The Inside Sales team feature lets you assign dedicated sales representatives to handle inbound leads, quotes, and customer communications.

How to Access

1. Go to Settings → Team → Inside Sales

What Inside Sales Does

Inside Sales team members are the people who:

• Receive and respond to new rental inquiries and leads
• Convert quotes into confirmed bookings
• Handle customer questions through chat and messaging
• Follow up on incomplete bookings

When a new lead or inquiry comes in, it can be automatically routed to your Inside Sales team for follow-up.

Adding Sales Team Members

1. Go to Settings → Team → Inside Sales
2. Click Add
3. Select from your existing internal team members
4. The selected person is added to the Inside Sales rotation

How Lead Routing Works

When leads are enabled, new inquiries are distributed among your Inside Sales team. Team members see their assigned leads in the Leads section and receive notifications for new assignments.

Tracking Performance

Inside Sales performance can be tracked through:

• Lead conversion rates — How many leads become confirmed bookings
• Response time — How quickly sales reps respond to inquiries
• Revenue attribution — Revenue generated from each sales rep's leads

Frequently Asked Questions

Can someone be on both the Inside Sales team and the Porters list?
Yes. Roles are independent — a person can handle both sales and vehicle delivery.

What if I have no Inside Sales team configured?
All leads and inquiries go to the organization admins by default.