Territory Management
- Add/delete Notes to a Record
- SmartPlan - Minimize Disruption
- Create and Manage Territories
- Managing Plans in Fullcast
- SmartPlan Overview
- About the Territory Designer
- Export Grid Data
- How to use Column Chooser
- What are the best practices in segmentation and territory planning
- Create Geographic Territories
- Filtering in the Grid
- How to view map based territories
- How to move accounts from one node to another?
- How to rerun rules?
- Grid Action Menu
- How to use Named Accounts and Named Exceptions
- Add Metrics to the Summary Panel
- About the Details Grid
- SmartPlan - Balance by Field Value
- SmartPlan - Minimum Balancing criteria