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Territory Manager

Territory Manager

How to use eSpatial Territory Manager

Introduction and Overview

Territory Manager Overview

Frequently asked Questions when Building Territories on Zip Codes

Complex Territories

Creating your Territories

Create Point/Account Based Territories

Create Territories from File

Create Territories Manually

Editing Territories

Updating additional territory fields in Salesforce

Balancing Territories

Exceptions / Account Allocation

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Territory Optimization and Advanced Territory Features

Territory Optimization on Existing Territories

Creating New Optimized Territories

Territory Optimization - Adjusting Resources

Creating Optimized Account-Point Based Territories

Fill Gaps in Territories

Territory Centers

Compare Tool

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Managing your Territories

Attribute Based filtering in eTerritory

Locking accounts in point only alignments

The Territory Table

Filtering

Charts

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Styling and Exporting Territories

Saving a Territory Alignment and Saving as a new Alignment

Adding Territory Alignments to a Map

Territory Styling and Legend

Exporting Territories

Sharing Territories

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