This article will explain the steps for setting up sales rep territories. The Sales rep territory functionality can aid in assigning customers to reps based on Zip Code, Zip Code range, or State.
Start the process in the RepZio Webmanager:
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Login to your WebManager
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In the left rail select “View/Edit Sales Reps”
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Notice and click the pencil icon near an individual rep name from the list
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On the upper right side of the sales rep details page, use the “Territory” component and walk through the module to add specific zip codes for the rep. You can add one zip code or a range of zip codes or a specific state. When completed, click the Submit button.