How to View Territories by Role Assigned

Enable a View of the Hierarchy Based on the Role Assignments

  1. Select "Show Role Details" from the Hierarchy Options Menu.
  2. Choose the role you would like to view on the territory node. Click Confirm
  3. You will now see the name of the person assigned to that role in the hierarchy view.  If there is no active assignment for that node, "TBD" will be displayed.

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