Search by territory or assignment in Target

customertrax 1. Handle CRM 1.0, x. Uncategorized

Coordinate your campaigns by sales territory


To create a search based on territory or assignment:

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