You can display sales account labels for every sales account that you have imported. All it takes is just one click. Under view you select account labels. Now when you zoom into your sales territories you will be able to see the name of every sales account.
Archive for month: October, 2017
In this AlignMix how to video you will learn how to merge two sales territories into one. To do this you simply use the territory lasso tool and lasso two territories. Then you follow the prompts and choose which territory the two of them should be merged into.