Optimise your sales team & make sure you’re getting lead notifications

As a service provider on Cloudscene, the last thing you want to do is to miss out on leads (it’s the last thing we want too!). Unfortunately, some of our service providers have not received lead notifications via email because of their account settings. We’ve created a guide that shows you how to set up your team permissions and notifications to mitigate this issue. By following this, you can ensure that your team is notified of every lead that comes your way:


How to receive all leads (Global Coverage)

We recommend that at least one person in your team is assigned global coverage so that you have full transparency over buyer interest from around the world. Remember, only a team manager can assign this permission to a team member.

1.  Log in to Cloudscene

2. Click on the profile icon in the top right hand corner of the page

3. Click on Team Members

4. Select the team member you would like to assign sales manager to

5. Click the Toggle on Sales Management so that it’s turned on (color changes to blue). Then under “Invited Opportunities” ensure that you have selected “Global”

6. Click save and update.




Only receive Leads for specific locations

This feature is designed for larger sales teams that operate across multiple regions and need to break down leads by specific location. Again, you must be a team manager to assign this permission to a team member.

Remember, we still recommend at least one team member has a global location set – you never know!

1.  Log in to Cloudscene

2. Click on the profile icon in the top right hand corner of the page

3. Click on Team Members

4. Select the team member you would like to assign sales manager to

5. Select the toggle next to “Sales Management” so that it’s turned on (color changes to blue). Then, under “Invited Opportunities” select the specific areas you’d like to receive leads from.

6. Click save and update.



Visibility without the notifications


Follow these steps if you would like to have the visibility of a sales manager (see all opportunities within Marketplace) but don’t want the email notifications:

Remember, we still recommend at least one team member has a global location set – you never know!

1.  Log in to Cloudscene

2. Click on the profile icon in the top right hand corner of the page

3. Click on Team Members

4. Select the team member you would like to assign sales manager to

5. Select the toggle next to “Sales Management” so that it’s turned on (color changes to blue). Then, don’t select anything under “Invited Opportunities”.

6. Click save and update