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Territory Management

  • Account Families while Creating Territories
  • Add Metrics to the Summary Panel
  • Add/delete Notes to a Record
  • Balance Geo Territories
  • Configure Reporting in the Balancer Tab
  • Create Territories Using Unique Field Values
  • Creating territories based on GTM Hierarchy segmentation
  • Edit Geographical Territories
  • Export Grid Data
  • Filtering in the Grid
  • Grid Action Menu
  • Grouping Data in the Grid
  • How do territory designer work
  • How does Proposed View work while moving accounts
  • How to assign geographic rules to territories
  • How To Create Criteria Using Filter Builder
  • How to Create Custom Nodes
  • How to create territories using bucket values?
  • How to deal with nonstandard postal codes
  • How to Delete Custom Nodes
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Categories

  • Getting Started
  • Admin
  • Territory Management
  • Coverage, Capacity and Roles
  • Quotas & Target
  • Performance to Plan
  • Routing
  • Data Hygiene
  • Scenario Guides
  • Troubleshooting Guide
  • Salesforce Integration
  • Release Notes
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