Save Shape/Excel file in territory

A file should be saved in a territory in order to be visible in the list of the files to be plotted as an Overlay. Follow the steps mentioned below to save the shape/excel file in a territory:

  • Go to Settings > Business Management > Sales Territories > Create a sales territory > Save

  • Go to Territory Map Preview > Select Option > Shape file/Excel file > Save

For any queries, reach out to us at crm@inogic.com

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