Territories
- About the Details Grid
- About the Territory Designer
- Account Families while Creating Territories
- Add Metrics to the Summary Panel
- Add/Delete Notes on a Record
- Create and Manage Territories
- Create Geographic Territories
- Create Territories Using Unique Field Values
- Export Grid Data
- Filtering in the Grid
- Grid Action Menu
- Grouping Data in the Grid
- How does Proposed View work while moving accounts
- How To Create Criteria Using Filter Builder
- How to create territories using bucket values?
- How to Delete Custom Nodes
- How to Handle Account Families While Moving Accounts?
- How to Move Accounts from Node to Node
- How to Prioritize Criteria in SmartPlan
- How to Use Balancer Criteria in SmartPlan