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If you hire an additional employee, meaning that your field force is enlarged as a result, territory optimization is necessary to assign the right customers to the new user.
Follow these steps:
- Create a new user (see Create a new user).
- Open the user's workspace by clicking on their name > Open workspace and geocode their home location (see Home location).
- Then, follow the steps in Perform territory optimization on a regular basis.
Optimization settings is the important tab.
- Leave the value of the column Take over customers for this user at Unrestricted. During the territory optimization, customers of other users will be assigned to this user.
- For the other users, leave Hand off customers at Unrestricted or limit the handing off of customers only slightly so that the most suitable customers can be assigned to the new user.
Hint: If the concerned user immediately replaces an employee who leaves the company, simply follow
Deactivate and activate users and then carry out a territory optimization in order to take into account the new home location (see
Perform territory optimization on a regular basis).
Further information
- To learn what is important for territory optimization when a field rep leaves the company, go to Optimize territories when a field rep leaves the company.