By Overlay
Users can select this option of ‘By Overlay’ to select any shape/excel file saved in CRM to plot the same on the map. Users can also select an attribute within ‘Category Attribute’ to categorize the regions plotted on the map. Also, they can select one or more attributes within ‘Summary Attribute’ to show on the Summary card when clicked on any region plotted on the map.
If user has plotted any territory or shape/excel file using the feature of ‘Overlay’ within the ‘Plot records’ card and moves to ‘Territory Management’ card so the option of ‘By Overlay’ will retain the selection of the same while working with Territory Management.
Last modified 7mo ago