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Reduce Admin Burden when Resolving Gaps and Overlaps using Territories Workspace

edited Aug 15, 2022 10:22PM in Sales


Workspace is a key differentiator for our customers and Territories Workspace provides an number of features for the sales operations team. Demos are available for the key features per update.

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Territories workspace is especially useful for the sales operations team when resolving territory gaps and overlap issues. The key territory actions are available and sales operations can easily find territories based on included accounts, products or geographies. This results in improved performance and ease in locating territories for a specific named account, team member function and any of the territory, team and coverage fields. 

20D - Territory workspace built on top of elastic search allows sales operations to more effectively manage active territories.

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