Territory Management
- About the Territory Designer
- Create and Manage Territories
- Create Geographic Territories
- SmartPlan Overview
- About the Details Grid
- Treatment of Account Families
- How to view map based territories
- How to use Named Accounts and Exceptions
- How to rerun rules?
- How to move accounts from one node to another?
- Setting Order of Precedence in Hybrid Territories
- How to View Territories by Role Assigned
- How does Proposed View work while moving accounts
- How to handle account families while moving accounts?
- Add Metrics to the Summary Panel
- Add/delete Notes to a Record
- How to use Column Chooser
- Filtering in the Grid
- View Account Families in the Grid
- Export Grid Data