Territory Management
Territories and territory hierarchies are maintained in CRM Enterprise. In Mobile System Maintenance (MSY), you can do the following:
View territory hierarchies and territories by choosing Territory
Management
Assign business partners and contact persons to a territory by choosing
Specify a default territory for an employee
The settings that you define in MSY affect the following tasks in Mobile Sales.
View all territories for a business partner (Business
Partners
component)
View all territories for an employee (Employees
component)
Mass-generate activities based on territories (Marketing
component)
For more information, see Mass Generation.
The following functions are available under Territory
Management
:
Function |
Description |
|---|---|
View territory details |
|
Assign business partners and contact persons to a territory |
|
View a territory hierarchy |
|
View all territory hierarchies |
|
View the territories assigned to an employee and specify a default territory |