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1. Introduction
This Tab is where you want to create a Retailer Team, so that I can manage sellers under a given Retailer team"Team" refers to the management of a group of users based on specific business needs, such as motor insurance sales, home insurance sales, and more. This enables the monitoring of each team's performance by tracking the number of sales or commissions earned.
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Users of the organization are those who utilize Seamless. |
2. Prerequisites
You need to have permissions “Team management” including: View, Create, UpdateTo access the "Team management" sub-menu, you must have permissions for Teams, Create Teams, Update Teams, and Delete Teams to view the "Team management" sub-menu.
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3. Team List
When you click on the "Team management" sub-menu, the Team List
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will be displayed as shown below.
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The Team List provides all the Team Management informationcontains details:
Team
Organization
Type
Created Date
Created By
In Within the Team List table, you can change the easily rearrange column order by dragging and dropping the column name. Additionally, you can select/deselect the columns to be displayed in the table via the column config option:through simple drag-and-drop functionality. Moreover, the column configuration option allows you to effortlessly select or deselect which columns are visible in the table.
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You can also perform the following actions:
Edit Team Management/Delete a Team Management
3.1 Search & Filter
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This
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enhances the search criteria for
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Team Management:
Team Name
Type
Organization
If When multiple search criteria are selected /or input, the system will combine all the criteria and perform a search for the accounts who that have corresponding attributes matching /or containing the search values.
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