Territory Management
- How to delete territories
- How to Edit Hierarchy Rules
- How to handle account families while moving accounts?
- How to move accounts from one node to another?
- How to Rename a Territory
- How to rerun rules?
- How to use Column Chooser
- How to use Named Accounts and Exceptions
- How to use the Lasso Tool
- How to view map based territories
- How to View Territories by Role Assigned
- How to work with details grid?
- Setting Order of Precedence in Hybrid Territories
- SmartPlan - Balance by Field Value
- SmartPlan - Balance by Metrics
- SmartPlan - Balance by number of accounts
- SmartPlan - Cluster by Field Value
- SmartPlan - Maximum Balancing Criteria
- SmartPlan - Minimize Disruption criteria
- SmartPlan - Minimum Balancing criteria