Hierarchical Territory Building

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Territory Planner’s enhanced Hierarchical Territory Building simplifies your territory management by aligning it with your organizational hierarchy. Whether you’re overseeing executives, account managers, or sales reps, this feature allows for a clear, automated approach to visualizing and managing your team and territories.

• Easily map out your team’s structure, including roles, owner IDs, and reporting relationships (e.g., Executives > Managers > Reps).
• Automatically create parent territories by grouping child shapes based on your hierarchy, saving time and reducing manual work.
• Quickly integrate current territory data, even with a single hierarchy level.
• Keep track of territory ownership history for better transparency and decision-making.

For additional insights, please visit our help site.