Can I import my current territory definitions into Territory Mapper?
Yes, Territory Mapper allows you to load your territory alignments directly into your documents via one of several common data formats including Access, Excel, Dbase and text files. Territory Mapper will use this information to construct your hierarchy (up to 4 levels) and all the nested folders and folder names automatically. By loading your territory definitions from a file you can speed up the process of creating a document that contains a large number of territories. In addition, you can rebuild documents quickly and easily from a Territory Mapper export file or data from another source.
Related Questions
- Is it possible to set up sales areas with Territory Mapper by state or county and then import a list of customers and have them assigned to the defined territories?
- Can I import my current territory definitions into Territory Mapper?
- Can I import my detailed payment information into AmegyConnectâ„¢ ACH?