Editor
Home └VAPO/ALT E-Learning └Setting area, territory, area manager, territory manager for customer's zip code

VAPO/ALT E-Learning

0 %

Completed

Course content

Setting area, territory, area manager, territory manager for customer's zip code

Prev Next
Fullscreen Share

Setting Area, Territory, Area Manager, Territory Manager for Customer's Zip Code

1. Navigate to Contacts > Configuration > Territory Management


 
2. From here, you will be able to see all the details that relates to a specific zip code and add/edit if necessary.
To apply this on a new customer, navigate back to the Contacts >  New
Note: Make sure that you select the Customer Type as Wholesale first before filling the zip code. When you navigate to the Area & Territory tab, the territory details which you set up in the Territory Management are auto-populated.


You can also watch this video for reference:   https://somup.com/c0hQjh4Rhm
 
Rating
0 0
Views
68 Total Views
1 Members Views
67 Public Views