As a Sales VP, you may want to explore new territories but are unsure about creating one. This is where the Draft Territory feature in the Dynamics 365 map plugin comes in.
In Dynamics 365 MappyField, we provide a Draft Territory feature that allows you to create draft territories. These territories are saved as drafts and not in CRM. You can apply these territories to the map whenever you need them.
Step 1: To create a Draft Territory, open Territory Management and select the Search option. For example, select by Region ➤ State ➤ Enter Texas, then click on Plot.
The “Draft Territories” will not appear in the Territory drop-down list. Users can either save a territory from the draft, or if they don’t want to create a territory, they can choose to draft one.
Step 2: Now, click on the Hand Tool, which will be used to select the plotted territories.
Step 3: After selecting the tool, right-click on the territory and click on “Create New Territory.
Step 4: Enter the Territory Name, select the Manager, and click on the ‘Save as Draft’ button.
Once the territory is saved as a draft, it will appear in the Draft Territory tab.
You can view the territory, save the territory (convert the territory draft to its original form), and delete it if the users no longer need the draft territory.
You can also view the territory and make it the default territory by clicking on the ‘Eye’ and ‘Save’ icons, respectively.
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