Employee needs access to more than one territory

Occasionally employees may need to work on more than one territory, perhaps to cover sickness or because another employee has left.

  1. From the menu select Administration, Employee Administration
  2. Use the search function at the top of the hierarchy tree to find the employee name
  3. Click to select the employee
  4. Click the Add to Territory action and in the box that appears, select the territory you wish the employee to have access to
    Territory share
  5. Click the Territory drop-down to select the territory the employee should have access to
  6. If it does not appear, then click the Show All Territories button to increase the list
  7. Click the Calendar button and select the date the employee is to be added to the territory
  8. Click OK to confirm.

Next time the employee accesses CRM they will notice that all the customer, location and account records for that territory are available in their searches.

Important: If a territory is shared in this way, then meetings can easily be reassigned between employees on that territory on a case-by-case basis, rather than transferring them all at once.