In this seventh 1 Minute Tip Video you will learn how to create a sales territory hierarchy. This process allows you to create groupings for district and regional managers.
The default Hierarchy settings in AlignMix are territories, districts, and regions. These terms can be customized in the AlignMix options. If you use the terms Territory and Region (region is the second level) then make sure to change the default term for the third tier to something other than region. This will help avoid confusion.
There are several ways to create the hierarchy assignments:
All of these methods can be used at the district and region (2nd and 3rd tier of assignments)
After you create your hierarchy you can then assign managers to each level of assignment.