Territory Management
- How to view map based territories
- How to move accounts from one node to another?
- How to use Column Chooser?
- Grid Action Menu
- Export Grid Data
- How to use the Lasso Tool
- How to work with details grid?
- How to Create Custom Nodes
- View Account Families in the Grid
- Configure Reporting in the Balancer Tab
- Treatment of Account Families
- How to rerun rules?
- Filtering in the Grid
- How to create territories using bucket values?
- Add Metrics to the Summary Panel
- Field Settings
- Add Notes to a Record
- Managing Multiple Plans
- How do territory designer work
- How to assign geographic rules to territories