Occasionally employees may need to work on more than one territory, perhaps to cover sickness or because another employee has left.
- From the menu select Administration, Employee Administration
- Use the search function at the top of the hierarchy tree to find the employee name
- Click to select the employee
- Under the Actions tab click Add to Territory and in the box that appears, select the territory you wish the employee to have access to
- Click in the Territory field or the down arrow button to select the territory the employee should have access to. The list of territories in the user’s current area (region/team) will appear
- Alternatively, click the Show All Territories button to select from within the entire hierarchy
- Click the Calendar button and select the date the employee is to be added to the territory
- Click OK to confirm.
Next time the employee accesses CRM they will notice that all the customer, location and account records for the additional territory are available in their searches. Budgets for the additional territory will also be available for use with meetings.
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.