Touch Align Sales Districts

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Touch Align Sales Districts

While in the District Map view you can also use the touch align tool to modify existing sales districts or create new ones.

 

Step 1: Open New Tab

Chapter 5 District Touch Align Step 1

 

 

Step 2: Select District Map View

Chapter 5 District Touch Align Step 2

Once you've opened up the new tab from step 1, make sure that you have Maps selected (1). Then click on Map showing the districts (2)

 

 

Step 3: Create a District

Chapter 5 District Touch Align Step 3

Select the Touch Align Tool (1) from the home menu toolbar. If you want to view territory layers on the District Map View make sure to toggle them on in the Configure layers tool.

 

 

Chapter 5 District Touch Align Step 3a

 

Next, zoom into the area you would like to create a district in. In this example we will create a district in the Northwest of the US.

 

Chapter 5 District Touch Align Step 3b

 

Click anywhere on the map with the left mouse button (1)

 

Chapter 5 District Touch Align Step 3c

 

While holding down the left mouse button start to select the areas you want to add to this new district (2).

 

Chapter 5 District Touch Align Step 3d

 

When you let go of the left button you will have created a new district.

 

That's It!

You can also use this touch align tool to modify existing sales districts.