Save Shape/Excel file in territory
Last updated
Last updated
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