This module by Cybrosys Technologies introduces the parent team - child team concept. We can also assign targets to each salesperson.
☛ Create parent team or child team for an existing sales team.
☛ Admin can assign targets to salesperson.
☛ View team target.
Go to Sales -> Configuration -> Sales Team. Select a team and assign a parent for that team. The parent-child relation between sales teams will be useful in many situations. For example, the leader of parent team has power over it's child teams. The parent team leader will be able to access his child team's targets.
Go to Sales -> Configuration -> Salesman Target and assign targets to salesperson. Only administrator can assign targets. Salesperson can view his targets only. Head of sale can view all the targets of his team members and admin can see all the targets.
We can assign time duration for each target. When we enter the starting date and ending date of a target, if it is not valid, the system will take care of it and informs us. The targets will always be in company currency.
The total team target will be the sum of targets of it's members and it's child teams.
