Viewing Territories by Person Assigned

Territories are grouped by and named according to multiple factors. To go over some of our best practices for node naming and organizing your go-to-market, click here. In the Design Module, people are assigned to a particular territory.

To enable a view of the hierarchy based on the people assigned:

  1. Select "Show Role Details" from the Hierarchy Operations Menu.
  2. Choose the role to be overlayed on the territory node. This gets configured in conjunction with the way you've assigned coverage to your territories.