How to Attach Territories to ASM

To reach “Territories” tab, click on the arrow in front of the location management under company settings.

Once clicked on the Territory, user will be directed to the page shown below. 

List of all the Territories existing in the system will be shown there.

In order to see, Territories attached to an ASM or attach territories with the ASM, Click on the Area Sales manager Territory map enclosed in image below.

Clicking on Area Sales Manager territory map will lead you to the page show below.

Entering ASM name in search column will show the territories attached with him.

In order to attach territory to an ASM, Click on the “Create” option enclosed in image above.

Clicking on Create will lead to the page shown below.

After selecting the employee, select the Territory from the dropdown as shown below.

Click on update after selecting the territory in the territory dropdown and ASM will be mapped to that Territory.

Once updated, Territory will be attached to the corresponding ASM.