Territories Overview

The Marketing subsystem allows users to set up sales territories under the territories screen. This screen provides users with the opportunity to enter a territory ID, and description and associate the territory ID to a postal code.

The territories screen is designed to allow users to set-up sales territories and associate these territories to specific contacts or users within the application. Typically these sales territories are sales representatives that are the point of contact for specific contacts within that zipcode/territory.

Users can access the territories screen under the marketing subsystem.

Setting Up Territories

Users can use the below fields to set-up the territories. Once the territories are set-up, users can assign the territories to contacts, which will display under the contacts profile.

Note: Manually assigning the territory ID to a contact is not a necessary step for users to take. When creating a new user in the Softrip application, the territory will assign to the contact based on the postal code entered into the territory screen and into the contact's address.

Defining the Fields

Territory ID

The territory ID is the unique code defining the territory. This can be an alpha-numeric code.

Description

Users can enter additional details regarding the territory. This is for internal use only.

Beg. Postal

The beginning postal code of this Territory.

End Postal

The ending postal code of this Territory.

Countries

The countries associated with this Territory.

Example of territories

Example of Manually Assigning Territories/Overriding Existing Territories in the Contact's Profile