Think of a Branch as a dedicated hub for each team or location within your company. It’s a smart way to organize your CRM to perfectly match your real-world business structure, whether you're split by city, region, or department.
For example, a Branch could represent your New York office, your West Coast sales team, or your enterprise accounts unit.
Why are Branches so useful?
Using Branches helps you bring powerful structure and clarity to your sales operations. They allow you to:
Organize Your Teams: Neatly group users by their geography or business unit (e.g., Chicago Branch, London Branch).
Sharpen Your Focus: Control data visibility so team members only see the leads, deals, and contacts relevant to their specific branch.
Gain Clearer Insights: Generate branch-specific reports to track team performance and make smarter, data-driven decisions.
Streamline Accountability: Automatically assign new leads and deals to the correct branch, ensuring nothing ever slips through the cracks.
By setting up Branches, you create a more organized, secure, and efficient CRM that scales right alongside your business.
Here’s a quick example:
Imagine your company has offices in New York, Los Angeles, and Chicago. You can create a Branch for each city. A sales rep in the "Los Angeles Branch" will, by default, only see and manage leads and deals assigned to their branch. This keeps their workspace clean, focused, and secure.