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Create Service Territories
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Pros Elite Group, 2019
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Create Service Territories
Territory Development Overview Video
The contents of Create Service Territories
8.0 Service Territory Mapping - Select View & Territory Mgmt.
8.1 Mapping Views - Populate By Segment
8.2 Mapping Views - Populate By Manufacture and Model
8.3 Mapping Views - Assign By Equipment ID, Serial #, or Cust. Name
8.3.a Setup Territory Definitions
8.4 Postal Code Overlay
8.5 Equipment Randomization
8.6 Creating Territory / Assigning Tech ID
8.7 Editing Territory / Tech ID
8.8 Deleting Territory
8.9 Data Set
8.10 Territory Mapping - Territory Data Overview
8.11 Selecting Territories and Exporting Data to E-Automate