Sales Culture > Inside Sales
Assign New Monthly Recurring Revenue
Posted by i3Teamworks Admin on 14 Jan 2019 4:44pm

Inside Sales user shall assign the new Monthly Recurring Revenue to the other Salesperson  for them to follow up and Close the sales opportunity.

1. From your Main Dashboard, tap on SALES and click Inside Sales

2. Tap on Customer

3. Click on "+" icon to add Sales Lead

         

4. Enter the details and click Save button