12.9 Data Set Selection & Postal Code Overlay

12.5 Data Set selection and Postal Code Overlay

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

This section describes how to use a previously loaded Data Set in the Mapping Tool

1. Navigate Territory Management/ Create Sales Territory/ Access Mapping Tool

Select the Select View Tab & Territory Mgmt. Tab

2. Click the drop down at (Arrow #1) to select a previously loaded Data Set

3. Arrow #1 indicates the selected previously loaded Data Set

4. Click the “Load Data” tab at Arrow #2 to load the Data Set

Postal Code Overlay

Under the Select View Tab & Territory Mgmt. Tab

Check Postal Codes

View Postal Codes