To go to Sales Team listing view in the finance module, In your dashboard, go to “Search Bar” and search “Sales Person Tree”

• Select Sales Person Tree (as shown in figure)

Following page will open up:

This shows list of "Sales Persons" created within "Sales Team" (If Created from beforehand)

How to create different groups within the Sales Team Module ?

You might want to create different groups under your sales team who handles different tasks.

• Sales Team-Parent Team under which different groups/teams can be created
• Child- Group-within the Sales Team

In order to create a group under Sales Team, follow the steps:

Click on "Add Child" under "Sales Team"

Following pop-up will appear on clicking of "Add Child" ( as shown in figure)

Enter the following details:

• New Sales Person: Name of the Group Under Sales Team. For example, "Customer Service" ,"Operations"  
• (*) Check the Box "Group Node" to create this as a Group" (as shown in figure)
• Click on "Create New" 

A new group "Customer Service" would create within the sales team (as shown in figure)

You can create number of groups in the same way

How to create Sales person within a  group

In order to create a Sales person within a group you need to follow given steps:
For example, you want to create a a sales person under the group "Customer Service" (as shown in figure)

• Click on Group under which you want to create sales person

For example, you want to create a sales person as "Aarti" within "Customer Service" group

• Select "Customer Service" group ( shown as "1" in figure)
• Select "Add Child" under Customer service group ( shown as "2" in figure)

Following pop-up will appear on clicking of "Add Child"

• Enter the Name of the Sales person  ( For example,"Aarti" )

Note:This time you don't have to check "GROUP NODE"

 Following Hierarchy would be visible:

How to create Sales person under Sales Team

In order to create a Sales person within a Sales Team you can follow the given steps:

• Click on "Add Child" under "Sales Team" (as shown in figure)

For example, you want to create a sales person as "Ashish" under "Sales Team" 

Following pop-up will open on clicking of "Add Child" (as shown in figure)

You need to enter the following details:

• New Sales Person: Name of the Sales Person Under Sales Team. For example, "Customer Service" ,"Operations"  
• Click on "Create New" 

Note:This time you don't have to check "GROUP NODE"