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