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rhp
Territory Management
Hello,
I'm working on Territory management and wanted to separate accounts based on zip codes. I have few questions.
1) Where should I go to write my Account Assignment rules?
2) I have the territories and zipcodes in a csv file.
How should I implement this?
Thanks
Hello,
Once you create a territory, you will be able to write logic inside that territory to capture accounts.
Personally I was not able to find a way to do this from a CSV file and had to manually create them, I expect that is the only way.
PB
Trimble,
Thank for your response.
But What should I do if I have 42,000 Zipcodes???? N in Assignment rule we cant mention more than 15 rules???
So doing it manually is out of question.
Within your filter logic you would write something like this.
1 ZIP equals 12345,12346,12347,12348
2 ZIP equals 23458,23468,23478,23488
3 ZIP equals 34567,34568,34569,34570
Filter Logic (1 OR 2 OR 3)
Using the method above should get you a few hundred zips into a territory using just one assignment rule.
PB
Omg seriously????
What will I do with 42,000 Zip codes??? Enter Manually???
Thats the only way I can see it happening, since you have to create the territory and then actually assign the rules to the territory.
I do not know how you can import these, or if it is possible (Which I doubt).
How many territories will you have?
I have hundreds, but we break them out by state/country/product lines (Thank God)
Hopefully someone out there knows of a way.
PB