Setting area, territory, area manager, territory manager for customer's zip code
Setting Area, Territory, Area Manager, Territory Manager for Customer's Zip Code
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
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