Territory Management
- Add/delete Notes to a Record
- SmartPlan - Minimize Disruption
- Managing Plans in Fullcast
- Create and Manage Territories
- Export Grid Data
- About the Territory Designer
- How to use Column Chooser
- What are the best practices in segmentation and territory planning
- Filtering in the Grid
- SmartPlan Overview
- How to view map based territories
- Create Geographic Territories
- Grid Action Menu
- How to move accounts from one node to another?
- How to rerun rules?
- SmartPlan - Balance by Field Value
- Add Metrics to the Summary Panel
- SmartPlan - Minimum Balancing criteria
- About the Details Grid
- SmartPlan - Maximum Balancing Criteria