Overview
The seller roster answers a question the platform could not answer before: who sells in this account? Until now, the owner of a contact, a conversation or a deal was simply some user of the account — the transfer picker offered every agent, distribution could hand a client to anyone, and whoever left the sales team kept showing up as if nothing had changed.
With the roster, the sales team becomes explicit: whoever is on it is offered in the pickers and receives clients from automatic distribution; whoever leaves stops receiving them without losing anything that is already theirs.
A roster is not a permission. The sales management permission still means "administers the module" (goals, rewards, commissions, rules). Being on the roster means "is a seller". The two are independent — a manager who administers the module without selling is common.
Prerequisites
- The Sales & Gamification module enabled on the account.
- The sales management permission (or administrator) to add, remove and bring sellers back. Viewing the list is open to any participant of the module.
- Sellers must be members of this account (agents). A user from another account can never be added, nor be given a portfolio.
Step by step
- Open Sales → Portfolio and go to the Sellers tab.
- Under Add a seller, pick an agent and confirm. Only agents who are not on the roster appear.
- To take somebody off the team, use Remove from the team and confirm. They stop receiving new clients.
- To bring them back, use Bring back on their row.
- Use the search and status filters to review active sellers or people who left.
- For an inactive row with no portfolio, goals, transfers or financial history, use Delete permanently and confirm. It never deletes the account user.
Settings & options
- Status — Active (receives new clients) or Left the team (no longer does).
- Joined — the date the seller was added, recorded automatically.
- The roster is a set: each agent appears exactly once. Adding an inactive seller again reactivates the existing row instead of creating a duplicate.
Use cases
- A sales team separate from support. Only the sales people are on the roster, so automatic distribution never routes a lead to somebody doing support.
- A seller on leave or offboarded. Take them off the team: they stop receiving new clients, while their portfolio, commissions and goals stay intact so the period can be closed.
- An account that has not organised the team yet. Leave the roster empty: everything works exactly as before, with every agent available. You organise it when you want to.
Tips, limits & best practices
- While the roster is empty, the pickers and distribution keep offering every agent. That is deliberate: filling it in is your decision, not an obligation.
- Removing somebody does not redistribute their portfolio. Use Transfer portfolio (same page) to hand the clients over — the history goes with them.
- Leaving is recorded, not erased. The person stays in the historical ranking, in the commissions already accrued and in the revenue already attributed.
- A seller taken off the roster who still holds clients keeps appearing in the All sellers tab, marked Off the roster — so their portfolio never becomes invisible.
Troubleshooting
- The agent is not in the list to add: they are already on the roster (check the table below the picker) or they are not a member of this account.
- "Could not save the roster": your role does not have sales management, or the chosen user is not a member of the account.
- The Sellers tab does not appear: the module is off on the account, or your role does not have sales management (the management tabs only appear for roles that can use them).
- Distribution stopped assigning: with a populated roster it only hands clients to active sellers. If a rule points at somebody who left the team it no longer assigns — update the rule or bring the person back.
- Permanent deletion was refused: the seller has portfolio, goal, transfer or financial history. Keep the row inactive so that history remains auditable.