Add any departments in your company that will be using the Sales Automation tool. Navigate to the departments setup menu. From here, give the department a name and a brief description. Add the corresponding employees to each department and assign a manager to that department. Employees can be part of one or more departments and a department can have one or more managers. Assigning managers to a department allows them to view a comprehensive list of prospects within their respective department and review their employees’ performance.
