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Sales
Sales Data Import & Sales Settings
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Pros Elite Group, 2019
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Sales Data Import & Sales Settings
The contents of Sales Data Import & Sales Settings
12.0 Sales Territory Data Extraction (Manual Process)
12.1 Sales ERP/CRM File Merge
12.2 Address Verification - Sales Address Geocoding
12.3 Import Sales Territory Data - Manual Process
12.3a Auto Import Sales Territory Data - (Auto Extraction Req.)
12.4 Sales Settings
12.5 Sales Territory Account Definitions
12.6 Mapping Views - Populate By Segment
12.7 Mapping Views - Populate By Manufacturer & Model
12.8 Mapping Views- Assign By Equipment ID, Serial #, or Cust. Name
12.9 Data Set Selection & Postal Code Overlay
12.10 Equipment Randomization
12.11 Sales Territory Mapping - Creating & Deleting Territory / Assigning Sales ID
12.12 Editing Territory / Sales ID
12.13 Deleting Territories
12.14 Data Set Selection
12.15 Territory Mapping - Territory Data Overview
12.16 Selecting Sales Territories and Exporting Data to E-Automate