Sales Territory Assignment allows you to easily assign multiple companies to an employee user. The Sales Territory Assignment feature also helps expand the number of companies a crm employee can view/manage, supporting assignments over 1k companies.
Assigning Sales Territory to Companies
This is managed in Kodaris on the Company Details view or can be synced from your ERP if it is supported. Details on managing in sales territories are below.
On Company Details View
On the Company Details view, find the “Sales Territory” field
Enter the territory code in this field
On the Data Grid
Navigate to Companies > Data
Add “Sales Territory” to your column view
Update needed cell(s)
Via Import
Create a .CSV file with the following headers
code = the company codes in the system
salesTerritoryCode = the sales territory code you’d like to assign
On the Companies > Data view, select File > Import > Update Only and select your .csv file to upload
You’ll receive an email when the import updates are complete
Assigning Sales Territory to Employees
This is available on the Employee Details view
Navigate to the Details view of an employee
In the “Sales Territory” field, enter in the Sales Territory Code
Note: multiple sales territories can be assigned to a user, separated by a comma
3045_SalesTerritoryAssignment_6.png
On the Data Grid
Navigate to Employees > Data
Add “Sales Territory” to your column view
Update needed cell(s)
Via Import
Create a .CSV file with the following headers
userName = employee username
salesTerritoryCode = the sales territory code you’d like to assign
On the Employees > Data view, select File > Import > Update Only and select your .CSV file to upload
You’ll receive an email when the import updates are complete
Hierarchy of Assignment Flows
Both crmUseEmployeeAssignments and crmUseSalesTerritory can be enabled at the same time allowing use of Employee Assignment and Sales Territory Assignment in tandem. However, an employee user can only have one or the other.
When an employee is assigned a territory and has crm permissions to limit them to assigned companies, they’ll see all companies associated with that territory listed on their Companies screen in the Operations Portal.
Employee Assigned Territory
Companies with same Territory
Employees Companies view
If there is no Sales Territory assigned to a user and both assignment types are active, the system will fall back to the crmUseEmployeeAssignments flow and any companies an employee is assigned to will be reflected in their list of available companies in the Operations Portal.
Employee Sales Territory left blank
Companies with assigned employee through crmUseEmployeeAssignments flow
Product Documentation
