Course · 3 videos, 3 min 36 s

Run a team on Diggr

For a sales manager, and whoever administers the company.

Filmed on Diggr itself. The companies and their public facts are real; the salesperson's own deals, contacts, notes and meetings are invented.

Step by step

Settings, Teams and managers: create each team, name its manager, add its members.
Under Sees every team, add whoever leads across teams.
Settings, Sharing rules: choose one deal at a time, or every deal visible to managers.
Before Monday, each salesperson opens Pipeline, Forecast. They press Clean up if it shows, then Commit in the Deals tab on each deal they call.
Each Monday, Pipeline, My team: read By salesperson, against quota, then What moved.
Set quotas: type each salesperson's number for the quarter.
Work the deals under Where to spend this week.
Open one salesperson's board to read it before a one-to-one.
When somebody changes team: Teams and managers, Move, then choose where their deals go.
When somebody leaves: Your team, close the seat, then Hand over their work.