Assignment Areas
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Geopointe Assignment Plans enable you to create and manage territories with ease, identifying records that fall within specific geographic or criteria-based areas. Each plan is built with Assignment Areas, which allow you to define and assign responsibilities to users based on geographic boundaries or specific record criteria.
With Geography-Based Assignment Plans, you can draw geographic areas and automatically assign records to the appropriate team members, offices, or service locations.
With Criteria-Based Assignment Plans, you can go beyond geography to assign records using other field-based criteria such as industry, revenue size, customer type, or any custom field relevant to your business.
Assignment Areas help you:
- Identify who will handle a record, whether based on geography or specific criteria.
- Define and apply area- or criteria-specific rules and processes to those records.
- Leverage targeted information to enhance business decisions and streamline operations.
Organizations are provided 10 Assignment Areas with the purchase of Geopointe. Any additional areas must be purchased as an add-on.
For more information on Assignment Areas contact our team today!
