Territory Management
- SmartPlan - Cluster by Field Value
- How To Create Criteria Using Filter Builder
- How to create territories using bucket values?
- Grouping Data in the Grid
- How to use Named Accounts and Named Exceptions
- SmartPlan - Prioritized Balancing Criteria
- SmartPlan - Balance by Metrics
- Treatment of Account Families
- Create Territories Using Unique Field Values
- How to View Territories by Role Assigned
- Setting Order of Precedence in Hybrid Territories
- Account Families while Creating Territories
- View Account Families in the Grid
- How to Delete Custom Nodes
- How does Proposed View work while moving accounts
- How to handle account families while moving accounts?
- Sorting in the Grid
- SmartPlan - Balance by number of accounts
- Taking Notes
- Undo Account Moves