What is the Area Management Tab?
The Area Management tab provides a visual tool for managers to define and manage sales territories. It allows you to create designated areas on a map, assign them to users, and track their performance.
Main Screen Overview
The main screen of the Area Management tab displays a map with all existing sales areas marked. At the top of the screen, you will find several key features:
Map/Hybrid View: A button that allows you to switch between a standard map and a hybrid view.
+ Add Area: A button that allows you to create a new sales area.
How to Add a New Area
Click on + Add Area: From the main Area Management screen, click on the + Add Area button.
Fill out the Area Details: The "Add Area" screen contains several fields that you can fill out. Required fields are marked with a red asterisk. These fields include: Area Name, Area Color, Area Note, and Assign to.
Draw the Area: You can draw the area on the map by clicking on the map to create points. The area will be created once you have closed the shape.
Create the Area: Once you have filled out all the required fields and drawn the area, click on the + Add Area button in the bottom right corner of the screen.
How to Edit an Existing Area
Select an Area: From the main Area Management screen, click on the area you want to edit.
Fill out the Area Details: The "Edit Area" screen contains several fields that you can fill out. Required fields are marked with a red asterisk. These fields include: Area Color, Area Note, Assign to, and a button to Edit Boundaries.
Edit Boundaries: To modify the boundary of the area, click on the "Edit Boundaries" button. This will allow you to drag the points of the area to a new location.
Delete Area: You can delete an area by clicking on the "Delete Area" button in the "Danger Zone" section.