In this one minute tip you will learn how to import your data without getting any errors. If this is your first time working with a sales territory design software it may seem tricky at first. But once you give it a try you will see that the import process is pretty easy. The one thing to always remember is that anything you import needs a location (typically Zip code). If you have the zip code then you are almost ready to import your data in.
In this one minute tip you will learn how to create sales territories. This video will cover the touch align tool, the circle select tool, and also the zip code lasso tool. With these tools you’ll be able to design sales territories in just a few minutes.
In this one minute tip you will learn how to change and customize your sales territory and sales account labels.
In this one minute tip you will learn how to view all of your sales territory data in a table. This sales territory table will total all the data you have imported by sales territory making it easy to view your sales territory data all at once.
In this 1 minute tip you will learn how to use the thematic mapping tools. These tools will help you pinpoint high potential areas for your sales territories by using any data set as the base for the thematic mapping.