CloudLink Ideas Portal

Create Territory Zones will allow Reps to group Customers into sub-territories or Coverage Routes

Reps typically plan coverage trips along a route or area within their territory that encompace several towns/suburbs or group of postcodes that today can not be grouped for planning, analysis or reporting.

From a territory coverage & planning this is one of the most asked about missing features by our Reps. 

Providing a Territory Zone selection will allow reps to assign customers to a group & allow them to run reports by that zones or selection of zones. 

  • Mark Courtenay
  • Aug 21 2019
  • Needs more votes
  • Attach files


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