Overview
Branch Locations in SalesExec allow organizations to manage multiple offices, regions, or business units within a single account. Each branch can have its own users, phone routing, reporting visibility, and operational structure. This setup is essential for businesses that operate across different locations and need accurate lead distribution and performance tracking.
Branch Locations help ensure leads are routed correctly, calls reach the right teams, and reporting reflects real operational boundaries.
Key Functionality
Create and manage multiple branch locations within one SalesExec account
Assign users, phone numbers, and routing rules to specific branches
Support location-based lead routing and call handling
Enable branch-level reporting and performance tracking
Maintain centralized administration while supporting distributed teams
How to Use This Feature
When setting up a new account, consider how you’d like to group your agents; this could be by geographic location, product type, or role type (e.g., Sales vs. Customer Service).
Every user is linked to a Branch, and each Branch is connected to a Corporate-level account structure.
Image 1.1 User Hierarchy
To Add a New Branch:
Go to More > Settings > Users
Click the Add Branch button (1)
A box will pop upto Add New Branch
Fill in the name and any other pertinent information.
Click Save
Image 1.2 Add New Branch Button
Image 1.3 Add New Branch Pop Up
Note: When completed, the branch will appear beneath Corporate or under any previously created branches. (2)
Image 1.4 Branch Added
Best Practices
Use clear, consistent naming conventions for branch locations.
Align branch configuration with real-world organizational structure.
Verify user assignments whenever staff changes occur.
Review routing rules to prevent leads from crossing unintended branches.
Regularly audit branch-level reports to ensure data accuracy.
Troubleshooting
If leads are routing incorrectly, confirm the branch assignment of both users and phone numbers.
If users cannot see expected data, review branch-based reporting permissions.
If calls are misrouted, verify the call flow or routing logic assigned to the branch.
Check time zone settings to ensure automation and reporting align correctly.