Departments refers to company’s department teams, their specific job and the hierarchy between the group members. It also designed to easily inherit all group members’ settings and permission upon adding a new member.
The group can also be used as a desk ( a group of members that sells to specific region) lead serving algo should use the group settings to determine the right leads in terms of time zone, lead language etc. a department has a parent department to be able to create subordination hierarchy.
It is also used to create any department from sales to finance and to marketing. Every department (or desk) will not be able to view other departments’ leads, active clients, excluded leads as well as any other table in the system..
Creating, editing or modifying a department.
To view your existing list of departments you need to open the configurations module.
- Login to your CRM with a user that has permissions to view the Configuration Module.
- Click on configuration
- Under the expanded menu, select Departments