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Function documentationTerritory Assignment Locate this document in the navigation structure

 

This function allows you to assign business partners and contacts to territories. You can also view employees, business partners, and contacts assigned to a territory.

Integration

The business partners and contacts that you assign to territories in Mobile System Maintenance (MSY) are transferred to CRM Enterprise when you run ConnTrans.

For more information, see ConnTrans.

When you maintain a territory in CRM Enterprise, the business partners and contacts appear under Terr. Attributes with the attribute, BP_PARTNER (Business Partner).

For more information about directly assigned business partners, see Assigning Business Partners to Territory.

Prerequisites

Territories and territory hierarchies are maintained in CRM Enterprise.

Activities

Choose Add Business Partners or Add Contact Persons in the Directly Assigned Partners tile.

Note Note

You can remove employees and business partners from a territory, and assign employees to a territory in CRM Enterprise. This information is downloaded to the mobile clients.

End of the note.