Assign re-assign tasks in team

Assign re-assign tasks from one user to another

Saleswah allows you to assign re-assign tasks to other users – thus fostering collaboration.

To recap how task management works:

A Task is assigned to the Account Owner- the sales owner – the person in charge of the account, by default. But it does not mean you can’t change that.

When you log/ assign a new task, you search for the Account name and when you select the right one, the Account owner name is selected by default as the person the Task is being “Assigned to”.

You can change that. Just select another user instead of the Account owner- same box- and while saving you will assign the task to the other user, who is not the account owner.

Why is this important?

Imagine, you want your boss to talk to someone in the customer place- this is how you let him know. Or, you are on leave on a day and you want someone to call someone up.

Also, let’s say you were assigned a task- you may or may not be the account owner. And, you figure you do not have the bandwidth. Or, the ability.

If you know the person who has the ability and the bandwidth, would it not be wonderful to simply drop this task on her lap?

You can!

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Territory management using Saleswah

What: Those who follow us and of course, those of you who actively use us know that Saleswah has a simple pyramidal hierarchy of users in the sales function. We are now pleased to announce Territory Management, adding a geographical structure to the sales force management as well.

This is for those with large sales forces divided into many territories and branches and so on.

Why: The pyramidal structure works for most sales teams and in fact this is the “direct line” How Saleswah CRM handles a sales hierarchyhierarchy that follows reporting relationships in sales organizations. There are cases, though that we need to manage an additional hierarchy or even another way of looking at markets and customers and how they are handled by the sales team.

Let us say you have a headquarter and branches and those branches have branch managers who manage them and have a team of executives under them who manage customers. To make it more realistic and more aligned to a consumer product sales scenario where the sales executives have fixed routes journey plans, let us now draw the parallel hierarchy.

How: So, what happens to the sales reporting hierarchy? It remains, as is. But, we have now made it possible for managers to control branches (your account administrator will assign managers to branches) and then the branch managers can create the territorial hierarchy under them.

Sales territory management : what we are calling this plan above is on private beta. That is, you will not see it if you are are logging into our standard demo account or otherwise registering for a free or paid standard account with Saleswah.

If you want to check it out, though; request for a demo account to be set up specially for your evaluation. Remember to select “Sales Territory Management” option in the Preferred Mode of evaluation drop down.