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Teams and the Sales App

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Within the Admin portal of Xeppo you can setup Teams, and assign Staff to these Teams.

Teams are also used by the Sales App, allowing you to track sales activity by Team. This is an important consideration when creating Leads and Opportunities within the Sales App.

 

Wherever possible ensure you capture the Team against the Lead or Opportunity.

Contact your Xeppo Administrator if Teams are not available within the Sales App.

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