Territory Management

Targetting one territory at a time will save lot of time, money and efforts. Additionally planning call schedule and assigning it to particular assistants saves more.

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How to select territory?

Click Find button on Home Screen.

Advanced Search

Select territory by typing area in the box and click Ok button.

You may deep filter to short-list the contacts in particular territory by selecting other options.

Select Territory

Selected territory will be available in side-bar.

How to plan calling schedule?

Select any area or group of contacts by pressing Find button on Home Screen.

Advanced Search

Now you can start calling immediately by press Phone Calls button. To enter call details refer How to make preset calls

Or you can plan for future calls by clicking Next Action button. To set future calls refer How to set next actions

How to assign it to assistants?

Select any area or group of contacts by pressing Find button on Home Screen.

Advanced Search

Click on List button to browse filtered list.

Browse List

1. Tick-mark contacts or click on Select button to select entire list.

2. Click on Replace button to replace selected rows.

3. Select Call Date option, select future date for calling and assistant name to whom you want to assign calls.

4. Click on Ok button to assign calls.

Assign Calls

Phone calls will be scheduled on selected date for assigned assistant.