persons in various functions and for various product groups etc.

You can add sales groups in the following ways:

Manually, by importing data etc.
Automatically based on sales territory management records, see Sales Territory Management Info Area.

Note: To add a sales group manually, switch to the desired company or person and select Go to All Related > All Sales Groups from the context menu. Click on

(New).

Sales groups can be added for companies or persons. The Generated field is enabled in sales group records that have been added automatically. Automatically generated records are the only records updated if sales territory management records are updated.

For more information on disabling individual functions, see Administrator Information.

Note: You can enter visit and telephone frequencies in Aurea CRM win that allow you to automatically generate activities for customers over a specific time period, >> Generating Contacts in the update.seven win Business Logic FS manual.