Right Click Options

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Right Click Options

Right Clicking on any territory will bring up a cool territory options menu. This section will break down what ever option does.

 

Step 1: Right Click on any Territory

Chapter 3 Right Click Step 1

Simply choose any territory and right click. Doing so will bring up a circular options menu.

 

Delete Territory

Chapter 3 Right Click Step Delete Territory

This option will simply delete your territory.

 

Territory Search

Chapter 3 Right Click Step Delete Territory Search

 

This option will center and zoom to the territory you right clicked on.

 

Chapter 3 Right Click Step Territory 

 

 

Smallest Cluster

Chapter 3 Right Click Smallest Cluster 1

 

Selecting this option will zoom to the smallest area of your territory that is non contiguous. This option is great for making sure your territory doesn't have a small island located somewhere a few hundred miles away from where the rep actually lives. It does happen and this tool does come in handy more than you would think. If there is no cluster to be found the tool will just zoom in on the whole territory you right clicked on.  

 

Chapter 3 Right Click Smallest Cluster 2

 

               

Color

Chapter 3 Right Click Color

 

The color option allows you to change the color of the territory by letting you choose the actual color from a pallet.

 

Chapter 3 Right Click Color 2

 

 

Hide

Chapter 3 Right Click Hide 1

 

By clicking on the hide button you will make the selected territory not visible on the map.

 

Chapter 3 Right Click Hide 2

 

Right clicking on this hidden area will bring up the right click options again, but this time you have the option to make this territory visible.

 

Chapter 3 Right Click Hide 3

 

Click on show to make the territory visible on the map.

 

Chapter 3 Right Click Hide 4

 

 

Properties

Chapter 3 Right Click Properties

 

When the properties window pops up you will see the image below. Here you can customize the territory ID (1) or Name (2). Assign a different sales rep (3) or assign the territory to a district (4). You can also change the color (5). This pop up will also show you a summary of the accounts and data for this territory. Once you have made all the changes you want you can click OK to go back to the map (6)

 

Chapter 3 Right Click Properties 2

 

Lock

Chapter 3 Right Click Lock 1

 

The lock option will lock the territory and prevent it from being modified. This is a great tool to keep track of which territories are 100% completed and it also prevents other users from modifying them without permission.

 

Chapter 3 Right Click Lock 2