Show TOC

Function documentationTerritory 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 Start of the navigation path Territory Management Next navigation step Territory Assignment End of the navigation path

  • Specify a default territory for an employee

Integration

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.

Features

The following functions are available under Territory Management:

Function

Description

Territory Overview

View territory details

Territory Assignment

Assign business partners and contact persons to a territory

Territory Hierarchy

View a territory hierarchy

All Territory Hierarchies

View all territory hierarchies

Employee Territories

View the territories assigned to an employee and specify a default territory