Area Management
Details about the Area Management tab on the Web App
By Hunter and 1 other2 authors6 articles
- Area Management Overview (Web)The Area Management feature in Terros allows managers to visually create, assign, and manage sales territories on an interactive map, making it easy to organize regions, track performance, and coordinate…
- How to Roll Back Account Stages in an Area (Web)Move accounts in an area back to an earlier stage so your team can re-work territory without losing useful progress.
- Account Management vs Area Management (Web)Two ways to assign leads to your team. Choose the approach that fits your sales model.
- Account Management Overview (Web)Account Management lets managers and admins assign accounts and territories to teams or individual users. You can assign specific addresses or entire geographic areas—perfect for field sales, imported lead lists,…
- Area Management (Web) — What's New and How It's BetterThis article explains what changed, what's new, and how to make the most of the new layout.
- Recent Area Management Changes (Web)