Sometimes there are assignments of customers to field representatives that must not be changed during a territory optimization (e.g. because of special customer relationships).
This video shows you how to avoid reassigning certain customers:
Territory optimization
- How can I group our customers according to the first two digits of the zip code?
- Where can I see whether territory optimization increases the number of customer calls that can be made?
- How do I specify how many customers should be handed off or taken over?
- How do I find out how much time my customers require per year?
- How do I store important key figures for our company in territory optimization?
- How do I take into account a grouping of customers?
- How do I fix customer assignments?
- How many new field reps does our team need? Where should they be based?