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Team management

Every rep, every account, one clear view.

Assign accounts, customer lists and listings to your reps. Give managers a shared view of every deal in the Sunhub Sales Portal.

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Team management product illustration with sample data

Illustrative product view · sample

Clear ownership from inquiry to handoff.

Give each rep a focused customer list and managers the visibility to support the whole team.

An owner for every account

Assign accounts to the reps who manage them and route new inquiries to the right person. Keep ownership visible as each deal moves forward.

  • Named owners for accounts and stages for deals
  • Inbound lead routing by segment, region or product
  • A shared view of assignments for managers
View an account assignment example

Illustrative example · sample

Team, accounts & owners

National distributor
Ana
Regional broker
Marcus
New inbound inquiry
Awaiting assignment
Manager view
All deals

A focused customer list for each rep

Keep private listings, quotes and deal history with the rep who owns the relationship. Managers can see the team’s pipeline without combining spreadsheets.

  • Customer lists and quotes scoped to each rep
  • Listing assignments that keep product ownership clear
  • Team-wide visibility into negotiations and contracts
View a rep’s customer list example

Illustrative example · sample

Ana’s customer list · 12 accounts

Active quotes
5
In negotiation
3
Contracts sent
2
Handed off
0

Grow past what email threads can hold.

Clear accountability

See who owns each account and where every deal stands.

Less status reporting

Managers get the full picture from the pipeline, so reps can spend more time selling.

Smoother handoffs

Keep listings, accounts and inbound inquiries assigned as work moves between team members.

Explore related tools

See your whole team in one workspace.

Explore account ownership, customer lists and deal visibility with the Sunhub team.

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