Territory Management
- Add/Delete Notes on a Record
- SmartPlan Minimum Disruption Criteria
- Create and Manage Territories
- SmartPlan Overview
- Managing Plans in Fullcast
- About the Territory Designer
- Export Grid Data
- How to use Column Chooser
- Create Geographic Territories
- What are the best practices in segmentation and territory planning
- How to Move Accounts from Node to Node
- Filtering in the Grid
- How to View Map-Based Territories
- How to rerun rules?
- How to use Named Accounts and Named Exceptions
- Grid Action Menu
- Add Metrics to the Summary Panel
- About the Details Grid
- How to Use Minimum Balancing Criteria in SmartPlan
- How to View Territories by Role Assigned