Coordinate your campaigns by sales territory
To create a search based on territory or assignment:
- Select ‘add fields’ to view list of available search criteria.
Choose fields. Fields are listed alphabetically.
- Assignments are listed under ‘Record Managers’.
- Territories are typically defined by ‘Branch’ or location (4 address types are tracked under location: Delivery, Home, Postal, and Shipping).
- Learn more about Advanced Search options in Handle to further build, refine, and save your searches.