Draft Territories

If the users need to further work on the territories processed or needs to make any changes, they can choose the ‘Save’ from the Actions and save the territories processed as a ‘Draft territories’ within the CRM.

After saving a draft, user can use the option of ‘By Territory’ within the ‘Territory Management’ card to plot the draft territories saved in CRM and rework on them. Further, user can choose to save it again as a draft with the updates done or create the respective territories in the CRM using the option of ‘Create’ from the Actions. If user wants to create the respective territories from the draft, they can also choose whether or not to delete the respective draft territory.

At times, managers want to create territories based on postal codes or regions, etc. They need time to research and arrive at confirmed decisions. Draft territories come into use in such situations. Managers can draw shapes on the map, create territories with those, and save them as drafts. They can revisit these drafts whenever required. Multiple draft territories can also be plotted together on the map if all of them are created without records.

Managers can also create territories with records and save them as drafts in the same manner.

The new draft territory is visible under the Draft Territory section and can be plotted and used from there.

For any queries, reach out to us at [e-mail]