Is there a way to build in a table to allow Dodge data to be displayed by county by rep? Currently all Dodge data is viewable by all reps. They have to continually use the filters to see their territories. We would like to be able to segregate the data so each rep only sees the Dodge data for their respective territories
Jessica Mayher
I would agree with this. We can filter by county/zip, but not have assigned filters making it easy for reps to see what is relevant to them by clicking in. It isn't too bad with the filter, but disjointed when reps cover more than one county or zip.
I'd add that it would be helpful if they could favorite projects, similar to putting them in a campaign, so they can keep track of what they are working on. It is handy to be able to associate a dodge customer with a customer in our system, then create activities right from that Dodge view, but there is no way to keep try by project, instead of just by customer, when the last contacted was, when the outstanding activity is, so you can see customers by Dodge project activity. That would really make the Dodge integration actionable and functional as a tool.
I would add the ability to assign Dodge project zip codes to a rep or customer, similar to the Manage - UCC BuyZip to customer menu. In fact, if you can duplicate all of the UCC functionality for Dodge projects, that would be ideal, but allowing reps to easily see and manage projects in their territory would be top priority.
Hi Jessica. A quick question about your idea: Are you looking for a way to manage county assignments, that then reflect in information specific to a filter for Dodge?