12.5 Sales Territory Account Definitions
Setup Sales Territory Definitions
Navigate Territory Management/ Create Sales Territories/ Setup Territory Rep Definitions
1. To setup a New Sales Rep Territory Definition Click the Blue Tab at (Arrow #1)
2. Enter the Name of the new Territory
3. Check the box if Min and Max # of Devices is not desired
4. Enter the Min # of Devices in the Territory
5. Enter the Max # of Devices in the Territory
6. Choose the Device Segments in the Territory
7. Click the Blue Tab “Submit” to create the Territory
8. To Edit an existing Sales Rep Territory Definition Click the Blue Tab at (Arrow #2)
9. Enter the Password to Display the Protected Data
10. Click the Blue Tab “Submit”
11. Click on the Blue and White “Gear” to Edit or Delete a Territory
12. Once Edits to Territory have been made click the Blue Tab “Submit” to save the Edits
