Sales divisions
Group leads by the part of the business they belong to, and filter the dashboard by it.
This page is about . Your system is set to a different one, so the screens and behaviour here may not match what you see. Use the switch at the top of the contents to change it.
Overview
A sales division is the part of your business a lead belongs to - a branch, a trade, or a product line. Set the divisions up once, pick one on each lead, and the dashboard can then report on one division at a time.
Divisions are maintained in the Scheduler rather than in the Sales portal, because they are company-wide settings. Open the Scheduler’s menu and choose Sales Divisions.
Step by step: add a division
- Open the Scheduler and click the menu button in the header.
- Choose Sales Divisions.
- Click Add.
- Type the division’s name.
- Click Save.
The new division is offered in the Division field on every lead from then on, and in the division filter on the sales dashboard.
Tips
- Name divisions the way your team already talks about them. The name is all anyone sees, on the lead and in the dashboard filter.
- A lead does not have to have a division. — None — is the default, so you can add divisions later without going back over leads already raised.
See also
- Create a lead - where the division is chosen.
- The dashboard - filtering what you see by division.
- Enable the Sales module - what has to be switched on first.