View Sales Team

View Sales Team – Main information

This page allows you to view the details pertaining to the sales team. You are permitted to view sales team details, which includes sales team code, sales team description, sales team registered at, sales team type, effective date from, effective date to, target code, target description, territory code, territory description, reason code and reason description. You can view salesperson details, which includes sales person code, first name, middle name, last name, effective date from, effective date to and status.

This page also permits you to view the credit allocation details.

Select the “View Sales Team Details” at the bottom of the “Select Sales Person” page.

The “View Sales Team – Main information” page appears.

The system displays the following detail:

Status

The status of the sales team.

The system displays the following details in the “Sales Team Details” group box:

Sales Team Code	The code identifying the sales team.
Sales Team Desc.	The description of the sales team code.
Sales Team Registered At	The OU at which the sales team is registered.
Sales Team Type	The type of sales team.
Effective Date From	The date from which the sales team is active in the OU.
Effective Date To	The date till which the sales team is active in the OU.
Target Code	The code identifying the target set for the sales team.
Target Desc.	The description of the target code.
Territory Code	The code identifying the territory from where the sales team operates.
Territory Desc.	The description of the territory code.
Reason Code	The code identifying the reason for activating or deactivating the sales team.
Reason Desc.	The description of the reason code.

The system displays the following details in the "Sales Person Details" multiline:

Sales Person Code	The code assigned to the salesperson.
First Name	The first name of the salesperson.
Middle Name	The middle name of the salesperson.
Last Name	The last name of the salesperson.
Effective Date From	The date from which the salesperson is active in the OU.
Effective Date To	The date till which the salesperson is active in the OU.
Status	The status of the salesperson. The status must be “Active”.

To proceed carryout the following

Select the “View Credit Allocation / Sales Target” link at the bottom of the page to view the allocated credit or sales target details of the sales team.

The system displays the following details:

Created By	The login user ID of the person who has created the “Sales Person” business component.
Created Date	The date on which the “Sales Person” business component is created.
Last Modified By	The login user ID of the person who has last modified “Sales Person” business component.
Last Modified Date	The date on which the last modification is done.