×
Menu
Index

12.6 Mapping Views - Populate By Segment

 
 
 
12.6 Mapping Views- Populate By Segment
 
With your Secure Login credentials, log into https://www.prospivot.com/login
     Ex. Joe.Smith@companyname.com
Home Screen
Select Territory Management:
     - Create Sales Territories
          - Access Mapping Tool
 
 
 
 
 
 
 
 Select the Views & Territory Mgmt. Tab
 
 
From the View window click on the dropdown arrow
 
 
Select type of view from drop down window – Example below “Populate By Segment”
 
 
 
 
 
 
 
 
 
Select the Territory Data Overview tab
·     Default view – All Equipment Segments is Selected
·     All Devices present on map
 
 
Click on the Unselect All Segments icon
·     Notice all units on map disappear
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Select Equipment Segment (s) you wish to view
·     Segment (s) selected will appear on map
Once the Category, you wish to view is selected, detail information making up that Segment will populate in the window labeled Segment Category
·     Total AMV B/W
·     Total AMV Color
·     Total AMV
·     Total # Devices
 
 
From this point you can view equipment segments and/or create a segment specific territory by selecting the desired sales representative and using the drawing tool located in the upper right-hand corner of the map to assign equipment.
 
 
 
 
 
 
 
Once complete with this task, click on the Select the Views & Territory Mgmt. Tab and return to Populate By Device or select another view